Global Retirement Partners, LLC
Filing Date
Global Rank
#731
/ 8,820
▲ 43
Top Industry
Semiconductors
14.3%
Period ended 4 months ago
Filed Aug 6, 2026 · 3mo
24 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 41.1%, 22.6 effective positions, active share 50.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Long horizon
Value-weighted holding period 16.7 quarters (12+), a floor since 5.9% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 50.1%; sector active share 45.1% against the combined 13F book's sector weights.
Over time 24 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
4,471 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025Top Position
18.5%
+0.1 pts
Top 5
32.9%
−0.9 pts
Top 10
41.1%
−2.2 pts
HHI
443
Diversified−4
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 58.0% | $3,789,484,908 |
| Technology | 13.9% | $906,483,087 |
| Financial Services | 8.3% | $538,884,916 |
| Industrials | 3.9% | $253,845,596 |
| Consumer Cyclical | 3.6% | $236,630,252 |
| Healthcare | 3.4% | $219,809,738 |
| Communication Services | 3.3% | $216,012,271 |
| Consumer Defensive | 1.8% | $120,513,391 |
| Energy | 1.5% | $100,359,698 |
| Utilities | 1.0% | $63,627,913 |
| Real Estate | 0.7% | $44,489,771 |
| Basic Materials | 0.6% | $40,142,717 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +436,538 | 535,081 | $46,091,877 | |
| — | +269,771 | 336,832 | $9,232,565 | ||
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +264,296 | 2,632,322 | $231,328,457 | |
| IUSB | iShares Core Universal USD Bond ETF | +246,064 | 879,400 | $40,584,310 | |
| USFR | WisdomTree Floating Rate Treasury Fund | +240,996 | 761,225 | $38,327,678 | |
| CALI | +226,115 | 276,204 | $13,957,969 | ||
| IWF | iShares Russell 1000 Growth ETF | +222,031 | 298,390 | $37,051,086 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +214,854 | 1,192,371 | $60,083,574 | |
| JBND | JPMorgan Active Bond ETF | +213,586 | 389,817 | $20,855,209 | |
| YEAR | AB Ultra Short Income ETF | +210,797 | 271,547 | $13,669,675 | |
| JSCP | JPMorgan Short Duration Core Plus ETF | +182,883 | 209,110 | $9,858,490 | |
| GOVT | iShares U.S. Treasury Bond ETF | +176,758 | 939,632 | $21,404,816 | |
| VO | VANGUARD MID-CAP INDEX FUND | +155,139 | 204,373 | $16,466,332 | |
| CGCB | Capital Group Fixed Income ETF Trust | +132,996 | 422,672 | $11,065,552 | |
| CMF | iShares California Muni Bond ETF | +132,447 | 159,119 | $9,171,619 | |
| AMC | Amc Entertainment Holdings, Inc. | +125,373 | 201,792 | $383,404 | |
| BAI | BlackRock ETF Trust | +118,872 | 387,287 | $20,417,770 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +110,369 | 672,307 | $21,318,854 | |
| SPAB | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF | +106,609 | 539,412 | $13,765,794 | |
| FIDI | Fidelity International High Dividend ETF | +99,639 | 106,225 | $2,907,378 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | +98,742 | 559,274 | $38,036,224 | |
| VXUS | Vanguard Total International Stock ETF | +94,799 | 154,372 | $13,197,262 | |
| DFIC | Dimensional International Core Equity 2 ETF | +94,260 | 94,532 | $3,522,262 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +92,529 | 991,286 | $33,545,118 | |
| ABTC | American Bitcoin Corp. | +92,492 | 97,817 | $66,613 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | −251,117 | 364,874 | $9,213,068 | |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | −187,305 | 376,949 | $9,129,704 | |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | −114,192 | 443,156 | $10,737,669 | |
| CGCP | Capital Group Core Plus Income ETF | −104,093 | 107,010 | $2,385,252 | |
| GERN | Geron Corp | −98,366 | 1,634 | $2,091 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | −98,056 | 386,432 | $42,642,771 | |
| TMSL | T. Rowe Price Small-Mid Cap ETF | −97,525 | 23,939 | $1,049,725 | |
| FLTB | Fidelity Limited Term Bond ETF | −87,359 | 606 | $30,378 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | −87,241 | 83,625 | $2,600,737 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | −86,885 | 26,971 | $587,967 | |
| IEFA | iShares Core MSCI EAFE ETF | −75,451 | 419,080 | $40,474,746 | |
