Global Financial Private Client, LLC Top Holdings and 13F Report (2026)

About Global Financial Private Client, LLC

Investment Activity

Global Financial Private Client, LLC has $362.25 million in total holdings as of September 30, 2026.
Global Financial Private Client, LLC owns shares of 236 different stocks, but just 97 companies or ETFs make up 80% of its holdings.
Approximately 4.58% of the portfolio was purchased this quarter.
About 6.46% of the portfolio was sold this quarter.
This quarter, Global Financial Private Client, LLC has purchased 246 new stocks and bought additional shares in 140 stocks.
Global Financial Private Client, LLC sold shares of 56 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Apple: $18,893,499
SPDR S&P 500 ETF Trust: $18,616,161
Vanguard S&P 500 ETF: $13,030,978
Microsoft: $9,594,260
NVIDIA: $7,868,605

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $3,320,784 Holding
56501R106 - Manulife Financial: $601,544 Holding
770700102 - Robinhood Markets: $378,901 Holding
126408103 - CSX: $329,709 Holding
09290C764 - BLACKROCK ETF TRUST: $223,080 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 20,404 shares (about $3.32M)
CrowdStrike: 4,876 shares (about $1.29M)
CVS Health: 8,080 shares (about $692.39K)
Manulife Financial: 14,124 shares (about $601.54K)
SPDR Portfolio Developed World ex-US ETF: 9,279 shares (about $465.90K)

