Global Trust Wealth Management LLC
•CIK: 2065265•Filing: Q4 2025
**Global Trust Wealth Management LLC** manages $135M across a diversified portfolio of 84 positions. The strategy exhibits a significant allocation to broad market indices, notably holding SPY at $18.2M and VTI at $8.6M. Further concentration is observed in sector-specific ETFs, including NDQ ($8.6M) and IJH ($6.0M). The top ten holdings reveal a balanced exposure across US equities, international markets (VXUS, IEFA), and fixed income (LQD).
Total AUM
$134.9M
QoQ Performance
N/A
Positions
49
Top 10 Concentration
50.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
VTI
NDQ
SPY13.5%
VTI6.4%
NDQ6.3%
IJH4.4%
VXUS4.2%
IJR3.7%
LQD3.3%
IEFA3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other64.9%
ETF13.8%
Technology9.8%
Financial4.0%
Consumer3.3%
Industrial1.7%
Healthcare0.9%
Communication0.6%