Filed: 10/21/2025ACC: 0001580642-25-006659
📋 What this filing means
GLOBAL RETIREMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 3856 equity positions with a total reported market value of $4.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3856
Positions
$4.47B
Total AUM (reported)
55.16M
Total Shares
Allocation by class
COM$1.33B29.8%
PORTFOLIO S&P500$178.98M4.0%
CORE S&P500 ETF$97.61M2.2%
UNIT SER 1$91.82M2.1%
CL A$88.34M2.0%
SHS CREATION UNI$68.64M1.5%
TR UNIT$62.99M1.4%
Portfolio Concentration
Top 3$455.16M10.2%
4–10$554.11M12.4%
11–25$575.40M12.9%
Rest$2.88B64.5%
Top 3 weight
10.2%
Top 10 weight
22.6%
Voting Authority Distribution
Total shares with voting rights: 55.16M
Sole
Full voting authority
167.19K
shares
% of voting shares0.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
54.99M
shares
% of voting shares99.7%
Investment Discretion (by position count)
Sole3856
Shared0
Other0
Dominant voting typeNone · 99.7% of voting shares
Institutional Holdings3856
Rows:
SPDR SERIES TRUST
SOLEShares2.28M
TypeSH
Market value$178.98M
4.01%
Sole
349.00
Shared
0.00
None
2.28M
GALLAGHER ARTHUR J & CO
SOLEShares503.02K
TypeSH
Market value$155.81M
3.49%
Sole
116.00
Shared
0.00
None
502.91K
APPLE INC
SOLEShares472.77K
TypeSH
Market value$120.38M
2.69%
Sole
844.00
Shared
0.00
None
471.93K
NVIDIA CORPORATION
SOLEShares583.05K
TypeSH
Market value$108.61M
2.43%
Sole
3.75K
Shared
0.00
None
579.30K
ISHARES TR
SOLEShares145.84K
TypeSH
Market value$97.61M
2.19%
Sole
115.00
Shared
0.00
None
145.73K
INVESCO QQQ TR
SOLEShares152.94K
TypeSH
Market value$91.82M
2.06%
Sole
642.00
Shared
0.00
None
152.30K
MICROSOFT CORP
SOLEShares174.01K
TypeSH
Market value$90.13M
2.02%
Sole
3.77K
Shared
0.00
None
170.24K
SPDR S&P 500 ETF TR
SOLEShares94.55K
TypeSH
Market value$62.99M
1.41%
Sole
34.00
Shared
0.00
None
94.52K
AMAZON COM INC
SOLEShares239.03K
TypeSH
Market value$52.48M
1.17%
Sole
768.00
Shared
0.00
None
238.26K
ISHARES TR
SOLEShares424.72K
TypeSH
Market value$50.47M
1.13%
Sole
425.00
Shared
0.00
None
424.29K
VANGUARD INDEX FDS
SOLEShares77.27K
TypeSH
Market value$47.32M
1.06%
Sole
61.00
Shared
0.00
None
77.21K
TESLA INC
SOLEShares104.47K
TypeSH
Market value$46.46M
1.04%
Sole
93.00
Shared
0.00
None
104.37K
ISHARES TR
SOLEShares398.89K
TypeSH
Market value$44.07M
0.99%
Sole
0.00
Shared
0.00
None
398.89K
META PLATFORMS INC
SOLEShares58K
TypeSH
Market value$42.60M
0.95%
Sole
146.00
Shared
0.00
None
57.86K
ISHARES TR
SOLEShares146.96K
TypeSH
Market value$40.21M
0.90%
Sole
67.00
Shared
0.00
None
146.89K
ISHARES TR
SOLEShares399.04K
TypeSH
Market value$40.00M
0.90%
Sole
3.00
Shared
0.00
None
399.03K
SPDR INDEX SHS FDS
SOLEShares932.62K
TypeSH
Market value$39.91M
0.89%
Sole
0.00
Shared
0.00
None
932.62K
ISHARES TR
SOLEShares599.70K
TypeSH
Market value$39.14M
0.88%
Sole
2.03K
Shared
0.00
None
597.67K
CAPITAL GROUP GROWTH ETF
SOLEShares827.48K
TypeSH
Market value$36.34M
0.81%
Sole
0.00
Shared
0.00
None
827.48K
ISHARES TR
SOLEShares75.64K
TypeSH
Market value$35.43M
