Global Retirement Partners, LLC 13F holdings
Global Retirement Partners, LLC reported 3,086 positions with a total reported value of $6.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-06. Top holdings by reported value: ISHARES TR (19.1%), SPDR SERIES TRUST (6.5%), VANGUARD INDEX FDS (3.7%), IVZ INVESCO ACTIVELY MANAGED EXC (2.6%), AAPL APPLE INC (2.6%). We hold no 13F from this filer for the prior quarter (2026-03-31), so new positions and exits are not counted. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 14,498,852 | $1.2B | 19.1% |
| SPDR SERIES TRUST | 6,217,143 | $423.2M | 6.5% |
| VANGUARD INDEX FDS | 1,311,362 | $241.9M | 3.7% |
| IVZ INVESCO ACTIVELY MANAGED EXC | 2,027,115 | $171.5M | 2.6% |
| AAPL APPLE INC | 580,699 | $168.0M | 2.6% |
| NVDA NVIDIA CORPORATION | 774,243 | $154.9M | 2.4% |
| SCHWAB STRATEGIC TR | 3,665,540 | $119.4M | 1.8% |
| GOOGL ALPHABET INC | 322,738 | $114.6M | 1.8% |
| VANGUARD SCOTTSDALE FDS | 1,031,203 | $101.4M | 1.6% |
| AJG GALLAGHER ARTHUR J & CO | 441,225 | $101.3M | 1.5% |
| QQQ INVESCO QQQ TR | 126,502 | $93.2M | 1.4% |
| MSFT MICROSOFT CORP | 242,026 | $90.3M | 1.4% |
| SPDR INDEX SHS FDS | 1,634,284 | $83.2M | 1.3% |
| WT WISDOMTREE INC | 1,328,423 | $79.7M | 1.2% |
| AMZN AMAZON COM INC | 324,127 | $77.3M | 1.2% |
| ISHARES INC | 1,029,890 | $76.2M | 1.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 100,663 | $75.2M | 1.1% |
| J P MORGAN EXCHANGE TRADED F | 1,158,600 | $66.3M | 1.0% |
| BLK BLACKROCK CORPOR HI YLD FD I | 1,012,418 | $59.3M | 0.9% |
| AVGO BROADCOM INC | 149,464 | $56.5M | 0.9% |
| TSLA TESLA INC | 133,093 | $56.0M | 0.9% |
| SELECT SECTOR SPDR TR | 532,120 | $54.5M | 0.8% |
| BLACKROCK ETF TRUST | 1,209,608 | $51.5M | 0.8% |
| MU MICRON TECHNOLOGY INC | 40,392 | $46.6M | 0.7% |
| VANGUARD TAX-MANAGED FDS | 625,958 | $44.6M | 0.7% |
New positions this quarter
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Sold out
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Biggest increases and decreases
Increases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
Decreases
We hold no 13F from this filer for 2026-03-31, so nothing can be compared.
