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Filers›Hedge Fund›Global Trust Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

Global Trust Wealth Management LLC

Global Trust Wealth's hedge fund based in Chicago, IL — $132M in tracked AUM across 83 positions as of Q1 2026.

GT
Global Trust Wealth·Chicago, IL·Hedge Fund
CIK 0002065265 · last filed Mar 31, 2026
Total AUM
$132M
▼ 2.1%
vs prior
Holdings
83
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
48% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Global Trust Wealth 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
SPY
STATE STR SPDR S&P 500 ETF T
$17M26K12.7%
02
VTI
VANGUARD INDEX FDS
$8M26K6.3%
03
QQQ
INVESCO QQQ TR
$7M13K5.5%
04
VXUS
VANGUARD STAR FDS
$6M76K4.4%
05
IJH
ISHARES TR
$5M80K4.1%
06
IJR
ISHARES TR
$5M42K4.0%
07
LQD
ISHARES TR
$5M45K3.7%
08
IEFA
ISHARES TR
$4M47K3.2%
09
WEC
WEC ENERGY GROUP INC
$3M29K2.6%
10
AAPL
APPLE INC
$3M13K2.5%

Filing history

Filing history loading…
AI Agent · grounded in Global
haiku-4-5 · 83 positions indexed
Sector mix
  • Financials48%
  • Cons. Disc.19%
  • Communications16%
  • Industrials12%
  • Energy9%
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