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Global Trust Wealth Management

Latest statistics and disclosures from Global Trust Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002065265

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Positions held by Global Trust Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Global Trust Wealth Management

Global Trust Wealth Management holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	13.5	$18M	27k	681.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.4	$8.6M	26k	335.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.3	$8.6M	14k	614.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$6.0M	91k	66.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.2	$5.7M	76k	75.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$5.0M	42k	120.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.3	$4.5M	41k	110.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$4.4M	49k	89.46	View chart
Apple (AAPL)	2.6	$3.5M	13k	271.85	View chart
Wec Energy Group (WEC)	2.3	$3.1M	29k	105.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$2.9M	29k	99.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.1	$2.9M	9.5k	302.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$2.7M	5.6k	473.28	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$2.6M	14k	190.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$2.3M	48k	48.32	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.6	$2.1M	26k	80.63	View chart
Broadcom (AVGO)	1.5	$2.1M	5.9k	346.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.5	$2.0M	15k	136.94	View chart
Spdr Series Trust State Street Spd (JNK)	1.4	$1.9M	20k	97.21	View chart
JPMorgan Chase & Co. (JPM)	1.4	$1.9M	5.9k	322.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$1.9M	35k	53.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$1.8M	5.8k	313.00	View chart
Microsoft Corporation (MSFT)	1.3	$1.8M	3.7k	483.68	View chart
Tesla Motors (TSLA)	1.3	$1.7M	3.8k	449.72	View chart
Caterpillar (CAT)	1.3	$1.7M	3.0k	572.87	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.2	$1.7M	18k	93.97	View chart
NVIDIA Corporation (NVDA)	1.2	$1.6M	8.8k	186.50	View chart
Meta Platforms Cl A (META)	1.1	$1.5M	2.3k	660.09	View chart
Amazon (AMZN)	1.0	$1.4M	6.0k	230.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.3M	14k	96.03	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.9	$1.2M	25k	50.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.2M	2.3k	502.65	View chart
Eli Lilly & Co. (LLY)	0.9	$1.2M	1.1k	1074.68	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.8	$1.1M	8.1k	141.05	View chart
Wal-Mart Stores (WMT)	0.8	$1.1M	10k	111.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$1.0M	19k	54.71	View chart
Palantir Technologies Cl A (PLTR)	0.7	$916k	5.2k	177.75	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$846k	21k	40.35	View chart
Wells Fargo & Company (WFC)	0.6	$796k	8.5k	93.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$771k	20k	39.59	View chart
Nextera Energy (NEE)	0.6	$760k	9.5k	80.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$750k	23k	32.89	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.6	$744k	25k	30.22	View chart
Goldman Sachs (GS)	0.5	$718k	817.00	879.00	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$645k	21k	30.96	View chart
Northrop Grumman Corporation (NOC)	0.5	$639k	1.1k	570.21	View chart
Netflix (NFLX)	0.5	$609k	6.5k	93.76	View chart
International Business Machines (IBM)	0.4	$600k	2.0k	296.21	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.4	$573k	14k	41.42	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$571k	11k	49.90	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$549k	11k	50.86	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.4	$539k	17k	31.70	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.4	$528k	17k	31.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$512k	3.6k	141.14	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$504k	10k	49.42	View chart
Visa Com Cl A (V)	0.3	$452k	1.3k	350.71	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$436k	5.3k	82.32	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$423k	19k	22.90	View chart
Kla Corp Com New (KLAC)	0.3	$402k	331.00	1215.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$378k	5.4k	69.68	View chart
Mastercard Incorporated Cl A (MA)	0.3	$367k	643.00	570.88	View chart
United Parcel Service CL B (UPS)	0.3	$350k	3.5k	99.19	View chart
Costco Wholesale Corporation (COST)	0.2	$336k	389.00	862.40	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.2	$322k	5.6k	57.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$314k	2.6k	120.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$311k	3.1k	101.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$282k	6.0k	47.02	View chart
Procter & Gamble Company (PG)	0.2	$274k	1.9k	143.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$268k	391.00	685.17	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$265k	6.1k	43.53	View chart
Rockwell Automation (ROK)	0.2	$263k	675.00	389.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$252k	525.00	480.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$245k	949.00	257.95	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$242k	5.3k	45.84	View chart
Metropcs Communications (TMUS)	0.2	$233k	1.1k	203.04	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.2	$230k	6.0k	38.26	View chart
Air Products & Chemicals (APD)	0.2	$230k	929.00	247.02	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.2	$224k	5.8k	38.67	View chart
Huntington Ingalls Inds (HII)	0.2	$221k	650.00	340.07	View chart
Lockheed Martin Corporation (LMT)	0.2	$221k	457.00	483.18	View chart
Lam Research Corp Com New (LRCX)	0.2	$215k	1.3k	171.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$213k	340.00	627.02	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$202k	798.00	252.92	View chart
Bit Digital SHS (BTBT)	0.0	$24k	13k	1.89	View chart

Past Filings by Global Trust Wealth Management

SEC 13F filings are viewable for Global Trust Wealth Management going back to 2025

Global Trust Wealth Management 2025 Q4 filed Jan. 28, 2026

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