Sign In
test

Steve Solano

Global Wealth Management, Llc

Assets Managed
$196.377M
Holdings
47
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
7.06%(2Q avg: 2.89%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Global Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 196.377M in assets, with a quarterly growth rate of 7.06% and a 2-quarter average growth rate of 2.89%. The portfolio is managed by Steve Solano, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JMST
Jpm Ultra-short Muni Income
Recent Activity
Decreased -3.88%
13.05%
$25.622M
502,395 shares@ $51.0 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.87%
11.96%
$23.475M
810,599 shares@ $28.96 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 2.34%
11.43%
$22.428M
450,535 shares@ $49.78 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 1.75%
10.16%
$19.941M
628,850 shares@ $31.72 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.09%
8.91%
$17.483M
23,345 shares@ $748.89 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.12%
6.18%
$12.123M
51,235 shares@ $236.62 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.65%
5.54%
$10.867M
73,269 shares@ $148.32 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.1%
4.16%
$8.154M
22,035 shares@ $370.05 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -5.43%
3.69%
$7.236M
93,836 shares@ $77.12 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 1.39%
3.4%
$6.665M
132,699 shares@ $50.24 avg price

1-10 of 47