Global Retirement Partners, LLC: 13F holdings
CIK 17497442026Q2
| Positions | 4,502 |
|---|---|
| Reported value | $6.5bn |
| Filed | 2026-08-06 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 2,632,322 | $231.3m | 3.5% |
| AAPL APPLE INC | 580,699 | $168.0m | 2.6% |
| NVDA NVIDIA CORPORATION | 774,243 | $154.9m | 2.4% |
| IVV ISHARES TR | 203,286 | $152.2m | 2.3% |
| AJG GALLAGHER ARTHUR J & CO | 441,225 | $101.3m | 1.5% |
| QQQ INVESCO QQQ TR | 126,502 | $93.2m | 1.4% |
| MSFT MICROSOFT CORP | 242,026 | $90.3m | 1.4% |
| AMZN AMAZON COM INC | 324,127 | $77.3m | 1.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 100,663 | $75.2m | 1.1% |
| GOOGL ALPHABET INC | 204,354 | $73.0m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1749744")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.