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Christopher Clancy

Global Wealth Strategies & Associates

Assets Managed
$527.577M
Holdings
97
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
29.64%(2Q avg: 15.56%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Wealth Strategies & Associates's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Global Wealth Strategies & Associates over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 527.577M in assets, with a quarterly growth rate of 29.64% and a 2-quarter average growth rate of 15.56%. The portfolio is managed by Christopher Clancy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.95%
27.44%
$144.742M
210,745 shares@ $686.82 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.5%
9.23%
$48.659M
503,820 shares@ $96.59 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 4.3%
6.76%
$35.644M
117,650 shares@ $302.98 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.91%
6.22%
$32.809M
446,933 shares@ $73.41 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 6.12%
4.87%
$25.662M
377,330 shares@ $68.02 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 10.85%
4.78%
$25.213M
106,556 shares@ $236.62 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 491.18%
4.15%
$21.85M
29,671 shares@ $736.41 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 11312.79%
2.97%
$15.623M
105,340 shares@ $148.32 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 1008.36%
2.76%
$14.537M
76,299 shares@ $190.53 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 8.02%
2.66%
$13.994M
267,361 shares@ $52.34 avg price

1-10 of 97