Global Trust Wealth Management LLC
All 13F Filings
- Location
- West Palm Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 145,174
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 75 | 145,174 | 13F-HR | Global Trust Wealth Management LLC |
| Q1 2026 | 4/14/2026 | 83 | 132,351 | 13F-HR | Global Trust Wealth Management LLC |
| Q4 2025 | 1/28/2026 | 85 | 134,963 | 13F-HR | Global Trust Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.17 K | 29.7% | 4.303 K | 0 | 4.303 K |
| ETFs | 101.6 K | 70.0% | 8.668 K | 0 | 8.668 K |
| Debt | 403 | 0.3% | 0 | 35 | -35 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
145,174
Holdings
75
QoQ value change ($000)
12,823
(9.7%)
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.