Global Retirement Partners, LLC
Sector Allocation
- Other54.5%$3.6B
- Technology16.8%$1.1B
- Financials11.6%$759.5M
- Consumer Discretionary3.5%$230.4M
- Industrials3.4%$224.8M
- Healthcare3.3%$217.2M
- Consumer Staples1.9%$125.2M
- Energy1.6%$102.8M
- Utilities1.0%$65.1M
- Materials0.8%$52.7M
AUM History
13fpro.ai/research/fund/global-retirement-partners-llc-1749744
Conviction and streaks
Diversifying · top 10 = 18.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$231.3M
AAPL
$168.0MNVDA
$154.9M- ISHARES$152.2M
AJG
$101.3MQQQ
$93.2MMSFT
$90.3MAMZN
$77.3MSPY
$75.2MGOOGL
$73.0M- ISHARES$65.4M
- SPDR$60.1M
AVGO
$56.5MTSLA
$56.0M- ISHARES$52.3M
- VANGUARD$50.6M
- ISHARES$50.1M
- ISHARES$48.8M
MU
$46.6M- VANGUARD$46.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/global-retirement-partners-llc-1749744
Global Retirement Partners, LLC 13F holdings — Q2 2026
$6.5B portfolio (+16.0% QoQ) · 4,515 holdings · Q2 2026 13F · top 10 are 19% of the stock portfolio
Includes $33K of put/call options ($2K puts, $31K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $6.5B. Weights use the stock portfolio.
- 1
SPDR SERIES TRUST - ST STR P500ETF
$231.3M
3.5% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $168.0M
2.6% of stocks
+2%This quarter+10.1%Since filed8+ qtrsHeld$154.9M
2.4% of stocks
+2%This quarter-1.4%Since filed8+ qtrsHeld- 4
ISHARES TR - CORE S&P500 ETF
$152.2M
2.3% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— $101.3M
1.6% of stocks
-0.9%This quarter+6.0%Since filed8+ qtrsHeld$93.2M
1.4% of stocks
NewThis quarter-0.3%Since filedNew this quarterHeld$90.3M
1.4% of stocks
+4%This quarter+6.5%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 7 qtrs in a row$77.3M
1.2% of stocks
+7%This quarter-8.5%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$75.2M
1.1% of stocks
+3%This quarter-0.4%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$73.0M
1.1% of stocks
+1%This quarter-11.9%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
All holdings — Global Retirement Partners, LLC (Q2 2026)
4,515 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $65.4M | 1.0% | 441K | +1% | — | — | 13F |
| 12 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $60.1M | 0.9% | 1.19M | +22% | — | — | 13F |
| 13 | Broadcom Inc. | Technology | $56.5M | 0.9% | 149K | +11% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Tesla, Inc. | Consumer Discretionary | $56.0M | 0.9% | 133K | +5% | 8+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $52.3M | 0.8% | 678K | +4% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $50.6M | 0.8% | 74K | -9% | — | — | 13F |
| 17 | — | ISHARES TR - RUS TP200 GR ETFetf/fund | — | $50.1M | 0.8% | 172K | +12% | — | — | 13F |
| 18 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $48.8M | 0.8% | 493K | +17% | — | — | 13F |
| 19 | MICRON TECHNOLOGY INC | Technology | $46.6M | 0.7% | 40K | +33% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $46.1M | 0.7% | 535K | +443% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $45.3M | 0.7% | 208K | -2% | — | — | 13F |
| 22 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $44.6M | 0.7% | 626K | -7% | — | — | 13F |
| 23 | — | ISHARES TR - TRUST ISHARE 0-1etf/fund | — | $42.6M | 0.7% | 386K | -20% | — | — | 13F |
| 24 | JPMORGAN CHASE & CO | Financials | $41.9M | 0.6% | 128K | +2% | 8+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund | — | $41.8M | 0.6% | 885K | +0.7% | — | — | 13F |
