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CIK: 0002039738
Total reported value
$183.8M
$183.8M
47 檔
59.3%
As reported in its official Q2 2026 Form 13F filing, Global Wealth Management, LLC's tracked investment portfolio stood at $183.8M with 47 total positions.
In Q2 2026, Global Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 27 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 | 13.05% | -1.01% | -3.89% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 11.95% | +0.13% | -0.88% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 11.42% | +0.18% | +2.34% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.15% | — | +1.75% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.90% | +0.16% | +0.09% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.17% | -0.56% | +0.12% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.53% | -0.53% | -1.65% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.15% | +0.34% | +0.09% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.68% | -0.42% | -5.43% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.39% | +0.47% | +1.39% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.95% | +0.20% | +1.42% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.92% | -0.31% | +0.24% | |
| 13 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 2.20% | +0.07% | -0.44% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.09% | +0.12% | +0.59% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.80% | +0.18% | +700.11% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.70% | -0.04% | +3.06% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | +0.12% | +0.01% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.86% | +0.08% | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | +0.03% | +0.21% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.08% | +0.08% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.04% | -30.11% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | +0.17% | +0.21% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | +0.03% | — | |
| 24 | VDE | Vanguard Energy ETF | ETF-Other | 0.32% | +0.07% | +8.12% | |
| 25 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.31% | — | +0.03% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +0.04% | — | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.29% | +0.16% | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.21% | +0.02% | +500.63% | |
| 29 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.19% | +0.02% | +0.23% | |
| 30 | OIH | Vaneck Oil Services ETF | ETF-Other | 0.19% | +0.02% | +37.67% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.01% | +0.10% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.18% | — | — | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.17% | +0.01% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.03% | -16.27% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.16% | +0.04% | +0.35% | |
| 36 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.15% | +0.01% | +0.92% | |
| 37 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 0.15% | — | +0.83% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | -0.01% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | — | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | — | +0.37% | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.12% | +0.01% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.01% | — | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.11% | +0.01% | +0.54% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.11% | +0.02% | — | |
| 45 | VOX | Vanguard Communication Servi | ETF-Other | 0.11% | +0.01% | +0.26% | |
| 46 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.11% | +0.02% | — | |
| 47 | GE | General Electric | Stock-Industrials | 0.11% | -0.11% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +0.8% | -0.88% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.6% | +0.09% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +1.42% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.5% | -1.65% | Trim |
| 5 | VGT | Vanguard Info Tech ETF | +0.4% | +700.11% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.09% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | — | Unchanged |
| 8 | AVUV | Avantis US Small Cap Value | +0.2% | NEW | New buy |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +0.12% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 11 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +3.06% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +0.24% | Add |
| 14 | AVDV | Avantis Intl S/c Value ETF | +0.1% | NEW | New buy |
| 15 | GE | General Electric | +0.1% | NEW | New buy |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | — | Unchanged |
| 17 | IJH | Ishares Core S&p Midcap ETF | 0% | -5.43% | Trim |
| 18 | IWB | Ishares Russell 1000 ETF | 0% | +0.21% | Add |
| 19 | AAPL | Apple Inc | 0% | +0.08% | Add |
| 20 | OIH | Vaneck Oil Services ETF | 0% | +37.67% | Add |
| 21 | GOOG | Alphabet Inc-cl C | 0% | +0.10% | Add |
| 22 | VUG | Vanguard Growth ETF | 0% | +500.63% | Add |
| 23 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 24 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 25 | AMGN | Amgen Inc | — | +0.35% | Add |
| 26 | VOX | Vanguard Communication Servi | — | +0.26% | Add |
| 27 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.54% | Add |
| 28 | VCRM | Vanguard Core Tax-ex Bond | 0% | +0.92% | Add |
| 29 | FMUN | Fidelity System Muni Bnd ETF | 0% | +0.83% | Add |
| 30 | WMT | Walmart Inc | 0% | +0.37% | Add |
| 31 | NVDA | Nvidia CORP | 0% | -16.27% | Trim |
| 32 | MSFT | Microsoft CORP | 0% | +0.21% | Add |
| 33 | SIL | Global X Silver Miners ETF | 0% | — | Unchanged |
| 34 | IEZ | Ishares U.s. Oil Equipment & | 0% | +0.23% | Add |
| 35 | XME | Ss Spdr S&p Metals Mining | 0% | +0.03% | Add |
| 36 | JNJ | Johnson & Johnson | 0% | +0.01% | Add |
| 37 | VDE | Vanguard Energy ETF | 0% | +8.12% | Add |
| 38 | SLV | Ishares Silver Trust | -0.1% | — | Unchanged |
| 39 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | — | Unchanged |
| 40 | GLD | Spdr Gold Shares | -0.1% | — | Unchanged |
| 41 | AMZN | Amazon.com Inc | -0.1% | -30.11% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 43 | VXUS | Vanguard Total Intl Stock | -0.2% | EXIT | Sold out |
| 44 | VTIP | Vanguard Short-term Tips | -0.2% | +1.39% | Add |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +1.75% | Add |
| 46 | IAU | Ishares Gold Trust | -0.5% | +0.59% | Add |
| 47 | VUSB | Vanguard Ultra Short Bond Et | -0.5% | +2.34% | Add |
| 48 | SIVR | Abrdn Physical Silver Shares | -0.8% | -0.44% | Trim |
| 49 | JMST | JPM Ultra-short Muni Income | -1.5% | -3.89% | Trim |
According to official SEC Form 13F filings, Global Wealth Management, LLC reported a total U.S. public equity portfolio value of $183.8M across 47 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including JMST, SCHB, VUSB) accounted for 59.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVUV
市值: $347.3K
Top Position Liquidated / Trimmed
VXUS
前期市值: $302.1K
During Q2 2026, Global Wealth Management, LLC's top holdings by market value included JMST (13.1%)、SCHB (11.9%)、VUSB (11.4%). The largest single position, JMST, represented 13.1% of total portfolio value.
In Q2 2026, Global Wealth Management, LLC made 41 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 7 holdings, and fully liquidating 2 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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