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Global Retirement Partners

Latest statistics and disclosures from Global Retirement Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, AJG, AAPL, NVDA, IVV, and represent 14.82% of Global Retirement Partners's stock portfolio.
Added to shares of these 10 stocks: USFR (+$18M), SHV (+$9.3M), SPLG (+$9.2M), FBND (+$7.5M), IBTH (+$5.4M), AAPL (+$5.2M), FLTB, IVV, IJH, SPHQ.
Started 250 new stock positions in INCM, EWH, QJUN, COOK, TNET, DTEC, CAI, WERN, RHI, FLCB.
Reduced shares in these 10 stocks: BIL (-$9.1M), COWZ (-$6.5M), IEF, BND, VOO, RSP, SPGP, TFLO, QQQ, NEE.
Sold out of its positions in ACVA, BCI, JULW, JULU, FLJJ, DECW, JANW, SIXJ, SIXO, AGI.
Global Retirement Partners was a net buyer of stock by $172M.
Global Retirement Partners has $4.5B in assets under management (AUM), dropping by 12.34%.
Central Index Key (CIK): 0001749744

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Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 3856 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Global Retirement Partners has 3856 total positions. Only the first 250 positions are shown.

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Download the Global Retirement Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	4.0	$179M	+5%	2.3M	78.34	View chart
Arthur J. Gallagher & Co. (AJG)	3.5	$156M		503k	309.74	View chart
Apple (AAPL)	2.7	$120M	+4%	473k	254.63	View chart
NVIDIA Corporation (NVDA)	2.4	$109M	+3%	583k	186.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$98M	+4%	146k	669.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$92M	-3%	153k	600.37	View chart
Microsoft Corporation (MSFT)	2.0	$90M	+4%	174k	517.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$63M		95k	666.18	View chart
Amazon (AMZN)	1.2	$53M		239k	219.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$51M	+4%	425k	118.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$47M	-7%	77k	612.38	View chart
Tesla Motors (TSLA)	1.0	$47M		105k	444.72	View chart
Ishares Tr Short Treas Bd (SHV)	1.0	$44M	+26%	399k	110.49	View chart
Meta Platforms Cl A (META)	1.0	$43M	+2%	58k	734.38	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$40M	+7%	147k	273.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$40M	+4%	399k	100.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$40M	+6%	933k	42.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$39M	+11%	600k	65.26	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.8	$36M		828k	43.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$35M	+6%	76k	468.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$34M	+7%	141k	243.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$34M		102k	328.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$33M	+29%	719k	46.24	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.7	$32M	+6%	285k	110.66	View chart
Broadcom (AVGO)	0.7	$31M	+2%	94k	329.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$31M	+5%	254k	120.72	View chart
JPMorgan Chase & Co. (JPM)	0.7	$30M		94k	315.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$29M		336k	87.31	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$29M	+2%	683k	42.03	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.6	$27M		306k	89.37	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.6	$27M		477k	57.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$27M	-2%	55k	479.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$25M	+12%	101k	247.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$24M		407k	59.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$24M	-5%	47k	502.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$24M		126k	186.49	View chart
Abbvie (ABBV)	0.5	$23M		97k	231.54	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$22M	-3%	398k	55.33	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$22M	+468%	433k	50.27	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$22M	+13%	377k	57.52	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$21M	+23%	282k	73.29	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$20M		301k	65.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$20M	+4%	96k	206.51	View chart
Netflix (NFLX)	0.4	$20M	+2%	16k	1198.92	View chart
Home Depot (HD)	0.4	$19M	+3%	48k	405.19	View chart
Oracle Corporation (ORCL)	0.4	$19M		67k	281.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$19M	+4%	77k	243.55	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$19M		196k	95.15	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$18M	+23%	271k	65.00	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$18M	-15%	346k	50.59	View chart
Visa Com Cl A (V)	0.4	$17M	+10%	50k	341.38	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$17M	-16%	151k	113.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$17M		741k	23.12	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$17M	-2%	361k	46.71	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$17M	+3%	140k	120.50	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.4	$16M	-36%	175k	91.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$16M	+8%	234k	68.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$16M	-2%	289k	54.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$16M	-7%	44k	355.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$15M	+4%	69k	215.79	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$15M	+2%	53k	279.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$15M	-3%	76k	194.50	View chart
Costco Wholesale Corporation (COST)	0.3	$15M		16k	925.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$14M	+34%	49k	293.74	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$14M	+12%	561k	25.52	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$14M	+15%	239k	59.20	View chart
Eli Lilly & Co. (LLY)	0.3	$14M	-13%	18k	763.00	View chart
Palantir Technologies Cl A (PLTR)	0.3	$14M	+8%	74k	182.42	View chart
