Global Wealth Management, LLC Portfolio Holdings

Global Wealth Management, LLC

  • $186 Billion
  • Q4 2025

Global Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan Ultra Short Mun Inco with a value of $26.6B, Schwab Strategic Tr Us Broad M with a value of $23B, Vanguard Bd Index Fds with a value of $18.9B, Schwab Strategic Tr Us Dividen with a value of $18.3B, and Ishares Core S&P 500 ETF with a value of $18B.

Examining the 13F form we can see an decrease of $4.66B in the current position value, from $190B to 186B.

Global Wealth Management, LLC is based out at Kingston, NJ

Below you can find more details about Global Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Billion
ETFs: $159 Billion
Technology: $2.4 Billion
Healthcare: $2.28 Billion
Consumer Cyclical: $1.23 Billion
Communication Services: $532 Million
Consumer Defensive: $267 Million
Industrials: $219 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $186 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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