account_balance
Investment manager · 13F filer · SEC CIK 2039738
Global Wealth Management, LLC
Reported value$184Mas of Sep 30, 2026
Positions47 1 new, 1 sold out
Top 10 weight77.1%SCHB alone is 12%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
12.1%Trimmed −7%
JMSTJ P Morgan Exchange Traded F
12.0%Trimmed −13%
VUSBVanguard Bd Index FDS
11.6%Trimmed −5%
SCHDSchwab Strategic Tr
10.1%Trimmed −9%
IVViShares Tr
9.1%Trimmed −7%
VIGVanguard Specialized Funds
5.6%Trimmed −14%
IJRiShares Tr
5.0%Trimmed −8%
VTIVanguard Index FDS
4.5%
VTIPVanguard Malvern FDS
3.9%+9%
IJHiShares Tr
3.3%
QQQInvesco QQQ Tr
3.2%
RSPInvesco Exchange Traded Fd T
2.6%
SCHBSchwab Strategic Tr
12.1%Trimmed −7%
JMSTJ P Morgan Exchange Traded F
12.0%Trimmed −13%
VUSBVanguard Bd Index FDS
11.6%−5%
SCHDSchwab Strategic Tr
10.1%−9%
IVViShares Tr
9.1%−7%
VIG5.6%
IJRiShares Tr
5.0%
VTIVanguard Index FDS
4.5%
VTIP
IJH
QQQ3.2%
RSP
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
SCHB Schwab Strategic Tr 12.1% Trimmed −7%
JMST J P Morgan Exchange Traded F 12.0% Trimmed −13%
VUSB Vanguard Bd Index FDS 11.6% Trimmed −5%
SCHD Schwab Strategic Tr 10.1% Trimmed −9%
IVV iShares Tr 9.1% Trimmed −7%
VIG Vanguard Specialized Funds 5.6% Trimmed −14%
IJR iShares Tr 5.0% Trimmed −8%
VTI Vanguard Index FDS 4.5% Held
VTIP Vanguard Malvern FDS 3.9% Added +9%
IJH iShares Tr 3.3% Trimmed −11%
QQQ Invesco QQQ Tr 3.2% Held
RSP Invesco Exchange Traded Fd T 2.6% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
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