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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 SPYM, AAPL, IVV, AJG, QQQ, and represent 11.74% of Global Retirement Partners's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$93M), VUG (+$38M), IVV (+$31M), IWF (+$28M), SPYM (+$23M), PWR (+$14M), RTX (+$14M), VO (+$13M), USFR (+$12M), MU (+$12M).
Started 609 new stock positions in IMPP, RWAY, QNTM, BPRN, VISN, HBDC, GLRE, NXP, BJRI, BJUN.
Reduced shares in these 10 stocks: Invesco Qqq Tr (-$94M), Ishares Tr (-$12M), SHV (-$11M), OEF (-$10M), Amerisourcebergen (-$10M), ABBV (-$9.4M), Rio Tinto (-$8.7M), IEFA (-$7.3M), Quanta Svcs (-$6.9M), IBDT (-$6.3M).
Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, ACEL, ADTN, IVVD, Advantage Solutions, Agilon Health, Air Lease Corp, ALB.PA, ALEX, ATFV.
Global Retirement Partners was a net buyer of stock by $529M.
Global Retirement Partners has $6.4B in assets under management (AUM), dropping by 15.75%.
Central Index Key (CIK): 0001749744

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Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 4502 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Global Retirement Partners has 4502 total positions. Only the first 250 positions are shown.

