Q2 2026 13F · SEC CIK 1749744

Global Retirement Partners, LLC

Institutional asset managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $6.5B
Reported positions: 4,500
Top holdings a year, 3 yrs: +15.5%
Assets under management: $169.6B

Global Retirement Partners, LLC is an institutional asset manager that reported 4,500 positions worth $6.5B in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Spdr Series Trust (SPLG, 3.5%), Apple Inc (AAPL, 2.6%), Nvidia Corporation (NVDA, 2.4%). A portfolio copying its top holdings returned 15.5% a year over the last 3 years, against 20.4% for the S&P 500.

Global Retirement Partners, LLC holdings largest 50 of 4,500 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Global Retirement Partners, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
SPLGSpdr Series Trust	3.5%	3.4%	2,632,322	+11.2%	$231.3M
AAPLApple Inc	2.6%	2.7%	580,699	+2.1%	$168.0M
NVDANvidia Corporation	2.4%	2.5%	774,243	+2.0%	$154.9M
IVVIshares Tr	2.3%	2.0%	203,286	+25.5%	$152.2M
AJGGallagher Arthur J & Co	1.5%	2.0%	441,225	-0.9%	$101.3M
QQQInvesco Qqq Tr	1.4%	—	126,502	—	$93.2M
MSFTMicrosoft Corp	1.4%	2.0%	242,026	+3.8%	$90.3M
AMZNAmazon Com Inc	1.2%	1.2%	324,127	+7.5%	$77.3M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.2%	100,663	+2.8%	$75.2M
GOOGLAlphabet Inc	1.1%	1.1%	204,354	+1.3%	$73.0M
IJRIshares Tr	1.0%	0.9%	440,895	+1.5%	$65.4M
SPDWSpdr Index Shs Fds	0.9%	0.8%	1,192,371	+22.0%	$60.1M
AVGOBroadcom Inc	0.9%	0.8%	149,464	+10.9%	$56.5M
TSLATesla Inc	0.9%	1.0%	133,093	+4.5%	$56.0M
IJHIshares Tr	0.8%	0.8%	677,768	+4.4%	$52.3M
VOOVanguard Index Fds	0.8%	0.9%	73,634	-9.0%	$50.6M
IWYIshares Tr	0.8%	0.8%	172,371	+12.2%	$50.1M
AGGIshares Tr	0.7%	0.7%	492,742	+17.0%	$48.8M
MUMicron Technology Inc	0.7%	—	40,392	—	$46.6M
VUGVanguard Index Fds	0.7%	0.9%	535,081	+443.0%	$46.1M
VTVVanguard Index Fds	0.7%	0.7%	207,880	-2.3%	$45.3M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.7%	625,958	-6.8%	$44.6M
SHVIshares Tr	0.7%	0.9%	386,432	-20.2%	$42.6M
JPMJpmorgan Chase & Co	0.6%	0.7%	127,872	+2.2%	$41.9M
CGGRCapital Group Growth ETF	0.6%	0.7%	885,322	+0.7%	$41.8M
GOOGAlphabet Inc	0.6%	0.6%	117,547	+11.0%	$41.5M
IEMGIshares Inc	0.6%	0.6%	498,867	+1.9%	$41.3M
IUSBIshares Tr	0.6%	0.5%	879,400	+38.9%	$40.6M
IEFAIshares Tr	0.6%	0.8%	419,080	-15.3%	$40.5M
METAMeta Platforms Inc	0.6%	0.8%	68,813	+4.2%	$38.8M
CGDVCapital Group Dividend Value	0.6%	0.6%	780,160	+2.1%	$38.4M
IVWIshares Tr	0.6%	0.6%	278,764	+6.4%	$38.3M
USFRWisdomtree Tr	0.6%	0.5%	761,225	+46.3%	$38.3M
VONVVanguard Scottsdale Fds	0.6%	0.5%	359,604	+12.6%	$38.2M
DYNFBlackrock ETF Trust	0.6%	0.5%	559,274	+21.4%	$38.0M
IWFIshares Tr	0.6%	0.6%	298,390	+290.8%	$37.1M
VTIVanguard Index Fds	0.6%	0.6%	100,084	+2.5%	$37.0M
IVEIshares Tr	0.6%	0.6%	161,930	+8.6%	$36.8M
FBNDFidelity Merrimack Str Tr	0.6%	0.6%	806,651	+6.2%	$36.7M
LLYEli Lilly & Co	0.6%	0.5%	30,536	+27.3%	$36.6M
RWLInvesco Exch Traded Fd Tr II	0.5%	0.6%	272,048	-8.0%	$34.8M
QQQMInvesco Exch Traded Fd Tr II	0.5%	0.5%	113,795	-5.4%	$34.5M
TSMTaiwan Semiconductor Manufac	0.5%	—	70,677	—	$33.8M
SCHGSchwab Strategic Tr	0.5%	0.5%	991,286	+10.3%	$33.5M
SCHVSchwab Strategic Tr	0.5%	0.5%	960,177	+9.7%	$33.4M
AMDAdvanced Micro Devices Inc	0.5%	—	56,702	—	$32.9M
DSIIshares Tr	0.5%	0.5%	221,547	-0.2%	$31.5M
SPMDSpdr Series Trust	0.5%	0.5%	435,087	-7.2%	$29.4M
VONGVanguard Scottsdale Fds	0.4%	0.4%	220,568	+14.2%	$28.2M
MBBIshares Tr	0.4%	0.4%	290,132	+20.1%	$27.4M