Wal-Mart Stores (WMT)	0.3	$13M		128k	103.06	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$13M		157k	82.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$13M	+2%	471k	27.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$13M	+5%	509k	25.19	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$13M	+6%	526k	24.34	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$13M	+6%	517k	24.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$13M		52k	241.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$13M	+2%	266k	46.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$12M	-6%	180k	67.83	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$12M	-2%	181k	67.26	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$12M		116k	104.51	View chart
Servicenow (NOW)	0.3	$12M	+4%	13k	920.25	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$12M	-8%	252k	46.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$11M	-36%	199k	57.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$11M	+5%	131k	84.11	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$11M	+5%	217k	50.75	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$11M	+12%	134k	80.65	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$11M	+4%	405k	25.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$10M	+5%	72k	145.65	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$10M		37k	281.86	View chart
Chevron Corporation (CVX)	0.2	$10M	+8%	66k	155.29	View chart
Exxon Mobil Corporation (XOM)	0.2	$10M		89k	112.75	View chart
Boeing Company (BA)	0.2	$9.8M		45k	215.83	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$9.5M	+33%	414k	22.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$9.1M		28k	326.36	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$9.0M	+5%	76k	118.37	View chart
Abbott Laboratories (ABT)	0.2	$8.8M		66k	133.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.6M		34k	254.28	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$8.6M	+16%	161k	53.24	View chart
Caterpillar (CAT)	0.2	$8.6M	+10%	18k	477.15	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$8.4M	+4%	169k	49.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$8.4M		60k	140.95	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$8.3M	+47%	25k	332.83	View chart
Coca-Cola Company (KO)	0.2	$8.2M	+6%	124k	66.32	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$8.0M	-2%	237k	33.89	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$8.0M	+4%	140k	56.86	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.2	$7.8M	+3%	202k	38.81	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$7.8M	+51%	144k	54.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$7.8M	+3%	46k	170.85	View chart
Philip Morris International (PM)	0.2	$7.8M	-3%	48k	162.20	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$7.8M	-2%	62k	125.95	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.2	$7.7M	+10%	85k	91.01	View chart
Mastercard Incorporated Cl A (MA)	0.2	$7.7M	+5%	14k	568.83	View chart
Uber Technologies (UBER)	0.2	$7.6M	+4%	77k	97.97	View chart
International Business Machines (IBM)	0.2	$7.5M	-3%	27k	282.16	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$7.3M	+7%	185k	39.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$7.3M	+17%	60k	122.45	View chart
AmerisourceBergen (COR)	0.2	$7.3M	+2%	23k	312.53	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.2	$7.2M	+3%	60k	121.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$7.1M	-2%	59k	121.06	View chart
Goldman Sachs (GS)	0.2	$7.0M	+9%	8.8k	796.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$6.8M		177k	38.57	View chart
Ge Aerospace Com New (GE)	0.2	$6.7M	+7%	22k	300.83	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$6.7M	+19%	67k	99.45	View chart
Wells Fargo & Company (WFC)	0.1	$6.6M	+8%	79k	83.82	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$6.6M		16k	402.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$6.5M	+2%	89k	72.77	View chart
Johnson & Johnson (JNJ)	0.1	$6.5M	+4%	35k	185.42	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$6.4M	-6%	171k	37.70	View chart
Verizon Communications (VZ)	0.1	$6.4M	+2%	146k	43.95	View chart
Blackrock (BLK)	0.1	$6.4M		5.5k	1165.88	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$6.4M	+10%	144k	44.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$6.3M	+3%	38k	164.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$6.3M	+4%	63k	99.95	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$6.3M	+5%	67k	93.35	View chart
Intuitive Surgical Com New (ISRG)	0.1	$6.2M	+2%	14k	447.23	View chart
Advanced Micro Devices (AMD)	0.1	$6.1M	+18%	38k	161.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$6.1M	+5%	8.2k	746.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$6.1M	-6%	120k	50.73	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$6.1M		60k	100.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$6.0M	-10%	112k	53.40	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.0M	+12%	49k	123.75	View chart
Procter & Gamble Company (PG)	0.1	$6.0M	-3%	39k	153.65	View chart
Cisco Systems (CSCO)	0.1	$5.9M	+4%	86k	68.42	View chart
Bank of America Corporation (BAC)	0.1	$5.8M	-5%	113k	51.59	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$5.7M	+1847%	255k	22.52	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$5.7M	+8%	69k	82.96	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$5.7M		63k	89.77	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$5.7M	+221%	166k	34.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$5.7M		178k	31.91	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$5.6M	+33%	157k	36.03	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$5.6M	+18%	105k	53.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$5.5M	-43%	75k	74.37	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$5.5M	+21%	80k	68.96	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$5.5M	-25%	102k	53.87	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$5.4M	-14%	107k	50.78	View chart
TJX Companies (TJX)	0.1	$5.4M	+4%	37k	144.54	View chart
Palo Alto Networks (PANW)	0.1	$5.3M	+54%	26k	203.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.3M	-43%	28k	189.70	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$5.3M	+3%	65k	81.19	View chart
At&t (T)	0.1	$5.2M	+18%	186k	28.24	View chart
Targa Res Corp (TRGP)	0.1	$5.2M	-4%	31k	167.54	View chart
Eaton Corp SHS (ETN)	0.1	$5.2M	-2%	14k	374.26	View chart
