Global Wealth Management, LLC
All 13F Filings
- Location
- Kingston, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 185,835
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 41 | 185,835 | 13F-HR | Global Wealth Management, LLC |
| Q3 2025 | 10/17/2025 | 35 | 190,490 | 13F-HR | Global Wealth Management, LLC |
| Q2 2025 | 7/16/2025 | 32 | 182,347 | 13F-HR | Global Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.71 K | 46.7% | 2.772 K | 0 | 2.772 K |
| ETFs | 99.13 K | 53.3% | 0 | 7.423 K | -7.423 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
185,835
Holdings
41
QoQ value change ($000)
-4,655
(-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.