Global Retirement Partners, LLC Top Holdings and 13F Report (2026)

About Global Retirement Partners, LLC

Investment Activity

Global Retirement Partners, LLC has $5.64 billion in total holdings as of December 31, 2025.
Global Retirement Partners, LLC owns shares of 4,228 different stocks, but just 312 companies or ETFs make up 80% of its holdings.
Approximately 25.24% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Global Retirement Partners, LLC has purchased 3,855 new stocks and bought additional shares in 2,311 stocks.
Global Retirement Partners, LLC sold shares of 676 stocks and completely divested from 255 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $189,963,076
Apple: $154,577,277
NVIDIA: $141,540,522
Arthur J. Gallagher & Co.: $115,265,335
Microsoft: $112,789,818

Largest New Holdings this Quarter

460900000 - INVESCO QQQ TR: $93,486,275 Holding
464360000 - ISHARES TR: $10,381,992 Holding
307300000 - CENCORA INC: $10,309,797 Holding
755130000 - RTX CORPORATION: $8,656,739 Holding
747620000 - QUANTA SVCS INC: $6,850,594 Holding

Largest Purchases this Quarter

INVESCO QQQ TR: 152,181 shares (about $93.49M)
NVIDIA: 176,380 shares (about $32.87M)
Microsoft: 59,209 shares (about $28.63M)
iShares ESG MSCI KLD 400 ETF: 220,823 shares (about $28.45M)
Apple: 95,819 shares (about $26.05M)

Largest Sales this Quarter

Arthur J. Gallagher & Co.: 57,624 shares (about $14.91M)
Invesco S&P 500 GARP ETF: 61,521 shares (about $7.00M)
iShares Treasury Floating Rate Bond ETF: 42,949 shares (about $2.17M)
Boeing: 9,466 shares (about $2.06M)
Home Depot: 5,413 shares (about $1.86M)

