DOSSIER · 13F-HR · Q2 2026

Global Trust Wealth Management LLC

$145M in tracked AUM across 75 positions as of Q2 2026.

GT
CIK 0002065265 · last filed Jun 30, 2026
Total AUM
$145M
as of Q2 2026
Holdings
75
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Global Trust Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$14M18K9.4%
02
VTI
VANGUARD INDEX FDS
$8M22K5.7%
03
LQD
ISHARES TR
$7M64K4.8%
04
VXUS
VANGUARD STAR FDS
$7M79K4.7%
05
QQQ
INVESCO QQQ TR
$7M9K4.7%
06
IJR
ISHARES TR
$7M44K4.5%
07
IEFA
ISHARES TR
$5M47K3.1%
08
BNDX
VANGUARD CHARLOTTE FDS
$5M93K3.1%
09
JNK
SPDR SERIES TRUST
$4M42K2.8%
10
IJH
ISHARES TR
$4M50K2.7%

Filing history

2026Q2Jun 30
$145M 9.7%
75 positionsView →
2026Q1Mar 31
$132M 1.9%
83 positionsView →
2025Q4Dec 31
$135M
85 positionsView →