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The Analysis of Global Wealth Management, LLC's Holdings & P&L

Currently, Global Wealth Management, LLC holds 44 types of securities in its portfolio with a total value $183.4M. In the most recent quarter, they have increased their positions in VTIP (+130.9K shares, valued at $6.5M), VUSB (+61.2K shares, valued at $3.0M), VEU (+38.7K shares, valued at $2.9M); decreased their positions in IVV (-2.9K shares, valued at $1.9M), SCHB (-60.8K shares, valued at $1.5M), SCHD (-49.3K shares, valued at $1.5M); initiated new positions in VTIP (+130.9K shares, valued at $6.5M), VEU (+38.7K shares, valued at $2.9M), XME (+5.7K shares, valued at $619.9K).

1M P&L

+5.0M+2.92%

3M P&L

-13.5M-7.15%

HY P&L

-8.5M-4.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A162.9M

96.7%

2Drug Manufacturers - General2.3M

1.3%

3Internet Retail906.0K

0.5%

Top Industries by Stock Count

1N/A30 stocks

76.9%

2Semiconductors2 stocks

5.1%

3Drug Manufacturers - General2 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMST J P MORGAN EXCHANGE TRADED F522.7K shares0.00%2026-03-312026-04-16

VUSB VANGUARD BD INDEX FDS440.3K shares16.14%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR817.8K shares-6.93%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR618.0K shares-7.39%2026-03-312026-04-16

IVV ISHARES TR23.3K shares-11.06%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS51.2K shares-3.63%2026-03-312026-04-16

IJR ISHARES TR74.5K shares-8.41%2026-03-312026-04-16

VTI VANGUARD INDEX FDS22.0K shares-3.80%2026-03-312026-04-16

Sponsored

IJH ISHARES TR99.2K shares-0.73%2026-03-312026-04-16

VTIP VANGUARD MALVERN FDS130.9K sharesnew addition2026-03-312026-04-16

SIVR ABRDN SILVER ETF TRUST77.0K shares0.98%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T26.9K shares-1.99%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR54.0K shares7.75%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR7.8K shares-16.77%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F38.7K sharesnew addition2026-03-312026-04-16

VGT VANGUARD WORLD FD3.7K shares-7.41%2026-03-312026-04-16

Sponsored

JNJ JOHNSON & JOHNSON8.1K shares-16.42%2026-03-312026-04-16

IWD ISHARES TR7.0K shares0.00%2026-03-312026-04-16

AMZN AMAZON COM INC4.3K shares-18.69%2026-03-312026-04-16

GLD SPDR GOLD TR1.7K shares0.00%2026-03-312026-04-16

MSFT MICROSOFT CORP1.9K shares13.42%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF17.4K shares25.49%2026-03-312026-04-16

IWB ISHARES TR1.9K shares0.27%2026-03-312026-04-16

AAPL APPLE INC2.6K shares0.04%2026-03-312026-04-16

Sponsored

VDE VANGUARD WORLD FD3.8K shares0.55%2026-03-312026-04-16

XME SPDR SERIES TRUST5.7K sharesnew addition2026-03-312026-04-16

IEZ ISHARES TR14.2K sharesnew addition2026-03-312026-04-16

VUG VANGUARD INDEX FDS795 shares-9.25%2026-03-312026-04-16

NVDA NVIDIA CORPORATION1.8K shares-13.99%2026-03-312026-04-16

SLV ISHARES SILVER TR4.5K shares0.00%2026-03-312026-04-16

VXUS VANGUARD STAR FDS3.9K sharesnew addition2026-03-312026-04-16

AMGN AMGEN INC849 shares0.35%2026-03-312026-04-16

Sponsored

WMT WALMART INC2.4K shares0.21%2026-03-312026-04-16

OIH VANECK ETF TRUST730 sharesnew addition2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.0K shares0.00%2026-03-312026-04-16

VCRM VANGUARD MUN BD FDS3.9K shares0.62%2026-03-312026-04-16

FMUN FIDELITY MERRIMACK STR TR5.9K shares0.81%2026-03-312026-04-16

OEF ISHARES TR887 shares0.00%2026-03-312026-04-16

SIL GLOBAL X FDS2.8K shares3.77%2026-03-312026-04-16

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-04-16

Sponsored

BROADCOM INC BROADCOM INC750 shares0.00%2026-03-312026-04-16

SDY SPDR SERIES TRUST1.5K shares0.55%2026-03-312026-04-16

VOX VANGUARD WORLD FD1.2K shares0.26%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC1.0K shares5.18%2026-03-312026-04-16

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares522.7K

Event2026-03-31

Filed2026-04-16

VUSB

VANGUARD BD INDEX FDS

16.14%

Shares440.3K

Event2026-03-31

Filed2026-04-16

SCHB

SCHWAB STRATEGIC TR

-6.93%

Shares817.8K

Event2026-03-31

Filed2026-04-16

SCHD

SCHWAB STRATEGIC TR

-7.39%

Shares618.0K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

-11.06%

Shares23.3K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

-3.63%

Shares51.2K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-8.41%

Shares74.5K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

-3.80%

Shares22.0K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

-0.73%

Shares99.2K

Event2026-03-31

Filed2026-04-16

VTIP

VANGUARD MALVERN FDS

New

Shares130.9K

Event2026-03-31

Filed2026-04-16

SIVR

ABRDN SILVER ETF TRUST

0.98%

Shares77.0K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-1.99%

Shares26.9K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

7.75%

Shares54.0K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-16.77%

Shares7.8K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares38.7K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

-7.41%

Shares3.7K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

-16.42%

Shares8.1K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-18.69%

Shares4.3K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

13.42%

Shares1.9K

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

25.49%

Shares17.4K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

0.27%

Shares1.9K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-16

VDE

VANGUARD WORLD FD

0.55%

Shares3.8K

Event2026-03-31

Filed2026-04-16

XME

SPDR SERIES TRUST

New

Shares5.7K

Event2026-03-31

Filed2026-04-16

IEZ

ISHARES TR

New

Shares14.2K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

-9.25%

Shares795

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-13.99%

Shares1.8K

Event2026-03-31

Filed2026-04-16

SLV

ISHARES SILVER TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

New

Shares3.9K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

0.35%

Shares849

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

0.21%

Shares2.4K

Event2026-03-31

Filed2026-04-16

OIH

VANECK ETF TRUST

New

Shares730

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

VCRM

VANGUARD MUN BD FDS

0.62%

Shares3.9K

Event2026-03-31

Filed2026-04-16

FMUN

FIDELITY MERRIMACK STR TR

0.81%

Shares5.9K

Event2026-03-31

Filed2026-04-16

OEF

ISHARES TR

0.00%

Shares887

Event2026-03-31

Filed2026-04-16

SIL

GLOBAL X FDS

3.77%

Shares2.8K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

0.00%

Shares750

Event2026-03-31

Filed2026-04-16

SDY

SPDR SERIES TRUST

0.55%

Shares1.5K

Event2026-03-31

Filed2026-04-16

VOX

VANGUARD WORLD FD

0.26%

Shares1.2K

Event2026-03-31

Filed2026-04-16

AMD

ADVANCED MICRO DEVICES INC

5.18%

Shares1.0K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available