Global Wealth Management, LLC - Portfolio overview

Global Wealth Management, LLC has 48 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. JMST - J P MORGAN EXCHANGE TRADED F, 13.79%
2. VUSB - VANGUARD BD INDEX FDS, 11.35%
3. SCHB - SCHWAB STRATEGIC TR, 10.63%

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

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