Global Wealth Management

Global Wealth Management as of March 31, 2026

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