Global Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Global Wealth Management, LLC held in its portfolio 41 assets valued at $185,834,927 (i.e. $185.84M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($26.63M), SCHWAB STRATEGIC TR ($23.05M), and VANGUARD BD INDEX FDS ($18.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Global Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 522702 | 26626460 | ULTRA SHT MUNCPL |
| SCHWAB STRATEGIC TR | 878601 | 23045702 | US BRD MKT ETF |
| VANGUARD BD INDEX FDS | 379070 | 18892865 | VANGUARD ULTRA |
| SCHWAB STRATEGIC TR | 667332 | 18304926 | US DIVIDEND EQ |
| ISHARES TR | 26225 | 17962867 | CORE S&P500 ETF |
| VANGUARD SPECIALIZED FUNDS | 53102 | 11670710 | DIV APP ETF |
| ISHARES TR | 81339 | 9775372 | CORE S&P SCP ETF |
| VANGUARD BD INDEX FDS | 116332 | 8616677 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 22885 | 7672709 | TOTAL STK MKT |
| ISHARES TR | 99957 | 6597187 | CORE S&P MCP ETF |
| INVESCO QQQ TR | 9327 | 5729595 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 27428 | 5254058 | S&P500 EQL WGT |
| ABRDN SILVER ETF TRUST | 76291 | 5160323 | PHYSCL SILVR SHS |
| ISHARES GOLD TR | 50083 | 4065237 | ISHARES NEW |
| VANGUARD WORLD FD | 3983 | 3002103 | INF TECH ETF |
| JOHNSON & JOHNSON | 9663 | 1999703 | COM |
| ISHARES TR | 6964 | 1464808 | RUS 1000 VAL ETF |
| AMAZON COM INC | 5350 | 1234887 | COM |
| MICROSOFT CORP | 1707 | 825397 | COM |
| APPLE INC | 2611 | 709756 | COM |
| ISHARES TR | 1857 | 693618 | RUS 1000 ETF |
| ISHARES BITCOIN TRUST ETF | 13851 | 687702 | SHS BEN INT |
| SPDR GOLD TR | 1694 | 671349 | GOLD SHS |
| VANGUARD WORLD FD | 3808 | 479552 | ENERGY ETF |
| VANGUARD INDEX FDS | 876 | 427221 | GROWTH ETF |
| NVIDIA CORPORATION | 2144 | 399787 | COM |
| ALPHABET INC | 1027 | 322148 | CAP STK CL C |
| ISHARES TR | 887 | 304214 | S&P 100 ETF |
| VANGUARD MUN BD FDS | 3891 | 294070 | CORE TAX EXEMPT |
| FIDELITY MERRIMACK STR TR | 5837 | 293213 | SYSTEMATIC MUN |
| ISHARES SILVER TR | 4548 | 292982 | ISHARES |
| AMGEN INC | 846 | 276817 | COM |
| WALMART INC | 2396 | 266947 | COM |
| PROSHARES TR II | 1718 | 266496 | ULTRA SILVER NEW |
| BROADCOM INC | 750 | 259575 | COM |
| VANGUARD WORLD FD | 1167 | 226013 | COMM SRVC ETF |
| GLOBAL X FDS | 2676 | 223534 | GLOBAL X SILVER |
| 3M CO | 1366 | 218638 | COM |
| ALPHABET INC | 670 | 209635 | CAP STK CL A |
| ADVANCED MICRO DEVICES INC | 965 | 206664 | COM |
| SPDR SERIES TRUST | 1462 | 203410 | STATE STREET SPD |
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