Global Trust Wealth Management LLC
CIK: 0002065265SEC EDGAR →
Portfolio Value
$135K
Holdings
84
As of
Q4 2025
New Positions
84
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 25,715 | $8.6M | 6387.72% |
| 2 | ISHARES TR | 90,514 | $6.0M | 4425.69% |
| 3 | VANGUARD STAR FDS | 75,863 | $5.7M | 4240.45% |
| 4 | ISHARES TR | 41,716 | $5.0M | 3714.38% |
| 5 | ISHARES TR | 40,515 | $4.5M | 3307.60% |
| 6 | ISHARES TR | 48,686 | $4.4M | 3226.83% |
| 7 | APPLE INC | 12,970 | $3.5M | 2611.85% |
| 8 | WEC ENERGY GROUP INC | 29,428 | $3.1M | 2299.17% |
| 9 | ISHARES TR | 29,080 | $2.9M | 2151.72% |
| 10 | VANGUARD INDEX FDS | 9,520 | $2.9M | 2130.23% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $70.8M | 71.0% |
| Technology | 8 | $10.8M | 10.8% |
| Unknown | 5 | $5.6M | 5.6% |
| Utilities | 2 | $3.9M | 3.9% |
| Consumer Cyclical | 2 | $3.1M | 3.1% |
| Communication Services | 4 | $2.6M | 2.7% |
| Consumer Defensive | 3 | $1.4M | 1.4% |
| Industrials | 6 | $1.1M | 1.1% |
| Energy | 1 | $314K | 0.3% |
| Basic Materials | 1 | $229K | 0.2% |
| Healthcare | 1 | $1K | 0.0% |