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 Retirement Partners, LLC (CIK 1749744) reported $5.64B across 4,078 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: SPLG ($190.0M, 3.37%), AAPL ($154.6M, 2.74%), NVDA ($141.5M, 2.51%), AJG ($115.3M, 2.05%), MSFT ($112.8M, 2.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $190.0M | 3.37% | 2.4M | Added |
| 2 | AAPL | APPLE INC | $154.6M | 2.74% | 568,591 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $141.5M | 2.51% | 759,430 | Added |
| 4 | AJG | GALLAGHER ARTHUR J & CO | $115.3M | 2.05% | 445,401 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $112.8M | 2.00% | 233,220 | Added |
| 6 | IVV | ISHARES TR | $111.0M | 1.97% | 162,041 | Added |
| 7 | INVESCO QQQ TR | $93.5M | 1.66% | 152,181 | New | |
| 8 | AMZN | AMAZON COM INC | $69.6M | 1.24% | 301,588 | Added |
| 9 | SPY | SPDR S&P 500 ETF TR | $66.8M | 1.18% | 97,919 | Added |
| 10 | GOOGL | ALPHABET INC | $63.2M | 1.12% | 201,781 | Added |
| 11 | TSLA | TESLA INC | $57.3M | 1.02% | 127,333 | Added |
| 12 | SHV | ISHARES TR | $53.4M | 0.95% | 484,488 | Added |
| 13 | IJR | ISHARES TR | $52.2M | 0.93% | 434,480 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $50.7M | 0.90% | 80,877 | Added |
| 15 | VUG | VANGUARD INDEX FDS | $48.1M | 0.85% | 98,543 | Added |
| 16 | AVGO | BROADCOM INC | $46.6M | 0.83% | 134,744 | Added |
| 17 | IEFA | ISHARES TR | $44.2M | 0.78% | 494,531 | Added |
| 18 | SPDW | SPDR INDEX SHS FDS | $43.4M | 0.77% | 977,517 | Added |
| 19 | META | META PLATFORMS INC | $43.6M | 0.77% | 66,033 | Added |
| 20 | IJH | ISHARES TR | $42.9M | 0.76% | 649,474 | Added |
| 21 | IWY | ISHARES TR | $42.5M | 0.75% | 153,595 | Added |
| 22 | AGG | ISHARES TR | $42.1M | 0.75% | 421,304 | Added |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $42.0M | 0.74% | 671,861 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $40.6M | 0.72% | 212,730 | Added |
| 25 | JPM | JPMORGAN CHASE & CO. | $40.3M | 0.71% | 125,062 | Added |
Source: SEC Form 13F filings · as of 2025-12-31