Largest Sales this Quarter

Merck & Co., Inc.: 8,632 shares (about $1.25M)
Qualcomm: 6,305 shares (about $1.16M)
Taiwan Semiconductor Manufacturing: 1,805 shares (about $823.49K)
GE VERNOVA INC: 599 shares (about $569.34K)
BANK OF NY MELLON CORP: 3,587 shares (about $518.79K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$18,893,499	$290,398 ▲	1.6%	56,733	5.2%	Technology
SPY SPDR S&P 500 ETF Trust	$18,616,161	$80,840 ▲	0.4%	24,410	5.1%	ETF
VOO Vanguard S&P 500 ETF	$13,030,978	$179,428 ▲	1.4%	18,592	3.6%	ETF
MSFT Microsoft	$9,594,260	$428,292 ▼	-4.3%	18,705	2.6%	Technology
NVDA NVIDIA	$7,868,605	$408,800 ▲	5.5%	34,454	2.2%	Technology
SCHD Schwab US Dividend Equity ETF	$6,041,728	$65 ▼	0.0%	185,727	1.7%	ETF
CVX Chevron	$5,896,225	$65,756 ▲	1.1%	28,873	1.6%	Energy
CSCO Cisco Systems	$5,514,742	$132,926 ▲	2.5%	51,237	1.5%	Technology
VIG Vanguard Dividend Appreciation ETF	$5,496,054	$14,232 ▼	-0.3%	23,556	1.5%	ETF
JPM JPMorgan Chase & Co.	$5,033,391	$91,312 ▲	1.8%	15,214	1.4%	Finance
XLSR SPDR SSGA US Sector Rotation ETF	$5,012,428	$176,783 ▲	3.7%	75,477	1.4%	ETF
GE VERNOVA INC	$4,749,599	$569,344 ▼	-10.7%	4,997	1.3%	COM
AMZN Amazon.com	$4,636,885	$298,246 ▲	6.9%	18,610	1.3%	Consumer Discretionary
LAM RESEARCH CORP	$4,619,179	$167,540 ▲	3.8%	14,061	1.3%	COM NEW
VUG Vanguard Growth ETF	$4,604,441	$224,644 ▼	-4.7%	51,098	1.3%	ETF
META Meta Platforms	$4,568,639	$39,160 ▼	-0.8%	6,300	1.3%	Communication Services
RSP Invesco S&P 500 Equal Weight ETF	$4,448,716	$132,301 ▲	3.1%	21,386	1.2%	ETF
MRK Merck & Co., Inc.	$4,431,015	$1,254,338 ▼	-22.1%	30,493	1.2%	Healthcare
IVV iShares Core S&P 500 ETF	$4,314,799	$9,956 ▼	-0.2%	5,634	1.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$3,883,401	$823,489 ▼	-17.5%	8,512	1.1%	Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$3,816,512	$465,899 ▲	13.9%	76,011	1.1%	ETF
VTWO Vanguard Russell 2000 ETF	$3,768,916	$6,510 ▼	-0.2%	33,579	1.0%	ETF
BANK OF NY MELLON CORP	$3,611,436	$518,791 ▼	-12.6%	24,970	1.0%	COM
GOOGL Alphabet	$3,442,867	$150,019 ▲	4.6%	10,006	1.0%	Communication Services
SPEM SPDR Portfolio Emerging Markets ETF	$3,361,605	$93,996 ▲	2.9%	64,946	0.9%	ETF
PANW Palo Alto Networks	$3,359,653	$45,691 ▲	1.4%	8,456	0.9%	Technology
EXXONMOBIL HOLDINGS CORP	$3,320,784	$3,320,784 ▲	New Holding	20,404	0.9%	COM SHS
STT State Street	$3,181,739	$19,205 ▼	-0.6%	18,224	0.9%	Finance
SPYV SPDR Portfolio S&P 500 Value ETF	$3,161,216	$95,974 ▼	-2.9%	51,713	0.9%	ETF
FTNT Fortinet	$2,890,549	$42,187 ▲	1.5%	16,170	0.8%	Technology
IYW iShares U.S. Technology ETF	$2,771,914		0.0%	10,464	0.8%	ETF
SCHF Schwab International Equity ETF	$2,737,193	$138,311 ▼	-4.8%	99,643	0.8%	ETF
QQQ Invesco QQQ	$2,413,368	$4,439 ▼	-0.2%	3,262	0.7%	ETF
CAT Caterpillar	$2,400,877	$1,622 ▲	0.1%	2,961	0.7%	Industrials
WALMART INC	$2,386,136	$38,451 ▼	-1.6%	22,961	0.7%	COM
QQQM Invesco NASDAQ 100 ETF	$2,384,113	$5,788 ▲	0.2%	7,826	0.7%	ETF
IBM International Business Machines	$2,365,528	$17,156 ▲	0.7%	10,755	0.7%	Technology
ITA iShares U.S. Aerospace & Defense ETF	$2,351,099	$62,362 ▲	2.7%	11,348	0.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,334,367	$103,232 ▼	-4.2%	33,060	0.6%	ETF
RTX RTX	$2,309,671	$103,593 ▲	4.7%	12,441	0.6%	Industrials
SMH VanEck Semiconductor ETF	$2,295,321	$2,436 ▼	-0.1%	3,769	0.6%	ETF
ARISTA NETWORKS INC	$2,264,124	$122,561 ▼	-5.1%	11,121	0.6%	COM SHS
BAC Bank of America	$2,199,446	$8,274 ▲	0.4%	40,408	0.6%	Finance
ETR Entergy	$2,199,029	$8,338 ▲	0.4%	22,154	0.6%	Utilities
VPL Vanguard FTSE Pacific ETF	$2,173,290	$209,500 ▲	10.7%	18,766	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,172,703	$21,055 ▼	-1.0%	36,633	0.6%	ETF
GOOG Alphabet	$2,155,862	$14,311 ▼	-0.7%	6,327	0.6%	Communication Services
DFAI Dimensional International Core Equity Market ETF	$2,129,459	$33,725 ▲	1.6%	51,398	0.6%	ETF
PG Procter & Gamble	$2,120,005	$29,493 ▲	1.4%	14,592	0.6%	Consumer Staples
DFIC Dimensional International Core Equity 2 ETF	$2,117,221	$330,555 ▲	18.5%	56,294	0.6%	ETF
IPAC iShares Core MSCI Pacific ETF	$2,068,684	$14,639 ▲	0.7%	24,306	0.6%	ETF
