Global Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 17, 2025
Value $
$190M
Signature - Title
Steve Solano - Regulatory Compliance Consultant
Location
Kingston, NJ
Summary
This page shows a list of all the recent 13F filings made by Global Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Wealth Management, LLC reported 35 stock holdings with total value $190M as of Q3 2025. Top holdings included JMST, SCHB, VUSB, IVV, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 35 $190M +$9.17M -$8.02M +$1.15M JMST, SCHB, VUSB, IVV, SCHD 13F-HR 10/17/2025, 03:21 PM
Q2 2025 32 $182M +$3.88M -$4.83M -$945K VUSB, JMST, SCHB, IVV, SCHD 13F-HR 7/15/2025, 06:57 PM
Q1 2025 28 $173M +$22.8M -$1.93M +$20.9M VUSB, JMST, SCHB, SCHD, IVV 13F-HR 4/14/2025, 11:20 AM
Q4 2024 30 $157M +$38.7M -$1.61M +$37.1M SCHB, JMST, IVV, SCHD, VUSB 13F-HR 1/16/2025, 10:02 AM
Q3 2024 26 $148M $0 $0 SCHB, SCHD, IVV, JMST, VUSB 13F-HR 10/24/2024, 10:34 AM