GLOBAL RETIREMENT PARTNERS, LLC

Filed: 8/12/2025ACC: 0001580642-25-005069

📋 What this filing means

GLOBAL RETIREMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 3792 equity positions with a total reported market value of $4.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3792

Positions

$4.04B

Total AUM (reported)

51.62M

Total Shares

Allocation by class

COM$1.21B30.1%

PORTFOLIO S&P500$157.51M3.9%

UNIT SER 1$87.01M2.2%

CORE S&P500 ETF$86.74M2.1%

CL A$85.75M2.1%

SHS CREATION UNI$63.31M1.6%

TR UNIT$57.66M1.4%

Portfolio Concentration

Top 3$411.23M10.2%

4–10$503.68M12.5%

11–25$497.59M12.3%

Rest$2.62B65.0%

Top 3 weight

10.2%

Top 10 weight

22.7%

Voting Authority Distribution

Total shares with voting rights: 51.62M

Sole

Full voting authority

159.24K

% of voting shares0.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

51.46M

% of voting shares99.7%

Investment Discretion (by position count)

Sole3792

Shared0

Other0

Dominant voting typeNone · 99.7% of voting shares

Institutional Holdings3792

Rows:

GALLAGHER ARTHUR J & CO

SOLE

COM

Shares502.69K

TypeSH

Market value$160.92M

3.99%

Sole

116.00

Shared

0.00

None

502.58K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares2.17M

TypeSH

Market value$157.51M

3.90%

Sole

368.00

Shared

0.00

None

2.17M

APPLE INC

SOLE

COM

Shares452.28K

TypeSH

Market value$92.79M

2.30%

Sole

671.00

Shared

0.00

None

451.61K

NVIDIA CORPORATION

SOLE

COM

Shares562.88K

TypeSH

Market value$88.85M

2.20%

Sole

3.84K

Shared

0.00

None

559.04K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares157.72K

TypeSH

Market value$87.01M

2.16%

Sole

642.00

Shared

0.00

None

157.08K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares139.70K

TypeSH

Market value$86.74M

2.15%

Sole

212.00

Shared

0.00

None

139.49K

MICROSOFT CORP

SOLE

COM

Shares167.25K

TypeSH

Market value$83.19M

2.06%

Sole

3.73K

Shared

0.00

None

163.52K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares93.24K

TypeSH

Market value$57.61M

1.43%

Sole

34.00

Shared

0.00

None

93.21K

AMAZON COM INC

SOLE

COM

Shares239.81K

TypeSH

Market value$52.61M

1.30%

Sole

867.00

Shared

0.00

None

238.95K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares83.92K

TypeSH

Market value$47.67M

1.18%

Sole

61.00

Shared

0.00

None

83.86K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares404.89K

TypeSH

Market value$44.25M

1.10%

Sole

379.00

Shared

0.00

None

404.51K

META PLATFORMS INC

SOLE

CL A

Shares56.47K

TypeSH

Market value$41.68M

1.03%

Sole

146.00

Shared

0.00

None

56.32K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares383.09K

TypeSH

Market value$38.00M

0.94%

Sole

505.00

Shared

0.00

None

382.58K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares871.64K

TypeSH

Market value$35.29M

0.87%

Sole

0.00

Shared

0.00

None

871.64K

ISHARES TR

SOLE

SHORT TREAS BD

Shares315.12K

TypeSH

Market value$34.80M

0.86%

Sole

0.00

Shared

0.00

None

315.12K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares840.28K

TypeSH

Market value$34.16M

0.85%

Sole

0.00

Shared

0.00

None

840.28K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares136.27K

TypeSH

Market value$33.59M

0.83%

Sole

83.00

Shared

0.00

None

136.19K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares538.24K

TypeSH

Market value$33.38M

0.83%

Sole

2.64K

Shared

0.00

None

535.60K

TESLA INC

SOLE

COM

Shares105.22K

TypeSH

Market value$32.00M

0.79%

Sole

93.00

Shared

0.00

None

105.12K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares102.91K

TypeSH

Market value$31.28M

0.78%

Sole

0.00

Shared

0.00

None

102.91K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares70.76K

TypeSH

Market value$30.04M

0.74%

Sole

0.00

Shared

0.00

None

70.76K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 REVENUE

Shares268.40K

TypeSH

Market value$27.99M

0.69%

Sole

0.00

Shared

0.00

None

268.40K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares331.53K

TypeSH

Market value$27.68M

0.69%

Sole

0.00

Shared

0.00

None

331.53K

JPMORGAN CHASE & CO.

SOLE

COM

Shares92.72K

TypeSH

Market value$26.88M

0.67%

Sole

931.00

Shared

0.00

None

91.79K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares241.36K

TypeSH

Market value$26.57M

0.66%

Sole

591.00

Shared

0.00

None

240.77K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
GALLAGHER ARTHUR J & COSOLE	COM	502.69K	SH	$160.92M 3.99%	116.00	502.58K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	2.17M	SH	$157.51M 3.90%	368.00	2.17M
APPLE INCSOLE	COM	452.28K	SH	$92.79M 2.30%	671.00	451.61K
NVIDIA CORPORATIONSOLE	COM	562.88K	SH	$88.85M 2.20%	3.84K	559.04K
INVESCO QQQ TRSOLE	UNIT SER 1	157.72K	SH	$87.01M 2.16%	642.00	157.08K
ISHARES TRSOLE	CORE S&P500 ETF	139.70K	SH	$86.74M 2.15%	212.00	139.49K
MICROSOFT CORPSOLE	COM	167.25K	SH	$83.19M 2.06%	3.73K	163.52K
SPDR S&P 500 ETF TRSOLE	TR UNIT	93.24K	SH	$57.61M 1.43%	34.00	93.21K
AMAZON COM INCSOLE	COM	239.81K	SH	$52.61M 1.30%	867.00	238.95K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	83.92K	SH	$47.67M 1.18%	61.00	83.86K
ISHARES TRSOLE	CORE S&P SCP ETF	404.89K	SH	$44.25M 1.10%	379.00	404.51K
META PLATFORMS INCSOLE	CL A	56.47K	SH	$41.68M 1.03%	146.00	56.32K
ISHARES TRSOLE	CORE US AGGBD ET	383.09K	SH	$38.00M 0.94%	505.00	382.58K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	871.64K	SH	$35.29M 0.87%	0.00	871.64K
ISHARES TRSOLE	SHORT TREAS BD	315.12K	SH	$34.80M 0.86%	0.00	315.12K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	840.28K	SH	$34.16M 0.85%	0.00	840.28K
ISHARES TRSOLE	RUS TP200 GR ETF	136.27K	SH	$33.59M 0.83%	83.00	136.19K
ISHARES TRSOLE	CORE S&P MCP ETF	538.24K	SH	$33.38M 0.83%	2.64K	535.60K
TESLA INCSOLE	COM	105.22K	SH	$32.00M 0.79%	93.00	105.12K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	102.91K	SH	$31.28M 0.78%	0.00	102.91K
ISHARES TRSOLE	RUS 1000 GRW ETF	70.76K	SH	$30.04M 0.74%	0.00	70.76K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 REVENUE	268.40K	SH	$27.99M 0.69%	0.00	268.40K
ISHARES TRSOLE	CORE MSCI EAFE	331.53K	SH	$27.68M 0.69%	0.00	331.53K
JPMORGAN CHASE & CO.SOLE	COM	92.72K	SH	$26.88M 0.67%	931.00	91.79K
ISHARES TRSOLE	S&P 500 GRWT ETF	241.36K	SH	$26.57M 0.66%	591.00	240.77K

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