Global Wealth Management, LLC reported 47 holdings worth US$196M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Global Wealth Management, LLC reported 47 holdings worth US$196M as of Jun 30, 2026. Largest: Johnson & Johnson, Apple Inc and Amazon.com, Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$196M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Johnson & Johnson | 8,077 | US$2.05M | 1.0% |
| Apple Inc | 2,614 | US$756K | 0.39% |
| Amazon.com, Inc. | 3,040 | US$725K | 0.37% |
| Microsoft Corp. | 1,940 | US$724K | 0.37% |
| Alphabet Inc (google) Class C | 1,687 | US$603K | 0.31% |
| Advanced Micro Devices Inc | 1,015 | US$590K | 0.30% |
| Nvidia Corporation | 1,544 | US$309K | 0.16% |
| Amgen Inc. | 852 | US$309K | 0.16% |
| Unitedhealth Group Incorporated | 705 | US$293K | 0.15% |
| Broadcom Inc. | 750 | US$283K | 0.14% |
| Walmart Inc. | 2,410 | US$273K | 0.14% |
| Ge Aerospace | 556 | US$208K | 0.11% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |