Global Wealth Management, LLC Top Holdings and 13F Report (2025) About Global Wealth Management, LLCInvestment ActivityGlobal Wealth Management, LLC has $182.35 million in total holdings as of June 30, 2025.Global Wealth Management, LLC owns shares of 32 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.13% of the portfolio was purchased this quarter.About 2.65% of the portfolio was sold this quarter.This quarter, Global Wealth Management, LLC has purchased 28 new stocks and bought additional shares in 17 stocks.Global Wealth Management, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Ultra-Short Bond ETF $28,394,764JPMorgan Ultra-Short Municipal ETF $26,685,326Schwab US Broad Market ETF $24,080,139iShares Core S&P 500 ETF $20,234,280Schwab US Dividend Equity ETF $19,408,467 Largest New Holdings this Quarter 921937835 - Vanguard Total Bond Market ETF $301,496 Holding78464A698 - SPDR S&P Regional Banking ETF $216,070 Holding11135F101 - Broadcom $206,700 Holding78464A763 - SPDR S&P Dividend ETF $200,522 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 7,138 shares (about $1.32M)Schwab US Dividend Equity ETF 20,994 shares (about $573.35K)JPMorgan Ultra-Short Municipal ETF 7,491 shares (about $381.22K)Vanguard Total Bond Market ETF 4,142 shares (about $301.50K)iShares Core S&P 500 ETF 456 shares (about $286.25K) Largest Sales this Quarter Schwab US Broad Market ETF 52,873 shares (about $1.28M)Vanguard Ultra-Short Bond ETF 23,124 shares (about $1.15M)iShares Core S&P Small-Cap ETF 9,636 shares (about $1.09M)iShares Core S&P Mid-Cap ETF 8,258 shares (about $525.54K)Vanguard Information Technology ETF 564 shares (about $378.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGlobal Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUSBVanguard Ultra-Short Bond ETF$28,394,764$1,149,956 ▼-3.9%570,97915.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$26,685,326$381,217 ▲1.4%524,37314.6%ETFSCHBSchwab US Broad Market ETF$24,080,139$1,275,825 ▼-5.0%997,93413.2%ETFIVViShares Core S&P 500 ETF$20,234,280$286,245 ▲1.4%32,23411.1%ETFSCHDSchwab US Dividend Equity ETF$19,408,467$573,346 ▲3.0%710,67310.6%ETFVIGVanguard Dividend Appreciation ETF$11,470,283$175,546 ▲1.6%55,6056.3%ETFIJRiShares Core S&P Small-Cap ETF$9,895,342$1,090,018 ▼-9.9%87,4775.4%ETFVTIVanguard Total Stock Market ETF$7,330,531$7,385 ▲0.1%23,8224.0%ETFIJHiShares Core S&P Mid-Cap ETF$6,753,996$525,540 ▼-7.2%106,1283.7%ETFQQQInvesco QQQ$6,574,279$250,846 ▼-3.7%11,8203.6%FinanceRSPInvesco S&P 500 Equal Weight ETF$5,397,586$1,317,736 ▲32.3%29,2383.0%ETFVGTVanguard Information Technology ETF$3,066,864$378,079 ▼-11.0%4,5751.7%ETFJNJJohnson & Johnson$1,660,864$71,509 ▼-4.1%10,5910.9%MedicalIWDiShares Russell 1000 Value ETF$1,616,2990.0%8,2200.9%ETFIAUiShares Gold Trust$1,165,668$27,111 ▲2.4%18,4880.6%FinanceSIVRabrdn Physical Silver Shares ETF$1,014,274$31,334 ▲3.2%27,9030.6%ETFAMZNAmazon.com$1,004,321$18,055 ▲1.8%4,4500.6%Retail/WholesaleUSOUnited States Oil Fund$924,0760.0%12,2200.5%ETFMSFTMicrosoft$855,683$1,509 ▲0.2%1,7010.5%Computer and TechnologyVDEVanguard Energy ETF$746,376$5,818 ▲0.8%6,0290.4%ETFIWBiShares Russell 1000 ETF$634,472$1,718 ▲0.3%1,8470.3%ETFAAPLApple$554,237$84,064 ▲17.9%2,6570.3%Computer and TechnologyGLDSPDR Gold Shares$448,771$41,581 ▲10.2%1,4570.2%FinanceVUGVanguard Growth ETF$387,502$83,796 ▼-17.8%8740.2%ETFNVDANVIDIA$367,113$492 ▲0.1%2,2380.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$301,496$301,496 ▲New Holding4,1420.2%ETFOEFiShares S&P 100 ETF$272,4600.0%8870.1%ETFAMGNAmgen$249,133$1,188 ▲0.5%8390.1%MedicalWMTWalmart$228,972$1,149 ▲0.5%2,3910.1%Retail/WholesaleKRESPDR S&P Regional Banking ETF$216,070$216,070 ▲New Holding3,3970.1%ETFAVGOBroadcom$206,700$206,700 ▲New Holding7500.1%Computer and TechnologySDYSPDR S&P Dividend ETF$200,522$200,522 ▲New Holding1,4440.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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