13F Filings History of Global Wealth Management, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$185,834,927
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 41 stock holdings with total value $185,834,927 as of Q4 2025. Top holdings included JMST, SCHB, VUSB, SCHD, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 41 $185,834,927 +$9,120,444 -$16,830,134 -$7,709,690 JMST, SCHB, VUSB, SCHD, IVV 13F-HR 26 Jan 2026, 16:24
Q3 2025 35 $190,490,043 +$9,170,274 -$8,018,080 +$1,152,194 JMST, SCHB, VUSB, IVV, SCHD 13F-HR 17 Oct 2025, 15:21
Q2 2025 32 $182,346,866 +$3,880,282 -$4,825,569 -$945,287 VUSB, JMST, SCHB, IVV, SCHD 13F-HR 15 Jul 2025, 18:57
Q1 2025 28 $173,332,478 +$22,848,247 -$1,930,293 +$20,917,954 VUSB, JMST, SCHB, SCHD, IVV 13F-HR 14 Apr 2025, 11:20
Q4 2024 30 $156,640,431 +$38,703,607 -$1,608,686 +$37,094,921 SCHB, JMST, IVV, SCHD, VUSB 13F-HR 16 Jan 2025, 10:02
Q3 2024 26 $147,831,084 $0 $0 $0 SCHB, SCHD, IVV, JMST, VUSB 13F-HR 24 Oct 2024, 10:34