Global Trust Wealth Management LLC: 13F holdings
CIK 20652652026Q2
| Positions | 75 |
|---|
| Reported value | $145.2m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 75 (-7 vs prior quarter) |
|---|
| Reported value | $145.2m (+9.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 18,340 | $13.7m | 9.4% |
| VTI VANGUARD INDEX FDS | 22,414 | $8.3m | 5.7% |
| LQD ISHARES TR | 63,975 | $7.0m | 4.8% |
| VXUS VANGUARD STAR FDS | 79,205 | $6.8m | 4.7% |
| QQQ INVESCO QQQ TR | 9,176 | $6.8m | 4.7% |
| IJR ISHARES TR | 44,014 | $6.5m | 4.5% |
| IEFA ISHARES TR | 46,677 | $4.5m | 3.1% |
| BNDX VANGUARD CHARLOTTE FDS | 93,013 | $4.5m | 3.1% |
| JNK SPDR SERIES TRUST | 41,916 | $4.0m | 2.8% |
| IJH ISHARES TR | 50,293 | $3.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065265")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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