Walt Disney Company (DIS)	0.1	$5.2M		45k	114.50	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$5.2M	+23%	93k	55.71	View chart
McDonald's Corporation (MCD)	0.1	$5.2M		17k	303.90	View chart
Union Pacific Corporation (UNP)	0.1	$5.1M		22k	236.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$5.0M		25k	203.59	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$5.0M	+3%	104k	48.42	View chart
Nextera Energy (NEE)	0.1	$5.0M	-34%	66k	75.49	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$4.9M	+5%	135k	36.56	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$4.9M		46k	106.49	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$4.9M	+6%	21k	229.61	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.9M	+2%	29k	167.33	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$4.9M	-3%	105k	46.24	View chart
Strategy Cl A New (MSTR)	0.1	$4.8M	+8%	15k	322.21	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$4.8M	+12%	46k	102.99	View chart
Quanta Services (PWR)	0.1	$4.8M		12k	414.42	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$4.8M	+63%	47k	100.75	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.1	$4.7M	+4%	118k	40.18	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$4.7M	+5%	101k	46.93	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$4.7M	+111%	175k	26.58	View chart
salesforce (CRM)	0.1	$4.6M	+19%	20k	237.00	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$4.6M	+7%	112k	41.58	View chart
Amgen (AMGN)	0.1	$4.6M	+6%	16k	282.19	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.6M	-3%	9.2k	499.22	View chart
Starbucks Corporation (SBUX)	0.1	$4.5M	-18%	54k	84.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$4.5M	+26%	49k	93.37	View chart
Intel Corporation (INTC)	0.1	$4.5M	+7%	134k	33.55	View chart
Boston Scientific Corporation (BSX)	0.1	$4.5M	+16%	46k	97.63	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$4.4M	+12%	196k	22.72	View chart
Ge Vernova (GEV)	0.1	$4.3M	+16%	7.0k	614.87	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$4.3M	+3519%	85k	50.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$4.2M		41k	103.07	View chart
Applied Materials (AMAT)	0.1	$4.2M	+5%	21k	204.74	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$4.2M	+13%	110k	38.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$4.2M		44k	95.14	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$4.2M	-3%	110k	38.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$4.2M	+439%	47k	89.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$4.2M	-10%	158k	26.30	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.1M	+6%	27k	154.23	View chart
Citigroup Com New (C)	0.1	$4.1M	+5%	41k	101.50	View chart
Booking Holdings (BKNG)	0.1	$4.1M	+2%	761.00	5400.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.1M	-30%	21k	195.86	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$4.1M	-6%	78k	52.23	View chart
UnitedHealth (UNH)	0.1	$4.1M	-13%	12k	345.29	View chart
Morgan Stanley Com New (MS)	0.1	$4.1M	+7%	26k	158.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$4.0M	+3%	50k	79.93	View chart
American Express Company (AXP)	0.1	$4.0M	+9%	12k	332.16	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$4.0M		126k	31.62	View chart
Constellation Energy (CEG)	0.1	$3.9M	+201%	12k	329.06	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$3.9M	+19%	111k	35.17	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.9M	-33%	7.9k	490.38	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$3.8M	+49%	61k	62.71	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$3.8M	+3%	40k	95.22	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.1	$3.7M		122k	30.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.7M	+11%	144k	25.71	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$3.7M		59k	61.92	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$3.7M		38k	95.89	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$3.7M	+4%	140k	26.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.6M	+6%	50k	73.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.6M	+14%	47k	76.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.6M		38k	96.55	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$3.6M	+158%	160k	22.39	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$3.6M	-7%	124k	28.90	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$3.6M	+6%	35k	100.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.6M	+16%	45k	78.91	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$3.6M	+5%	65k	54.76	View chart
Waste Management (WM)	0.1	$3.5M	+5%	16k	220.83	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$3.5M		36k	99.11	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.5M	+57%	17k	209.26	View chart
Merck & Co (MRK)	0.1	$3.5M	-2%	42k	83.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.1	$3.5M		112k	31.12	View chart
Altria (MO)	0.1	$3.5M		53k	66.06	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.5M	-4%	202k	17.16	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.4M	+20%	29k	119.51	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$3.4M	+57%	109k	31.51	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.1	$3.4M	+5%	135k	25.60	View chart
Pfizer (PFE)	0.1	$3.4M		135k	25.48	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$3.4M	+13%	146k	23.47	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$3.4M		32k	107.44	View chart
Oneok (OKE)	0.1	$3.4M	-6%	47k	72.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$3.4M		85k	40.10	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$3.4M	-3%	290k	11.60	View chart
Coinbase Global Com Cl A (COIN)	0.1	$3.3M	+94%	9.9k	337.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$3.3M	-3%	76k	43.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$3.3M	+5%	140k	23.47	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$3.3M	+31%	23k	143.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.2M	-59%	34k	96.46	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$3.2M	+2%	22k	148.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.2M	+13%	56k	57.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$3.2M		36k	89.34	View chart