LLY Eli Lilly and Company	$2,030,290	$35,883 ▲	1.8%	1,754	0.6%	Healthcare
ZION Zions Bancorporation, N.A.	$1,905,135	$8,834 ▲	0.5%	30,409	0.5%	Finance
GILD Gilead Sciences	$1,903,970	$91,517 ▲	5.0%	12,774	0.5%	Healthcare
QUAL iShares MSCI USA Quality Factor ETF	$1,813,282	$3,334 ▲	0.2%	8,159	0.5%	ETF
NDAQ Nasdaq	$1,760,979	$90,722 ▲	5.4%	19,139	0.5%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$1,757,451	$9,002 ▲	0.5%	5,857	0.5%	ETF
ABBV AbbVie	$1,746,179	$171,871 ▲	10.9%	6,675	0.5%	Healthcare
CRWD CrowdStrike	$1,685,664	$1,290,922 ▲	327.0%	6,367	0.5%	Technology
XSD SPDR S&P Semiconductor ETF	$1,681,544	$5,826 ▲	0.3%	3,175	0.5%	ETF
AMGN Amgen	$1,678,693	$154,295 ▲	10.1%	3,982	0.5%	Healthcare
XLC Communication Services Select Sector SPDR Fund	$1,648,792	$5,438 ▲	0.3%	14,858	0.5%	ETF
XLF Financial Select Sector SPDR Fund	$1,645,603	$10,200 ▲	0.6%	30,816	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$1,600,999	$10,479 ▲	0.7%	4,278	0.4%	ETF
XLV Health Care Select Sector SPDR Fund	$1,594,769	$16,842 ▲	1.1%	9,469	0.4%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,588,283	$705 ▲	0.0%	20,282	0.4%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,489,436	$70,357 ▲	5.0%	28,177	0.4%	ETF
COWZ Pacer US Cash Cows 100 ETF	$1,488,186	$2,537 ▲	0.2%	22,291	0.4%	ETF
CVS CVS Health	$1,488,115	$692,386 ▲	87.0%	17,366	0.4%	Healthcare
KTOS Kratos Defense & Security Solutions	$1,486,124	$53,875 ▲	3.8%	34,812	0.4%	Industrials
ICVT iShares Convertible Bond ETF	$1,480,691	$4,292 ▼	-0.3%	13,111	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$1,466,846	$51,439 ▲	3.6%	7,842	0.4%	CL A
FSMD Fidelity Small-Mid Multifactor ETF	$1,455,137	$12,047 ▲	0.8%	29,594	0.4%	ETF
MEDP Medpace	$1,441,232	$23,095 ▲	1.6%	2,309	0.4%	Healthcare
LMT Lockheed Martin	$1,440,882	$58,063 ▲	4.2%	2,829	0.4%	Industrials
GE GE Aerospace	$1,405,932	$182,378 ▲	14.9%	4,502	0.4%	Industrials
MCD McDonald's	$1,393,394	$3,233 ▲	0.2%	6,033	0.4%	Consumer Discretionary
VTV Vanguard Value ETF	$1,353,093	$79,085 ▼	-5.5%	6,262	0.4%	ETF
SPDR SERIES TRUST	$1,327,754	$82,558 ▼	-5.9%	33,854	0.4%	STATE STRET SPDR
DAL Delta Air Lines	$1,327,681	$61,427 ▲	4.9%	15,908	0.4%	Industrials
VCR Vanguard Consumer Discretionary ETF	$1,325,247	$1,823 ▼	-0.1%	3,634	0.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,299,356	$137,480 ▲	11.8%	10,557	0.4%	ETF
EOG EOG Resources	$1,289,158	$52,624 ▲	4.3%	9,358	0.4%	Energy
CIBR First Trust Nasdaq Cybersecurity ETF	$1,261,203	$7,216 ▲	0.6%	12,234	0.3%	ETF
GLW Corning	$1,253,606	$186,203 ▲	17.4%	8,153	0.3%	Technology
IWM iShares Russell 2000 ETF	$1,235,221	$278 ▼	0.0%	4,445	0.3%	ETF
SCHE Schwab Emerging Markets Equity ETF	$1,233,650	$38,345 ▼	-3.0%	33,845	0.3%	ETF
QLD ProShares Ultra QQQ	$1,230,442		0.0%	12,864	0.3%	ETF
KR Kroger	$1,221,727	$27,904 ▲	2.3%	20,841	0.3%	Consumer Staples
NUE Nucor	$1,212,811	$7,948 ▲	0.7%	5,188	0.3%	Materials
HCI HCI Group	$1,209,092		0.0%	6,956	0.3%	Finance
HD Home Depot	$1,196,565	$1,138 ▲	0.1%	4,206	0.3%	Consumer Discretionary
BNDX Vanguard Total International Bond ETF	$1,178,687	$391,177 ▼	-24.9%	25,148	0.3%	ETF
KCE SPDR S&P Capital Markets ETF	$1,155,279	$771 ▼	-0.1%	7,495	0.3%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,140,709	$58,375 ▲	5.4%	18,095	0.3%	ETF
GD General Dynamics	$1,092,717	$63,711 ▲	6.2%	3,293	0.3%	Industrials
CMI Cummins	$1,088,452	$73,356 ▲	7.2%	2,107	0.3%	Industrials
ORCL Oracle	$1,077,121	$22,655 ▼	-2.1%	7,845	0.3%	Technology
GLD SPDR Gold Shares	$1,034,742	$54,460 ▲	5.6%	2,717	0.3%	ETF
AFL Aflac	$1,029,373	$2,795 ▲	0.3%	9,208	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Global Financial Private Client, LLC Top Holdings and 13F Report (2026)

About Global Financial Private Client, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Global Financial Private Client, LLC Top Holdings and 13F Report (2026)

About Global Financial Private Client, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGlobal Financial Private Client, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools