Global Trust Wealth Management LLC - Portfolio overview

Global Trust Wealth Management LLC has 82 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 12.68%
2. VTI - VANGUARD INDEX FDS, 6.28%
3. QQQ - INVESCO QQQ TR, 5.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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