§ 13F · FUND PROFILE
Global Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182.3T (13F)Positions · 32Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$185.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JMST | J P MORGAN EXCHANGE TRADED F | 523K | $26.6T | 14.3% | NEW |
| 2 | SCHB | SCHWAB STRATEGIC TR | 879K | $23.0T | 12.4% | NEW |
| 3 | VUSB | VANGUARD BD INDEX FDS | 379K | $18.9T | 10.2% | NEW |
| 4 | SCHD | SCHWAB STRATEGIC TR | 667K | $18.3T | 9.9% | NEW |
| 5 | IVV | ISHARES TR | 26K | $18.0T | 9.7% | NEW |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 53K | $11.7T | 6.3% | NEW |
| 7 | IJR | ISHARES TR | 81K | $9.8T | 5.3% | NEW |
| 8 | BND | VANGUARD BD INDEX FDS | 116K | $8.6T | 4.6% | NEW |
| 9 | VTI | VANGUARD INDEX FDS | 23K | $7.7T | 4.1% | NEW |
| 10 | IJH | ISHARES TR | 100K | $6.6T | 3.5% | 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 $182346.9 trillion in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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