Global Retirement Partners, LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$5.6B

Holdings

4,213

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (4,213 positions)

#StockSharesValue% PortfolioType
1
SPYMSPDR SERIES TRUST
2,368,026$189.0M3.35%
2
AAPLAPPLE INC
568,591$154.0M2.73%
3
NVDANVIDIA CORPORATION
759,430$141.0M2.50%Put
4
AJGGALLAGHER ARTHUR J & CO
445,401$115.0M2.04%
5
MSFTMICROSOFT CORP
233,220$112.0M1.99%
6
IVVISHARES TR
162,041$110.0M1.95%
7
QQQINVESCO QQQ TR
152,181$93.0M1.65%
8
AMZNAMAZON COM INC
301,588$69.0M1.22%
9
SPYSPDR S&P 500 ETF TR
97,919$66.0M1.17%
10
GOOGLALPHABET INC
201,781$63.0M1.12%
11
TSLATESLA INC
127,333$57.0M1.01%
12
SHVISHARES TR
484,488$53.0M0.94%
13
IJRISHARES TR
434,480$52.0M0.92%
14
VOOVANGUARD INDEX FDS
80,877$50.0M0.89%
15
VUGVANGUARD INDEX FDS
98,543$48.0M0.85%
16
AVGOBROADCOM INC
134,744$46.0M0.82%
17
AQLTISHARES TR
494,531$44.0M0.78%
18
METAMETA PLATFORMS INC
66,033$43.0M0.76%
19
SPDWSPDR INDEX SHS FDS
977,517$43.0M0.76%
20
IJHISHARES TR
649,474$42.0M0.75%
21
AGGISHARES TR
421,304$42.0M0.75%
22
IWYISHARES TR
153,595$42.0M0.75%
23
VEAVANGUARD TAX-MANAGED FDS
671,861$41.0M0.73%
24
VTVVANGUARD INDEX FDS
212,730$40.0M0.71%
25
JPMJPMORGAN CHASE & CO.
125,062$40.0M0.71%
26
CGGRCAPITAL GROUP GROWTH ETF
879,221$39.0M0.69%
27
IWFISHARES TR
76,359$36.0M0.64%
28
FBNDFIDELITY MERRIMACK STR TR
759,690$34.0M0.60%
29
GOOGALPHABET INC
105,885$33.0M0.59%
30
RWLINVESCO EXCH TRADED FD TR II
295,565$33.0M0.59%
31
CGDGCAPITAL GROUP DIVIDEND VALUE
764,396$33.0M0.59%
32
IVWISHARES TR
261,939$32.0M0.57%
33
IEMGISHARES INC
489,467$32.0M0.57%
34
VTIVANGUARD INDEX FDS
97,650$32.0M0.57%
35
IVEISHARES TR
149,158$31.0M0.55%
36
QQQMINVESCO EXCH TRADED FD TR II
120,329$30.0M0.53%
37
VONVVANGUARD SCOTTSDALE FDS
319,347$29.0M0.51%
38
IUSBISHARES TR
633,336$29.0M0.51%
39
SCHGSCHWAB STRATEGIC TR
898,757$29.0M0.51%
40
DSIISHARES TR
221,974$28.0M0.50%
41
DYNFBLACKROCK ETF TRUST
460,532$28.0M0.50%
42
BRK/BBERKSHIRE HATHAWAY INC DEL
55,340$27.0M0.48%
43
SPMDSPDR SERIES TRUST
468,852$27.0M0.48%
44
USFRWISDOMTREE TR
520,229$26.0M0.46%
45
ABBVABBVIE INC
110,681$25.0M0.44%
46
SCHVSCHWAB STRATEGIC TR
875,261$25.0M0.44%
47
LLYELI LILLY & CO
23,979$25.0M0.44%
48
VONGVANGUARD SCOTTSDALE FDS
193,068$23.0M0.41%
49
