Holders — by stockHoldings — by fund
Global Retirement Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1749744
$6.54B
disclosed book value
4,502
positions
3.5%
largest position share
Positions, as of 2026-06-30
top 100 of 4,502 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 2.6M | $231.3M | 3.5% |
| 2 | AAPLAPPLE INC | 580,699 | $168.0M | 2.6% |
| 3 | NVDANVIDIA CORPORATION | 774,243 | $154.9M | 2.4% |
| 4 | IVVISHARES TR | 203,286 | $152.2M | 2.3% |
| 5 | AJGGALLAGHER ARTHUR J & CO | 441,225 | $101.3M | 1.5% |
| 6 | QQQINVESCO QQQ TR | 126,502 | $93.2M | 1.4% |
| 7 | MSFTMICROSOFT CORP | 242,026 | $90.3M | 1.4% |
| 8 | AMZNAMAZON COM INC | 324,127 | $77.3M | 1.2% |
| 9 | SPYSTATE STR SPDR S&P 500 ETF T | 100,663 | $75.2M | 1.1% |
| 10 | GOOGLALPHABET INC | 204,354 | $73.0M | 1.1% |
| 11 | IJRISHARES TR | 440,895 | $65.4M | 1% |
| 12 | SPDWSPDR INDEX SHS FDS | 1.2M | $60.1M | 0.9% |
| 13 | AVGOBROADCOM INC | 149,464 | $56.5M | 0.9% |
| 14 | TSLATESLA INC | 133,093 | $56.0M | 0.9% |
| 15 | IJHISHARES TR | 677,768 | $52.3M | 0.8% |
| 16 | VOOVANGUARD INDEX FDS | 73,634 | $50.6M | 0.8% |
| 17 | IWYISHARES TR | 172,371 | $50.1M | 0.8% |
| 18 | AGGISHARES TR | 492,742 | $48.8M | 0.7% |
| 19 | MUMICRON TECHNOLOGY INC | 40,392 | $46.6M | 0.7% |
| 20 | VUGVANGUARD INDEX FDS | 535,081 | $46.1M | 0.7% |
| 21 | VTVVANGUARD INDEX FDS | 207,880 | $45.3M | 0.7% |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 625,958 | $44.6M | 0.7% |
| 23 | SHVISHARES TR | 386,432 | $42.6M | 0.7% |
| 24 | JPMJPMORGAN CHASE & CO | 127,872 | $41.9M | 0.6% |
| 25 | CGGRCAPITAL GROUP GROWTH ETF | 885,322 | $41.8M | 0.6% |
| 26 | GOOGALPHABET INC | 117,547 | $41.5M | 0.6% |
| 27 | IEMGISHARES INC | 498,867 | $41.3M | 0.6% |
| 28 | IUSBISHARES TR | 879,400 | $40.6M | 0.6% |
| 29 | IEFAISHARES TR | 419,080 | $40.5M | 0.6% |
| 30 | METAMETA PLATFORMS INC | 68,813 | $38.8M | 0.6% |
| 31 | CGDVCAPITAL GROUP DIVIDEND VALUE | 780,160 | $38.4M | 0.6% |
| 32 | IVWISHARES TR | 278,764 | $38.3M | 0.6% |
| 33 | USFRWISDOMTREE TR | 761,225 | $38.3M | 0.6% |
| 34 | VONVVANGUARD SCOTTSDALE FDS | 359,604 | $38.2M | 0.6% |
| 35 | DYNFBLACKROCK ETF TRUST | 559,274 | $38.0M | 0.6% |
| 36 | IWFISHARES TR | 298,390 | $37.1M | 0.6% |
| 37 | VTIVANGUARD INDEX FDS | 100,084 | $37.0M | 0.6% |
| 38 | IVEISHARES TR | 161,930 | $36.8M | 0.6% |
| 39 | FBNDFIDELITY MERRIMACK STR TR | 806,651 | $36.7M | 0.6% |
| 40 | LLYELI LILLY & CO | 30,536 | $36.6M | 0.6% |
| 41 | RWLINVESCO EXCH TRADED FD TR II | 272,048 | $34.8M | 0.5% |
| 42 | QQQMINVESCO EXCH TRADED FD TR II | 113,795 | $34.5M | 0.5% |
| 43 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 70,677 | $33.8M | 0.5% |
| 44 | SCHGSCHWAB STRATEGIC TR | 991,286 | $33.5M | 0.5% |
| 45 | SCHVSCHWAB STRATEGIC TR | 960,177 | $33.4M | 0.5% |
| 46 | AMDADVANCED MICRO DEVICES INC | 56,702 | $32.9M | 0.5% |
| 47 | DSIISHARES TR | 221,547 | $31.5M | 0.5% |
| 48 | SPMDSPDR SERIES TRUST | 435,087 | $29.4M | 0.4% |