Past Filings by Global Retirement Partners

SEC 13F filings are viewable for Global Retirement Partners going back to 2018

Global Retirement Partners 2025 Q3 filed Oct. 21, 2025
Global Retirement Partners 2025 Q2 filed Aug. 12, 2025
Global Retirement Partners 2024 Q4 filed Jan. 31, 2025
Global Retirement Partners 2024 Q3 filed Oct. 16, 2024
Global Retirement Partners 2024 Q2 filed July 23, 2024
Global Retirement Partners 2024 Q1 filed April 23, 2024
Global Retirement Partners 2023 Q4 filed Jan. 18, 2024
Global Retirement Partners 2023 Q3 filed Oct. 13, 2023
Global Retirement Partners 2023 Q2 filed July 20, 2023
Global Retirement Partners 2023 Q1 filed May 8, 2023
Global Retirement Partners 2022 Q4 filed Feb. 13, 2023
Global Retirement Partners 2022 Q3 filed Nov. 3, 2022
Global Retirement Partners 2022 Q2 filed July 15, 2022
Global Retirement Partners 2022 Q1 filed July 14, 2022
Global Retirement Partners 2021 Q4 filed Jan. 21, 2022
Global Retirement Partners 2021 Q3 filed Oct. 22, 2021

View all past filings

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