Filed: 8/6/2026ACC: 0001580642-26-004976
📋 What this filing means
GLOBAL RETIREMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 4502 equity positions with a total reported market value of $6.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4502
Positions
$6.54B
Total AUM (reported)
79.32M
Total Shares
Allocation by class
COM$2.00B30.6%
ST STR P500ETF$231.33M3.5%
CORE S&P500 ETF$152.24M2.3%
COM NEW$98.84M1.5%
CL A$94.46M1.4%
UNIT SER 1$93.16M1.4%
SHS CREAT UNIT$86.93M1.3%
Portfolio Concentration
Top 3$554.28M8.5%
4–10$662.42M10.1%
11–25$748.52M11.4%
Rest$4.57B69.9%
Top 3 weight
8.5%
Top 10 weight
18.6%
Voting Authority Distribution
Total shares with voting rights: 79.32M
Sole
Full voting authority
172.13K
shares
% of voting shares0.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
79.14M
shares
% of voting shares99.8%
Investment Discretion (by position count)
Sole4502
Shared0
Other0
Dominant voting typeNone · 99.8% of voting shares
Institutional Holdings4502
Rows:
SPDR SERIES TRUST
SOLEShares2.63M
TypeSH
Market value$231.33M
3.54%
Sole
55.00
Shared
0.00
None
2.63M
APPLE INC
SOLEShares580.70K
TypeSH
Market value$168.03M
2.57%
Sole
903.00
Shared
0.00
None
579.80K
NVIDIA CORPORATION
SOLEShares774.74K
TypeSH
Market value$154.92M
2.37%
Sole
4.91K
Shared
0.00
None
769.83K
ISHARES TR
SOLEShares203.29K
TypeSH
Market value$152.24M
2.33%
Sole
213.00
Shared
0.00
None
203.07K
GALLAGHER ARTHUR J & CO
SOLEShares441.23K
TypeSH
Market value$101.29M
1.55%
Sole
5.00
Shared
0.00
None
441.22K
INVESCO QQQ TR
SOLEShares126.50K
TypeSH
Market value$93.16M
1.42%
Sole
645.00
Shared
0.00
None
125.86K
MICROSOFT CORP
SOLEShares242.03K
TypeSH
Market value$90.28M
1.38%
Sole
4.22K
Shared
0.00
None
237.81K
AMAZON COM INC
SOLEShares324.13K
TypeSH
Market value$77.25M
1.18%
Sole
784.00
Shared
0.00
None
323.34K
STATE STR SPDR S&P 500 ETF T
SOLEShares100.66K
TypeSH
Market value$75.17M
1.15%
Sole
34.00
Shared
0.00
None
100.63K
ALPHABET INC
SOLEShares204.35K
TypeSH
Market value$73.03M
1.12%
Sole
645.00
Shared
0.00
None
203.71K
ISHARES TR
SOLEShares440.89K
TypeSH
Market value$65.39M
1.00%
Sole
272.00
Shared
0.00
None
440.62K
SPDR INDEX SHS FDS
SOLEShares1.19M
TypeSH
Market value$60.08M
0.92%
Sole
0.00
Shared
0.00
None
1.19M
BROADCOM INC
SOLEShares149.46K
TypeSH
Market value$56.46M
0.86%
Sole
3.39K
Shared
0.00
None
146.07K
TESLA INC
SOLEShares133.09K
TypeSH
Market value$55.98M
0.86%
Sole
112.00
Shared
0.00
None
132.98K
ISHARES TR
SOLEShares677.77K
TypeSH
Market value$52.26M
0.80%
Sole
2.04K
Shared
0.00
None
675.73K
VANGUARD INDEX FDS
SOLEShares73.63K
TypeSH
Market value$50.57M
0.77%
Sole
61.00
Shared
0.00
None
73.57K
ISHARES TR
SOLEShares172.37K
TypeSH
Market value$50.09M
0.77%
Sole
69.00
Shared
0.00
None
172.30K
ISHARES TR
SOLEShares492.74K
TypeSH
Market value$48.77M
0.75%
Sole
0.00
Shared
0.00
None
492.74K
MICRON TECHNOLOGY INC
SOLEShares40.39K
TypeSH
Market value$46.62M
0.71%
Sole
987.00
Shared
0.00
None
39.41K
VANGUARD INDEX FDS
SOLEShares535.08K
TypeSH
Market value$46.09M