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Download the Global Retirement Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	3.6	$231M	+11%	2.6M	87.88	View chart
Apple (AAPL)	2.6	$168M	+2%	581k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$152M	+25%	203k	748.89	View chart
Arthur J. Gallagher & Co. (AJG)	1.6	$101M		441k	229.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$93M	NEW	127k	736.40	View chart
Microsoft Corporation (MSFT)	1.4	$90M	+3%	242k	373.02	View chart
Amazon (AMZN)	1.2	$77M	+7%	324k	238.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$75M	+2%	101k	746.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$73M		204k	357.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$65M		441k	148.31	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.9	$60M	+21%	1.2M	50.39	View chart
Broadcom (AVGO)	0.9	$57M	+10%	150k	377.75	View chart
Tesla Motors (TSLA)	0.9	$56M	+4%	133k	420.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$52M	+4%	678k	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$51M	-8%	74k	686.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$50M	+12%	172k	290.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$49M	+16%	493k	98.98	View chart
Micron Technology (MU)	0.7	$47M	+32%	40k	1154.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$46M	+442%	535k	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$45M	-2%	208k	217.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$45M	-6%	626k	71.25	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$43M	-20%	386k	110.35	View chart
JPMorgan Chase & Co. (JPM)	0.7	$42M	+2%	128k	327.33	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.7	$42M		885k	47.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$42M	+11%	118k	353.33	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$41M		499k	82.84	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$41M	+38%	879k	46.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$41M	-15%	419k	96.58	View chart
Meta Platforms Cl A (META)	0.6	$39M	+4%	69k	563.29	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.6	$38M	+2%	780k	49.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$38M	+6%	279k	137.53	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$38M	+46%	761k	50.35	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.6	$38M	+12%	360k	106.31	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$38M	+21%	559k	68.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$37M	+290%	298k	124.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$37M	+2%	100k	370.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$37M	+8%	162k	227.06	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$37M	+6%	807k	45.49	View chart
Eli Lilly & Co. (LLY)	0.6	$37M	+27%	31k	1199.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$35M	-7%	272k	127.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$35M	-5%	114k	302.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$34M	-5%	71k	477.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$34M	+10%	991k	33.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$33M	+9%	960k	34.81	View chart
Advanced Micro Devices (AMD)	0.5	$33M	+2%	57k	580.91	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.5	$32M		222k	142.39	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.5	$29M	-7%	435k	67.56	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$28M	+14%	221k	127.81	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$27M	+20%	290k	94.52	View chart
Caterpillar (CAT)	0.4	$27M	+11%	25k	1064.88	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$26M	+5%	426k	60.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$26M	-7%	51k	500.39	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$25M	+7%	413k	61.23	View chart
Intel Corporation (INTC)	0.4	$24M		172k	139.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$23M	-3%	379k	59.69	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$21M	+23%	940k	22.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$21M	+19%	672k	31.71	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$21M	-17%	234k	90.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$21M	+21%	57k	368.38	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$21M	+10%	32k	655.90	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$21M	+121%	390k	53.50	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$21M	+6%	226k	91.64	View chart
Wal-Mart Stores (WMT)	0.3	$21M	+15%	183k	113.26	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$20M	+44%	387k	52.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$20M	-20%	259k	75.79	View chart
Costco Wholesale Corporation (COST)	0.3	$19M	+4%	21k	935.45	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$19M	+26%	363k	51.78	View chart
Ge Vernova (GEV)	0.3	$19M	+44%	16k	1174.87	View chart
Applied Materials (AMAT)	0.3	$18M	-14%	26k	723.00	View chart
Abbvie (ABBV)	0.3	$18M	-33%	73k	251.64	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$18M	+16%	354k	50.63	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$17M	+12%	182k	95.44	View chart
Visa Com Cl A (V)	0.3	$17M	-6%	51k	343.09	View chart
Johnson & Johnson (JNJ)	0.3	$17M	+14%	67k	253.97	View chart
Exxon Mobil Corporation (XOM)	0.3	$17M		123k	136.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$17M	+37%	49k	342.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$17M	+315%	204k	80.57	View chart
Cisco Systems (CSCO)	0.3	$16M		140k	117.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$16M		69k	236.62	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$16M	+5%	157k	102.81	View chart
Home Depot (HD)	0.2	$15M	+2%	43k	352.68	View chart
Netflix (NFLX)	0.2	$15M	+5%	213k	71.40	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$15M	+2%	256k	57.67	View chart
Goldman Sachs (GS)	0.2	$15M	+20%	14k	1011.39	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$14M		75k	190.52	View chart
