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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 IVV, SPYM, MSFT, AJG, QQQ, and represent 11.95% of Global Retirement Partners's stock portfolio.
Added to shares of these 10 stocks: IVV (+$102M), FBND (+$49M), AVDE (+$43M), IEMG (+$38M), EFV (+$34M), IFRA (+$27M), AVLV (+$27M), VGT (+$26M), DYNF (+$24M), XOM (+$20M).
Started 559 new stock positions in RCKY, MSTX, AHCO, LCNB, XRN, PROP, BATRA, EZPW, STRW, BWB.
Reduced shares in these 10 stocks: , VTV (-$10M), VUG (-$9.5M), MTUM (-$9.4M), QQQ (-$8.7M), MBB (-$8.1M), TSLA (-$6.3M), AJG (-$5.6M), META (-$5.4M), GLD (-$5.4M).
Sold out of its positions in ACES, ADX, AMTX, OPTZ, AISP, Alight Cl A Ord, American Bitcoin Corp Class A, AMPX, ANAB, AQST.
Global Retirement Partners was a net buyer of stock by $596M.
Global Retirement Partners has $6.7B in assets under management (AUM), dropping by 5.65%.
Central Index Key (CIK): 0001749744

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Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 4872 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Global Retirement Partners has 4872 total positions. Only the first 250 positions are shown.

Sign up to view all of the Global Retirement Partners Sept. 30, 2026 positions
Download the Global Retirement Partners September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.8	$258M	+65%	336k	765.85	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.6	$242M	+2%	2.7M	89.76	View chart
Microsoft Corporation (MSFT)	1.8	$123M		239k	512.90	View chart
Arthur J. Gallagher & Co. (AJG)	1.4	$95M	-5%	417k	228.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$85M	-9%	115k	739.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$84M	+140%	1.9M	43.30	View chart
Amazon (AMZN)	1.2	$81M		324k	249.15	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$78M	+93%	964k	81.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$77M		101k	762.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$66M	-6%	192k	344.08	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.0	$64M	+7%	1.3M	50.21	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$63M	+62%	907k	69.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$60M		439k	136.04	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$53M	+4%	180k	294.91	View chart
Broadcom (AVGO)	0.8	$51M	-3%	145k	351.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$51M	+8%	535k	94.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$50M	+3%	699k	71.95	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$48M	+255%	605k	79.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$48M	-7%	68k	700.86	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$47M	+10%	425k	110.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$47M	+1075%	520k	90.11	View chart
Meta Platforms Cl A (META)	0.7	$45M	-10%	61k	725.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$44M	+14%	1.0M	44.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$44M	+11%	309k	142.26	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.6	$43M	+2%	905k	47.43	View chart
JPMorgan Chase & Co. (JPM)	0.6	$42M		127k	330.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$42M	-5%	593k	70.61	View chart
Micron Technology (MU)	0.6	$42M	-3%	39k	1065.11	View chart
Tesla Motors (TSLA)	0.6	$41M	-13%	116k	354.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$41M	+10%	179k	228.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$40M		118k	340.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$40M	-2%	410k	96.88	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.6	$39M		359k	108.70	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$39M	+4%	104k	374.24	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.6	$39M	-19%	429k	90.11	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.6	$38M		781k	48.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$38M		303k	125.26	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$37M	-2%	741k	50.39	View chart
Eli Lilly & Co. (LLY)	0.5	$36M	+2%	31k	1157.08	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$36M	+2%	280k	128.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$35M		115k	304.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$35M	+318%	276k	125.67	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.5	$35M	-23%	160k	216.08	View chart
Spdr Series Trust St Str P500val (SPYV)	0.5	$34M	+29%	550k	61.13	View chart
Advanced Micro Devices (AMD)	0.5	$33M	-5%	54k	611.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$33M	-8%	903k	35.93	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.5	$32M		222k	146.18	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$30M	+907%	336k	90.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$30M	-7%	887k	33.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$29M	-9%	64k	456.19	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$28M	+8736%	504k	55.03	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$28M		437k	63.04	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$28M	-3%	213k	128.93	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$26M		413k	63.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$25M	-3%	49k	497.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$24M	+25%	40k	609.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$23M	+5%	707k	32.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$23M		384k	59.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$23M	+85%	102k	222.24	View chart
