13F Insight
DOSSIER · 13F-HR · Q1 2026

GLOBALT Investments LLC / GA

$2.8B in tracked AUM across 202 positions as of Q1 2026.

GI
CIK 0002011891 · last filed Mar 31, 2026
Total AUM
$2.8B
as of Q1 2026
Holdings
202
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

GLOBALT Investments LLC / GA 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
IWF
ISHARES TR
$401M941K14.3%02
IWD
ISHARES TR
$374M1.7M13.3%03
SPTS
SPDR SERIES TRUST
$296M10.1M10.5%04
SPTI
SPDR SERIES TRUST
$170M5.9M6.1%05
SPTL
SPDR SERIES TRUST
$146M5.6M5.2%06
XLU
SELECT SECTOR SPDR TR
$80M1.7M2.8%07
IBTH
ISHARES TR
$67M3.0M2.4%08
GLD
SPDR GOLD TR
$64M148K2.3%09
IWM
ISHARES TR
$62M249K2.2%10
IBTO
ISHARES TR
$59M2.4M2.1%

Filing history

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