Quanta Services (PWR)	0.2	$14M	NEW	20k	720.04	View chart
Chevron Corporation (CVX)	0.2	$14M		86k	165.76	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.2	$14M	+451%	276k	50.53	View chart
Raytheon Technologies Corp (RTX)	0.2	$14M	NEW	73k	189.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$14M	+4%	87k	158.03	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$14M	+24%	539k	25.52	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.2	$14M	+346%	272k	50.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$13M	+159%	154k	85.49	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$13M	+3%	144k	90.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$13M	-29%	170k	76.55	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$13M	+113%	69k	185.23	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$13M		203k	62.20	View chart
Philip Morris International (PM)	0.2	$13M	+3%	70k	180.91	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$12M	-15%	153k	81.06	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$12M	+10%	243k	50.58	View chart
Lam Research Corp Com New (LRCX)	0.2	$12M	-9%	28k	433.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$12M	-28%	55k	219.43	View chart
Coca-Cola Company (KO)	0.2	$12M		147k	81.27	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$12M	+9%	507k	22.89	View chart
Ge Aerospace Com New (GE)	0.2	$11M	-5%	31k	373.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$11M	+4%	47k	242.99	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$11M	+48%	137k	82.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$11M	+16%	152k	73.41	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$11M	+18%	225k	49.55	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$11M	+236%	125k	89.01	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$11M	-14%	93k	118.99	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$11M	+45%	423k	26.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$11M	-11%	67k	164.27	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$11M	-20%	443k	24.23	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$11M	+35%	204k	52.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$11M	+23%	321k	33.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$11M	+8%	66k	161.54	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$11M	-2%	193k	54.69	View chart
Intuitive Surgical Com New (ISRG)	0.2	$11M	+10%	27k	397.67	View chart
Sandisk Corp (SNDK)	0.2	$11M	+59%	4.6k	2273.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$10M	+361%	83k	124.42	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$10M	+173%	108k	94.57	View chart
TJX Companies (TJX)	0.2	$10M	+5%	67k	151.50	View chart
Merck & Co (MRK)	0.2	$10M	-10%	79k	128.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$10M	-12%	122k	82.65	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$10M	-4%	215k	46.92	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$10M		61k	163.58	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$9.9M	+697%	209k	47.15	View chart
UnitedHealth (UNH)	0.2	$9.9M	+54%	24k	415.62	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.2	$9.8M	+13%	96k	101.72	View chart
Morgan Stanley Com New (MS)	0.2	$9.6M	+10%	46k	209.04	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$9.5M	-15%	182k	52.34	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$9.3M		61k	153.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$9.3M		79k	116.67	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$9.2M	+402%	337k	27.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$9.2M	-40%	365k	25.25	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$9.2M	NEW	398k	23.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$9.2M	-5%	30k	303.12	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$9.2M	+496%	159k	57.64	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$9.1M	-33%	377k	24.22	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$9.1M	NEW	287k	31.78	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$9.1M	+8%	209k	43.42	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$9.1M	+11%	165k	55.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$9.0M	+23%	37k	242.43	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$8.9M	+12%	83k	107.62	View chart
Verizon Communications (VZ)	0.1	$8.9M	+17%	210k	42.34	View chart
International Business Machines (IBM)	0.1	$8.9M	-9%	32k	281.21	View chart
Amgen (AMGN)	0.1	$8.9M	+11%	25k	362.12	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$8.8M	+13%	4.4k	1989.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$8.7M	+2%	24k	365.70	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$8.7M	+12%	260k	33.46	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$8.7M	+3%	199k	43.61	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$8.7M	-20%	71k	122.29	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$8.6M	NEW	172k	50.37	View chart
Procter & Gamble Company (PG)	0.1	$8.6M	+13%	59k	146.64	View chart
Western Digital (WDC)	0.1	$8.6M	-29%	13k	638.72	View chart
Duke Energy Corp Com New (DUK)	0.1	$8.5M	+6%	67k	126.58	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$8.5M	NEW	302k	28.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.5M	-24%	17k	513.60	View chart
Citigroup Com New (C)	0.1	$8.4M	-6%	60k	139.96	View chart
Kla Corp Com New (KLAC)	0.1	$8.4M	+858%	28k	301.71	View chart
Palo Alto Networks (PANW)	0.1	$8.3M	+8%	25k	341.02	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$8.1M	+16%	135k	60.29	View chart
Union Pacific Corporation (UNP)	0.1	$8.1M	+11%	30k	272.00	View chart
Nextera Energy (NEE)	0.1	$8.1M		92k	87.77	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$8.1M	-5%	75k	107.13	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$7.9M		179k	44.36	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$7.9M	+398%	90k	87.91	View chart
Servicenow (NOW)	0.1	$7.9M	-9%	80k	99.28	View chart
