DOSSIER · 13F-HR · Q3 2026

Global Wealth Management, LLC

$184M in tracked AUM across 47 positions as of Q3 2026.

GW
CIK 0002039738 · last filed Sep 30, 2026
Total AUM
$184M
as of Q3 2026
Holdings
47
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Global Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$22M757K12.1%
02
JMST
J P MORGAN EXCHANGE TRADED F
$22M438K12.0%
03
VUSB
VANGUARD BD INDEX FDS
$21M430K11.6%
04
SCHD
SCHWAB STRATEGIC TR
$19M573K10.1%
05
IVV
ISHARES TR
$17M22K9.1%
06
VIG
VANGUARD SPECIALIZED FUNDS
$10M44K5.6%
07
IJR
ISHARES TR
$9M68K5.0%
08
VTI
VANGUARD INDEX FDS
$8M22K4.5%
09
VTIP
VANGUARD MALVERN FDS
$7M144K3.9%
10
IJH
ISHARES TR
$6M83K3.3%

Filing history

2026Q3Sep 30
$184M▼ 6.4%
47 positionsView →
2026Q2Jun 30
$196M▲ 7.1%
47 positionsView →
2026Q1Mar 31
$183M▼ 1.3%
44 positionsView →
2025Q4Dec 31
$186M▼ 2.4%
41 positionsView →
2025Q3Sep 30
$190M▲ 4.5%
35 positionsLocked
2025Q2Jun 30
$182M▲ 5.2%
32 positionsLocked
2025Q1Mar 31
$173M▲ 10.7%
28 positionsLocked
2024Q4Dec 31
$157M▲ 6.0%
30 positionsLocked
2024Q3Sep 30
$148M—
26 positionsLocked