13F filer

Global Retirement Partners

As of Jun 30, 2026 Filed Aug 6, 2026 CIK 1749744 SEC filings ↗
13F Value
$6.54B
Positions
4,515
Top Position
SPYM3.5%
Top 5
12.4%

Latest filing changes

Holdings4,515
# Trend (4Q)
1 SPYM 3.5% $231.3M — 2.63M — — ETF
2 AAPL 2.6% $168.0M — 580.7K — — Common Stock
3 NVDA 2.4% $154.9M — 774.2K — — Common Stock
4 IVV 2.3% $152.2M — 203.3K — — ETF
5 AJG 1.5% $101.3M — 441.2K — — Common Stock
6 QQQ 1.4% $93.2M — 126.5K — — ETF
7 MSFT 1.4% $90.3M — 242.0K — — Common Stock
8 AMZN 1.2% $77.3M — 324.1K — — Common Stock
9 SPY 1.1% $75.2M — 100.7K — — ETF
10 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 204,354 reported quantity $73,030,006 reported value
1.1% $73.0M — 204.4K — — Common Stock
11 IJR 1.0% $65.4M — 440.9K — — ETF
12 SPDW 0.9% $60.1M — 1.19M — — ETF
13 AVGO 0.9% $56.5M — 149.5K — — Common Stock
14 TSLA 0.9% $56.0M — 133.1K — — Common Stock
15 IJH 0.8% $52.3M — 677.8K — — ETF
16 VOO 0.8% $50.6M — 73.6K — — ETF
17 IWY 0.8% $50.1M — 172.4K — — ETF
18 AGG 0.7% $48.8M — 492.7K — — ETF
19 MU 0.7% $46.6M — 40.4K — — Common Stock
20 VUG 0.7% $46.1M — 535.1K — — ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.