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CIK: 0002023568
Total reported value
$362.2M
$362.2M
246 檔
16.8%
As reported in its official Q2 2026 Form 13F filing, Global Financial Private Client, LLC's tracked investment portfolio stood at $362.2M with 246 total positions.
In Q2 2026, Global Financial Private Client, LLC displayed an active expansion posture, initiating 23 new positions and adding to 123 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 246 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.92% | +0.22% | +8.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.38% | +0.84% | +3.81% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.42% | +0.18% | +6.75% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | +0.67% | +8.60% | |
| 5 | GEV | GE Vernova Inc | Stock-Industrials | 1.78% | -0.47% | +11.19% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | +0.40% | +11.36% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.60% | +0.07% | +0.45% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | -0.07% | +3.94% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 1.59% | -0.31% | +11.93% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.52% | — | +1.32% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | -0.14% | +6.74% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.34% | -0.27% | +1.45% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.06% | +6.31% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.28% | +0.35% | +8.99% | |
| 15 | XLSR | Ss US Sector Rotation | ETF-Other | 1.28% | +0.10% | +9.44% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.27% | -1.27% | EXIT | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.25% | +0.02% | +499.92% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.20% | +0.03% | +8.30% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.04% | +9.57% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.15% | +12.20% | |
| 21 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.12% | -0.12% | +1.30% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.11% | -0.07% | +1.05% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | +0.29% | +12.96% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.02% | +8.17% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.91% | +0.14% | -12.75% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.89% | +0.04% | +14.13% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.88% | -0.01% | -0.10% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | -0.19% | +2.21% | |
| 29 | STT | State Street CORP | Stock-Financials | 0.84% | +0.04% | +1.75% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.81% | -0.16% | +1.54% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.79% | -0.03% | -0.07% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.77% | +0.16% | +5.25% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.73% | -0.08% | +6.18% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.06% | +1.82% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.72% | +0.05% | — | |
| 36 | ETR | Entergy CORP | Stock-Utilities | 0.69% | -0.08% | +1.98% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.67% | -0.04% | -0.55% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.03% | +0.35% | |
| 39 | FTNT | Fortinet Inc | Stock-Tech | 0.66% | +0.14% | +5.02% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.02% | -0.73% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.64% | +0.02% | -2.58% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | -0.01% | +0.98% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.61% | +0.03% | +14.13% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.01% | +2.18% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | — | +1.95% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | +0.02% | +2.13% | |
| 47 | ZION | Zions Bancorp NA | Stock-Financials | 0.57% | -0.04% | +2.01% | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.57% | +0.02% | +3.08% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | — | +4.42% | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.54% | -0.54% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.7% | +11.93% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.4% | +57.88% | Add |
| 3 | CSCO | Cisco Systems Inc | +0.4% | +3.94% | Add |
| 4 | PANW | Palo Alto Networks Inc | +0.4% | +5.25% | Add |
| 5 | GEV | GE Vernova Inc | +0.3% | +11.19% | Add |
| 6 | ✓ | +0.3% | NEW | New buy | |
| 7 | FTNT | Fortinet Inc | +0.3% | +5.02% | Add |
| 8 | GLW | Corning Inc | +0.3% | +34.98% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.45% | Add |
| 10 | XSD | Ss Spdr S&p Semiconductor | +0.2% | -1.65% | Trim |
| 11 | SMH | Vaneck Semiconductor ETF | +0.2% | -0.55% | Trim |
| 12 | CAT | Caterpillar Inc | +0.2% | +2.21% | Add |
| 13 | DUHP | Dimensional US High Profi Et | +0.2% | +59.35% | Add |
| 14 | ANET | Arista Networks Inc | +0.2% | +30.92% | Add |
| 15 | DFSV | Dimensional US Small Cap Val | +0.2% | +58.59% | Add |
| 16 | FRT | Federal Realty Invs Trust | +0.2% | NEW | New buy |
| 17 | DFIC | Dimensional International Co | +0.2% | +71.47% | Add |
| 18 | INTC | Intel CORP | +0.2% | +2.51% | Add |
| 19 | MU | Micron Technology Inc | +0.2% | +8.21% | Add |
| 20 | BHP | Bhp Group Ltd-spon Adr | +0.2% | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.08% | Add |
| 22 | EIX | Edison International | +0.1% | NEW | New buy |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.45% | Trim |
| 24 | COHR | Coherent CORP | +0.1% | NEW | New buy |
| 25 | CMI | Cummins Inc | +0.1% | +27.85% | Add |
| 26 | NVDA | Nvidia CORP | +0.1% | +11.36% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.17% | Add |
| 28 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 29 | GE | General Electric | +0.1% | +22.98% | Add |
| 30 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 31 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 32 | DEHP | Dimensional Emrg Mrk Hi Prof | +0.1% | NEW | New buy |
| 33 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | NEW | New buy |
| 34 | STT | State Street CORP | +0.1% | +1.75% | Add |
| 35 | DAL | Delta Air Lines Inc | +0.1% | +9.26% | Add |
| 36 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +117.30% | Add |
| 37 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +57.55% | Add |
| 38 | DFGR | Dim Global Real Estate ETF | +0.1% | NEW | New buy |
| 39 | QCOM | Qualcomm Inc | +0.1% | +3.41% | Add |
| 40 | QLD | Proshares Ultra Qqq | +0.1% | — | Unchanged |
| 41 | ✓ | +0.1% | NEW | New buy | |
| 42 | AMZN | Amazon.com Inc | +0.1% | +12.20% | Add |
| 43 | SYF | Synchrony Financial | +0.1% | NEW | New buy |
| 44 | XTN | Ss Spdr S&p Transport ETF | +0.1% | NEW | New buy |
| 45 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 46 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 47 | LITE | Lumentum Holdings Inc | +0.1% | NEW | New buy |
| 48 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.75% | Add |
| 49 | LLY | Eli Lilly & Co | +0.1% | +4.42% | Add |
| 50 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +1.89% | Add |
According to official SEC Form 13F filings, Global Financial Private Client, LLC reported a total U.S. public equity portfolio value of $362.2M across 246 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, VOO) accounted for 16.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $968.7K
Top Position Liquidated / Trimmed
XOM
前期市值: $3.4M
During Q2 2026, Global Financial Private Client, LLC's top holdings by market value included SPY (4.9%)、AAPL (4.4%)、VOO (3.4%). The largest single position, SPY, represented 4.9% of total portfolio value.
In Q2 2026, Global Financial Private Client, LLC made 188 total portfolio adjustments, initiating 23 new buys, adding to 123 positions, trimming 29 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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