Institutional filer · SEC 13F · Q1 2025
Wealth Management Associates, Inc.
The reported 13F portfolio of Wealth Management Associates, Inc. (CIK 2067339) - top holdings, how concentrated the book is, and what changed last quarter.
- $233.4M
- Reported book
- 212
- Positions
- #177
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Wealth Management Associates, Inc. ranks #177 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2025 the reported book is $233.4M across 212 positions, a broadly diversified portfolio.
- $233.4M
- reported 13F value
- 212
- disclosed positions
- 6.3%
- in APPLE INC
- #177
- of 360 filers
Top-5 share 22.8% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Wealth Management Associates, Inc. ranks #177 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Wealth Management Associates, Inc. sits by disclosed position count
Wealth Management Associates, Inc. reports 212 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Wealth Management Associates, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
212 111th of 360 higher than 249 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Wealth Management Associates, Inc. reports a book ($0.23B) spread across 212 disclosed positions -- more than the 161-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2067339 · Q1 2025 $233M book
BOOK-MID · POS-MID · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #177/360
- POS-MID 212 names
- CONC-MID 23% top-5
- LEAD-MIX 6.3% top
- PHOTO-FINISH Rule One Partners,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2025
Photo-finish peer on reported book: Rule One Partners, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Wealth Management Associates, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$233.4M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | APPLE INC | $14.6M | 6.3% |
| 2 | ISHARES TR | $12.5M | 5.3% |
| 3 | ISHARES TR | $10.6M | 4.5% |
| 4 | MICROSOFT CORP | $7.9M | 3.4% |
| 5 | ISHARES TR | $7.5M | 3.2% |
| 6 | VANGUARD INDEX FDS | $7.5M | 3.2% |
| 7 | AT&T INC | $6.4M | 2.7% |
| 8 | NVIDIA CORPORATION | $5.9M | 2.5% |
| 9 | VANGUARD WHITEHALL FDS | $5.6M | 2.4% |
| 10 | FIRST TR EXCHANGE TRADED FD | $4.5M | 1.9% |
| 11 | KINDER MORGAN INC DEL | $4.5M | 1.9% |
| 12 | ISHARES TR | $4.4M | 1.9% |
| 13 | ISHARES TR | $4.4M | 1.9% |
| 14 | SPDR GOLD TR | $4.3M | 1.8% |
| 15 | PALANTIR TECHNOLOGIES INC | $4.2M | 1.8% |
| 16 | EXXON MOBIL CORP | $3.1M | 1.4% |
| 17 | ISHARES TR | $3.1M | 1.3% |
| 18 | ELI LILLY & CO | $3.0M | 1.3% |
| 19 | SSGA ACTIVE ETF TR | $3.0M | 1.3% |
| 20 | AXON ENTERPRISE INC | $2.6M | 1.1% |
| 21 | ISHARES TR | $2.5M | 1.1% |
| 22 | VANGUARD BD INDEX FDS | $2.5M | 1.1% |
| 23 | ALPHABET INC | $2.4M | 1.0% |
| 24 | AMAZON COM INC | $2.4M | 1.0% |
| 25 | PUBLIC SVC ENTERPRISE GRP IN | $2.2M | 0.9% |
Latest Quarter Trades · Q1 2025
New positions (200)
Frequently Asked Questions
- How big is Wealth Management Associates, Inc.'s 13F portfolio?
- Wealth Management Associates, Inc. reports $233.4M of long US-equity positions across 212 securities as of Q1 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Wealth Management Associates, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Wealth Management Associates, Inc. ranks #177 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Wealth Management Associates, Inc.'s largest position?
- Wealth Management Associates, Inc.'s largest reported position is APPLE INC at $14.6M, about 6.3% of its reported book as of Q1 2025.
- What did Wealth Management Associates, Inc. trade last quarter?
- In its Q1 2025 filing, Wealth Management Associates, Inc. opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Wealth Management Associates, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($233.4M here).
Similar holding count
Nearest filers by number of disclosed positions (212 here).
Using this filing
- The rankings sort every tracked filer the same way Wealth Management Associates, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Rule One Partners, LLC reported the nearest book value ($234.0M) this quarter, a useful scale comparison for Wealth Management Associates, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.