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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 SCHB, JMST, VUSB, SCHD, IVV, and represent 54.92% of Global Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTIP, XOM, VTI, VDE, VCRM, FMUN, IWB, MSFT, SDY, AMGN.
Started 1 new stock position in XOM.
Reduced shares in these 10 stocks: JMST, SCHD, VIG, SCHB, IVV, VUSB, RSP, IJR, IJH, VEU.
Sold out of its position in GE.
Global Wealth Management was a net seller of stock by $-13M.
Global Wealth Management has $184M in assets under management (AUM), dropping by -6.40%.
Central Index Key (CIK): 0002039738

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Portfolio Holdings for Global Wealth Management

Global Wealth Management holds 47 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	12.1	$22M	-6%	757k	29.31	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	12.0	$22M	-12%	438k	50.56	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	11.6	$21M	-4%	430k	49.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.1	$19M	-8%	573k	32.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.1	$17M	-6%	22k	765.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.6	$10M	-13%	44k	233.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.0	$9.2M	-7%	68k	136.04	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	4.5	$8.3M		22k	374.24	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.9	$7.1M	+8%	144k	49.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.3	$6.0M	-11%	83k	71.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$5.8M		7.8k	739.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$4.8M	-14%	23k	208.02	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	2.3	$4.2M	-5%	73k	57.31	View chart
Ishares Gold Tr Ishares New (IAU)	2.2	$4.1M	-3%	52k	78.10	View chart
Vanguard World Inf Tech Etf (VGT)	2.0	$3.6M		29k	125.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.7	$3.1M	-7%	37k	82.97	View chart
Johnson & Johnson (JNJ)	1.2	$2.1M		8.1k	264.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$1.7M		7.0k	247.93	View chart
Microsoft Corporation (MSFT)	0.5	$997k		1.9k	513.00	View chart
Apple (AAPL)	0.5	$871k		2.6k	333.02	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$819k		17k	47.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$778k		1.9k	416.18	View chart
Amazon (AMZN)	0.4	$757k		3.0k	249.15	View chart
Vanguard World Energy Etf (VDE)	0.4	$717k		4.2k	172.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$645k		1.7k	380.84	View chart
Advanced Micro Devices (AMD)	0.3	$621k		1.0k	611.76	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.3	$573k	-3%	5.5k	103.56	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$431k		4.8k	90.11	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.2	$380k		1.0k	378.37	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.2	$378k		14k	26.52	View chart
Amgen (AMGN)	0.2	$360k		855.00	421.47	View chart
NVIDIA Corporation (NVDA)	0.2	$353k		1.5k	228.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$350k		1.0k	340.86	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$339k		887.00	382.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$328k		2.8k	117.75	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$286k		4.0k	71.57	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	0.2	$280k		6.0k	46.82	View chart
Broadcom (AVGO)	0.1	$263k		750.00	351.19	View chart
UnitedHealth (UNH)	0.1	$260k		708.00	367.11	View chart
Wal-Mart Stores (WMT)	0.1	$251k		2.4k	103.94	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$248k		4.5k	54.51	View chart
Global X Fds Global X Silver (SIL)	0.1	$239k		2.8k	86.01	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$235k		2.1k	109.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$231k		671.00	344.08	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$226k	NEW	1.4k	162.71	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$224k		1.2k	190.62	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$218k		1.5k	146.44	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 Q3 filed Oct. 15, 2026
Global Wealth Management 2026 Q2 filed July 20, 2026
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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