0.79%
Sole
0.00
Shared
0.00
None
75.64K
ALPHABET INC
SOLEShares141.43K
TypeSH
Market value$34.38M
0.77%
Sole
547.00
Shared
0.00
None
140.89K
VANGUARD INDEX FDS
SOLEShares102.45K
TypeSH
Market value$33.62M
0.75%
Sole
0.00
Shared
0.00
None
102.45K
FIDELITY MERRIMACK STR TR
SOLEShares719.43K
TypeSH
Market value$33.27M
0.74%
Sole
0.00
Shared
0.00
None
719.43K
INVESCO EXCH TRADED FD TR II
SOLEShares285.30K
TypeSH
Market value$31.57M
0.71%
Sole
0.00
Shared
0.00
None
285.30K
BROADCOM INC
SOLEShares94.23K
TypeSH
Market value$31.09M
0.70%
Sole
3.21K
Shared
0.00
None
91.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 2.28M | SH | $178.98M 4.01% | 349.00 | 0.00 | 2.28M |
GALLAGHER ARTHUR J & COSOLE | COM | 503.02K | SH | $155.81M 3.49% | 116.00 | 0.00 | 502.91K |
APPLE INCSOLE | COM | 472.77K | SH | $120.38M 2.69% | 844.00 | 0.00 | 471.93K |
NVIDIA CORPORATIONSOLE | COM | 583.05K | SH | $108.61M 2.43% | 3.75K | 0.00 | 579.30K |
ISHARES TRSOLE | CORE S&P500 ETF | 145.84K | SH | $97.61M 2.19% | 115.00 | 0.00 | 145.73K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 152.94K | SH | $91.82M 2.06% | 642.00 | 0.00 | 152.30K |
MICROSOFT CORPSOLE | COM | 174.01K | SH | $90.13M 2.02% | 3.77K | 0.00 | 170.24K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 94.55K | SH | $62.99M 1.41% | 34.00 | 0.00 | 94.52K |
AMAZON COM INCSOLE | COM | 239.03K | SH | $52.48M 1.17% | 768.00 | 0.00 | 238.26K |
ISHARES TRSOLE | CORE S&P SCP ETF | 424.72K | SH | $50.47M 1.13% | 425.00 | 0.00 | 424.29K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 77.27K | SH | $47.32M 1.06% | 61.00 | 0.00 | 77.21K |
TESLA INCSOLE | COM | 104.47K | SH | $46.46M 1.04% | 93.00 | 0.00 | 104.37K |
ISHARES TRSOLE | SHORT TREAS BD | 398.89K | SH | $44.07M 0.99% | 0.00 | 0.00 | 398.89K |
META PLATFORMS INCSOLE | CL A | 58K | SH | $42.60M 0.95% | 146.00 | 0.00 | 57.86K |
ISHARES TRSOLE | RUS TP200 GR ETF | 146.96K | SH | $40.21M 0.90% | 67.00 | 0.00 | 146.89K |
ISHARES TRSOLE | CORE US AGGBD ET | 399.04K | SH | $40.00M 0.90% | 3.00 | 0.00 | 399.03K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 932.62K | SH | $39.91M 0.89% | 0.00 | 0.00 | 932.62K |
ISHARES TRSOLE | CORE S&P MCP ETF | 599.70K | SH | $39.14M 0.88% | 2.03K | 0.00 | 597.67K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 827.48K | SH | $36.34M 0.81% | 0.00 | 0.00 | 827.48K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 75.64K | SH | $35.43M 0.79% | 0.00 | 0.00 | 75.64K |
ALPHABET INCSOLE | CAP STK CL A | 141.43K | SH | $34.38M 0.77% | 547.00 | 0.00 | 140.89K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 102.45K | SH | $33.62M 0.75% | 0.00 | 0.00 | 102.45K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 719.43K | SH | $33.27M 0.74% | 0.00 | 0.00 | 719.43K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 REVENUE | 285.30K | SH | $31.57M 0.71% | 0.00 | 0.00 | 285.30K |
BROADCOM INCSOLE | COM | 94.23K | SH | $31.09M 0.70% | 3.21K | 0.00 | 91.02K |
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