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CIK: 0002039738
Total reported value
$196.4M
$196.4M
41 檔
53.4%
At the close of Q4 2025, Global Wealth Management, LLC disclosed equity holdings valued at approximately $196.4M, spread across 41 reported holdings.
In Q4 2025, Global Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | ETF-Other | 14.33% | -1.48% | -1.67% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 12.40% | +0.76% | -7.90% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 10.17% | -0.53% | -22.54% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.85% | -0.19% | -5.86% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.67% | +0.59% | -12.68% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.28% | +0.17% | -3.55% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.26% | +0.48% | -4.51% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 4.64% | — | +3.35% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.13% | +0.30% | -4.08% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.55% | +0.03% | -5.66% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.08% | +0.51% | -18.90% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.83% | +0.11% | -5.46% | |
| 13 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 2.78% | -0.81% | +173.41% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.19% | -0.50% | +170.89% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.62% | +0.40% | -6.94% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.04% | +0.03% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.79% | +0.05% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | -0.12% | +20.22% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.02% | +0.18% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.03% | -1.84% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.37% | +0.03% | +0.27% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.37% | -0.07% | — | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.08% | +16.27% | |
| 24 | VDE | Vanguard Energy ETF | ETF-Other | 0.26% | -0.04% | -37.32% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | +0.02% | +0.23% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.02% | -4.20% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.02% | +0.10% | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.16% | +0.02% | — | |
| 29 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.16% | -0.01% | — | |
| 30 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 0.16% | -0.01% | — | |
| 31 | SLV | Ishares Silver Trust | ETF-Commodities | 0.16% | -0.05% | — | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.15% | — | +0.48% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 34 | AGQ | Proshares Ultra Silver | ETF-Commodities | 0.14% | — | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.01% | — | |
| 36 | VOX | Vanguard Communication Servi | ETF-Other | 0.12% | — | +0.34% | |
| 37 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.12% | -0.03% | — | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.12% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.12% | NEW | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.11% | +0.19% | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.11% | -0.01% | +0.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SIVR | Abrdn Physical Silver Shares | +2.1% | +173.41% | Add |
| 2 | IAU | Ishares Gold Trust | +1.5% | +170.89% | Add |
| 3 | BND | Vanguard Total Bond Market | +0.3% | +3.35% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +20.22% | Add |
| 5 | JNJ | Johnson & Johnson | +0.1% | +0.03% | Add |
| 6 | JMST | JPM Ultra-short Muni Income | +0.1% | -1.67% | Trim |
| 7 | GLD | Spdr Gold Shares | +0.1% | +16.27% | Add |
| 8 | IWD | Ishares Russell 1000 Value E | +0.1% | — | Unchanged |
| 9 | VIG | Vanguard Dividend Apprec ETF | 0% | -3.55% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | 0% | +0.10% | Add |
| 11 | AMGN | Amgen Inc | 0% | +0.48% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | 0% | -4.08% | Trim |
| 13 | AAPL | Apple Inc | 0% | -1.84% | Trim |
| 14 | WMT | Walmart Inc | 0% | — | Unchanged |
| 15 | IWB | Ishares Russell 1000 ETF | 0% | +0.27% | Add |
| 16 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 17 | VUG | Vanguard Growth ETF | 0% | +0.23% | Add |
| 18 | VOX | Vanguard Communication Servi | 0% | +0.34% | Add |
| 19 | NVDA | Nvidia CORP | — | -4.20% | Trim |
| 20 | OEF | Ishares S&p 100 ETF | — | — | Unchanged |
| 21 | SDY | Ss Spdr S&p Dividend ETF | — | +0.69% | Add |
| 22 | MSFT | Microsoft CORP | 0% | +0.18% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | -0.1% | -4.51% | Trim |
| 24 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -5.46% | Trim |
| 25 | VGT | Vanguard Info Tech ETF | -0.1% | -6.94% | Trim |
| 26 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -5.66% | Trim |
| 27 | VDE | Vanguard Energy ETF | -0.1% | -37.32% | Trim |
| 28 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -5.86% | Trim |
| 29 | SCHB | Schwab US Broad Market ETF | -0.5% | -7.90% | Trim |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | -18.90% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.9% | -12.68% | Trim |
| 32 | VUSB | Vanguard Ultra Short Bond Et | -2.7% | -22.54% | Trim |
| 33 | USO | United States Oil Fund LP | — | EXIT | Sold out |
| 34 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 35 | VCRM | Vanguard Core Tax-ex Bond | — | NEW | New buy |
| 36 | FMUN | Fidelity System Muni Bnd ETF | — | NEW | New buy |
| 37 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 38 | AGQ | Proshares Ultra Silver | — | NEW | New buy |
| 39 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 40 | SIL | Global X Silver Miners ETF | — | NEW | New buy |
| 41 | MMM | 3m Co | — | NEW | New buy |
| 42 | KRE | Ss Spdr S&p Regional Bank | — | EXIT | Sold out |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 44 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Global Wealth Management, LLC reported a total U.S. public equity portfolio value of $196.4M across 41 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JMST, SCHB, VUSB) accounted for 53.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBIT
市值: $687.7K
Top Position Liquidated / Trimmed
USO
前期市值: $901.2K
During Q4 2025, Global Wealth Management, LLC's top holdings by market value included JMST (14.3%)、SCHB (12.4%)、VUSB (10.2%). The largest single position, JMST, represented 14.3% of total portfolio value.
In Q4 2025, Global Wealth Management, LLC made 40 total portfolio adjustments, initiating 9 new buys, adding to 13 positions, trimming 15 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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