Portfolio (Quarterly) Guide ↗

Global Wealth Management, LLC

· CIK 0002039738

13F Portfolio $196M AUM 47 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 13 Added 6 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VXUS	VANGUARD STAR FDS	—	3,918	$302K	0.17%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	1,378	$234K	0.13%	SOLD

Sector Allocation

Financial Services 69.8%

Technology 11.9%

Healthcare 11.8%

Consumer Cyclical 3.2%

Consumer Defensive 1.2%

Communication Services 1.1%

Industrials 0.9%