Global Trust Wealth Management LLC

CIK

2065265

Location

WEST PALM BEACH, FL

Portfolio Value

Micro $58,582,638

Diversification

Diversified

Filing Date

Global Rank

#6,632 / 8,605 ▲ 57 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 13.2%

3Y Alpha vs SPY

-0.7%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+10.3%

SPY

+10.0%

Annualised alpha

+1.0%

Max drawdown

−8.4%

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

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

Top Position

28.6%

−0.9 pts

Top 5

55.6%

−2.0 pts

Top 10

69.1%

−3.0 pts

HHI

1,134

Diversified−85

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	41.9%	$24,524,137	4
Technology	17.1%	$10,012,377	8
Financial Services	7.8%	$4,589,871	7
Utilities	7.7%	$4,501,655	2
Communication Services	6.9%	$4,014,188	4
Industrials	6.2%	$3,630,315	4
Consumer Cyclical	4.5%	$2,646,447	2
Consumer Defensive	3.9%	$2,275,255	4
Healthcare	1.7%	$1,006,228	1
Energy	1.5%	$863,060	1
Basic Materials	0.9%	$519,105	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	+2,947	6,475	$637,010
XOM	Exxon Mobil Corp	+2,477	5,087	$863,060
NEE	Nextera Energy Inc	+2,316	11,787	$1,094,776
TMUS	T-Mobile US, Inc.	+1,886	3,035	$637,441
IBM	International Business Machines Corp	+1,139	3,166	$767,406
WMT	Walmart Inc.	+1,017	11,016	$1,369,068
APD	Air Products & Chemicals, Inc.	+858	1,787	$519,105
V	Visa Inc.	+486	1,775	$536,476
NOC	Northrop Grumman Corp /De/	+379	1,500	$1,023,360
MSFT	Microsoft Corp	+150	3,857	$1,427,745
TSLA	Tesla, Inc.	+62	3,851	$1,431,609
BRK-B	Berkshire Hathaway Inc	+37	2,376	$1,138,579
LLY	ELI LILLY & Co	+8	1,094	$1,006,228
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−2,000	4,500	$432,675
QQQ	Invesco Qqq Trust, Series 1	−1,244	12,678	$7,317,488
SPY	Spdr S&P 500 ETF Trust	−852	25,776	$16,763,163
JPM	Jpmorgan Chase & Co	−502	5,396	$1,587,287
PG	PROCTER & GAMBLE Co	−497	1,418	$204,815
CAT	Caterpillar Inc	−494	2,464	$1,745,645
WFC	Wells Fargo & Company/Mn	−316	8,220	$654,394
GS	Goldman Sachs Group Inc	−310	507	$428,916
AVGO	Broadcom Inc.	−224	5,724	$1,771,635
MA	Mastercard Inc	−187	456	$227,844
KLAC	Kla Corp	−180	151	$222,333
AMZN	Amazon Com Inc	−160	5,833	$1,214,838
COST	Costco Wholesale Corp /New	−159	230	$229,178
GOOGL	Alphabet Inc.	−92	5,668	$1,629,890
PLTR	Palantir Technologies Inc.	−91	5,063	$740,615
NVDA	Nvidia Corp	−81	8,745	$1,525,128
ROK	Rockwell Automation, Inc	−50	625	$224,300
DIA	Spdr Dow Jones Industrial Average ETF Trust	−49	476	$220,478
AAPL	Apple Inc.	−9	12,961	$3,289,372
META	Meta Platforms, Inc.	−4	2,297	$1,314,182
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
KO	Coca Cola Co	6,209	$472,194
GSG	iShares S&P GSCI Commodity-Indexed Trust	6,915	$223,008
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HII	Huntington Ingalls Industries, Inc.	650	$221,045
LMT	Lockheed Martin Corp	457	$221,037
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 positions · $58,582,638 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	25,776	-852	$16,763,163	−7.7%	28.61%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,678	-1,244	$7,317,488	−14.4%	12.49%
WEC	Wec Energy Group, Inc. Utilities	Held	29,428	0	$3,406,879	+9.8%	5.82%
AAPL	Apple Inc. Technology	Reduced	12,961	-9	$3,289,372	−6.7%	5.61%
AVGO	Broadcom Inc. Technology	Reduced	5,724	-224	$1,771,635	−13.9%	3.02%
CAT	Caterpillar Inc Industrials	Reduced	2,464	-494	$1,745,645	+3.0%	2.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,668	-92	$1,629,890	−9.6%	2.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,396	-502	$1,587,287	−16.5%	2.71%
NVDA	Nvidia Corp Technology	Reduced	8,745	-81	$1,525,128	−7.3%	2.60%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,851	+62	$1,431,609	−16.0%	2.44%
MSFT	Microsoft Corp Technology	Added	3,857	+150	$1,427,745	−20.4%	2.44%
WMT	Walmart Inc. Consumer Defensive	Added	11,016	+1,017	$1,369,068	+22.9%	2.34%
META	Meta Platforms, Inc. Communication Services	Reduced	2,297	-4	$1,314,182	−13.5%	2.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,833	-160	$1,214,838	−12.2%	2.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,376	+37	$1,138,579	−3.2%	1.94%
NEE	Nextera Energy Inc Utilities	Added	11,787	+2,316	$1,094,776	+44.0%	1.87%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,500	+379	$1,023,360	+60.1%	1.75%
LLY	ELI LILLY & Co Healthcare	Added	1,094	+8	$1,006,228	−13.8%	1.72%
XOM	Exxon Mobil Corp Energy	Added	5,087	+2,477	$863,060	+174.8%	1.47%
IBM	International Business Machines Corp Technology	Added	3,166	+1,139	$767,406	+27.8%	1.31%
PLTR	Palantir Technologies Inc. Technology	Reduced	5,063	-91	$740,615	−19.2%	1.26%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	8,220	-316	$654,394	−17.7%	1.12%
TMUS	T-Mobile US, Inc. Communication Services	Added	3,035	+1,886	$637,441	+173.2%	1.09%
UPS	United Parcel Service Inc Industrials	Added	6,475	+2,947	$637,010	+82.0%	1.09%
V	Visa Inc. Financial Services	Added	1,775	+486	$536,476	+18.7%	0.92%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,787	+858	$519,105	+126.2%	0.89%
KO	Coca Cola Co Consumer Defensive	NEW	6,209	NEW	$472,194	NEW	0.81%
NFLX	Netflix Inc Communication Services	Reduced	4,500	-2,000	$432,675	−29.0%	0.74%
GS	Goldman Sachs Group Inc Financial Services	Reduced	507	-310	$428,916	−40.3%	0.73%
LRCX	Lam Research Corp Technology	Held	1,255	0	$268,143	+24.8%	0.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	230	-159	$229,178	−31.7%	0.39%
MA	Mastercard Inc Financial Services	Reduced	456	-187	$227,844	−37.9%	0.39%
ROK	Rockwell Automation, Inc Industrials	Reduced	625	-50	$224,300	−14.6%	0.38%
GSG	iShares S&P GSCI Commodity-Indexed Trust	NEW	6,915	NEW	$223,008	NEW	0.38%
KLAC	Kla Corp Technology	Reduced	151	-180	$222,333	−44.7%	0.38%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	476	-49	$220,478	−12.6%	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,418	-497	$204,815	−25.4%	0.35%
BTBT	Bit Digital, Inc Financial Services	Held	12,500	0	$16,375	−30.7%	0.03%