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CIK: 0001749744
Total reported value
$6.5B
$6.5B
3856 檔
10.1%
In Q3 2025, Global Retirement Partners, LLC's U.S. equity holdings reached a combined market value of $6.5B, distributed across 3856 disclosed stock positions.
In Q3 2025, Global Retirement Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3856 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.01% | +0.17% | +5.43% | |
| 2 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.49% | -0.50% | +0.07% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.69% | -0.17% | +4.53% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | -0.14% | +3.58% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | +0.36% | +4.40% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | +1.42% | NEW | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.62% | +4.04% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | -0.03% | +1.40% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.06% | -0.33% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | +0.07% | +4.90% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.13% | -7.92% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | -0.16% | -0.71% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.99% | -0.30% | +26.58% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.18% | +2.72% | |
| 15 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.90% | +0.02% | +7.84% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.90% | — | +4.16% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.89% | +0.15% | +7.00% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.04% | +11.42% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 0.81% | -0.05% | -1.52% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | -0.07% | +6.89% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | — | +7.60% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.01% | -0.45% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.74% | -0.06% | +29.33% | |
| 24 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.71% | -0.07% | +6.30% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.03% | +2.97% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.02% | +5.14% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.08% | +1.40% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.16% | +1.33% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.64% | — | +2.06% | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.61% | +0.06% | +1.65% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.61% | -0.03% | +0.58% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | -0.15% | -2.10% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | -0.01% | +12.65% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.06% | +1.67% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.10% | -5.02% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | -0.03% | -0.49% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.17% | +0.52% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.01% | -3.51% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.49% | +0.13% | +468.15% | |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | +13.77% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.46% | -0.06% | +23.64% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | +0.05% | +0.71% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | — | +4.48% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.11% | +2.41% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.03% | +3.40% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.15% | +0.62% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.05% | +4.41% | |
| 48 | MBB | Ishares Mbs ETF | ETF-Other | 0.42% | +0.01% | -1.92% | |
| 49 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.39% | -0.07% | +23.62% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.39% | — | -15.85% |
According to official SEC Form 13F filings, Global Retirement Partners, LLC reported a total U.S. public equity portfolio value of $6.5B across 3856 disclosed positions in Q3 2025.
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 SPYM, AJG, AAPL) accounted for 10.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPYM
市值: $179.0M
During Q3 2025, Global Retirement Partners, LLC's top holdings by market value included SPYM (4.0%)、AJG (3.5%)、AAPL (2.7%). The largest single position, SPYM, represented 4.0% of total portfolio value.
In Q3 2025, Global Retirement Partners, LLC made 50 total portfolio adjustments, initiating 50 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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