Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Global Wealth Management, LLC (CIK 2039738) reported $183.4M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JMST ($26.6M, 14.53%), VUSB ($21.9M, 11.95%), SCHB ($20.5M, 11.19%), SCHD ($19.0M, 10.34%), IVV ($15.2M, 8.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JMST | J P MORGAN EXCHANGE TRADED F | $26.6M | 14.53% | 522,708 | Added |
| 2 | VUSB | VANGUARD BD INDEX FDS | $21.9M | 11.95% | 440,250 | Added |
| 3 | SCHB | SCHWAB STRATEGIC TR | $20.5M | 11.19% | 817,754 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $19.0M | 10.34% | 618,035 | Trimmed |
| 5 | IVV | ISHARES TR | $15.2M | 8.31% | 23,325 | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $11.0M | 6.00% | 51,175 | Trimmed |
| 7 | IJR | ISHARES TR | $9.3M | 5.05% | 74,501 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $7.1M | 3.85% | 22,015 | Trimmed |
| 9 | IJH | ISHARES TR | $6.7M | 3.65% | 99,229 | Trimmed |
| 10 | VTIP | VANGUARD MALVERN FDS | $6.5M | 3.56% | 130,880 | New |
| 11 | SIVR | ABRDN SILVER ETF TRUST | $5.5M | 3.01% | 77,041 | Added |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $5.2M | 2.81% | 26,883 | Trimmed |
| 13 | IAU | ISHARES GOLD TR | $4.8M | 2.59% | 53,966 | Added |
| 14 | QQQ | INVESCO QQQ TR | $4.5M | 2.44% | 7,763 | Trimmed |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $2.9M | 1.58% | 38,709 | New |
| 16 | VGT | VANGUARD WORLD FD | $2.6M | 1.40% | 3,688 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.08% | 8,076 | Trimmed |
| 18 | IWD | ISHARES TR | $1.5M | 0.81% | 6,964 | Hold |
| 19 | AMZN | AMAZON COM INC | $905,975 | 0.49% | 4,350 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $728,911 | 0.40% | 1,694 | Hold |
| 21 | MSFT | MICROSOFT CORP | $716,571 | 0.39% | 1,936 | Added |
| 22 | IWB | ISHARES TR | $663,869 | 0.36% | 1,862 | Added |
| 23 | VDE | VANGUARD WORLD FD | $662,654 | 0.36% | 3,829 | Added |
| 24 | AAPL | APPLE INC | $662,956 | 0.36% | 2,612 | Added |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | $667,816 | 0.36% | 17,382 | Added |
Source: SEC Form 13F filings · as of 2026-03-31