Global Wealth Management, LLC
Clone Performance
Nov 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 69.8% | $15,654,578 |
| Technology | 11.9% | $2,661,918 |
| Healthcare | 11.8% | $2,652,860 |
| Consumer Cyclical | 3.2% | $724,553 |
| Consumer Defensive | 1.2% | $272,956 |
| Communication Services | 1.1% | $239,795 |
| Industrials | 0.9% | $207,793 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +317 | 54,283 | $4,098,909 | |
| QQQ | Invesco Qqq Trust, Series 1 | +110 | 7,873 | $5,797,677 | |
| WMT | Walmart Inc. | +9 | 2,410 | $272,956 | |
| MSFT | Microsoft Corp | +4 | 1,940 | $723,658 | |
| AMGN | Amgen Inc | +3 | 852 | $308,526 | |
| AAPL | Apple Inc. | +2 | 2,614 | $756,387 | |
| JNJ | Johnson & Johnson | +1 | 8,077 | $2,051,315 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 51,175 | $11,005,695 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 38,709 | $2,907,045 | |
| VXUS | Vanguard Total International Stock ETF | 3,918 | $302,116 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 3,915 | $294,212 | |
| XOM | ExxonMobil Holdings Corp | 1,378 | $233,791 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 7,873 | $5,797,677 | 25.87% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 76,701 | $4,312,130 | 19.24% | |
| IAU |
Ishares Gold Trust
|
Added | 54,283 | $4,098,909 | 18.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,077 | $2,051,315 | 9.15% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,614 | $756,387 | 3.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,040 | $724,553 | 3.23% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,940 | $723,658 | 3.23% | |
| GLD |
Spdr Gold Trust
|
Held | 1,694 | $624,035 | 2.78% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,015 | $589,623 | 2.63% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 17,382 | $578,646 | 2.58% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,544 | $308,938 | 1.38% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 852 | $308,526 | 1.38% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 705 | $293,019 | 1.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 750 | $283,312 | 1.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,410 | $272,956 | 1.22% | |
| SLV |
iShares Silver Trust
|
Held | 4,548 | $243,181 | 1.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 671 | $239,795 | 1.07% | |
| GE |
General Electric Co
Industrials
|
NEW | 556 | $207,793 | 0.93% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.