Global Wealth Management, LLC

CIK

2039738

Location

KINGSTON, NJ

Portfolio Value

Micro $22,312,555

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,664 / 8,605 ▲ 49 · as of Mar 2026

Top Industry

Drug Manufacturers - General 38.8%

3Y Alpha vs SPY

+2.1%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+30.3%

SPY

+27.9%

Annualised alpha

+1.3%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.7%

+0.3 pts

Top 5

79.0%

+1.6 pts

Top 10

92.9%

+1.4 pts

HHI

1,613

Moderately concentrated+85

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.8%	$16,461,823	6
Healthcare	10.2%	$2,272,817	2
Technology	9.6%	$2,139,754	5
Consumer Cyclical	4.1%	$905,974	1
Consumer Defensive	1.3%	$298,396	1
Energy	1.0%	$233,791	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+3,883	53,966	$4,757,642
IBIT	iShares Bitcoin Trust ETF	+3,531	17,382	$667,816
SIVR	abrdn Silver ETF Trust	+750	77,041	$5,516,906
MSFT	Microsoft Corp	+229	1,936	$716,649
AMD	Advanced Micro Devices Inc	+50	1,015	$206,481
WMT	Walmart Inc.	+5	2,401	$298,396
AMGN	Amgen Inc	+3	849	$298,720
AAPL	Apple Inc.	+1	2,612	$662,899
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	−1,587	8,076	$1,974,097
QQQ	Invesco Qqq Trust, Series 1	−1,564	7,763	$4,480,648
AMZN	Amazon Com Inc	−1,000	4,350	$905,974
NVDA	Nvidia Corp	−300	1,844	$321,593
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
XOM	ExxonMobil Holdings Corp	1,378	$233,791
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AGQ	ProShares Trust II	1,718	$266,496
MMM	3M Co	1,366	$218,696
GOOGL	Alphabet Inc.	670	$209,710
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $22,312,555 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SIVR	abrdn Silver ETF Trust	Added	77,041	+750	$5,516,906	+6.9%	24.73%
IAU	Ishares Gold Trust	Added	53,966	+3,883	$4,757,642	+17.0%	21.32%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,763	-1,564	$4,480,648	−21.8%	20.08%
JNJ	Johnson & Johnson Healthcare	Reduced	8,076	-1,587	$1,974,097	−1.3%	8.85%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,350	-1,000	$905,974	−26.6%	4.06%
GLD	Spdr Gold Trust	Held	1,694	0	$728,911	+8.6%	3.27%
MSFT	Microsoft Corp Technology	Added	1,936	+229	$716,649	−13.2%	3.21%
IBIT	iShares Bitcoin Trust ETF	Added	17,382	+3,531	$667,816	−2.9%	2.99%
AAPL	Apple Inc. Technology	Added	2,612	+1	$662,899	−6.6%	2.97%
NVDA	Nvidia Corp Technology	Reduced	1,844	-300	$321,593	−19.6%	1.44%
SLV	iShares Silver Trust	Held	4,548	0	$309,900	+5.8%	1.39%
AMGN	Amgen Inc Healthcare	Added	849	+3	$298,720	+7.9%	1.34%
WMT	Walmart Inc. Consumer Defensive	Added	2,401	+5	$298,396	+11.8%	1.34%
XOM	ExxonMobil Holdings Corp Energy	NEW	1,378	NEW	$233,791	NEW	1.05%
AVGO	Broadcom Inc. Technology	Held	750	0	$232,132	−10.6%	1.04%
AMD	Advanced Micro Devices Inc Technology	Added	1,015	+50	$206,481	−0.1%	0.93%