Global Wealth Management, LLC
Global Wealth Management, LLC reported 47 positions worth $196.4M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: JMST (13.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JMST | SH | $25.6M | 13.05% | 502,395 | — | — | |
| ▸ 2 | SCHB | SH | $23.5M | 11.95% | 810,599 | — | — | |
| ▸ 3 | VUSB | SH | $22.4M | 11.42% | 450,535 | — | — | |
| ▸ 4 | SCHD | SH | $19.9M | 10.15% | 628,850 | — | — | |
| ▸ 5 | IVV | SH | $17.5M | 8.90% | 23,345 | — | — | |
| ▸ 6 | VIG | SH | $12.1M | 6.17% | 51,235 | — | — | |
| ▸ 7 | IJR | SH | $10.9M | 5.53% | 73,269 | — | — | |
| ▸ 8 | VTI | SH | $8.2M | 4.15% | 22,035 | — | — | |
| ▸ 9 | IJH | SH | $7.2M | 3.68% | 93,836 | — | — | |
| ▸ 10 | VTIP | SH | $6.7M | 3.39% | 132,699 | — | — |
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Frequently Asked Questions
What stocks does Global Wealth Management, LLC hold as of Q2 2026?
Global Wealth Management, LLC reported 47 positions worth $196.4M in its Q2 2026 13F filing. Largest positions: JMST (13.0%), SCHB (12.0%), VUSB (11.4%), SCHD (10.2%) and IVV (8.9%).
What did Global Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Global Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.