Global Retirement Partners, LLC

CIK 0001749744 · SAN RAFAEL, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Global Retirement Partners, LLC reported 4,515 positions worth $6.54B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPYM (3.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$6.54B
2026 Q2
Positions
4,515
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
18.6%
Est. Net Flow (Q)
2026 Q2
10 / 4515 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$231.3M3.54%2,632,322
2AAPLAPPLE INCSH$168.0M2.57%580,699
3NVDANVIDIA CORPORATIONSH$154.9M2.37%774,243
4IVVISHARES TRSH$152.2M2.33%203,286
5AJGGALLAGHER ARTHUR J & COSH$101.3M1.55%441,225
6QQQINVESCO QQQ TRSH$93.2M1.43%126,502
7MSFTMICROSOFT CORPSH$90.3M1.38%242,026
8AMZNAMAZON COM INCSH$77.3M1.18%324,127
9SPYSTATE STR SPDR S&P 500 ETF TSH$75.2M1.15%100,663
10GOOGLALPHABET INCSH$73.0M1.12%204,354

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Global Retirement Partners, LLC hold as of Q2 2026?

Global Retirement Partners, LLC reported 4515 positions worth $6.54B in its Q2 2026 13F filing. Largest positions: SPYM (3.5%), AAPL (2.6%), NVDA (2.4%), IVV (2.3%) and AJG (1.5%).

What did Global Retirement Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Global Retirement Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.