StockDriftsStockDriftsTop 50 Global Trust Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 9.43% | 18.3K | $13.7M | -28.85%(-7.44K) | $674.05(+15.03%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.71% | 22.4K | $8.3M | -13.48%(-3.49K) | $331.69(+15.58%) | 2026-06-30 | |
| LQD | ISHARES TR | 4.81% | 64.0K | $7.0M | +43.38%(+19.36K) | $110.10(-4.10%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.66% | 79.2K | $6.8M | +4.37%(+3.31K) | $74.69(+18.01%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.65% | 9.2K | $6.8M | -26.46%(-3.30K) | $607.34(+20.61%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.5% | 44.0K | $6.5M | +4.42%(+1.86K) | $120.17(+24.79%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.11% | 46.7K | $4.5M | -0.73%(-345) | $88.38(+14.63%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.1% | 93.0K | $4.5M | +73.01%(+39.25K) | $48.51(-1.70%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 2.78% | 41.9K | $4.0M | +62.34%(+16.10K) | $96.66(-0.71%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.67% | 50.3K | $3.9M | -36.75%(-29.23K) | $65.63(+19.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.25% |
Global Trust Wealth Management LLC reports $145.17M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.4%), VTI (5.7%) and LQD (4.8%). The top 20 holdings account for 65.92% of reported assets. Its disclosed equity book has returned +9.89% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Global Trust Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065265). View Global Trust Wealth Management LLC’s 13F filings on SEC