Global Retirement Partners, LLC

Pension

Position in BETR — Better Home & Finance Holding Co

CIK 1749744 San Rafael, CA

Position in BETR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,355

-$3,812 QoQ

Shares Held

122

-44.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#73

of 89 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $1,388,260 across 5 Mortgage Finance names. BETR ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	85,611	$1,348,373
2	UWMC	UWM Holdings Corp	15,317	$35,075
3	BETR	Better Home & Finance Holding Co This page	122	$3,355
4	LDI	loanDepot, Inc.	816	$1,020
5	WD	Walker & Dunlop, Inc.	8	$437

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,355	122	-44.5%	Shares	Sole	2026-08-06
2025-12-31	$7,167	220	+83.3%	Shares	Sole	2026-02-06
2025-09-30	$6,736	120	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.