| 26 | $GOOG | Alphabet Inc. | Technology | $41.5M | 0.6% | 118K | +11% | |||
| 27 | — | ISHARES INC - CORE MSCI EMKT | — | $41.3M | 0.6% | 499K | +2% | |||
| 28 | — | ISHARES TR - CORE UNIVRSL USD | — | $40.6M | 0.6% | 879K | +39% | |||
| 29 | — | ISHARES TR - CORE MSCI EAFE | — | $40.5M | 0.6% | 419K | -15% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $38.8M | 0.6% | 69K | +4% | |||
| 31 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $38.4M | 0.6% | 780K | +2% | |||
| 32 | — | ISHARES TR - S&P 500 GRWT ETF | — | $38.3M | 0.6% | 279K | +6% | |||
| 33 | $WT | WisdomTree, Inc. | Financials | $38.3M | 0.6% | 761K | +46% | |||
| 34 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $38.2M | 0.6% | 360K | +13% | |||
| 35 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $38.0M | 0.6% | 559K | +21% | |||
| 36 | — | ISHARES TR - RUS 1000 GRW ETF | — | $37.1M | 0.6% | 298K | +291% | |||
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $37.0M | 0.6% | 100K | +2% | |||
| 38 | — | ISHARES TR - S&P 500 VAL ETF | — | $36.8M | 0.6% | 162K | +9% | |||
| 39 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $36.7M | 0.6% | 807K | +6% | |||
| 40 | $LLY | ELI LILLY & Co | Healthcare | $36.6M | 0.6% | 31K | +27% | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $34.8M | 0.5% | 272K | -8% | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $34.5M | 0.5% | 114K | -5% | |||
| 43 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $33.8M | 0.5% | 71K | -6% | |||
| 44 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $33.5M | 0.5% | 991K | +10% | |||
| 45 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $33.4M | 0.5% | 960K | +10% | |||
| 46 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $32.9M | 0.5% | 57K | +2% | |||
| 47 | — | ISHARES TR - ESG MSCI KLD ETF | — | $31.5M | 0.5% | 222K | -0.2% | |||
| 48 | — | SPDR SERIES TRUST - ST STR P400MID | — | $29.4M | 0.5% | 435K | -7% | |||
| 49 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $28.2M | 0.4% | 221K | +14% | |||
| 50 | — | ISHARES TR - MBS ETF | — | $27.4M | 0.4% | 290K | +20% | |||
| 51 | $CAT | CATERPILLAR INC | Industrials | $26.5M | 0.4% | 25K | +11% | |||
| 52 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $25.9M | 0.4% | 426K | +6% | |||
| 53 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $25.5M | 0.4% | 51K | -8% | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $25.3M | 0.4% | 413K | +8% | |||
| 55 | $INTC | INTEL CORP | Technology | $24.0M | 0.4% | 172K | +0.0% | |||
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $22.6M | 0.3% | 379K | -3% | |||
| 57 | — | ISHARES TR - US TREAS BD ETF | — | $21.4M | 0.3% | 940K | +23% | |||
| 58 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $21.3M | 0.3% | 672K | +20% | |||
| 59 | $IVZ | Invesco Ltd. | Financials | $21.1M | 0.3% | 234K | -18% | |||
| 60 | $GLD | SPDR GOLD TRUST | Financials | $20.9M | 0.3% | 57K | +21% | |||
| 61 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $20.9M | 0.3% | 32K | +10% | |||
| 62 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $20.9M | 0.3% | 390K | +121% | |||
| 63 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $20.7M | 0.3% | 226K | +6% | |||
| 64 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $20.4M | 0.3% | 387K | +44% | |||
