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Global Wealth Management, LLC Portfolio
$183.8M across 47 positions as of 2026-09-30, with 77% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHBSchwab U.S. Broad Market ETF | $22.2M | 12.1% | 757,358 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $22.1M | 12.0% | 437,550 |
| VANGUARD BD INDEX FDS | $21.3M | 11.6% | 430,257 |
| SCHDSchwab US Dividend Equity ETF | $18.6M | 10.1% | 573,284 |
| IVViShares Core S&P 500 ETF | $16.7M | 9.1% | 21,755 |
| VIGVanguard Div Appreciation ETF | $10.3M | 5.6% | 44,160 |
| IJRiShares Core S&P Small-Cap ETF | $9.2M | 5.0% | 67,512 |
| VTIVanguard Total Stock Market ETF | $8.3M | 4.5% | 22,053 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $7.1M | 3.9% | 144,074 |
| IJHiShares Core S&P Mid-Cap ETF | $6M | 3.3% | 83,203 |
| QQQInvesco QQQ Trust, Series 1 | $5.8M | 3.2% | 7,829 |
| RSPInvesco S&P 500 Equal Weight ETF | $4.8M | 2.6% | 23,096 |
| ABRDN SILVER ETF TRUST | $4.2M | 2.3% | 72,796 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $4.1M | 2.2% | 52,116 |
| VGTVanguard Information Tech ETF | $3.6M | 2.0% | 28,920 |
| VEUVanguard FTSE All World Ex US ETF | $3.1M | 1.7% | 36,773 |
| JNJJohnson & Johnson | $2.1M | 1.2% | 8,077 |
| IWDiShares Russell 1000 Value ETF | $1.7M | 0.9% | 6,964 |
| MSFTMicrosoft Corp | $996.8K | 0.5% | 1,943 |
| AAPLApple Inc | $870.8K | 0.5% | 2,615 |
| IBITiShares Bitcoin Trust ETF | $818.9K | 0.4% | 17,298 |
| IWBiShares Russell 1000 ETF | $778.3K | 0.4% | 1,870 |
| AMZNAmazon.com Inc | $757.4K | 0.4% | 3,040 |
| VDEVanguard Energy ETF | $717.1K | 0.4% | 4,165 |
| GLDSPDR Gold Shares | $645.1K | 0.4% | 1,694 |
| AMDAdvanced Micro Devices Inc | $620.9K | 0.3% | 1,015 |
| SPDR SERIES TRUST | $572.8K | 0.3% | 5,531 |
| VUGVanguard Growth ETF | $430.6K | 0.2% | 4,779 |
| OIHVANECK ETF TRUST | $380.3K | 0.2% | 1,005 |
| IEZISHARES TR | $378.4K | 0.2% | 14,268 |
| AMGNAmgen Inc | $360.4K | 0.2% | 855 |
| NVDANVIDIA Corp | $352.7K | 0.2% | 1,544 |
| GOOGAlphabet Inc | $350.4K | 0.2% | 1,028 |
| OEFiShares S&P 100 Fund | $338.9K | 0.2% | 887 |
| AVUVAvantis U.S. Small Cap Value ETF | $328.3K | 0.2% | 2,788 |
| VANGUARD MUN BD FDS | $285.6K | 0.2% | 3,990 |
| FIDELITY MERRIMACK STR TR | $280.1K | 0.2% | 5,983 |
| AVGOBroadcom Inc | $263.4K | 0.1% | 750 |
| UNHUnitedHealth Group Inc | $259.9K | 0.1% | 708 |
| WMTWalmart Inc | $251K | 0.1% | 2,415 |
| SLViShares Silver Trust | $247.9K | 0.1% | 4,548 |
| SILGLOBAL X FDS | $239.2K | 0.1% | 2,781 |
| AVDVAvantis International Small Cap Value ETF | $234.8K | 0.1% | 2,147 |
| GOOGLAlphabet Inc | $230.9K | 0.1% | 671 |
| XOMExxonmobil Holdings Corp | $225.5K | 0.1% | 1,386 |
| VOXVanguard Communication Services ETF | $224K | 0.1% | 1,175 |
| SDYState Street SPDR S&P Dividend ETF | $217.8K | 0.1% | 1,487 |
Quarter ending 2026-09-30.
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