Global Trust Wealth Management LLC
All 13F Filings
- Location
- West Palm Beach, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 138,961
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 71 | 138,961 | 13F-HR | Global Trust Wealth Management LLC |
| 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 | 41.67 K | 30.0% | 0 | 1.499 K | -1.499 K |
| ETFs | 96.89 K | 69.7% | 0 | 4.704 K | -4.704 K |
| Debt | 397 | 0.3% | 0 | 6 | -6 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
138,961
Holdings
71
QoQ value change ($000)
-6,213
(-4.3%)
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.