DOSSIER · 13F-HR · Q2 2026

Global Wealth Management, LLC

$196M in tracked AUM across 47 positions as of Q2 2026.

GW
CIK 0002039738 · last filed Jun 30, 2026
Total AUM
$196M
as of Q2 2026
Holdings
47
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Global 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
JMST
J P MORGAN EXCHANGE TRADED F
$26M502K13.0%
02
SCHB
SCHWAB STRATEGIC TR
$23M811K12.0%
03
VUSB
VANGUARD BD INDEX FDS
$22M451K11.4%
04
SCHD
SCHWAB STRATEGIC TR
$20M629K10.2%
05
IVV
ISHARES TR
$17M23K8.9%
06
VIG
VANGUARD SPECIALIZED FUNDS
$12M51K6.2%
07
IJR
ISHARES TR
$11M73K5.5%
08
VTI
VANGUARD INDEX FDS
$8M22K4.2%
09
IJH
ISHARES TR
$7M94K3.7%
10
VTIP
VANGUARD MALVERN FDS
$7M133K3.4%

Filing history

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 positionsView →
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