Global Wealth Management, LLC Top Holdings and 13F Report (2026) About Global Wealth Management, LLCInvestment ActivityGlobal Wealth Management, LLC has $183.44 million in total holdings as of March 31, 2026.Global Wealth Management, LLC owns shares of 44 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.18% of the portfolio was purchased this quarter.About 9.67% of the portfolio was sold this quarter.This quarter, Global Wealth Management, LLC has purchased 41 new stocks and bought additional shares in 17 stocks.Global Wealth Management, LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Municipal ETF $26,647,655Vanguard Ultra-Short Bond ETF $21,917,830Schwab US Broad Market ETF $20,525,627Schwab US Dividend Equity ETF $18,961,307iShares Core S&P 500 ETF $15,236,287 Largest New Holdings this Quarter 922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $6,537,456 Holding922042775 - Vanguard FTSE All-World ex-US ETF $2,907,032 Holding78464A755 - SPDR S&P Metals & Mining ETF $619,918 Holding464288844 - iShares U.S. Oil Equipment & Services ETF $411,061 Holding921909768 - Vanguard Total International Stock ETF $302,117 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 130,880 shares (about $6.54M)Vanguard Ultra-Short Bond ETF 61,180 shares (about $3.05M)Vanguard FTSE All-World ex-US ETF 38,709 shares (about $2.91M)SPDR S&P Metals & Mining ETF 5,739 shares (about $619.92K)iShares U.S. Oil Equipment & Services ETF 14,199 shares (about $411.06K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,900 shares (about $1.89M)Schwab US Broad Market ETF 60,847 shares (about $1.53M)Schwab US Dividend Equity ETF 49,297 shares (about $1.51M)Invesco QQQ 1,564 shares (about $902.66K)iShares Core S&P Small-Cap ETF 6,838 shares (about $850.03K) 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 PortfolioSectorJMSTJPMorgan Ultra-Short Municipal ETF$26,647,655$306 â–²0.0%522,70814.5%ETFVUSBVanguard Ultra-Short Bond ETF$21,917,830$3,045,844 â–²16.1%440,25011.9%ETFSCHBSchwab US Broad Market ETF$20,525,627$1,527,260 â–¼-6.9%817,75411.2%ETFSCHDSchwab US Dividend Equity ETF$18,961,307$1,512,431 â–¼-7.4%618,03510.3%ETFIVViShares Core S&P 500 ETF$15,236,287$1,894,329 â–¼-11.1%23,3258.3%ETFVIGVanguard Dividend Appreciation ETF$11,005,789$414,424 â–¼-3.6%51,1756.0%ETFIJRiShares Core S&P Small-Cap ETF$9,261,242$850,034 â–¼-8.4%74,5015.0%ETFVTIVanguard Total Stock Market ETF$7,062,685$279,107 â–¼-3.8%22,0153.9%ETFIJHiShares Core S&P Mid-Cap ETF$6,700,916$49,162 â–¼-0.7%99,2293.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,537,456$6,537,456 â–²New Holding130,8803.6%ManufacturingSIVRabrdn Physical Silver Shares ETF$5,516,906$53,707 â–²1.0%77,0413.0%ETFRSPInvesco S&P 500 Equal Weight ETF$5,159,401$104,597 â–¼-2.0%26,8832.8%ETFIAUiShares Gold Trust$4,757,643$342,325 â–²7.8%53,9662.6%FinanceQQQInvesco QQQ$4,480,418$902,663 â–¼-16.8%7,7632.4%FinanceVEUVanguard FTSE All-World ex-US ETF$2,907,032$2,907,032 â–²New Holding38,7091.6%ETFVGTVanguard Information Technology ETF$2,573,314$205,837 â–¼-7.4%3,6881.4%ETFJNJJohnson & Johnson$1,974,095$387,926 â–¼-16.4%8,0761.1%MedicalIWDiShares Russell 1000 Value ETF$1,487,9980.0%6,9640.8%ETFAMZNAmazon.com$905,975$208,270 â–¼-18.7%4,3500.5%Retail/WholesaleGLDSPDR Gold Shares$728,9110.0%1,6940.4%FinanceMSFTMicrosoft$716,571$84,760 â–²13.4%1,9360.4%Computer and TechnologyISHARES BITCOIN TRUST ETF$667,816$135,661 â–²25.5%17,3820.4%SHS BEN INTIWBiShares Russell 1000 ETF$663,869$1,783 â–²0.3%1,8620.4%ETFAAPLApple$662,956$254 â–²0.0%2,6120.4%Computer and TechnologyVDEVanguard Energy ETF$662,654$3,634 â–²0.6%3,8290.4%ETFXMESPDR S&P Metals & Mining ETF$619,918$619,918 â–²New Holding5,7390.3%ETFIEZiShares U.S. Oil Equipment & Services ETF$411,061$411,061 â–²New Holding14,1990.2%ETFVUGVanguard Growth ETF$347,409$35,396 â–¼-9.2%7950.2%ETFNVDANVIDIA$321,529$52,309 â–¼-14.0%1,8440.2%Computer and TechnologySLViShares Silver Trust$309,9010.0%4,5480.2%ETFVXUSVanguard Total International Stock ETF$302,117$302,117 â–²New Holding3,9180.2%ETFAMGNAmgen$298,637$1,055 â–²0.4%8490.2%MedicalWALMART INC$298,376$621 â–²0.2%2,4010.2%COMOIHVanEck Oil Services ETF$295,073$295,073 â–²New Holding7300.2%ETFGOOGAlphabet$294,6700.0%1,0270.2%Computer and TechnologyVANGUARD MUN BD FDS$294,206$1,804 â–²0.6%3,9150.2%CORE TAX EXEMPTFIDELITY MERRIMACK STR TR$292,027$2,333 â–²0.8%5,8840.2%SYSTEMATIC MUNOEFiShares S&P 100 ETF$282,1280.0%8870.2%ETFSILGlobal X Silver Miners ETF$250,168$9,099 â–²3.8%2,7770.1%ETFXOMExxonMobil$233,813$233,813 â–²New Holding1,3780.1%EnergyAVGOBroadcom$232,1330.0%7500.1%Computer and TechnologySDYSPDR S&P Dividend ETF$214,492$1,167 â–²0.5%1,4700.1%ETFVOXVanguard Communication Services ETF$210,435$540 â–²0.3%1,1700.1%ETFAMDAdvanced Micro Devices$206,481$10,171 â–²5.2%1,0150.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$0$8,616,677 â–¼-100.0%00.0%ETFAGQProShares Ultra Silver$0$266,496 â–¼-100.0%00.0%ManufacturingMMM3M$0$218,638 â–¼-100.0%00.0%Multi-Sector ConglomeratesGOOGLAlphabet$0$209,635 â–¼-100.0%00.0%Computer and TechnologyShowing 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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