account_balance
Investment manager · 13F filer · SEC CIK 2011891
Globalt Investments LLC
Reported value$2.9Bas of Sep 30, 2026
Positions212 6 new, 7 sold out
Top 10 weight60.9%IWF alone is 15%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
15.4%Trimmed −3%
IWDiShares Tr
14.3%Trimmed −3%
SPTSSPDR Series Trust
9.7%
SPTISPDR Series Trust
5.4%Trimmed −2%
SPTLSPDR Series Trust
4.5%Trimmed −2%
GLDSPDR Gold Trust
2.7%Added +40%
XLUSelect Sector SPDR Tr
2.3%−3%
IWMiShares Tr
2.3%−3%
IBTHiShares Tr
2.2%
GDXVaneck ETF Trust
2.1%
CWISPDR Index SHS FDS
2.0%
VIGVanguard Specialized Funds
1.9%
IWFiShares Tr
15.4%Trimmed −3%
IWDiShares Tr
14.3%Trimmed −3%
SPTSSPDR Series Trust
9.7%
SPTISPDR Series Trust
5.4%−2%
SPTLSPDR Series Trust
4.5%−2%
XLU2.3%
IWM2.3%
IBTH
GDX2.1%
CWI2.0%
VIG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Tr 15.4% Trimmed −3%
IWD iShares Tr 14.3% Trimmed −3%
SPTS SPDR Series Trust 9.7% Held
SPTI SPDR Series Trust 5.4% Trimmed −2%
SPTL SPDR Series Trust 4.5% Trimmed −2%
GLD SPDR Gold Trust 2.7% Added +40%XLU Select Sector SPDR Tr 2.3% Trimmed −3%
IWM iShares Tr 2.3% Trimmed −3%
IBTH iShares Tr 2.2% Trimmed −2%
GDX Vaneck ETF Trust 2.1% Added +44%
CWI SPDR Index SHS FDS 2.0% Trimmed −2%
VIG Vanguard Specialized Funds 1.9% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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