§ 13F · FUND PROFILE
Global Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182M (13F)Positions · 32Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JMST | J P MORGAN EXCHANGE TRADED F | 523K | $27M | 14.5% | ±0% |
| 2 | VUSB | VANGUARD BD INDEX FDS | 440K | $22M | 11.9% | +16% |
| 3 | SCHB | SCHWAB STRATEGIC TR | 818K | $21M | 11.2% | −7% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 618K | $19M | 10.3% | −7% |
| 5 | IVV | ISHARES TR | 23K | $15M | 8.3% | −11% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 51K | $11M | 6.0% | −4% |
| 7 | IJR | ISHARES TR | 75K | $9M | 5.0% | −8% |
| 8 | VTI | VANGUARD INDEX FDS | 22K | $7M | 3.9% | −4% |
| 9 | IJH | ISHARES TR | 99K | $7M | 3.7% | −1% |
| 10 | VTIP | VANGUARD MALVERN FDS | 131K | $7M | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLOBAL SIGNAL
AC read
Global Wealth Management, LLC is a Other fund managing $182 million in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed