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Global Wealth Management

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

Central Index Key (CIK): 0002039738

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

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Portfolio Holdings for Global Wealth Management

Global Wealth Management holds 26 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	15.9	$24M	353k	66.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	13.2	$20M	231k	84.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.9	$18M	31k	576.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	10.1	$15M	294k	50.94	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	9.8	$15M	290k	49.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	8.1	$12M	103k	116.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.3	$11M	54k	198.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.9	$7.2M	116k	62.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.5	$6.7M	24k	283.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$5.1M	11k	488.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$4.2M	23k	179.16	View chart
Vanguard World Inf Tech Etf (VGT)	2.2	$3.3M	5.6k	586.51	View chart
Johnson & Johnson (JNJ)	1.2	$1.8M	11k	162.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.1	$1.6M	8.2k	189.80	View chart
Amazon (AMZN)	0.5	$812k	4.4k	186.33	View chart
Microsoft Corporation (MSFT)	0.5	$728k	1.7k	430.31	View chart
Vanguard World Energy Etf (VDE)	0.5	$716k	5.8k	122.46	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$576k	1.8k	314.33	View chart
Apple (AAPL)	0.4	$524k	2.2k	233.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$334k	871.00	383.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$289k	1.2k	243.06	View chart
Amgen (AMGN)	0.2	$266k	825.00	322.36	View chart
NVIDIA Corporation (NVDA)	0.2	$260k	2.1k	121.45	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$253k	1.7k	145.38	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$246k	887.00	276.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$241k	2.9k	83.10	View chart

Past Filings by Global Wealth Management

SEC 13F filings are viewable for Global Wealth Management going back to 2024

Global Wealth Management 2024 Q3 filed Oct. 24, 2024

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