| 65 | $WMT | Walmart Inc. | Consumer Staples | $20.1M | 0.3% | 178K | +12% | |||
| 66 | — | ISHARES TR - CORE DIV GRWTH | — | $19.6M | 0.3% | 259K | -20% | |||
| 67 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $19.3M | 0.3% | 21K | +5% | |||
| 68 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $18.8M | 0.3% | 363K | +26% | |||
| 69 | $GEV | GE Vernova Inc. | Industrials | $18.7M | 0.3% | 16K | +45% | |||
| 70 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $18.4M | 0.3% | 25K | -14% | |||
| 71 | $ABBV | AbbVie Inc. | Healthcare | $18.4M | 0.3% | 73K | -34% | |||
| 72 | — | ISHARES TR - TRS FLT RT BD | — | $17.9M | 0.3% | 354K | +17% | |||
| 73 | — | ISHARES TR - CORE MSCI TOTAL | — | $17.4M | 0.3% | 182K | +12% | |||
| 74 | $V | VISA INC. | Financials | $17.3M | 0.3% | 51K | -6% | |||
| 75 | $JNJ | JOHNSON & JOHNSON | Healthcare | $17.0M | 0.3% | 67K | +15% | |||
| 76 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $16.8M | 0.3% | 123K | +0.4% | |||
| 77 | — | ISHARES TR - RUSSELL 2000 ETF | — | $16.7M | 0.3% | 56K | -16% | |||
| 78 | — | ISHARES TR - MSCI USA MMENTM | — | $16.6M | 0.3% | 48K | +38% | |||
| 79 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $16.5M | 0.3% | 204K | +315% | |||
| 80 | $CSCO | CISCO SYSTEMS, INC. | Technology | $16.4M | 0.3% | 140K | +1% | |||
| 81 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $16.4M | 0.3% | 69K | -1% | |||
| 82 | — | ISHARES TR - ESG AW MSCI EAFE | — | $16.1M | 0.3% | 157K | +6% | |||
| 83 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $15.3M | 0.2% | 43K | +2% | |||
| 84 | $NFLX | NETFLIX INC | Communication Services | $15.2M | 0.2% | 213K | +5% | |||
| 85 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $14.7M | 0.2% | 256K | +2% | |||
| 86 | $GS | GOLDMAN SACHS GROUP INC | Financials | $14.6M | 0.2% | 14K | +21% | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $14.4M | 0.2% | 75K | -0.9% | |||
| 88 | $PWR | QUANTA SERVICES, INC. | Industrials | $14.3M | 0.2% | 20K | +22% | |||
| 89 | $CVX | CHEVRON CORP | Energy | $14.3M | 0.2% | 86K | +2% | |||
| 90 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | — | $14.0M | 0.2% | 276K | +451% | |||
| 91 | $RTX | RTX Corp | Industrials | $13.9M | 0.2% | 73K | +55% | |||
| 92 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $13.8M | 0.2% | 87K | +5% | |||
| 93 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $13.8M | 0.2% | 539K | +25% | |||
| 94 | — | AB ACTIVE ETFS INC - ULTRA SHORT INCM | — | $13.7M | 0.2% | 272K | +347% | |||
| 95 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $13.2M | 0.2% | 154K | +159% | |||
| 96 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $13.1M | 0.2% | 144K | +4% | |||
| 97 | — | ISHARES TR - EAFE VALUE ETF | — | $13.0M | 0.2% | 170K | -30% | |||
| 98 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $12.7M | 0.2% | 69K | +114% | |||
| 99 | — | PACER FDS TR - US CASH COWS 100 | — | $12.6M | 0.2% | 203K | +0.1% | |||
| 100 | $PM | Philip Morris International Inc. | Consumer Staples | $12.6M | 0.2% | 70K | +3% | |||
| 101 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $12.4M | 0.2% | 152K | -16% | |||
| 102 | — | ISHARES TR - ULTRA SHORT DUR | — | $12.3M | 0.2% | 243K | +11% | |||
| 103 | $LRCX | LAM RESEARCH CORP | Technology | $12.2M | 0.2% | 28K | -9% | |||
| 104 | — | ISHARES TR - MSCI USA QLT FCT | — | $12.0M | 0.2% | 55K | -29% | |||