| 49 | VONGVANGUARD SCOTTSDALE FDS | 220,568 | $28.2M | 0.4% |
| 50 | MBBISHARES TR | 290,132 | $27.4M | 0.4% |
| 51 | CATCATERPILLAR INC | 24,854 | $26.5M | 0.4% |
| 52 | SPYVSPDR SERIES TRUST | 425,501 | $25.9M | 0.4% |
| 53 | BRK/BBERKSHIRE HATHAWAY INC DEL | 50,916 | $25.5M | 0.4% |
| 54 | XLGINVESCO EXCHANGE TRADED FD T | 412,914 | $25.3M | 0.4% |
| 55 | INTCINTEL CORP | 171,733 | $24.0M | 0.4% |
| 56 | VWOVANGUARD INTL EQUITY INDEX F | 379,398 | $22.6M | 0.3% |
| 57 | GOVTISHARES TR | 939,632 | $21.4M | 0.3% |
| 58 | SCHDSCHWAB STRATEGIC TR | 672,307 | $21.3M | 0.3% |
| 59 | SPHQINVESCO EXCHANGE TRADED FD T | 234,257 | $21.1M | 0.3% |
| 60 | GLDSPDR GOLD TR | 56,799 | $20.9M | 0.3% |
| 61 | SMHVANECK ETF TRUST | 31,801 | $20.9M | 0.3% |
| 62 | JBNDJ P MORGAN EXCHANGE TRADED F | 389,817 | $20.9M | 0.3% |
| 63 | BILSPDR SERIES TRUST | 226,422 | $20.7M | 0.3% |
| 64 | BAIBLACKROCK ETF TRUST | 387,287 | $20.4M | 0.3% |
| 65 | WMTWALMART INC | 177,876 | $20.1M | 0.3% |
| 66 | DGROISHARES TR | 259,102 | $19.6M | 0.3% |
| 67 | COSTCOSTCO WHOLESALE CORPORATION | 20,651 | $19.3M | 0.3% |
| 68 | SPEMSPDR INDEX SHS FDS | 362,989 | $18.8M | 0.3% |
| 69 | GEVGE VERNOVA INC | 15,947 | $18.7M | 0.3% |
| 70 | AMATAPPLIED MATLS INC | 25,488 | $18.4M | 0.3% |
| 71 | ABBVABBVIE INC | 73,217 | $18.4M | 0.3% |
| 72 | TFLOISHARES TR | 354,341 | $17.9M | 0.3% |
| 73 | IXUSISHARES TR | 182,082 | $17.4M | 0.3% |
| 74 | VVISA INC | 50,503 | $17.3M | 0.3% |
| 75 | JNJJOHNSON & JOHNSON | 67,123 | $17.0M | 0.3% |
| 76 | EXMOCEXXON MOBIL CORP | 123,085 | $16.8M | 0.3% |
| 77 | IWMISHARES TR | 55,579 | $16.7M | 0.3% |
| 78 | MTUMISHARES TR | 48,480 | $16.6M | 0.3% |
| 79 | VOVANGUARD INDEX FDS | 204,373 | $16.5M | 0.3% |
| 80 | CSCOCISCO SYS INC | 139,686 | $16.4M | 0.3% |
| 81 | VIGVANGUARD SPECIALIZED FUNDS | 69,130 | $16.4M | 0.3% |
| 82 | ESGDISHARES TR | 156,526 | $16.1M | 0.2% |
| 83 | HDHOME DEPOT INC | 43,435 | $15.3M | 0.2% |
| 84 | NFLXNETFLIX INC. | 213,406 | $15.2M | 0.2% |
| 85 | SPSMSPDR SERIES TRUST | 255,539 | $14.7M | 0.2% |
| 86 | GSGOLDMAN SACHS GROUP INC | 14,419 | $14.6M | 0.2% |
| 87 | XLKSELECT SECTOR SPDR TR | 75,448 | $14.4M | 0.2% |
| 88 | PWRQUANTA SVCS INC | 19,849 | $14.3M | 0.2% |
| 89 | CVXCHEVRON CORPORATION | 86,122 | $14.3M | 0.2% |
| 90 | BLACKROCK ETF TRUST II | 276,204 | $14.0M | 0.2% |
| 91 | RTXRTX CORPORATION | 73,028 | $13.9M | 0.2% |
| 92 | VYMVANGUARD WHITEHALL FDS | 87,342 | $13.8M | 0.2% |
| 93 | SPABSPDR SERIES TRUST | 539,412 | $13.8M | 0.2% |
| 94 | YEARAB ACTIVE ETFS INC | 271,547 | $13.7M | 0.2% |
| 95 | VXUSVANGUARD STAR FDS | 154,372 | $13.2M | 0.2% |
| 96 | SPTMSPDR SERIES TRUST | 144,332 | $13.1M | 0.2% |
| 97 | EFVISHARES TR | 169,964 | $13.0M | 0.2% |
| 98 | XLISELECT SECTOR SPDR TR | 68,519 | $12.7M | 0.2% |
| 99 | COWZPACER FDS TR | 202,522 | $12.6M | 0.2% |
| 100 | PMPHILIP MORRIS INTL INC | 69,525 | $12.6M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.