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
SPLG SPDR Portfolio S&P 500 ETF	$189,963,076	$6,692,756 â–²	3.7%	2,368,026	3.4%	ETF
AAPL Apple	$154,577,277	$26,049,375 â–²	20.3%	568,591	2.7%	Computer and Technology
NVDA NVIDIA	$141,540,522	$32,873,230 â–²	30.3%	759,430	2.5%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$115,265,335	$14,912,516 â–¼	-11.5%	445,401	2.0%	Finance
MSFT Microsoft	$112,789,818	$28,634,647 â–²	34.0%	233,220	2.0%	Computer and Technology
IVV iShares Core S&P 500 ETF	$110,988,633	$11,095,370 â–²	11.1%	162,041	2.0%	ETF
INVESCO QQQ TR	$93,486,275	$93,486,275 â–²	New Holding	152,181	1.7%	UNIT SER 1
AMZN Amazon.com	$69,612,572	$14,438,951 â–²	26.2%	301,588	1.2%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$66,773,123	$2,297,395 â–²	3.6%	97,919	1.2%	Finance
GOOGL Alphabet	$63,157,471	$18,888,616 â–²	42.7%	201,781	1.1%	Computer and Technology
TSLA Tesla	$57,264,177	$10,284,193 â–²	21.9%	127,333	1.0%	Auto/Tires/Trucks
SHV iShares Short Treasury Bond ETF	$53,366,363	$9,428,842 â–²	21.5%	484,488	0.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$52,215,849	$1,173,318 â–²	2.3%	434,480	0.9%	ETF
VOO Vanguard S&P 500 ETF	$50,720,327	$2,263,936 â–²	4.7%	80,877	0.9%	ETF
VUG Vanguard Growth ETF	$48,075,427	$21,067,851 â–²	78.0%	98,543	0.9%	ETF
AVGO Broadcom	$46,634,940	$14,022,946 â–²	43.0%	134,744	0.8%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$44,240,759	$14,187,198 â–²	47.2%	494,531	0.8%	ETF
META Meta Platforms	$43,587,788	$5,301,191 â–²	13.8%	66,033	0.8%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$43,411,531	$1,994,098 â–²	4.8%	977,517	0.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$42,865,268	$3,285,017 â–²	8.3%	649,474	0.8%	ETF
IWY iShares Russell Top 200 Growth ETF	$42,536,607	$1,838,328 â–²	4.5%	153,595	0.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$42,079,797	$2,224,125 â–²	5.6%	421,304	0.7%	Finance
VEA Vanguard FTSE Developed Markets ETF	$41,971,131	$16,564,473 â–²	65.2%	671,861	0.7%	ETF
VTV Vanguard Value ETF	$40,629,379	$16,544,731 â–²	68.7%	212,730	0.7%	ETF
JPM JPMorgan Chase & Co.	$40,297,464	$10,000,417 â–²	33.0%	125,062	0.7%	Finance
CGGR Capital Group Growth ETF	$39,098,957	$2,301,100 â–²	6.3%	879,221	0.7%	ETF
IWF iShares Russell 1000 Growth ETF	$36,140,941	$341,251 â–²	1.0%	76,359	0.6%	ETF
FBND Fidelity Total Bond ETF	$34,976,147	$1,853,710 â–²	5.6%	759,690	0.6%	ETF
RWL Invesco S&P 500 Revenue ETF	$33,842,147	$1,175,684 â–²	3.6%	295,565	0.6%	ETF
CGDV Capital Group Dividend Value ETF	$33,358,234	$3,537,981 â–²	11.9%	764,396	0.6%	ETF
GOOG Alphabet	$33,226,596	$8,953,310 â–²	36.9%	105,885	0.6%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$32,901,987	$12,661,296 â–²	62.6%	489,467	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$32,739,186	$1,608,964 â–¼	-4.7%	97,650	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$32,286,583	$1,007,034 â–²	3.2%	261,939	0.6%	ETF
IVE iShares S&P 500 Value ETF	$31,631,846	$11,319,204 â–²	55.7%	149,158	0.6%	ETF
QQQM Invesco NASDAQ 100 ETF	$30,433,532	$4,834,300 â–²	18.9%	120,329	0.5%	ETF
VONV Vanguard Russell 1000 Value ETF	$29,475,691	$1,228,511 â–²	4.3%	319,347	0.5%	ETF
IUSB iShares Core Total USD Bond Market ETF	$29,475,474	$12,681,273 â–²	75.5%	633,336	0.5%	Manufacturing
SCHG Schwab U.S. Large-Cap Growth ETF	$29,317,454	$23,521,891 â–²	405.9%	898,757	0.5%	ETF
DSI iShares ESG MSCI KLD 400 ETF	$28,596,910	$28,448,627 â–²	19,185.3%	221,974	0.5%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$28,004,976	$13,494,116 â–²	93.0%	460,532	0.5%	ETF
BRK.B Berkshire Hathaway	$27,816,612	$3,998,072 â–²	16.8%	55,340	0.5%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$27,151,198	$479,437 â–¼	-1.7%	468,852	0.5%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$26,177,913	$4,368,730 â–²	20.0%	520,229	0.5%	Finance
SCHV Schwab U.S. Large-Cap Value ETF	$25,916,489	$23,381,132 â–²	922.2%	875,261	0.5%	ETF
LLY Eli Lilly and Company	$25,770,267	$6,400,922 â–²	33.0%	23,979	0.5%	Medical
ABBV AbbVie	$25,289,427	$3,080,493 â–²	13.9%	110,681	0.4%	Medical
VONG Vanguard Russell 1000 Growth ETF	$23,506,004	$6,518,732 â–²	38.4%	193,068	0.4%	ETF
MBB iShares MBS ETF	$22,999,660	$4,311,948 â–²	23.1%	241,542	0.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$22,874,427	$249,453 â–²	1.1%	402,648	0.4%	ETF
XLG Invesco S&P 500 Top 50 ETF	$22,757,395	$433,040 â–²	1.9%	383,897	0.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$22,747,651	$6,569,484 â–²	40.6%	74,855	0.4%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$22,612,089	$6,339,082 â–²	39.0%	325,729	0.4%	ETF
