Global Trust Wealth Management LLC holds a diversified book of 75 reported positions worth $145.2M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Dell Technologies -C and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +6% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Global Trust Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Global Trust Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
+3 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Global Trust Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 75 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 75 | $4.4B |
| Planning Project LLC | 10 / 75 | $476.3M |
| Swiss Re Ltd | 26 / 75 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 75 | $156.7M |
| Prospect Hill Management, LLC | 7 / 75 | $229.6M |
| 9823 Capital, L.P. | 9 / 75 | $126.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 75 | $393.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Global Trust Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $13.7M | 18.3K | 9.4% | ▼−29% Reduced · −7K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $8.3M | 22.4K | 5.7% | ▼−13% Reduced · −3K sh | |
| 3 | Ishares TR IBOXX INV CP ETF | $7.0M | 64.0K | 4.8% | ▲+43% Added · +19K sh | |
| 4 | Vanguard Star FDS VG TL INTL STK F | $6.8M | 79.2K | 4.7% | ▲+4.4% Added · +3K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $6.8M | 9.2K | 4.7% | ▼−26% Reduced · −3K sh | |
| 6 | Ishares TR CORE S&P SCP ETF | $6.5M | 44.0K | 4.5% | ▲+4.4% Added · +2K sh | |
| 7 | Ishares TR CORE MSCI EAFE | $4.5M | 46.7K | 3.1% | ▼−0.7% Reduced · −345 sh | |
| 8 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.5M | 93.0K | 3.1% | ▲+73% Added · +39K sh | |
| 9 | SPDR Series Trust ST BLOO HIGH ETF | $4.0M | 41.9K | 2.8% | ▲+62% Added · +16K sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $3.9M | 50.3K | 2.7% | ▼−37% Reduced · −29K sh | |
| 11 | Vanguard Index FDS SML CP GRW ETF | $3.9M | 10.6K | 2.7% | ▲+7.5% Added · +741 sh | |
| 12 | Ishares TR CORE US AGGBD ET | $3.6M | 36.9K | 2.5% | ▲+20% Added · +6K sh | |
| 13 | Wec Energy Group Inc COM | $3.4M | 29.4K | 2.4% | —Held | |
| 14 | Vanguard Index FDS VALUE ETF | $3.4M | 15.5K | 2.3% | ▲+19% Added · +3K sh | |
| 15 | Apple Inc COM | $3.1M | 10.8K | 2.2% | ▼−17% Reduced · −2K sh | |
| 16 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.1M | 52.0K | 2.1% | ▲+35% Added · +13K sh | |
| 17 | American Centy ETF TR INTL SMCP VLU | $2.4M | 23.7K | 1.7% | ▲+22% Added · +4K sh | |
| 18 | Ishares TR RUS 1000 GRW ETF | $2.4M | 19.3K | 1.7% | ▲+276% Added · +14K sh | |
| 19 | Broadcom Inc COM | $2.2M | 5.8K | 1.5% | ▲+2.0% Added · +117 sh | |
| 20 | Alphabet Inc CAP STK CL A | $2.2M | 6.0K | 1.5% | ▲+6.3% Added · +356 sh | |
| 21 | Ishares TR IBOXX HI YD ETF | $2.1M | 26.3K | 1.4% | ▲+1.7% Added · +431 sh | |
| 22 | Dimensional ETF Trust INTERNATNAL VAL | $1.9M | 34.8K | 1.3% | ▲+104% Added · +18K sh | |
| 23 | Nvidia Corporation COM | $1.8M | 9.2K | 1.3% | ▲+5.2% Added · +459 sh | |
| 24 | Ishares TR RUS MD CP GR ETF | $1.8M | 12.5K | 1.3% | ▲+1.0% Added · +120 sh | |
| 25 | Tesla Inc COM | $1.7M | 4.1K | 1.2% | ▲+7.5% Added · +288 sh | |
| 26 | Select Sector SPDR TR ST STR REAL ETF | $1.7M | 37.8K | 1.1% | ▲+14% Added · +5K sh | |
| 27 | JPMorgan Chase & Co COM | $1.6M | 4.8K | 1.1% | ▼−11% Reduced · −583 sh | |
| 28 | International Business Machs COM | $1.6M | 5.5K | 1.1% | ▲+75% Added · +2K sh | |
| 29 | Ishares TR RUS MDCP VAL ETF | $1.5M | 9.3K | 1.1% | ▲+20% Added · +2K sh | |
| 30 | Microsoft Corp COM | $1.5M | 4.1K | 1.1% | ▲+6.0% Added · +232 sh | |
| 31 | Amazon Com Inc COM | $1.5M | 6.1K | 1.0% | ▲+4.8% Added · +281 sh | |
| 32 | Eli Lilly & Co COM | $1.4M | 1.2K | 1.0% | ▲+9.7% Added · +106 sh | |
| 33 | Walmart Inc COM | $1.4M | 12.7K | 1.0% | ▲+15% Added · +2K sh | |
| 34 | Dimensional ETF Trust US SMALL CAP ETF | $1.4M | 37.0K | 1.0% | ▲+42% Added · +11K sh | |
| 35 | Meta Platforms Inc CL A | $1.4M | 2.5K | 1.0% | ▲+8.7% Added · +199 sh | |
| 36 | Caterpillar Inc COM | $1.4M | 1.3K | 1.0% | ▼−47% Reduced · −1K sh | |
| 37 | United Parcel Svcs Inc CL B | $1.4M | 12.8K | 1.0% | ▲+98% Added · +6K sh | |
| 38 | NextEra Energy Inc COM | $1.3M | 15.3K | 0.9% | ▲+30% Added · +4K sh | |
| 39 | Coca Cola Co COM | $1.3M | 16.5K | 0.9% | ▲+166% Added · +10K sh | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.7K | 0.9% | ▲+12% Added · +295 sh | |
| 41 | Ishares TR MSCI EMG MKT ETF | $1.3M | 19.1K | 0.9% | ▲+1.2% Added · +231 sh | |
| 42 | Ishares TR MSCI EAFE ETF | $1.3M | 12.5K | 0.9% | ▼−11% Reduced · −1K sh | |
| 43 | Exxon Mobil Corp COM | $1.3M | 9.2K | 0.9% | ▲+81% Added · +4K sh | |
| 44 | Northrop Grumman Corp COM | $1.2M | 2.3K | 0.8% | ▲+55% Added · +832 sh | |
| 45 | Air Products And Chemicals I COM | $1.1M | 3.8K | 0.8% | ▲+113% Added · +2K sh | |
| 46 | T-Mobile US Inc COM | $1.1M | 6.6K | 0.8% | ▲+116% Added · +4K sh | |
| 47 | Visa Inc COM CL A | $1.1M | 3.1K | 0.7% | ▲+73% Added · +1K sh | |
| 48 | Innovator Etfs Trust US EQTY BUFR JUL | $743K | 13.7K | 0.5% | ▼−44% Reduced · −11K sh | |
| 49 | Innovator Etfs Trust INTL DEVELOPED P | $704K | 22.5K | 0.5% | ▼−8.4% Reduced · −2K sh | |
| 50 | Dimensional ETF Trust US COR EQU 2 ETF | $656K | 14.8K | 0.5% | ▼−25% Reduced · −5K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.