| 105 | $KO | COCA COLA CO | Consumer Staples | $12.0M | 0.2% | 147K | +0.9% | |||
| 106 | — | ISHARES TR - IBONDS 26 TRM TS | — | $11.6M | 0.2% | 507K | +10% | |||
| 107 | $GE | GENERAL ELECTRIC CO | Industrials | $11.4M | 0.2% | 31K | -6% | |||
| 108 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $11.3M | 0.2% | 46K | +4% | |||
| 109 | — | ISHARES TR - 1 3 YR TREAS BD | — | $11.2M | 0.2% | 137K | +48% | |||
| 110 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $11.2M | 0.2% | 152K | +17% | |||
| 111 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $11.2M | 0.2% | 225K | +18% | |||
| 112 | — | ISHARES TR - CORE MSCI INTL | — | $11.1M | 0.2% | 125K | +237% | |||
| 113 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $11.1M | 0.2% | 93K | -14% | |||
| 114 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | — | $11.1M | 0.2% | 423K | +46% | |||
| 115 | — | ISHARES TR - CORE S&P TTL STK | — | $11.0M | 0.2% | 67K | -12% | |||
| 116 | — | ISHARES TR - IBONDS DEC2026 | — | $10.7M | 0.2% | 443K | -20% | |||
| 117 | — | ISHARES TR - ISHS 1-5YR INVS | — | $10.7M | 0.2% | 204K | +35% | |||
| 118 | $IBIT | iShares Bitcoin Trust ETF | Financials | $10.7M | 0.2% | 321K | +24% | |||
| 119 | $IVZ | Invesco Ltd. | Financials | $10.6M | 0.2% | 66K | +8% | |||
| 120 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $10.6M | 0.2% | 193K | -3% | |||
| 121 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $10.5M | 0.2% | 26K | +11% | |||
| 122 | $SNDK | Sandisk Corp | Technology | $10.5M | 0.2% | 4,607 | +59% | |||
| 123 | — | ISHARES TR - EAFE GRWTH ETF | — | $10.3M | 0.2% | 83K | +362% | |||
| 124 | — | ISHARES TR - 7-10 YR TRSY BD | — | $10.2M | 0.2% | 108K | +174% | |||
| 125 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.1M | 0.2% | 67K | +5% | |||
| 126 | $MRK | Merck & Co., Inc. | Healthcare | $10.1M | 0.1% | 79K | -10% | |||
| 127 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $10.1M | 0.1% | 122K | -12% | |||
| 128 | — | ISHARES TR - HDG MSCI EAFE | — | $10.1M | 0.1% | 215K | -4% | |||
| 129 | — | ISHARES TR - EXPND TEC SC ETF | — | $10.0M | 0.1% | 61K | -2% | |||
| 130 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | — | $9.9M | 0.1% | 209K | +697% | |||
| 131 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $9.9M | 0.1% | 24K | +54% | |||
| 132 | $WT | WisdomTree, Inc. | Financials | $9.8M | 0.1% | 96K | +13% | |||
| 133 | $MS | MORGAN STANLEY | Financials | $9.6M | 0.1% | 46K | +11% | |||
| 134 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $9.5M | 0.1% | 182K | -16% | |||
| 135 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $9.3M | 0.1% | 163K | -19% | |||
| 136 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | — | $9.3M | 0.1% | 61K | -1% | |||
| 137 | $PLTR | Palantir Technologies Inc. | Technology | $9.3M | 0.1% | 79K | +0.2% | |||
| 138 | — | ISHARES TR - CORE HIGH DV ETF | — | $9.2M | 0.1% | 337K | +402% | |||
| 139 | — | ISHARES TR - IBDS DEC28 ETF | — | $9.2M | 0.1% | 365K | -41% | |||
| 140 | — | ISHARES TR - IBONDS DEC 29 | — | $9.2M | 0.1% | 398K | New | |||
| 141 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $9.2M | 0.1% | 30K | -6% | |||
| 142 | — | ISHARES TR - CALIF MUN BD ETF | — | $9.2M | 0.1% | 159K | +497% | |||
| 143 | — | ISHARES TR - IBONDS 27 ETF | — | $9.1M | 0.1% | 377K | -33% | |||
