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 $368.6M across 246 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($18.1M, 4.92%), AAPL ($16.2M, 4.38%), VOO ($12.6M, 3.42%), MSFT ($7.3M, 1.98%), GEV ($6.6M, 1.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $18.1M | 4.92% | 24,304 | Added |
| 2 | AAPL | APPLE INC | $16.2M | 4.38% | 55,861 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $12.6M | 3.42% | 18,336 | Added |
| 4 | MSFT | MICROSOFT CORP | $7.3M | 1.98% | 19,540 | Added |
| 5 | GEV | GE VERNOVA INC | $6.6M | 1.78% | 5,596 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $6.5M | 1.77% | 32,664 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $5.9M | 1.60% | 185,729 | Added |
| 8 | LRCX | LAM RESEARCH CORP | $5.9M | 1.59% | 13,551 | Added |
| 9 | CSCO | CISCO SYS INC | $5.9M | 1.59% | 50,002 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $5.6M | 1.52% | 23,617 | Added |
| 11 | MRK | MERCK & CO INC | $5.0M | 1.36% | 39,125 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.9M | 1.34% | 10,317 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $4.9M | 1.33% | 14,938 | Added |
| 14 | XLSR | SSGA ACTIVE TR | $4.7M | 1.28% | 72,815 | Added |
| 15 | CVX | CHEVRON CORPORATION | $4.7M | 1.28% | 28,551 | Added |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $4.7M | 1.27% | 105,652 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $4.6M | 1.25% | 53,591 | Added |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $4.4M | 1.20% | 20,750 | Added |
| 19 | IVV | ISHARES TR | $4.2M | 1.15% | 5,647 | Added |
| 20 | AMZN | AMAZON COM INC | $4.2M | 1.13% | 17,413 | Added |
| 21 | BK | BANK OF NY MELLON CORP | $4.1M | 1.12% | 28,557 | Added |
| 22 | VTWO | VANGUARD SCOTTSDALE FDS | $4.1M | 1.11% | 33,637 | Added |
| 23 | META | META PLATFORMS INC | $3.6M | 0.97% | 6,354 | Added |
| 24 | GOOGL | ALPHABET INC | $3.4M | 0.93% | 9,570 | Added |
| 25 | SPDW | SPDR INDEX SHS FDS | $3.4M | 0.91% | 66,732 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30