Global Wealth Management, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$182.3B
Holdings
32
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUSBVANGUARD BD INDEX FDS | 570,979 | $28.4B | 15.57% | |
| 2 | JMSTJ P MORGAN EXCHANGE TRADED F | 524,373 | $26.7B | 14.63% | |
| 3 | SCHBSCHWAB STRATEGIC TR | 997,934 | $24.1B | 13.21% | |
| 4 | IVVISHARES TR | 32,234 | $20.2B | 11.10% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 710,673 | $19.4B | 10.64% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 55,605 | $11.5B | 6.29% | |
| 7 | IJRISHARES TR | 87,477 | $9.9B | 5.43% | |
| 8 | VTIVANGUARD INDEX FDS | 23,822 | $7.3B | 4.02% | |
| 9 | IJHISHARES TR | 106,128 | $6.8B | 3.70% | |
| 10 | NDQINVESCO QQQ TR | 11,820 | $6.6B | 3.61% | |
| 11 | RSPINVESCO EXCHANGE TRADED FD T | 29,238 | $5.4B | 2.96% | |
| 12 | VGTVANGUARD WORLD FD | 4,575 | $3.1B | 1.68% | |
| 13 | JNJJOHNSON & JOHNSON | 10,591 | $1.7B | 0.91% | |
| 14 | IWDISHARES TR | 8,220 | $1.6B | 0.89% | |
| 15 | IAU*ISHARES GOLD TR | 18,488 | $1.2B | 0.64% | |
| 16 | SIVRABRDN SILVER ETF TRUST | 27,903 | $1.0B | 0.56% | |
| 17 | AMZNAMAZON COM INC | 4,450 | $1.0B | 0.55% | |
| 18 | USOUNITED STS OIL FD LP | 12,220 | $924.1M | 0.51% | |
| 19 | MSFTMICROSOFT CORP | 1,701 | $855.7M | 0.47% | |
| 20 | VDEVANGUARD WORLD FD | 6,029 | $746.4M | 0.41% | |
| 21 | IWBISHARES TR | 1,847 | $634.5M | 0.35% | |
| 22 | AAPLAPPLE INC | 2,657 | $554.2M | 0.30% | |
| 23 | GQ9SPDR GOLD TR | 1,457 | $448.8M | 0.25% | |
| 24 | VUGVANGUARD INDEX FDS | 874 | $387.5M | 0.21% | |
| 25 | NVDANVIDIA CORPORATION | 2,238 | $367.1M | 0.20% | |
| 26 | BNDVANGUARD BD INDEX FDS | 4,142 | $301.5M | 0.17% | |
| 27 | OEFISHARES TR | 887 | $272.5M | 0.15% | |
| 28 | AMGNAMGEN INC | 839 | $249.1M | 0.14% | |
| 29 | WMTWALMART INC | 2,391 | $229.0M | 0.13% | |
| 30 | LVLNSPDR SERIES TRUST | 3,397 | $216.1M | 0.12% | |
| 31 | AVGOBROADCOM INC | 750 | $206.7M | 0.11% | |
| 32 | SDYSPDR SERIES TRUST | 1,444 | $200.5M | 0.11% |