Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Global Financial Private Client, LLC (CIK 2023568) reported $305.6M across 236 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($14.6M, 4.79%), AAPL ($13.7M, 4.47%), VOO ($10.3M, 3.36%), MSFT ($6.7M, 2.18%), SCHD ($5.7M, 1.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $14.6M | 4.79% | 22,488 | Added |
| 2 | AAPL | APPLE INC | $13.7M | 4.47% | 53,809 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $10.3M | 3.36% | 17,176 | Added |
| 4 | MSFT | MICROSOFT CORP | $6.7M | 2.18% | 17,993 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $5.7M | 1.86% | 184,898 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $5.4M | 1.77% | 26,195 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $5.1M | 1.67% | 29,333 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $5.0M | 1.64% | 23,309 | Added |
| 9 | GEV | GE VERNOVA INC | $4.4M | 1.44% | 5,033 | Added |
| 10 | MRK | MERCK & CO INC | $4.4M | 1.44% | 36,655 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.35% | 14,052 | Added |
| 12 | VUG | VANGUARD INDEX FDS | $3.9M | 1.28% | 8,933 | Added |
| 13 | XLSR | SSGA ACTIVE TR | $3.8M | 1.26% | 66,535 | Added |
| 14 | CSCO | CISCO SYS INC | $3.7M | 1.22% | 48,106 | Added |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $3.7M | 1.20% | 19,159 | Added |
| 16 | SPDW | SPDR INDEX SHS FDS | $3.5M | 1.14% | 76,482 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $3.4M | 1.12% | 20,158 | Added |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.4M | 1.12% | 10,170 | Added |
| 19 | IVV | ISHARES TR | $3.4M | 1.10% | 5,154 | Added |
| 20 | BK | BANK NEW YORK MELLON CORP | $3.3M | 1.09% | 28,190 | Added |
| 21 | VTWO | VANGUARD SCOTTSDALE FDS | $3.3M | 1.09% | 33,287 | Added |
| 22 | AMZN | AMAZON COM INC | $3.2M | 1.06% | 15,519 | Added |
| 23 | META | META PLATFORMS INC | $3.2M | 1.05% | 5,625 | Added |
| 24 | SPYV | SPDR SERIES TRUST | $3.0M | 0.99% | 53,338 | Trimmed |
| 25 | WMT | WALMART INC | $2.8M | 0.93% | 22,915 | Added |
Source: SEC Form 13F filings · as of 2026-03-31