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Global Wealth Management

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

Top 5 stock holdings are JMST, VUSB, SCHB, SCHD, IVV, and represent 56.31% of Global Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTIP (+$6.5M), VUSB, VEU, XME, IEZ, IAU, VXUS, OIH, XOM, IBIT.
Started 7 new stock positions in VTIP, VEU, IEZ, OIH, VXUS, XOM, XME.
Reduced shares in these 10 stocks: BND (-$8.6M), IVV, SCHB, SCHD, QQQ, IJR, VIG, JNJ, VTI, AGQ.
Sold out of its positions in GOOGL, AGQ, MMM, BND.
Global Wealth Management was a net seller of stock by $-2.7M.
Global Wealth Management has $183M in assets under management (AUM), dropping by -1.29%.
Central Index Key (CIK): 0002039738

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Portfolio Holdings for Global Wealth Management

Global Wealth Management holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	14.5	$27M		523k	50.98	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	11.9	$22M	+16%	440k	49.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	11.2	$21M	-6%	818k	25.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.3	$19M	-7%	618k	30.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.3	$15M	-11%	23k	653.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.0	$11M	-3%	51k	215.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.0	$9.3M	-8%	75k	124.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$7.1M	-3%	22k	320.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$6.7M		99k	67.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.6	$6.5M	NEW	131k	49.95	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	3.0	$5.5M		77k	71.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$5.2M		27k	191.92	View chart
Ishares Gold Tr Ishares New (IAU)	2.6	$4.8M	+7%	54k	88.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$4.5M	-16%	7.8k	577.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$2.9M	NEW	39k	75.10	View chart
Vanguard World Inf Tech Etf (VGT)	1.4	$2.6M	-7%	3.7k	697.75	View chart
Johnson & Johnson (JNJ)	1.1	$2.0M	-16%	8.1k	244.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$1.5M		7.0k	213.67	View chart
Amazon (AMZN)	0.5	$906k	-18%	4.4k	208.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$729k		1.7k	430.29	View chart
Microsoft Corporation (MSFT)	0.4	$717k	+13%	1.9k	370.13	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$668k	+25%	17k	38.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$664k		1.9k	356.54	View chart
Apple (AAPL)	0.4	$663k		2.6k	253.81	View chart
Vanguard World Energy Etf (VDE)	0.4	$663k		3.8k	173.06	View chart
Spdr Series Trust State Street Spd (XME)	0.3	$620k	NEW	5.7k	108.02	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.2	$411k	NEW	14k	28.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$347k	-9%	795.00	436.99	View chart
NVIDIA Corporation (NVDA)	0.2	$322k	-13%	1.8k	174.37	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$310k		4.5k	68.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$302k	NEW	3.9k	77.11	View chart
Amgen (AMGN)	0.2	$299k		849.00	351.75	View chart
Wal-Mart Stores (WMT)	0.2	$298k		2.4k	124.27	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.2	$295k	NEW	730.00	404.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$295k		1.0k	286.92	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$294k		3.9k	75.15	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	0.2	$292k		5.9k	49.63	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$282k		887.00	318.07	View chart
Global X Fds Global X Silver (SIL)	0.1	$250k	+3%	2.8k	90.09	View chart
Exxon Mobil Corporation (XOM)	0.1	$234k	NEW	1.4k	169.68	View chart
Broadcom (AVGO)	0.1	$232k		750.00	309.51	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$215k		1.5k	145.91	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$210k		1.2k	179.86	View chart
Advanced Micro Devices (AMD)	0.1	$207k	+5%	1.0k	203.43	View chart

Past Filings by Global Wealth Management

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

Global Wealth Management 2026 Q1 filed April 16, 2026
Global Wealth Management 2025 Q4 filed Jan. 26, 2026
Global Wealth Management 2025 Q3 filed Oct. 17, 2025
Global Wealth Management 2025 Q2 filed July 16, 2025
Global Wealth Management 2025 Q1 filed April 14, 2025
Global Wealth Management 2024 Q4 filed Jan. 16, 2025
Global Wealth Management 2024 Q3 filed Oct. 24, 2024

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