Global Wealth Management, LLC Portfolio Holdings

Global Wealth Management, LLC

  • $190 Billion
  • Q3 2025

Global Wealth Management, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 35 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 $27.1B, Schwab Strategic Tr Us Broad M with a value of $24.5B, Vanguard Bd Index Fds with a value of $24.5B, Ishares Core S&P 500 ETF with a value of $20.1B, and Schwab Strategic Tr Us Dividen with a value of $19.4B.

Examining the 13F form we can see an increase of $8.14B in the current position value, from $182B to 190B.

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 $190 Billion
ETFs: $160 Billion
Technology: $2.22 Billion
Healthcare: $2.03 Billion
Consumer Cyclical: $1.22 Billion
Communication Services: $250 Million
Consumer Defensive: $247 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.1 Billion 14.24% of portfolio
531,582
Q3 2025 Added 1.37%
$0
$24.5 Billion 12.88% of portfolio
954,007
Q3 2025 Reduced 4.4%
-
$24.5 Billion 12.84% of portfolio
-
Q3 2025 Reduced 14.29%
$0
$20.1 Billion 10.55% of portfolio
30,032
Q3 2025 Reduced 6.83%
$0
$19.4 Billion 10.16% of portfolio
708,856
Q3 2025 Reduced 0.26%
$0
$11.9 Billion 6.24% of portfolio
55,055
Q3 2025 Reduced 0.99%
$0
$10.1 Billion 5.31% of portfolio
85,184
Q3 2025 Reduced 2.62%
$0
$8.37 Billion 4.39% of portfolio
112,557
Q3 2025 Added 2,617.46%
$0
$7.83 Billion 4.11% of portfolio
23,858
Q3 2025 Added 0.15%
$0
$6.91 Billion 3.63% of portfolio
105,958
Q3 2025 Reduced 0.16%
$0
$6.9 Billion 3.62% of portfolio
11,500
Q3 2025 Reduced 2.71%
$0
$5.5 Billion 2.89% of portfolio
29,012
Q3 2025 Reduced 0.77%
$0
$3.2 Billion 1.68% of portfolio
4,280
Q3 2025 Reduced 6.45%
$522B
$1.79 Billion 0.94% of portfolio
9,660
Q3 2025 Reduced 8.79%
$0
$1.42 Billion 0.74% of portfolio
6,964
Q3 2025 Reduced 15.28%
$65.3B
$1.35 Billion 0.71% of portfolio
18,488
Q2 2025 Added 2.38%
$2.39T
$977 Million 0.51% of portfolio
4,450
Q2 2025 Added 1.83%
$5.08B
$901 Million 0.47% of portfolio
12,220
Q4 2024 New
$3.78T
$882 Million 0.46% of portfolio
1,704
Q3 2025 Added 0.18%
$0
$765 Million 0.4% of portfolio
6,075
Q3 2025 Added 0.76%
$0
$677 Million 0.36% of portfolio
1,852
Q3 2025 Added 0.27%
$4.3T
$677 Million 0.36% of portfolio
2,660
Q3 2025 Added 0.11%
$130B
$518 Million 0.27% of portfolio
1,457
Q2 2025 Added 10.21%
$465B
$417 Million 0.22% of portfolio
2,238
Q2 2025 Added 0.13%
$0
$419 Million 0.22% of portfolio
874
Q2 2025 Reduced 17.78%
$0
$295 Million 0.15% of portfolio
887
Q3 2024 New
$1.74T
$250 Million 0.13% of portfolio
1,026
Q3 2025 New
$139B
$247 Million 0.13% of portfolio
750
Q2 2025 New
$1.29T
$246 Million 0.13% of portfolio
554
Q3 2025 New
$279B
$247 Million 0.13% of portfolio
2,396
Q3 2025 Added 0.21%
$183B
$238 Million 0.12% of portfolio
842
Q3 2025 Added 0.36%
$0
$216 Million 0.11% of portfolio
3,408
Q3 2025 Added 0.32%
$0
$203 Million 0.11% of portfolio
1,452
Q3 2025 Added 0.55%
$0
$218 Million 0.11% of portfolio
1,163
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $190 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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