StockDriftsStockDriftsTop 46 Global Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 12.08% | 757.4K | $22.2M | -6.57%(-53.24K) | $21.57(+36.33%) | 2026-09-30 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 12.04% | 437.6K | $22.1M | -12.91%(-64.84K) | $50.83(-0.11%) | 2026-09-30 | |
| VUSB | VANGUARD BD INDEX FDS | 11.6% | 430.3K | $21.3M | -4.50%(-20.28K) | $49.75(-0.48%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 10.15% | 573.3K | $18.6M | -8.84%(-55.57K) | $27.12(+26.26%) | 2026-09-30 | |
| IVV | ISHARES TR | 9.06% | 21.8K | $16.7M | -6.81%(-1.59K) | $563.52(+36.64%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.61% | 44.2K | $10.3M | -13.81%(-7.08K) | $190.51(+26.52%) | 2026-09-30 | |
| IJR | ISHARES TR | 5% | 67.5K | $9.2M | -7.86%(-5.76K) | $111.81(+21.47%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.49% | 22.1K | $8.3M | +0.08%(+18) | $275.68(+36.22%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.86% | 144.1K | $7.1M | +8.57%(+11.38K) | $49.71(-2.16%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.26% | 83.2K | $6.0M | -11.33%(-10.63K) | $60.45(+19.73%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.87% |
Global Wealth Management LLC reports $183.82M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (12.1%), JMST (12.0%) and VUSB (11.6%). The top 20 holdings account for 94.14% of reported assets. Its disclosed equity book has returned +16.38% cumulatively over 8 quarters. Figures reflect the Q3 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 Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039738). View Global Wealth Management LLC’s 13F filings on SEC