Global Retirement Partners, LLC

CIK: 0001749744Latest portfolio: $5.6B · Q4 2025

Holdings

4,213

Total Value

$5.6B

New Positions

4,154

Closed Positions

Top Holdings

View All 4,213 Holdings →

#	Stock	Shares	Value	% Portfolio	Change	Type
1	SPYMSPDR SERIES TRUST	2,368,026	$189.0M	3.35%	NEW
2	AAPLAPPLE INC	568,591	$154.0M	2.73%	NEW
3	NVDANVIDIA CORPORATION	759,430	$141.0M	2.50%	NEW	Put
4	AJGGALLAGHER ARTHUR J & CO	445,401	$115.0M	2.04%	NEW
5	MSFTMICROSOFT CORP	233,220	$112.0M	1.99%	NEW
6	IVVISHARES TR	162,041	$110.0M	1.95%	NEW
7	QQQINVESCO QQQ TR	152,181	$93.0M	1.65%	NEW
8	AMZNAMAZON COM INC	301,588	$69.0M	1.22%	NEW
9	SPYSPDR S&P 500 ETF TR	97,919	$66.0M	1.17%	NEW
10	GOOGLALPHABET INC	201,781	$63.0M	1.12%	NEW
11	TSLATESLA INC	127,333	$57.0M	1.01%	NEW
12	SHVISHARES TR	484,488	$53.0M	0.94%	NEW
13	IJRISHARES TR	434,480	$52.0M	0.92%	NEW
14	VOOVANGUARD INDEX FDS	80,877	$50.0M	0.89%	NEW
15	VUGVANGUARD INDEX FDS	98,543	$48.0M	0.85%	NEW
16	AVGOBROADCOM INC	134,744	$46.0M	0.82%	NEW
17	AQLTISHARES TR	494,531	$44.0M	0.78%	NEW
18	METAMETA PLATFORMS INC	66,033	$43.0M	0.76%	NEW
19	SPDWSPDR INDEX SHS FDS	977,517	$43.0M	0.76%	NEW
20	AGGISHARES TR	421,304	$42.0M	0.75%	NEW
21	IJHISHARES TR	649,474	$42.0M	0.75%	NEW
22	IWYISHARES TR	153,595	$42.0M	0.75%	NEW
23	VEAVANGUARD TAX-MANAGED FDS	671,861	$41.0M	0.73%	NEW
24	JPMJPMORGAN CHASE & CO.	125,062	$40.0M	0.71%	NEW
25	VTVVANGUARD INDEX FDS	212,730	$40.0M	0.71%	NEW

Quarterly Changes

New Positions

SPYMNEW
$189.0M
AAPLNEW
$154.0M
NVDANEW
$141.0M
AJGNEW
$115.0M
MSFTNEW
$112.0M
IVVNEW
$110.0M
QQQNEW
$93.0M
AMZNNEW
$69.0M
SPYNEW
$66.0M
GOOGLNEW
$63.0M

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)

TechnologyNaN% ($InfinityT)

Consumer CyclicalNaN% ($InfinityT)

UnknownNaN% ($InfinityT)

HealthcareNaN% ($InfinityT)

IndustrialsNaN% ($InfinityT)

Energy0.0% ($1.40001200050003e+183T)

Real Estate0.0% ($3.000300020002e+171T)

Consumer Defensive0.0% ($1.700017000100007e+154T)

Communication Services0.0% ($6.300043000330002e+139T)

Basic Materials0.0% ($3.000200020002e+132T)

Utilities0.0% ($7.000700070005e+104T)

Filing History

Quarter	Filing Date	Portfolio Value	Holdings
Q4 2025	Feb 6, 2026	$5.6B	4,246
Q3 2025	Oct 21, 2025	$4.5T	0
Q2 2025	Aug 12, 2025	$4.0T	3,808
Q4 2024	Jan 31, 2025	$3490.5T	3,652
Q2 2024	Jul 23, 2024	$3193.6T	3,550
Q1 2024	Apr 23, 2024	$2681.6T	3,384
Q4 2023	Jan 18, 2024	$2389.5T	3,356
Q3 2023	Oct 13, 2023	$1984.9T	3,247
Q1 2023	May 8, 2023	$1882.6T	3,188
Q4 2022	Feb 13, 2023	$1455.7T	3,023
Q3 2022	Nov 3, 2022	$1.3T	2,932
Q2 2022	Jul 15, 2022	$1.2T	2,881
Q2 2022	Jul 14, 2022	$1.3T	2,843
Q4 2021	Jan 21, 2022	$129.2B	262
Q3 2021	Oct 22, 2021	$1.0T	2,034
Q2 2021	Jul 15, 2021	$976.1B	1,928
Q1 2021	Apr 14, 2021	$854.3B	1,818
Q4 2020	Jan 13, 2021	$798.2B	1,770
Q3 2020	Oct 9, 2020	$683.1B	1,671
Q2 2020	Jul 13, 2020	$626.8B	1,652
Q4 2019	Jan 23, 2020	$652.9B	1,659
Q3 2019	Nov 19, 2019	$608.3B	1,650
Q1 2019	May 7, 2019	$413.5B	1,549
Q4 2018	Feb 22, 2019	$391.3B	1,486
Q3 2018	Oct 17, 2018	$442.4B	1,552
Q2 2018	Aug 13, 2018	$395.5B	1,542
Q2 2018	Aug 13, 2018	$363.9B	1,437
Q2 2018	Aug 10, 2018	$362.8B	1,504
Q2 2018	Aug 10, 2018	$241.9B	1,221
Q2 2018	Aug 10, 2018	$212.7B	1,151
Q2 2018	Aug 10, 2018	$178.9B	1,107
Q2 2018	Aug 10, 2018	$148.8B	1,065

Fund Information

CIK0001749744

Most Recent FilingFeb 6, 2026

Number of Filings32

View on SEC EDGAR →

Global Retirement Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.6B across 4,213 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 3.4% of the portfolio. Compared to the previous quarter, the fund opened 4,213 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.