Global Wealth Management, LLC Top Holdings and 13F Report (2026) About Global Wealth Management, LLCInvestment ActivityGlobal Wealth Management, LLC has $183.82 million in total holdings as of September 30, 2026.Global Wealth Management, LLC owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.44% of the portfolio was purchased this quarter.About 7.54% of the portfolio was sold this quarter.This quarter, Global Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 18 stocks.Global Wealth Management, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Broad Market ETF $22,198,171J P MORGAN EXCHANGE TRADED F $22,122,540Vanguard Ultra-Short Bond ETF $21,319,227Schwab US Dividend Equity ETF $18,648,931iShares Core S&P 500 ETF $16,660,914 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $225,510 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 11,375 shares (about $559.88K)EXXONMOBIL HOLDINGS CORP 1,386 shares (about $225.51K)Vanguard Total Stock Market ETF 18 shares (about $6.74K)Vanguard Energy ETF 25 shares (about $4.30K)VANGUARD MUN BD FDS 39 shares (about $2.79K) Largest Sales this Quarter J P MORGAN EXCHANGE TRADED F 64,845 shares (about $3.28M)Schwab US Dividend Equity ETF 55,566 shares (about $1.81M)Vanguard Dividend Appreciation ETF 7,075 shares (about $1.65M)Schwab US Broad Market ETF 53,241 shares (about $1.56M)iShares Core S&P 500 ETF 1,590 shares (about $1.22M) 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 PortfolioSectorSCHBSchwab US Broad Market ETF$22,198,171$1,560,494 ▼-6.6%757,35812.1%ETFJ P MORGAN EXCHANGE TRADED F$22,122,540$3,278,565 ▼-12.9%437,55012.0%ULTRA SHT MUNCPLVUSBVanguard Ultra-Short Bond ETF$21,319,227$1,004,775 ▼-4.5%430,25711.6%ETFSCHDSchwab US Dividend Equity ETF$18,648,931$1,807,562 ▼-8.8%573,28410.1%ETFIVViShares Core S&P 500 ETF$16,660,914$1,217,690 ▼-6.8%21,7559.1%ETFVIGVanguard Dividend Appreciation ETF$10,303,066$1,650,684 ▼-13.8%44,1605.6%ETFIJRiShares Core S&P Small-Cap ETF$9,184,305$783,180 ▼-7.9%67,5125.0%ETFVTIVanguard Total Stock Market ETF$8,253,143$6,736 ▲0.1%22,0534.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,091,324$559,878 ▲8.6%144,0743.9%ETFIJHiShares Core S&P Mid-Cap ETF$5,986,454$765,044 ▼-11.3%83,2033.3%ETFQQQInvesco QQQ$5,792,000$32,552 ▼-0.6%7,8293.2%ETFRSPInvesco S&P 500 Equal Weight ETF$4,804,327$801,068 ▼-14.3%23,0962.6%ETFSIVRabrdn Physical Silver Shares ETF$4,171,939$223,796 ▼-5.1%72,7962.3%ETFIAUiShares Gold Trust$4,070,260$169,243 ▼-4.0%52,1162.2%ETFVGTVanguard Information Technology ETF$3,634,396$73,894 ▼-2.0%28,9202.0%ETFVEUVanguard FTSE All-World ex-US ETF$3,051,029$259,030 ▼-7.8%36,7731.7%ETFJNJJohnson & Johnson$2,138,4270.0%8,0771.2%HealthcareIWDiShares Russell 1000 Value ETF$1,726,5850.0%6,9640.9%ETFMSFTMicrosoft$996,754$1,539 ▲0.2%1,9430.5%TechnologyAAPLApple$870,840$333 ▲0.0%2,6150.5%TechnologyISHARES BITCOIN TRUST ETF$818,887$3,977 ▼-0.5%17,2980.4%SHS BEN INTIWBiShares Russell 1000 ETF$778,264$1,665 ▲0.2%1,8700.4%ETFAMZNAmazon.com$757,4160.0%3,0400.4%Consumer DiscretionaryVDEVanguard Energy ETF$717,132$4,305 ▲0.6%4,1650.4%ETFGLDSPDR Gold Shares$645,1430.0%1,6940.4%ETFAMDAdvanced Micro Devices$620,9360.0%1,0150.3%TechnologyXMESPDR S&P Metals & Mining ETF$572,804$21,748 ▼-3.7%5,5310.3%ETFVUGVanguard Growth ETF$430,627$360 ▲0.1%4,7790.2%ETFOIHVanEck Oil Services ETF$380,2620.0%1,0050.2%ETFIEZiShares U.S. Oil Equipment & Services ETF$378,375$981 ▲0.3%14,2680.2%ETFAMGNAmgen$360,357$1,264 ▲0.4%8550.2%HealthcareNVDANVIDIA$352,6620.0%1,5440.2%TechnologyGOOGAlphabet$350,4000.0%1,0280.2%Communication ServicesOEFiShares S&P 100 ETF$338,9050.0%8870.2%ETFAVUVAvantis U.S. Small Cap Value ETF$328,298$471 ▲0.1%2,7880.2%ETFVANGUARD MUN BD FDS$285,560$2,791 ▲1.0%3,9900.2%CORE TAX EXEMPTFIDELITY MERRIMACK STR TR$280,102$2,341 ▲0.8%5,9830.2%SYSTEMATIC MUNAVGOBroadcom$263,3930.0%7500.1%TechnologyUNHUnitedHealth Group$259,911$1,101 ▲0.4%7080.1%HealthcareWALMART INC$251,006$520 ▲0.2%2,4150.1%COMSLViShares Silver Trust$247,9110.0%4,5480.1%ETFSILGlobal X Silver Miners ETF$239,192$344 ▲0.1%2,7810.1%ETFAVDVAvantis International Small Cap Value ETF$234,824$656 ▲0.3%2,1470.1%ETFGOOGLAlphabet$230,8810.0%6710.1%Communication ServicesEXXONMOBIL HOLDINGS CORP$225,510$225,510 ▲New Holding1,3860.1%COM SHSVOXVanguard Communication Services ETF$223,975$381 ▲0.2%1,1750.1%ETFSDYSPDR S&P Dividend ETF$217,758$1,318 ▲0.6%1,4870.1%ETFGEGE Aerospace$0$207,942 ▼-100.0%00.0%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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