DOSSIER · 13F-HR · Q1 2026

Global Trust Asset Management, LLC

$262M in tracked AUM across 483 positions as of Q1 2026.

GT
CIK 0001729672 · last filed Mar 31, 2026
Total AUM
$262M
as of Q1 2026
Holdings
483
positions
Whale Score
42
42
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Global Trust Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SHY
ISHARES TR
$17M203K6.4%
02
IEI
ISHARES TR
$11M97K4.4%
03
LITE
LUMENTUM HLDGS INC
$10M15K4.0%
04
AAPL
APPLE INC
$10M40K3.9%
05
SPY
STATE STR SPDR S&P 500 ETF T
$10M15K3.7%
06
QQQ
INVESCO QQQ TR
$9M16K3.6%
07
IEF
ISHARES TR
$9M99K3.6%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M14K2.5%
09
PLTR
PALANTIR TECHNOLOGIES INC
$6M40K2.2%
10
NEE
NEXTERA ENERGY INC
$6M60K2.1%

Filing history

2026Q1Mar 31
$262M 3.3%
483 positionsView →
2025Q4Dec 31
$253M 14.6%
481 positionsView →
2025Q3Sep 30
$221M 18.2%
525 positionsView →
2025Q2Jun 30
$187M 14.0%
504 positionsLocked
2025Q1Mar 31
$164M 37.8%
491 positionsLocked
2024Q4Dec 31
$264M 2.3%
550 positionsLocked
2024Q3Sep 30
$270M 8.7%
514 positionsLocked
2024Q2Jun 30
$248M 1.9%
493 positionsLocked
2024Q1Mar 31
$244M 6.8%
487 positionsLocked
2023Q4Dec 31
$228M 8.8%
469 positionsLocked
2023Q3Sep 30
$210M 5.9%
465 positionsLocked
2023Q2Jun 30
$223M 6.2%
467 positionsLocked
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