Long-term investor
Global Trust Wealth Management LLC @globaltrustwealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002065265).
Record
- Tracked since 2025-12-31 (257 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.0%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 9.4% · long · since 2025-12-31
- VTI · 5.7% · long · since 2025-12-31
- LQD · 4.8% · long · since 2025-12-31
- VXUS · 4.7% · long · since 2025-12-31
- 46090E103 · 4.7% · long · since 2025-12-31
- IJR · 4.5% · long · since 2025-12-31
- IEFA · 3.1% · long · since 2025-12-31
- BNDX · 3.1% · long · since 2025-12-31
- JNK · 2.8% · long · since 2025-12-31
- IJH · 2.7% · long · since 2025-12-31
- VBK · 2.7% · long · since 2025-12-31
- AGG · 2.5% · long · since 2025-12-31