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CIK: 0001749744
Total reported value
$6.5B
$6.5B
3792 檔
9.0%
According to the latest 13F quarterly dataset, Global Retirement Partners, LLC managed an equity portfolio of $6.5B at the end of Q2 2025, spanning 3792 distinct U.S. exchange-listed positions.
During Q2 2025, Global Retirement Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3792 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.99% | -0.50% | -1.33% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.90% | +0.17% | -7.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.30% | -0.17% | +8.82% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | -0.14% | +11.63% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.16% | +1.42% | NEW | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.15% | +0.36% | +5.14% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.62% | +12.80% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | -0.03% | +0.19% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | -0.06% | +28.47% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | -0.13% | +7.77% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.10% | +0.07% | +26.07% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.18% | +32.54% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.94% | — | -8.35% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.87% | +0.15% | -8.58% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.86% | -0.30% | +1.50% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-Other | 0.85% | -0.05% | +3.44% | |
| 17 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.83% | +0.02% | +12.43% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | +0.04% | +26.24% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | -0.16% | +41.69% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | -0.01% | +6.46% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | -0.07% | +9.79% | |
| 22 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.69% | -0.07% | +91.83% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.16% | +1.71% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.08% | +5.07% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.02% | +32.05% | |
| 26 | CGDV | Cap Group Dividend Value | ETF-Other | 0.66% | — | -2.84% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.64% | -0.03% | -0.24% | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.64% | +0.06% | +17.44% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.63% | -0.06% | +26.83% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.03% | +37.44% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.03% | +19.73% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | -0.15% | +2.62% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.10% | +42.48% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | — | +21.67% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | -0.06% | -0.11% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.03% | +1.38% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.01% | +6.07% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.11% | +58.94% | |
| 39 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.52% | — | +73.27% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.51% | -0.01% | +65.85% | |
| 41 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.48% | -0.05% | -8.41% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.47% | +0.01% | +28.34% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | +0.05% | +58.86% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.17% | +11.00% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | — | +12.57% | |
| 46 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.43% | -0.01% | +14.04% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | -0.03% | +35.00% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.42% | +0.10% | +33.55% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.03% | +30.87% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.41% | +0.02% | -36.41% |
According to official SEC Form 13F filings, Global Retirement Partners, LLC reported a total U.S. public equity portfolio value of $6.5B across 3792 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AJG, SPYM, AAPL) accounted for 9.0% of total reported equity market value during Q2 2025.
During Q2 2025, Global Retirement Partners, LLC's top holdings by market value included AJG (4.0%)、SPYM (3.9%)、AAPL (2.3%). The largest single position, AJG, represented 4.0% of total portfolio value.
In Q2 2025, Global Retirement Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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