account_balance

Investment manager · 13F filer · SEC CIK 2065265

Global Trust Wealth Management LLC

Reported value$139Mas of Sep 30, 2026

Positions71 1 new, 5 sold out

Top 10 weight46.7%SPY alone is 10%

FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

9.5%Trimmed −5%

VTIVanguard Index FDS

6.1%

VXUSVanguard Star FDS

4.8%

QQQInvesco QQQ Tr

4.8%

LQDiShares Tr

4.7%

IJRiShares Tr

4.3%

IEFAiShares Tr

3.2%

AAPLApple Inc.

3.2%Added +25%

BNDXVanguard Charlotte FDS

3.1%

JNKSPDR Series Trust

2.8%

IJHiShares Tr

2.6%

VBKVanguard Index FDS

2.6%

SPYSPDR S&P 500 ETF Trust

9.5%Trimmed −5%

VTIVanguard Index FDS

6.1%

VXUSVanguard Star FDS

4.8%

QQQInvesco QQQ Tr

4.8%

LQDiShares Tr

4.7%

IJRiShares Tr

4.3%

IEFAiShares Tr

3.2%

AAPLApple Inc.

3.2%

BNDXVanguard Charlotte FDS

3.1%

JNK2.8%

IJH2.6%

VBK2.6%

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

SPY SPDR S&P 500 ETF Trust 9.5% Trimmed −5%

VTI Vanguard Index FDS 6.1% Held

VXUS Vanguard Star FDS 4.8% Held

QQQ Invesco QQQ Tr 4.8% Held

LQD iShares Tr 4.7% Held

IJR iShares Tr 4.3% Held

IEFA iShares Tr 3.2% Held

AAPL Apple Inc. 3.2% Added +25%

BNDX Vanguard Charlotte FDS 3.1% Held

JNK SPDR Series Trust 2.8% Held

IJH iShares Tr 2.6% Held

VBK Vanguard Index FDS 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 16, 2026 filing

add_circleNew

GOOG $615K

arrow_upwardAdded

AAPL +25%
GOOGL +20%
MSFT +4%
V +3%

arrow_downwardTrimmed

BOCT −20%
SPY −5%
DFAS −3%
BRK-B −3%

remove_circleSold out

WEC $3.44M
DFSV $1.43M
DFAR $428K
VOO $224K

Global Trust Wealth Management LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email