MBBISHARES TR
241,542$22.0M0.39%
50
DGROISHARES TR
325,729$22.0M0.39%
51
TSMTAIWAN SEMICONDUCTOR MFG LTD
74,855$22.0M0.39%
52
XLGINVESCO EXCHANGE TRADED FD T
383,897$22.0M0.39%
53
SPYVSPDR SERIES TRUST
402,648$22.0M0.39%
54
SPHQINVESCO EXCHANGE TRADED FD T
284,847$21.0M0.37%
55
VWOVANGUARD INTL EQUITY INDEX F
391,859$21.0M0.37%
56
BILSPDR SERIES TRUST
213,105$19.0M0.34%
57
NFLXNETFLIX INC
202,996$19.0M0.34%
58
VVISA INC
53,811$18.0M0.32%
59
GQ9SPDR GOLD TR
46,908$18.0M0.32%
60
AQLTISHARES TR
762,874$17.0M0.30%
61
COSTCOSTCO WHSL CORP NEW
19,726$17.0M0.30%
62
EFVISHARES TR
241,613$17.0M0.30%
63
WMTWALMART INC
158,266$17.0M0.30%
64
IWMISHARES TR
66,066$16.0M0.28%
65
IBDTISHARES TR
615,991$15.0M0.27%
66
VIGVANGUARD SPECIALIZED FUNDS
69,878$15.0M0.27%
67
SCHDSCHWAB STRATEGIC TR
561,938$15.0M0.27%
68
QUALISHARES TR
76,928$15.0M0.27%
69
ORCLORACLE CORP
78,857$15.0M0.27%
70
TFLOISHARES TR
303,285$15.0M0.27%
71
PLTRPALANTIR TECHNOLOGIES INC
79,282$14.0M0.25%
72
ESGDISHARES TR
147,726$14.0M0.25%
73
XOMEXXON MOBIL CORP
122,539$14.0M0.25%
74
VOVANGUARD INDEX FDS
49,234$14.0M0.25%
75
HDHOME DEPOT INC
42,427$14.0M0.25%
76
IBDRISHARES TR
557,348$13.0M0.23%
77
IBDSISHARES TR
564,254$13.0M0.23%
78
NOWSERVICENOW INC
88,031$13.0M0.23%
79
ISRGINTUITIVE SURGICAL INC
23,876$13.0M0.23%
80
IXUSISHARES TR
162,053$13.0M0.23%
81
SPEMSPDR INDEX SHS FDS
287,316$13.0M0.23%
82
OEFISHARES TR
38,435$13.0M0.23%
83
CVXCHEVRON CORP NEW
84,825$12.0M0.21%
84
CATCATERPILLAR INC
22,306$12.0M0.21%
85
IBITISHARES BITCOIN TRUST ETF
258,804$12.0M0.21%
86
COWZPACER FDS TR
202,231$12.0M0.21%
87
JNJJOHNSON & JOHNSON
58,519$12.0M0.21%
88
MAMASTERCARD INCORPORATED
21,899$12.0M0.21%
89
RDVYFIRST TR EXCHANGE TRADED FD
181,475$12.0M0.21%
90
IAU*ISHARES GOLD TR
137,928$11.0M0.20%
91
VYMVANGUARD WHITEHALL FDS
83,348$11.0M0.20%
92
VCITVANGUARD SCOTTSDALE FDS
139,455$11.0M0.20%
93
ICSHISHARES TR
219,994$11.0M0.20%
94
SPYGSPDR SERIES TRUST
108,716$11.0M0.20%
95
BINCBLACKROCK ETF TRUST II
215,787$11.0M0.20%
96
SPABSPDR SERIES TRUST
432,803$11.0M0.20%
97
SPSMSPDR SERIES TRUST
249,324$11.0M0.20%
98
BACBANK AMERICA CORP
200,800$11.0M0.20%
99
AMDADVANCED MICRO DEVICES INC
55,573$11.0M0.20%
100
SPTMSPDR SERIES TRUST
139,395$11.0M0.20%
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