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Global Wealth Management - Q1 2026 13F Filings

GL

Global Wealth Management, LLC

CIK: 0002039738
Address: New Jersey Kingston Po Box 522
$183.44 M
Portfolio Value
44
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/15/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VTIP Vanguard Short-Term Tips
+$6.54 M
2. VUSB Vanguard Ultra-Short Bond Etf
+$3.05 M
3. VEU Vanguard Ftse All-World Ex-Us Index Fund
+$2.91 M
4. XME Spdr S&P Metals & Mining Etf
+$619,918
5. IEZ Ishares Us Oil Equipment & Services Etf
+$411,061

Top Sells

Q1 2026
1. BND Vanguard Total Bond Market Etf
−$8.62 M
2. IVV Ishares Core S&P 500 Etf
−$1.89 M
3. SCHB Schwab Us Broad Market Etf
−$1.53 M
4. SCHD Schwab Us Dividend Equity Etf
−$1.51 M
5. QQQ Invesco Qqq Trust Series I
−$902,663.11

Asset Allocation

Stocks/ETFs
-1.29%
$183.44 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Global Wealth Management Q1 2026 Filing Summary

Global Wealth Management, LLC filed its 13F report for Q1 2026 on April 16, 2026. The portfolio totaled 183.44 M reflecting a -1.29% change from the prior quarter, spanning 44 assets. The top 10 holdings comprised 78.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Global Wealth Management’s Q1 2026 Filing

Global Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/16/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Global Wealth Management reported a managed portfolio value of 183.44 M, consisting of 44 individual positions.

This page displays the raw filing documents. To see which stocks Global Wealth Management bought or sold during Q1 2026, please visit Global Wealth Management's Portfolio Analysis page.