Global Wealth Management, LLC - Portfolio Stock Holdings

Global Wealth Management, LLC disclosed 48 stock positions in a recent SEC 13F filing. $183,814,425 of stock holdings were filed, with the largest holdings including SCHB, JMST, and VUSB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $245,661,289 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.