13F Insight
DOSSIER · 13F-HR · Q2 2026

GLOBALT Investments LLC / GA

$3.0B in tracked AUM across 213 positions as of Q2 2026.

GI
CIK 0002011891 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
213
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

GLOBALT Investments LLC / GA 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
IWF
ISHARES TR
$454M3.7M15.3%02
IWD
ISHARES TR
$416M1.7M14.0%03
SPTS
SPDR SERIES TRUST
$291M10.0M9.8%04
SPTI
SPDR SERIES TRUST
$166M5.8M5.6%05
SPTL
SPDR SERIES TRUST
$147M5.6M5.0%06
XLU
SELECT SECTOR SPDR TR
$79M1.7M2.7%07
IWM
ISHARES TR
$73M244K2.5%08
IBTH
ISHARES TR
$66M2.9M2.2%09
CWI
SPDR INDEX SHS FDS
$59M1.4M2.0%10
IBTO
ISHARES TR
$57M2.4M1.9%

Filing history

2026Q2Jun 30
$3.0B▲ 5.7%
213 positionsView →2026Q1Mar 31
$2.8B▲ 2.4%
202 positionsView →2025Q4Dec 31
$2.7B▲ 0.0%
204 positionsView →2025Q3Sep 30
$2.7B▲ 4.9%
207 positionsView →2025Q2Jun 30
$2.6B▲ 6.6%
205 positionsLocked2025Q1Mar 31
$2.4B▼ 6.3%
202 positionsLocked2024Q4Dec 31
$2.6B▼ 2.2%
202 positionsLocked2024Q3Sep 30
$2.7B▲ 6.6%
201 positionsLocked2024Q2Jun 30
$2.5B▼ 0.3%
204 positionsLocked2024Q1Mar 31
$2.5B▲ 4.4%
204 positionsLocked2023Q4Dec 31
$2.4B—
206 positionsLocked