| 144 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | — | $9.1M | 0.1% | 287K | New | |||
| 145 | — | FIRST TR EXCHNG TRADED FD VI - ACTV FCTR LGCP | — | $9.1M | 0.1% | 209K | +8% | |||
| 146 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $9.1M | 0.1% | 164K | +11% | |||
| 147 | — | ISHARES TR - RUS 1000 VAL ETF | — | $9.0M | 0.1% | 37K | +23% | |||
| 148 | — | ISHARES TR - NATIONAL MUN ETF | — | $8.9M | 0.1% | 83K | +12% | |||
| 149 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $8.9M | 0.1% | 210K | +18% | |||
| 150 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $8.9M | 0.1% | 32K | -10% |
What changed in Q2 2026
Against the previous quarter's 13F: 535 new, 2,038 added to, 1,438 trimmed, 270 sold out. Share-count changes; largest moves by dollar size first.
New positions (535)
first bought this quarter
- ISHARES TR - IBONDS DEC 29$9.2M
first bought this quarter
- BLACKROCK ETF TRUST - ISHARES DEFENSE$9.1M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA LA CORE ETF$8.6M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$8.5M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$6.1M
first bought this quarter
+529 more in the Excel export
Added to (2,038)
- VANGUARD INDEX FDS - GROWTH ETF+443%
now $46.1M
- ISHARES TR - CORE S&P500 ETF+25%
now $152.2M
- ISHARES TR - RUS 1000 GRW ETF+291%
now $37.1M
- SPDR SERIES TRUST - ST STR P500ETF+11%
now $231.3M
- VANGUARD INDEX FDS - MID CAP ETF+315%
now $16.5M
$WTWisdomTree, Inc.+46%
now $38.3M · held 8+ qtrs, 3 adds in a row
+2,032 more in the Excel export
Trimmed (1,438)
- ISHARES TR - TRUST ISHARE 0-1-20%
now $42.6M
$ABBVAbbVie Inc.-34%
now $18.4M · held 8+ qtrs
- ISHARES TR - CORE MSCI EAFE-15%
now $40.5M
- ISHARES TR - IBDS DEC28 ETF-41%
now $9.2M
- ISHARES TR - EAFE VALUE ETF-30%
now $13.0M
- ISHARES TR - CORE DIV GRWTH-20%
now $19.6M
+1,432 more in the Excel export
Sold out (270)
- INVESCO QQQ TRwas $93.5M
- ISHARES TRwas $10.5M
- WORLD GOLD TRwas $4.2M
- FIRST TR EXCHANGE-TRADED FDwas $2.7M
- FIRST TR EXCH TRADED FD IIIwas $2.0M
- FIRST TR EXCHANGE-TRADED FDwas $1.6M
+264 more in the Excel export
Holdings by quarter
Every 13F Global Retirement Partners, LLC has filed, 36 earlier quarters. Pick one to see what it held then.
Is it too late to follow Global Retirement Partners?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Global Retirement Partners's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.8%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 23% over the last 4
Top 10 weight
19%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Global Retirement Partners, LLC disclosed 4,515 positions worth $6.5B in its Form 13F-HR for Q2 2026 — $6.5B in common stock plus $33,262 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $NVDA. During the quarter the fund opened 535 new positions and exited 270 — including a new stake in $QQQ. The portfolio is most concentrated in Other (54.5% of disclosed assets). All figures are sourced directly from Global Retirement Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1749744.
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Global Retirement Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Global Retirement Partners, LLC (SEC CIK: 1749744), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Global Retirement Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.