Holdings
Global Wealth Management, LLC
As of Sep 30, 2026, Global Wealth Management, LLC reported 44 positions worth US$161M. Largest: Schwab U.S. Broad Market ETF, Vanguard Ultra-Short Bond ETF and Schwab US Dividend Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 757K | US$22.2M | new | Sep 30, 2026 |
| Vanguard Ultra-Short Bond ETF | 430K | US$21.3M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 573K | US$18.6M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 21,755 | US$16.7M | new | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 44,160 | US$10.3M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 67,512 | US$9.18M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 22,053 | US$8.25M | new | Sep 30, 2026 |
| Vanguard Short-Term Inflation-Protected Securities ETF | 144K | US$7.09M | new | Sep 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 83,203 | US$5.99M | new | Sep 30, 2026 |
| Invesco QQQ Trust | 7,829 | US$5.79M | new | Sep 30, 2026 |