Texas Instruments Incorporated (TXN)	0.1	$7.9M	+58%	27k	298.07	View chart
Targa Res Corp (TRGP)	0.1	$7.9M	-5%	29k	268.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.9M	+654%	66k	119.52	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$7.7M	-3%	66k	117.06	View chart
Oracle Corporation (ORCL)	0.1	$7.7M	-33%	52k	146.55	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$7.6M	+14%	197k	38.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$7.6M	-17%	75k	100.35	View chart
Altria (MO)	0.1	$7.5M	+14%	105k	71.95	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$7.5M	+17%	175k	43.11	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$7.5M	+3%	333k	22.37	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$7.5M	+48%	63k	117.45	View chart
Boeing Company (BA)	0.1	$7.4M	-3%	34k	216.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$7.4M	-28%	98k	75.51	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$7.3M	+6%	9.6k	763.14	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$7.3M	-11%	22k	334.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$7.3M	+18%	145k	50.58	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$7.3M	+29%	64k	113.69	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$7.3M	+21%	91k	79.97	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.2M	+6%	78k	92.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$7.1M	-3%	38k	188.09	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.0M	-31%	102k	68.41	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$6.9M	+93%	69k	100.67	View chart
Eaton Corp SHS (ETN)	0.1	$6.9M	-10%	16k	426.13	View chart
Wells Fargo & Company (WFC)	0.1	$6.9M	-11%	83k	82.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$6.8M	+14%	65k	103.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.7M		60k	110.32	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$6.5M	-2%	20k	334.68	View chart
McDonald's Corporation (MCD)	0.1	$6.5M	-3%	24k	270.31	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$6.3M	+52%	185k	34.13	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$6.2M	+20%	60k	102.30	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$6.1M	NEW	166k	36.60	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$6.1M	+70%	107k	56.48	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$6.0M		55k	110.15	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$5.9M	+9%	36k	164.60	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$5.9M	+73%	216k	27.33	View chart
At&t (T)	0.1	$5.9M		284k	20.70	View chart
Marvell Technology (MRVL)	0.1	$5.9M	-25%	20k	297.89	View chart
American Express Company (AXP)	0.1	$5.8M	+6%	17k	338.24	View chart
Astrazeneca Ord (AZN)	0.1	$5.8M	NEW	30k	189.62	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$5.7M	+99%	76k	74.96	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$5.7M	NEW	113k	50.29	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$5.7M	-3%	59k	96.46	View chart
Uber Technologies (UBER)	0.1	$5.7M	+5%	79k	72.16	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$5.6M		100k	55.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.5M	+45%	28k	197.60	View chart
Bristol Myers Squibb (BMY)	0.1	$5.5M	+5%	95k	57.62	View chart
Corning Incorporated (GLW)	0.1	$5.4M	-17%	21k	255.44	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$5.4M	+149%	5.6k	964.97	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$5.4M	+147%	96k	56.16	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$5.3M	+35%	100k	53.11	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$5.3M	+200%	104k	51.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$5.3M	+10%	45k	117.67	View chart
Blackrock (BLK)	0.1	$5.3M		5.5k	961.49	View chart
Babcock & Wilcox Enterpr (BW)	0.1	$5.3M	+27%	373k	14.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$5.2M	-2%	24k	221.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$5.2M	-24%	52k	100.81	View chart
Chubb (CB)	0.1	$5.2M	+4%	15k	340.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.2M	-24%	25k	212.77	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$5.2M	+54%	100k	51.85	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$5.2M	NEW	65k	79.42	View chart
PNC Financial Services (PNC)	0.1	$5.2M	+12%	21k	246.22	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$5.1M	+14%	44k	117.50	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$5.1M	-27%	21k	242.42	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$5.1M	-22%	106k	48.29	View chart
Nebius Group Shs Class A (NBIS)	0.1	$5.1M	+9%	18k	276.17	View chart
Analog Devices (ADI)	0.1	$5.0M	+16%	13k	397.18	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$4.9M	+185%	113k	43.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.9M	-14%	19k	252.23	View chart
Constellation Energy (CEG)	0.1	$4.9M	+20%	20k	248.36	View chart
Williams Companies (WMB)	0.1	$4.8M	+11%	64k	74.34	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.8M	-9%	9.4k	509.49	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$4.8M		41k	117.33	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$4.7M	+5%	110k	43.14	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$4.7M		213k	22.14	View chart
Arista Networks Com Shs (ANET)	0.1	$4.7M	+15%	28k	169.88	View chart
Us Bancorp Com New (USB)	0.1	$4.7M	+25%	78k	60.40	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$4.7M	+288%	30k	158.25	View chart
Booking Holdings (BKNG)	0.1	$4.7M	+2498%	26k	178.24	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$4.6M	+3%	61k	75.88	View chart
CBOE Holdings (CBOE)	0.1	$4.6M	+20%	19k	242.67	View chart
Medtronic SHS (MDT)	0.1	$4.6M	+13%	59k	78.23	View chart

Past Filings by Global Retirement Partners

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

Global Retirement Partners 2026 Q2 filed Aug. 6, 2026
Global Retirement Partners 2025 Q4 filed Feb. 6, 2026
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

View all past filings

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