0.70%
Sole
126.00
Shared
0.00
None
534.96K
VANGUARD INDEX FDS
SOLEShares207.88K
TypeSH
Market value$45.30M
0.69%
Sole
0.00
Shared
0.00
None
207.88K
VANGUARD TAX-MANAGED FDS
SOLEShares625.96K
TypeSH
Market value$44.60M
0.68%
Sole
0.00
Shared
0.00
None
625.96K
ISHARES TR
SOLEShares386.43K
TypeSH
Market value$42.64M
0.65%
Sole
0.00
Shared
0.00
None
386.43K
JPMORGAN CHASE & CO
SOLEShares127.87K
TypeSH
Market value$41.86M
0.64%
Sole
853.00
Shared
0.00
None
127.02K
CAPITAL GROUP GROWTH ETF
SOLEShares885.32K
TypeSH
Market value$41.79M
0.64%
Sole
0.00
Shared
0.00
None
885.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 2.63M | SH | $231.33M 3.54% | 55.00 | 0.00 | 2.63M |
APPLE INCSOLE | COM | 580.70K | SH | $168.03M 2.57% | 903.00 | 0.00 | 579.80K |
NVIDIA CORPORATIONSOLE | COM | 774.74K | SH | $154.92M 2.37% | 4.91K | 0.00 | 769.83K |
ISHARES TRSOLE | CORE S&P500 ETF | 203.29K | SH | $152.24M 2.33% | 213.00 | 0.00 | 203.07K |
GALLAGHER ARTHUR J & COSOLE | COM | 441.23K | SH | $101.29M 1.55% | 5.00 | 0.00 | 441.22K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 126.50K | SH | $93.16M 1.42% | 645.00 | 0.00 | 125.86K |
MICROSOFT CORPSOLE | COM | 242.03K | SH | $90.28M 1.38% | 4.22K | 0.00 | 237.81K |
AMAZON COM INCSOLE | COM | 324.13K | SH | $77.25M 1.18% | 784.00 | 0.00 | 323.34K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 100.66K | SH | $75.17M 1.15% | 34.00 | 0.00 | 100.63K |
ALPHABET INCSOLE | CAP STK CL A | 204.35K | SH | $73.03M 1.12% | 645.00 | 0.00 | 203.71K |
ISHARES TRSOLE | CORE S&P SCP ETF | 440.89K | SH | $65.39M 1.00% | 272.00 | 0.00 | 440.62K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 1.19M | SH | $60.08M 0.92% | 0.00 | 0.00 | 1.19M |
BROADCOM INCSOLE | COM | 149.46K | SH | $56.46M 0.86% | 3.39K | 0.00 | 146.07K |
TESLA INCSOLE | COM | 133.09K | SH | $55.98M 0.86% | 112.00 | 0.00 | 132.98K |
ISHARES TRSOLE | CORE S&P MCP ETF | 677.77K | SH | $52.26M 0.80% | 2.04K | 0.00 | 675.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 73.63K | SH | $50.57M 0.77% | 61.00 | 0.00 | 73.57K |
ISHARES TRSOLE | RUS TP200 GR ETF | 172.37K | SH | $50.09M 0.77% | 69.00 | 0.00 | 172.30K |
ISHARES TRSOLE | CORE US AGGBD ET | 492.74K | SH | $48.77M 0.75% | 0.00 | 0.00 | 492.74K |
MICRON TECHNOLOGY INCSOLE | COM | 40.39K | SH | $46.62M 0.71% | 987.00 | 0.00 | 39.41K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 535.08K | SH | $46.09M 0.70% | 126.00 | 0.00 | 534.96K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 207.88K | SH | $45.30M 0.69% | 0.00 | 0.00 | 207.88K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 625.96K | SH | $44.60M 0.68% | 0.00 | 0.00 | 625.96K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 386.43K | SH | $42.64M 0.65% | 0.00 | 0.00 | 386.43K |
JPMORGAN CHASE & COSOLE | COM | 127.87K | SH | $41.86M 0.64% | 853.00 | 0.00 | 127.02K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 885.32K | SH | $41.79M 0.64% | 0.00 | 0.00 | 885.32K |
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