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Portfolio (Quarterly) Guide ↗

Global Wealth Strategies & Associates

· CIK 0001912297
13F Portfolio $401M AUM 549 positions Filed Jan 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 549 New
Page 17 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DD DUPONT DE NEMOURS INC COM Basic Materials 222.0 $9K 0.00% NEW $40.20 +23.0%
322 RACE FERRARI N V COM Consumer Cyclical 24.0 $9K 0.00% NEW $369.54 -10.7%
323 CVS CVS HEALTH CORP COM Healthcare 111.0 $9K 0.00% NEW $79.36 +14.3%
324 SYK STRYKER CORPORATION COM Healthcare 25.0 $9K 0.00% NEW $351.48 -10.9%
325 OTIS OTIS WORLDWIDE CORP COM Industrials 100.0 $9K 0.00% NEW $87.35 -16.7%
326 ULTA ULTA BEAUTY INC COM Consumer Cyclical 14.0 $8K 0.00% NEW $605.00 -14.7%
327 VMI VALMONT INDS INC COM Industrials 21.0 $8K 0.00% NEW $402.33 +31.5%
328 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 240.0 $8K 0.00% NEW $34.60 +4.4%
329 BITB BITWISE BITCOIN ETF TRUST Financial Services 171.0 $8K 0.00% NEW $47.56 -13.4%
330 MELI MERCADOLIBRE INC COM Consumer Cyclical 4.0 $8K 0.00% NEW $2014.25 -18.2%
331 GLD SPDR GOLD SHARES Financial Services 20.0 $8K 0.00% NEW $396.30 +4.5%
332 BIOATLA INC COM 13,769.0 $8K 0.00% NEW $0.57
333 GALAXY DIGITAL INC. CL A 346.0 $8K 0.00% NEW $22.36
334 COP CONOCOPHILLIPS COM Energy 82.0 $8K 0.00% NEW $93.61 +24.5%
335 MSTR STRATEGY INC CL A NEW Technology 50.0 $8K 0.00% NEW $151.96 +5.2%
336 ARTY ISHARES FUTURE AI & TECH ETF 156.0 $8K 0.00% NEW $48.18 +48.8%
337 MGK VANGUARD MEGA CAP GROWTH ETF 18.0 $7K 0.00% NEW $412.78 -78.3%
338 CNEQ ALGER CONCENTRATED EQUITY ETF 212.0 $7K 0.00% NEW $34.38 +17.5%
339 COIN COINBASE GLOBAL INC COM CL A Financial Services 32.0 $7K 0.00% NEW $226.12 -20.4%
340 BA BOEING CO COM Industrials 33.0 $7K 0.00% NEW $217.12 +0.8%
Page 17 of 28  ·  549 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.4%
Technology 19.0%
Consumer Cyclical 7.8%
Basic Materials 6.8%
Communication Services 5.0%
Industrials 4.3%
Healthcare 3.9%
Consumer Defensive 2.7%
Energy 1.7%
Utilities 0.9%