What Global Retirement Partners, LLC bought and sold in Q2 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.3% /yr; S&P 500 +20.1%
3 years: +15.5% /yr; S&P 500 +20.4%
5 years: +9.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$6.5B	4,500
Q4 2025	$5.6B	4,213
Q3 2025	$4.5B	3,854
Q2 2025	$4.0B	3,789
Q4 2024	$3.5B	3,642
Q3 2024	$3.3B	3,492
Q2 2024	$3.2B	3,544
Q1 2024	$2.7B	3,377
Q4 2023	$2.4B	3,352
Q3 2023	$2.0B	3,242
Q2 2023	$2.0B	3,186
Q1 2023	$1.9B	3,182

Questions about Global Retirement Partners, LLC's portfolio

What stocks does Global Retirement Partners, LLC own?

Global Retirement Partners, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 4,500 positions worth $6.5B. The largest are Spdr Series Trust (SPLG) at 3.5%, Apple Inc (AAPL) at 2.6%, Nvidia Corporation (NVDA) at 2.4%, Ishares Tr (IVV) at 2.3% and Gallagher Arthur J & Co (AJG) at 1.5%.

What did Global Retirement Partners, LLC buy last quarter?

In Q2 2026, Global Retirement Partners, LLC added Vanguard Index Fds (VUG) (+443.0% shares), Ishares Tr (IWF) (+290.8% shares) and Wisdomtree Tr (USFR) (+46.3% shares), compared with its Q4 2025 filing.

What did Global Retirement Partners, LLC sell last quarter?

In Q2 2026, Global Retirement Partners, LLC cut from its top 50 Invesco Qqq Tr, cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 State Street Spdr Portfolio S&p 500 Valu (SPYV), Ishares Tr (SHV) (-20.2% shares), Ishares Tr (IEFA) (-15.3% shares) and Vanguard Index Fds (VOO) (-9.0% shares), compared with its Q4 2025 filing.

How has Global Retirement Partners, LLC's portfolio performed?

A portfolio copying Global Retirement Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.3% against +20.1%. Over 5 years: +9.3% a year against +11.6%.

When is Global Retirement Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Global Retirement Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Global Retirement Partners, LLC manage?

Global Retirement Partners, LLC reported $169.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $6.5B.