Global Trust Wealth Management LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$135.0M

Holdings

84

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (84 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
26,628$18.2M13.45%
2
VTIVANGUARD INDEX FDS
25,715$8.6M6.39%
3
NDQINVESCO QQQ TR
13,922$8.6M6.34%
4
IJHISHARES TR
90,514$6.0M4.43%
5
VXUSVANGUARD STAR FDS
75,863$5.7M4.24%
6
IJRISHARES TR
41,716$5.0M3.71%
7
LQDISHARES TR
40,515$4.5M3.31%
8
AQLTISHARES TR
48,686$4.4M3.23%
9
AAPLAPPLE INC
12,970$3.5M2.61%
10
WECWEC ENERGY GROUP INC
29,428$3.1M2.30%
11
AGGISHARES TR
29,080$2.9M2.15%
12
VBKVANGUARD INDEX FDS
9,520$2.9M2.13%
13
IWFISHARES TR
5,612$2.7M1.97%
14
VTVVANGUARD INDEX FDS
13,798$2.6M1.95%
15
BNDXVANGUARD CHARLOTTE FDS
47,671$2.3M1.71%
16
HYGISHARES TR
26,401$2.1M1.58%
17
AVGOBROADCOM INC
5,948$2.1M1.52%
18
IWPISHARES TR
14,802$2.0M1.50%
19
JNKSPDR SERIES TRUST
19,821$1.9M1.43%
20
JPMJPMORGAN CHASE & CO.
5,898$1.9M1.41%
21
VWOVANGUARD INTL EQUITY INDEX F
34,966$1.9M1.39%
22
GOOGLALPHABET INC
5,760$1.8M1.34%
23
MSFTMICROSOFT CORP
3,707$1.8M1.33%
24
TSLATESLA INC
3,789$1.7M1.26%
25
CATCATERPILLAR INC
2,958$1.7M1.26%
26
AVDVAMERICAN CENTY ETF TR
17,636$1.7M1.23%
27
NVDANVIDIA CORPORATION
8,826$1.6M1.22%
28
METAMETA PLATFORMS INC
2,301$1.5M1.12%
29
AMZNAMAZON COM INC
5,993$1.4M1.02%Call
30
EFAISHARES TR
13,980$1.3M0.99%
31
BJULINNOVATOR ETFS TRUST
24,450$1.2M0.92%
32
BRK/BBERKSHIRE HATHAWAY INC DEL
2,339$1.2M0.87%
33
LLYELI LILLY & CO
1,086$1.2M0.86%
34
IWSISHARES TR
8,069$1.1M0.84%
35
WMTWALMART INC
9,999$1.1M0.83%
36
EEMISHARES TR
18,853$1.0M0.76%
37
PLTRPALANTIR TECHNOLOGIES INC
5,154$916K0.68%
38
XLRESELECT SECTOR SPDR TR
20,965$845K0.63%
39
WFCWELLS FARGO CO NEW
8,536$795K0.59%
40
DFACDIMENSIONAL ETF TRUST
19,461$770K0.57%
41
NEENEXTERA ENERGY INC
9,471$760K0.56%
42
DFSVDIMENSIONAL ETF TRUST
22,793$749K0.55%
43
IFEBINNOVATOR ETFS TRUST
24,600$743K0.55%
44
GSGOLDMAN SACHS GROUP INC
817$718K0.53%
45
PFFISHARES TR
20,835$645K0.48%
46
NOCNORTHROP GRUMMAN CORP
1,121$639K0.47%
47
NFLXNETFLIX INC
6,500$609K0.45%
48
IBMINTERNATIONAL BUSINESS MACHS
2,027$600K0.44%
49
KJANINNOVATOR ETFS TRUST
13,840$573K0.42%
50
DFIVDIMENSIONAL ETF TRUST
11,434$570K0.42%
51
FLOTISHARES TR
10,792$548K0.41%
52
KJULINNOVATOR ETFS TRUST
17,000$538K0.40%
53
XBJAINNOVATOR ETFS TRUST
16,500$527K0.39%
54
AQLTISHARES TR
3,626$511K0.38%
55
BOCTINNOVATOR ETFS TRUST
10,200$504K0.37%
56
VVISA INC
1,289$452K0.33%
57
AVDEAMERICAN CENTY ETF TR
5,301$436K0.32%
58
DFARDIMENSIONAL ETF TRUST
18,485$423K0.31%
59
KLACKLA CORP
331$402K0.30%
60
DFASDIMENSIONAL ETF TRUST
5,431$378K0.28%
61
MAMASTERCARD INCORPORATED
643$367K0.27%
62
UPSUNITED PARCEL SERVICE INC
3,528$349K0.26%
63
COSTCOSTCO WHSL CORP NEW
389$335K0.25%
64
NOCTINNOVATOR ETFS TRUST
5,550$321K0.24%
65
XOMEXXON MOBIL CORP
2,610$314K0.23%
66
AVUVAMERICAN CENTY ETF TR
3,050$311K0.23%
67
PJANINNOVATOR ETFS TRUST
6,000$282K0.21%
68
PGPROCTER AND GAMBLE CO
1,915$274K0.20%
69
IVVISHARES TR
391$267K0.20%
70
AVREAMERICAN CENTY ETF TR
6,080$264K0.20%
71
ROKROCKWELL AUTOMATION INC
675$262K0.19%
72
DONSPDR DOW JONES INDL AVERAGE
525$252K0.19%
73
VBVANGUARD INDEX FDS
949$244K0.18%
74
VNQIVANGUARD INTL EQUITY INDEX F
5,286$242K0.18%
75
TMUST-MOBILE US INC
1,149$233K0.17%
76
XBJLINNOVATOR ETFS TRUST
6,015$230K0.17%
77
APDAIR PRODS & CHEMS INC
929$229K0.17%
78
XBAPINNOVATOR ETFS TRUST
5,800$224K0.17%
79
HIIHUNTINGTON INGALLS INDS INC
650$221K0.16%
80
LMTLOCKHEED MARTIN CORP
457$220K0.16%
81
LRCXLAM RESEARCH CORP
1,255$214K0.16%
82
VOOVANGUARD INDEX FDS
340$213K0.16%
83
QQQMINVESCO EXCH TRADED FD TR II
798$201K0.15%
84
BTBTBIT DIGITAL INC
12,500$23K0.02%