| EFV | iShares MSCI EAFE Value ETF | −71,649 | 169,964 | $13,010,744 | |
| JAAA | Janus Henderson AAA CLO ETF | −70,461 | 29,123 | $1,470,420 | |
| LYG | Lloyds Banking Group plc | −67,989 | 408,648 | $2,382,417 | |
| DGRO | iShares Core Dividend Growth ETF | −66,627 | 259,102 | $19,637,340 | |
| DIEM | Franklin Emerging Market Core Dividend Tilt Index ETF | −66,415 | 73,096 | $3,172,658 | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | −65,999 | 90,400 | $3,715,440 | |
| CGBD | Carlyle Secured Lending, Inc. | −64,262 | 15,205 | $160,108 | |
| FXI | iShares China Large-Cap ETF | −62,776 | 15,550 | $491,224 | |
| IAGG | iShares Core International Aggregate Bond ETF | −61,136 | 45,509 | $2,302,755 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | −59,864 | 10,602 | $220,945 | |
| JAVA | JPMorgan Active Value ETF | −53,525 | 34,310 | $2,724,557 | |
| AAAU | Goldman Sachs Physical Gold ETF | −52,879 | 57,761 | $2,285,602 | |
| SPHQ | Invesco S&P 500 Quality ETF | −50,590 | 234,257 | $21,106,555 | |
| EEM | iShares MSCI Emerging Markets ETF | −47,032 | 101,643 | $6,953,397 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 126,502 | $93,156,072 | |
| PWR | Quanta Services, Inc. | 19,849 | $14,292,073 | |
| RTX | RTX Corp | 73,028 | $13,855,602 | |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | 397,717 | $9,211,125 | |
| IDEF | 286,979 | $9,120,192 | ||
| BLCR | 171,662 | $8,646,614 | ||
| IALT | 301,882 | $8,467,790 | ||
| CORO | 166,064 | $6,077,942 | ||
| AZN | Astrazeneca PLC | 30,381 | $5,760,845 | |
| GGOV | 113,395 | $5,702,634 | ||
| GLDM | World Gold Trust | 65,278 | $5,184,378 | |
| HBDC | Hilton BDC Corporate Bond ETF | 177,387 | $4,381,991 | |
| SPCX | Space Exploration Technologies Corp | 25,113 | $4,290,807 | |
| QGRW | WisdomTree U.S. Quality Growth Fund | 61,097 | $4,034,234 | |
| BCS | Barclays PLC | 96,343 | $2,587,772 | |
| COR | Cencora, Inc. | 8,351 | $2,363,165 | |
| FTCS | First Trust Capital Strength ETF | 24,203 | $2,273,145 | |
| FTNT | Fortinet, Inc. | 13,784 | $2,117,498 | |
| FPE | First Trust Preferred Securities and Income ETF | 108,245 | $1,935,420 | |
| XAGG | Eaton Vance Income Opportunities ETF | 37,056 | $1,852,429 | |
| TGT | Target Corp | 13,871 | $1,811,691 | |
| TRV | Travelers Companies, Inc. | 5,389 | $1,779,016 | |
| FDN | First Trust Dow Jones Internet Index Fund | 6,486 | $1,716,973 | |
| BKDV | BNY Mellon Dynamic Value ETF | 44,686 | $1,496,534 | |
| HONA | Honeywell Aerospace Inc. | 5,912 | $1,307,024 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 11,788 | $1,197,189 | ||
| AB | Alliancebernstein Holding L.P. | 19,511 | $750,783 | |
| GIB | Cgi Inc | 5,064 | $467,407 | |
| — | 13,631 | $358,755 | ||
| — | 5,485 | $352,326 | ||
| — | 4,683 | $348,837 | ||
| — | 7,608 | $315,217 | ||
| EQWL | Victory Portfolios II | 2,372 | $280,275 | |
| BGT | Blackrock Floating Rate Income Trust | 21,057 | $238,575 | |
| ATFV | Alger 35 ETF | 5,223 | $182,126 | |
| TMFM | Motley Fool Mid-Cap Growth ETF | 7,689 | $180,245 | |
| MCR | Mfs Charter Income Trust | 20,695 | $129,757 | |
| DIAX | Nuveen Dow 30sm Dynamic Overwrite Fund | 8,202 | $125,163 | |
| TMFC | Motley Fool 100 Index ETF | 1,352 | $97,033 | |
| SMBS | Schwab Mortgage-Backed Securities ETF | 3,347 | $85,934 | |
| — | 10,182 | $84,103 | ||
| BXMX | Nuveen S&P 500 BuyWrite Income Fund | 4,645 | $68,282 | |
| UYG | ProShares Ultra Financials | 720 | $66,081 | |
| — | 860 | $65,933 | ||
| SLRC | SLR Investment Corp. | 4,262 | $65,890 | |
| HYGW | iShares High Yield Corporate Bond BuyWrite Strategy ETF | 2,201 | $65,721 | |
| INQQ | INQQ The India Internet ETF | 3,618 | $53,256 | |
| — | 1,986 | $47,902 | ||
| MARM | FT Vest U.S. Equity Max Buffer ETF - March | 1,431 | $47,301 | |
| BHR | Braemar Hotels & Resorts Inc. | 15,000 | $43,050 | |
| No positions match the current search. | ||||
4,471 tracked positions ·
$6,530,284,258 total
· filing declares
4,518 positions · $6,538,505,957
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 4,471 positions by value
· page 1 of 90
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 2,632,322 | $231,328,457 | 3.54% | |
| AAPL |
Apple Inc.
