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

About Global Retirement Partners, LLC

Investment Activity

  • Global Retirement Partners, LLC has $6.54 billion in total holdings as of June 30, 2026.
  • Global Retirement Partners, LLC owns shares of 4,502 different stocks, but just 328 companies or ETFs make up 80% of its holdings.
  • Approximately 16.41% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Global Retirement Partners, LLC has purchased 4,212 new stocks and bought additional shares in 2,014 stocks.
  • Global Retirement Partners, LLC sold shares of 1,413 stocks and completely divested from 321 stocks this quarter.

Largest Holdings

Apple
$168,031,196
NVIDIA
$154,918,267

Largest New Holdings this Quarter

46090E103 - Invesco QQQ
$93,156,026 Holding
74762E102 - Quanta Services
$14,291,990 Holding
75513E101 - RTX
$13,855,594 Holding
46436E205 - iShares iBonds Dec 2029 Term Corporate ETF
$9,211,125 Holding
09290C699 - BLACKROCK ETF TRUST
$9,120,192 Holding

Largest Purchases this Quarter

Invesco QQQ
126,502 shares (about $93.16M)
Vanguard Growth ETF
436,538 shares (about $37.60M)
iShares Core S&P 500 ETF
41,245 shares (about $30.89M)
iShares Russell 1000 Growth ETF
222,031 shares (about $27.57M)
SPDR Portfolio S&P 500 ETF
264,296 shares (about $23.23M)

