13F Filings History of Global Wealth Strategies & Associates

Latest 13F report
Q4 2025 - 02 Jan 2026
Value $
$401,090,862
Signature - Title
Christopher Clancy - Compliance Associate
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Global Wealth Strategies & Associates. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Wealth Strategies & Associates reported 542 stock holdings with total value $401,090,862 as of Q4 2025. Top holdings included VOO, IEFA, BND, QQQM, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 542 $401,090,862 +$13,467,281 -$6,196,444 +$7,270,837 VOO, IEFA, BND, QQQM, QUAL 13F-HR 02 Jan 2026, 07:53
Q3 2025 485 $388,899,184 +$23,319,725 -$7,627,654 +$15,692,071 VOO, IEFA, BND, QQQM, QUAL 13F-HR 02 Oct 2025, 10:20
Q2 2025 376 $349,351,572 +$7,981,611 -$17,449,493 -$9,467,882 VOO, IEFA, BND, QQQM, QUAL 13F-HR 07 Jul 2025, 10:03
Q1 2025 471 $329,976,697 +$30,751,512 -$13,570,258 +$17,181,254 VOO, IEFA, BND, QQQM, VTWO 13F-HR 02 Apr 2025, 09:01
Q4 2024 400 $319,632,562 +$23,059,361 -$6,051,406 +$17,007,955 VOO, IEFA, QQQM, BND, VTWO 13F-HR 02 Jan 2025, 13:40
Q3 2024 368 $304,444,898 +$14,455,011 -$3,574,882 +$10,880,129 VOO, IEFA, BND, QQQM, VTWO 13F-HR 01 Oct 2024, 10:10
Q2 2024 341 $278,664,027 +$12,627,877 -$4,750,337 +$7,877,540 VOO, IEFA, BND, QQQM, QUAL 13F-HR 02 Jul 2024, 11:33
Q1 2024 353 $265,911,801 +$31,034,330 -$20,957,107 +$10,077,223 VOO, IEFA, BND, QQQM, VIG 13F-HR 01 Apr 2024, 09:23
Q4 2023 327 $240,143,995 +$56,962,007 -$50,688,513 +$6,273,494 VOO, IEFA, QQQM, BND, VIG 13F-HR 02 Jan 2024, 13:21
Q3 2023 339 $214,124,959 +$33,846,117 -$24,750,657 +$9,095,460 VOO, IEFA, BND, GOVT, EFG 13F-HR 20 Oct 2023, 10:00
Q2 2023 315 $213,000,759 +$12,037,742 -$390,424 +$11,647,318 VOO, IEFA, VIG, IEMG, BND 13F-HR 05 Jul 2023, 10:59
Q1 2023 341 $193,639,284 +$34,646,675 -$22,437,661 +$12,209,014 VOO, IEFA, IEMG, BND, GOVT 13F-HR 03 Apr 2023, 12:04
Q4 2022 339 $172,282,375 $0 $0 $0 VOO, IEFA, VIG, USMV, GOVT 13F-HR 17 Jan 2023, 15:27