SPHQ Invesco S&P 500 Quality ETF	$21,377,747	$200,308 â–²	0.9%	284,847	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$21,066,341	$5,527,281 â–²	35.6%	391,859	0.4%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$19,473,495	$3,467,224 â–²	21.7%	213,105	0.3%	ETF
NFLX Netflix	$19,032,905	$17,500,773 â–²	1,142.2%	202,996	0.3%	Consumer Discretionary
V Visa	$18,871,911	$1,216,604 â–²	6.9%	53,811	0.3%	Business Services
GLD SPDR Gold Shares	$18,589,954	$1,268,578 â–²	7.3%	46,908	0.3%	Finance
WALMART INC	$17,632,469	$3,370,720 â–²	23.6%	158,266	0.3%	COM
GOVT iShares U.S. Treasury Bond ETF	$17,565,166	$503,510 â–²	3.0%	762,874	0.3%	ETF
EFV iShares MSCI EAFE Value ETF	$17,253,573	$4,434,201 â–²	34.6%	241,613	0.3%	ETF
COST Costco Wholesale	$17,010,131	$3,303,549 â–²	24.1%	19,726	0.3%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$16,262,829	$3,534,370 â–²	27.8%	66,066	0.3%	Finance
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$15,680,046	$1,411,479 â–²	9.9%	615,991	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$15,413,967	$2,486,695 â–²	19.2%	561,938	0.3%	ETF
ORCL Oracle	$15,369,942	$2,281,800 â–²	17.4%	78,857	0.3%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$15,357,887	$99,561 â–²	0.7%	69,878	0.3%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$15,303,759	$2,167,206 â–¼	-12.4%	303,285	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$15,279,415	$201,599 â–²	1.3%	76,928	0.3%	ETF
XOM ExxonMobil	$14,746,300	$4,016,576 â–²	37.4%	122,539	0.3%	Energy
HD Home Depot	$14,599,055	$1,862,604 â–¼	-11.3%	42,427	0.3%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$14,288,580	$12,479 â–²	0.1%	49,234	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$14,092,385	$901,193 â–²	6.8%	79,282	0.3%	CL A
ESGD iShares ESG Aware MSCI EAFE ETF	$14,047,218	$13,746,640 â–²	4,573.4%	147,726	0.2%	Manufacturing
IXUS iShares Core MSCI Total International Stock ETF	$13,716,183	$457,141 â–²	3.4%	162,053	0.2%	Manufacturing
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$13,700,081	$941,505 â–²	7.4%	564,254	0.2%	ETF
ISRG Intuitive Surgical	$13,522,411	$5,612,061 â–²	70.9%	23,876	0.2%	Medical
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$13,504,531	$984,222 â–²	7.9%	557,348	0.2%	ETF
NOW ServiceNow	$13,485,532	$11,534,955 â–²	591.4%	88,031	0.2%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$13,449,252	$980,903 â–²	7.9%	287,316	0.2%	ETF
OEF iShares S&P 100 ETF	$13,181,880	$4,656,100 â–²	54.6%	38,435	0.2%	ETF
CVX Chevron	$12,928,224	$2,924,453 â–²	29.2%	84,825	0.2%	Energy
ISHARES BITCOIN TRUST ETF	$12,849,600	$589,841 â–¼	-4.4%	258,804	0.2%	SHS BEN INT
CAT Caterpillar	$12,778,260	$2,477,628 â–²	24.1%	22,306	0.2%	Industrials
RDVY First Trust Rising Dividend Achievers ETF	$12,607,051	$55,506 â–²	0.4%	181,475	0.2%	Manufacturing
MA Mastercard	$12,501,729	$4,798,828 â–²	62.3%	21,899	0.2%	Business Services
COWZ Pacer US Cash Cows 100 ETF	$12,168,267	$189,175 â–²	1.6%	202,231	0.2%	ETF
JNJ Johnson & Johnson	$12,110,573	$4,882,391 â–²	67.5%	58,519	0.2%	Medical
VYM Vanguard High Dividend Yield ETF	$11,962,059	$3,380,314 â–²	39.4%	83,348	0.2%	Financial Services
AMD Advanced Micro Devices	$11,901,420	$3,834,290 â–²	47.5%	55,573	0.2%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$11,683,329	$129,006 â–¼	-1.1%	249,324	0.2%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$11,679,395	$703,251 â–²	6.4%	139,455	0.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$11,599,962	$796,620 â–¼	-6.4%	108,716	0.2%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$11,500,060	$409,447 â–²	3.7%	139,395	0.2%	ETF
BINC iShares Flexible Income Active ETF	$11,387,101	$2,877,659 â–²	33.8%	215,787	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$11,232,051	$597,437 â–²	5.6%	75,540	0.2%	ETF
IAU iShares Gold Trust	$11,195,616	$3,960,853 â–²	54.7%	137,928	0.2%	Finance
SPAB SPDR Portfolio Aggregate Bond ETF	$11,144,683	$724,914 â–²	7.0%	432,803	0.2%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$11,127,294	$162,716 â–²	1.5%	219,994	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Global Retirement Partners, LLC Top Holdings and 13F Report (2026)

About Global Retirement Partners, 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

Best-in-Class Portfolio Monitoring

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Global Retirement Partners, LLC Top Holdings and 13F Report (2026)

About Global Retirement Partners, 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 Retirement Partners, 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