Largest Sales this Quarter

Oaktree Specialty Lending
219 shares (about $∞T)
iShares Short Treasury Bond ETF
98,056 shares (about $10.82M)
iShares S&P 100 ETF
28,360 shares (about $10.38M)
AbbVie
37,464 shares (about $9.43M)
iShares Core MSCI EAFE ETF
75,451 shares (about $7.29M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGlobal Retirement Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$231,328,479$23,226,335 â–²11.2%2,632,3223.5%ETF
Apple Inc. stock logo
AAPL
Apple
$168,031,196$3,503,574 â–²2.1%580,6992.6%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$154,918,267$3,062,000 â–²2.0%774,7432.4%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$152,238,544$30,887,905 â–²25.5%203,2862.3%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$101,291,977$958,684 â–¼-0.9%441,2251.5%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$93,156,026$93,156,026 â–²New Holding126,5021.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$90,280,420$3,284,810 â–²3.8%242,0261.4%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$77,252,470$5,371,948 â–²7.5%324,1271.2%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$75,172,404$2,049,145 â–²2.8%100,6631.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$73,030,006$919,513 â–²1.3%204,3541.1%Communication Services
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$65,389,133$951,409 â–²1.5%440,8951.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$60,083,597$10,826,497 â–²22.0%1,192,3710.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$56,459,883$5,560,466 â–²10.9%149,4640.9%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$55,978,897$2,422,655 â–²4.5%133,0930.9%Consumer Discretionary
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$52,262,728$2,181,752 â–²4.4%677,7680.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$50,572,799$4,974,588 â–¼-9.0%73,6340.8%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$50,094,516$5,456,687 â–²12.2%172,3710.8%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$48,771,611$7,070,934 â–²17.0%492,7420.7%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$46,623,605$11,553,170 â–²32.9%40,3920.7%Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$46,091,876$37,603,382 â–²443.0%535,0810.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$45,303,299$1,056,961 â–¼-2.3%207,8800.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$44,599,491$3,270,588 â–¼-6.8%625,9580.7%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$42,642,822$10,820,492 â–¼-20.2%386,4320.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$41,856,340$919,797 â–²2.2%127,8720.6%Finance
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$41,787,193$287,967 â–²0.7%885,3220.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$41,532,724$4,120,519 â–²11.0%117,5470.6%Communication Services
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$41,326,137$778,696 â–²1.9%498,8670.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$40,584,287$11,355,847 â–²38.9%879,4000.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$40,474,723$7,287,053 â–¼-15.3%419,0800.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$38,761,867$1,565,954 â–²4.2%68,8130.6%Communication Services
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$38,446,289$776,850 â–²2.1%780,1600.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$38,338,369$2,313,940 â–²6.4%278,7640.6%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$38,327,675$12,134,147 â–²46.3%761,2250.6%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$38,229,533$4,279,725 â–²12.6%359,6040.6%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$38,036,232$6,715,445 â–²21.4%559,2740.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$37,051,056$27,569,567 â–²290.8%298,3900.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$37,034,962$900,674 â–²2.5%100,0840.6%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$36,767,788$2,900,007 â–²8.6%161,9300.6%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$36,694,571$2,136,257 â–²6.2%806,6510.6%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$36,625,992$7,864,705 â–²27.3%30,5360.6%Healthcare
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$34,756,890$3,004,535 â–¼-8.0%272,0480.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$34,476,401$1,979,602 â–¼-5.4%113,7950.5%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$33,753,344$1,995,295 â–¼-5.6%70,6770.5%Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$33,545,105$3,131,180 â–²10.3%991,2860.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$33,423,769$2,955,927 â–²9.7%960,1770.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$32,938,884$655,850 â–²2.0%56,7020.5%Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$31,546,077$60,801 â–¼-0.2%221,5470.5%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$29,394,507$2,281,166 â–¼-7.2%435,0870.4%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$28,190,821$3,514,778 â–²14.2%220,5680.4%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$27,423,243$4,592,721 â–²20.1%290,1320.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$26,466,515$2,713,313 â–²11.4%24,8540.4%Industrials
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$25,866,184$1,389,233 â–²5.7%425,5010.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$25,477,818$2,213,722 â–¼-8.0%50,9160.4%Finance
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$25,282,696$1,776,709 â–²7.6%412,9140.4%ETF
Intel Corporation stock logo
INTC
Intel
$23,979,044$2,234 â–²0.0%171,7330.4%Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$22,646,269$743,797 â–¼-3.2%379,3980.3%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$21,404,813$4,026,546 â–²23.2%939,6320.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$21,318,859$3,499,802 â–²19.6%672,3070.3%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$21,106,516$4,558,150 â–¼-17.8%234,2570.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$20,923,777$3,643,675 â–²21.1%56,7990.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$20,858,186$1,923,091 â–²10.2%31,8010.3%ETF
J P MORGAN EXCHANGE TRADED F
$20,855,196$11,426,844 â–²121.2%389,8170.3%ACTIVE BOND ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$20,749,280$1,220,368 â–²6.2%226,4220.3%ETF
BLACKROCK ETF TRUST
$20,417,762$6,266,929 â–²44.3%387,2870.3%ISHA I IN TE ETF
WALMART INC
$20,150,459$2,721,219 â–²15.6%182,9760.3%COM
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$19,637,324$5,049,656 â–¼-20.5%259,1020.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$19,317,985$865,292 â–²4.7%20,6510.3%Consumer Staples
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$18,795,580$3,918,350 â–²26.3%362,9890.3%ETF
GE VERNOVA INC
$18,735,710$5,772,154 â–²44.5%15,9470.3%COM
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$18,427,714$3,033,690 â–¼-14.1%25,4880.3%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$18,424,400$9,427,479 â–¼-33.8%73,2170.3%Healthcare
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$17,940,267$2,584,963 â–²16.8%354,3410.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$17,377,860$1,911,563 â–²12.4%182,0820.3%ETF
Visa Inc. stock logo
V
Visa
$17,327,063$1,134,941 â–¼-6.1%50,5030.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,047,252$2,185,161 â–²14.7%67,1230.3%Healthcare
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$16,828,232$74,649 â–²0.4%123,0850.3%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$16,701,298$2,697,565 â–¼-13.9%56,8790.3%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$16,620,568$4,543,915 â–²37.6%48,4800.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$16,466,325$12,499,543 â–²315.1%204,3730.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$16,407,559$175,016 â–²1.1%139,6860.3%Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$16,357,514$176,991 â–¼-1.1%69,1300.3%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$16,092,416$904,727 â–²6.0%156,5260.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$15,318,660$355,502 â–²2.4%43,4350.2%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$15,237,203$743,275 â–²5.1%213,4060.2%Communication Services
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$14,736,910$358,418 â–²2.5%255,5390.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$14,583,167$2,503,179 â–²20.7%14,4190.2%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$14,374,262$134,697 â–¼-0.9%75,4480.2%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$14,291,990$14,291,990 â–²New Holding19,8490.2%Industrials
Chevron Corporation stock logo
CVX
Chevron
$14,275,565$214,990 â–²1.5%86,1220.2%Energy
BLACKROCK ETF TRUST II
$13,957,960$11,426,714 â–²451.4%276,2040.2%ISHA SH TERM ETF
RTX Corporation stock logo
RTX
RTX
$13,855,594$13,855,594 â–²New Holding73,0280.2%Industrials
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$13,802,632$631,171 â–²4.8%87,3420.2%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$13,765,784$2,720,660 â–²24.6%539,4120.2%ETF
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$13,669,686$10,611,529 â–²347.0%271,5470.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$13,197,275$8,104,374 â–²159.1%154,3720.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$13,103,897$448,230 â–²3.5%144,3320.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$13,010,773$5,484,743 â–¼-29.7%169,9640.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$12,691,696$6,747,887 â–²113.5%68,5190.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$12,596,859$18,100 â–²0.1%202,5220.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$12,577,798$424,778 â–²3.5%69,5250.2%Consumer Staples

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