Technology
|
Added | 580,699 | $168,031,062 | 2.57% | |
| NVDA |
Nvidia Corp
PUT
+ SHARES
Technology
|
Added | 774,743 | $154,918,291 | 2.37% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 203,286 | $152,238,852 | 2.33% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Reduced | 441,225 | $101,292,023 | 1.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 126,502 | $93,156,072 | 1.43% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 242,026 | $90,280,538 | 1.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 324,127 | $77,252,429 | 1.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 100,663 | $75,172,108 | 1.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 204,354 | $73,029,988 | 1.12% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 440,895 | $65,389,137 | 1.00% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 1,192,371 | $60,083,574 | 0.92% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 149,464 | $56,460,026 | 0.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 133,093 | $55,978,915 | 0.86% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 677,768 | $52,262,690 | 0.80% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 73,634 | $50,572,567 | 0.77% | |
|
|
Added | 172,371 | $50,094,460 | 0.77% | ||
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 492,742 | $48,771,603 | 0.75% | |
| MU |
Micron Technology Inc
Technology
|
Added | 40,392 | $46,624,081 | 0.71% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 535,081 | $46,091,877 | 0.71% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 207,880 | $45,303,288 | 0.69% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 625,958 | $44,599,507 | 0.68% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Reduced | 386,432 | $42,642,771 | 0.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 127,872 | $41,856,341 | 0.64% | |
| CGGR |
Capital Group Growth ETF
|
Added | 885,322 | $41,787,198 | 0.64% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 117,547 | $41,532,881 | 0.64% | |
| IEMG |
iShares Trust
|
Added | 498,867 | $41,326,142 | 0.63% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
Added | 879,400 | $40,584,310 | 0.62% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 419,080 | $40,474,746 | 0.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 68,813 | $38,761,674 | 0.59% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 780,160 | $38,446,284 | 0.59% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 278,764 | $38,338,412 | 0.59% | |
| USFR |
WisdomTree Floating Rate Treasury Fund
|
Added | 761,225 | $38,327,678 | 0.59% | |
| VONV |
VANGUARD RUSSELL 1000 VALUE INDEX FUND
|
Added | 359,604 | $38,229,501 | 0.59% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Added | 559,274 | $38,036,224 | 0.58% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 298,390 | $37,051,086 | 0.57% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 100,084 | $37,035,083 | 0.57% | |
| IVE |
iShares S&P 500 Value ETF
|
Added | 161,930 | $36,767,825 | 0.56% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 806,651 | $36,694,553 | 0.56% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 30,536 | $36,625,797 | 0.56% | |
| RWL |
Invesco Ltd.
Financial Services
|
Reduced | 272,048 | $34,756,852 | 0.53% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Reduced | 113,795 | $34,476,471 | 0.53% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 70,677 | $33,753,214 | 0.52% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 991,286 | $33,545,118 | 0.51% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Added | 960,177 | $33,423,761 | 0.51% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 56,702 | $32,938,758 | 0.50% | |
| DSI |
iShares ESG MSCI KLD 400 ETF
|
Reduced | 221,547 | $31,546,077 | 0.48% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
Reduced | 435,087 | $29,394,477 | 0.45% | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Added | 220,568 | $28,190,796 | 0.43% | |
| MBB |
iShares MBS ETF
|
Added | 290,132 | $27,423,276 | 0.42% |
Showing the top 50 of 4,471 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.