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Global Wealth Management, LLC 13F holdings

Filed 2026-07-20 · Global Wealth Management, LLC · 47 positions · $196.4M

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TickerCompanySharesValue% of portfolio
JMSTJ P MORGAN EXCHANGE TRADED F502.4K$25.6M13.0%
SCHBSCHWAB STRATEGIC TR810.6K$23.5M12.0%
VUSBVANGUARD BD INDEX FDS450.5K$22.4M11.4%
SCHDSCHWAB STRATEGIC TR628.9K$19.9M10.2%
IVVISHARES TR23.3K$17.5M8.9%
VIGVANGUARD SPECIALIZED FUNDS51.2K$12.1M6.2%
IJRISHARES TR73.3K$10.9M5.5%
VTIVANGUARD INDEX FDS22.0K$8.2M4.2%
IJHISHARES TR93.8K$7.2M3.7%
VTIPVANGUARD MALVERN FDS132.7K$6.7M3.4%
QQQINVESCO QQQ TR7.9K$5.8M3.0%
RSPINVESCO EXCHANGE TRADED FD T26.9K$5.7M2.9%
SIVRABRDN SILVER ETF TRUST76.7K$4.3M2.2%
IAUISHARES GOLD TR54.3K$4.1M2.1%
VGTVANGUARD WORLD FD29.5K$3.5M1.8%
VEUVANGUARD INTL EQUITY INDEX F39.9K$3.3M1.7%
JNJJOHNSON & JOHNSON8.1K$2.1M1.0%
IWDISHARES TR7.0K$1.7M0.9%
IWBISHARES TR1.9K$764,0120.4%
AAPLAPPLE INC2.6K$756,2760.4%
AMZNAMAZON COM INC3.0K$724,5540.4%
MSFTMICROSOFT CORP1.9K$723,6590.4%
GLDSPDR GOLD TR1.7K$624,0360.3%
VDEVANGUARD WORLD FD4.1K$621,6040.3%
XMESPDR SERIES TRUST5.7K$613,9350.3%
AMDADVANCED MICRO DEVICES INC1.0K$589,6240.3%
IBITISHARES BITCOIN TRUST ETF17.4K$578,6470.3%
VUGVANGUARD INDEX FDS4.8K$411,3410.2%
IEZISHARES TR14.2K$382,8260.2%
OIHVANECK ETF TRUST1.0K$373,8900.2%
GOOGALPHABET INC1.0K$363,1410.2%
AVUVAMERICAN CENTY ETF TR2.8K$347,3260.2%
OEFISHARES TR887$324,5270.2%
NVDANVIDIA CORPORATION1.5K$308,9770.2%
AMGNAMGEN INC852$308,5030.2%
VCRMVANGUARD MUN BD FDS4.0K$301,8920.2%
—FIDELITY MERRIMACK STR TR5.9K$299,0580.2%
UNHUNITEDHEALTH GROUP INC705$292,9770.1%
AVGOBROADCOM INC750$283,3130.1%
WMTWALMART INC2.4K$272,9610.1%
SLVISHARES SILVER TR4.5K$243,1820.1%
GOOGLALPHABET INC671$239,6510.1%
SDYSPDR SERIES TRUST1.5K$224,9720.1%
AVDVAMERICAN CENTY ETF TR2.1K$220,6750.1%
VOXVANGUARD WORLD FD1.2K$215,7770.1%
SILGLOBAL X FDS2.8K$215,1200.1%
GEGE AEROSPACE556$207,9420.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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