Global Retirement Partners, LLC
PensionCIK
1749744
City
San Rafael
State / Country
CA
Top Portfolio Positions
2,670 positions ·
$2,389,743,966 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
568,591 | $154,577,149 | 6.47% | |
| NVDA |
Nvidia Corp
Technology
|
759,430 | $141,633,695 | 5.93% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
445,401 | $115,265,324 | 4.82% | |
| MSFT |
Microsoft Corp
Technology
|
233,220 | $112,789,856 | 4.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
301,588 | $69,612,542 | 2.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
97,919 | $66,772,924 | 2.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
201,781 | $63,157,453 | 2.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
127,333 | $57,264,196 | 2.40% | |
| AVGO |
Broadcom Inc.
Technology
|
134,744 | $46,634,898 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
66,033 | $43,587,722 | 1.82% |
Portfolio Trend
23 quarters · across all stocks
Holdings in CII
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,411,571 | 60,401 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,373,629 | 59,723 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,267,207 | 59,354 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,195,588 | 59,482 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $21,403 | 1,087 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $21,729 | 1,087 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $21,185 | 1,087 | Shares | Sole | 2024-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||