Intel Corporation (INTC)	0.3	$23M	+9%	187k	120.23	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$23M	+8%	246k	91.64	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$21M	+879%	844k	25.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$21M		954k	21.87	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$21M	+79%	168k	123.08	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$20M	NEW	126k	162.75	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$20M	+8%	392k	51.76	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.3	$20M	+320%	444k	44.95	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$20M		389k	51.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$20M		263k	75.39	View chart
Visa Com Cl A (V)	0.3	$20M	+8%	55k	359.33	View chart
Wal-Mart Stores (WMT)	0.3	$20M	+3%	189k	103.92	View chart
Johnson & Johnson (JNJ)	0.3	$20M	+10%	74k	264.74	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$19M	+10%	202k	94.99	View chart
Costco Wholesale Corporation (COST)	0.3	$19M		21k	910.33	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$19M	+4%	403k	47.19	View chart
Abbvie (ABBV)	0.3	$19M		72k	261.59	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$18M	+35%	118k	155.20	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$18M	-31%	200k	89.62	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$18M	-10%	210k	84.08	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$18M		348k	50.67	View chart
Palantir Technologies Cl A (PLTR)	0.3	$17M	+15%	91k	187.05	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.3	$17M	+23%	340k	49.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$17M	+3%	72k	233.31	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$17M	+2%	160k	103.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$16M	-24%	43k	380.84	View chart
Caterpillar (CAT)	0.2	$16M	-19%	20k	810.80	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.2	$16M	+2027%	421k	37.93	View chart
Chevron Corporation (CVX)	0.2	$16M	-10%	77k	204.21	View chart
Ge Vernova (GEV)	0.2	$16M	+3%	16k	950.46	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$15M	+13%	291k	52.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$15M	+123%	324k	47.36	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$15M		323k	47.34	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$15M	-5%	193k	78.42	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$15M	+14%	616k	24.36	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$15M		77k	195.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$15M	+35%	184k	81.20	View chart
Cisco Systems (CSCO)	0.2	$15M	-2%	137k	107.63	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$14M	+3571%	308k	46.70	View chart
Coca-Cola Company (KO)	0.2	$14M	+13%	167k	86.08	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.2	$14M	+9390%	303k	45.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$14M	+4%	161k	84.96	View chart
Philip Morris International (PM)	0.2	$14M	+2%	72k	190.82	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$13M		145k	92.05	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$13M	+17%	147k	89.48	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$13M	-3%	196k	66.76	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.2	$13M	-4%	260k	50.08	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$13M	+42%	431k	29.86	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$13M	+4%	255k	50.40	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$12M	+8%	74k	166.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$12M	+138%	46k	264.90	View chart
Applied Materials (AMAT)	0.2	$12M	-6%	24k	511.38	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$12M	+16%	71k	169.04	View chart
Merck & Co (MRK)	0.2	$12M	+4%	82k	145.31	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$12M	+17%	78k	151.58	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$12M		510k	22.88	View chart
Goldman Sachs (GS)	0.2	$12M	-11%	13k	900.39	View chart
UnitedHealth (UNH)	0.2	$12M	+32%	31k	367.07	View chart
Raytheon Technologies Corp (RTX)	0.2	$12M	-15%	62k	185.65	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$12M	+90%	317k	36.35	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$11M	+9%	223k	51.23	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.2	$11M	+172%	167k	68.68	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$11M	+2%	230k	49.46	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$11M	+7%	454k	24.98	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$11M	+34%	230k	48.96	View chart
Netflix (NFLX)	0.2	$11M	-24%	161k	69.58	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$11M	+3%	458k	24.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$11M	+3%	158k	70.15	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.2	$11M	+10%	106k	102.44	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$11M	+264%	142k	75.62	View chart
Quanta Services (PWR)	0.2	$11M	-16%	17k	642.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$11M	+9%	118k	89.31	View chart
Amgen (AMGN)	0.2	$11M	+2%	25k	421.51	View chart
Servicenow (NOW)	0.2	$11M		79k	134.01	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$11M	-4%	63k	166.28	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$11M		194k	54.16	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$10M	+20%	192k	54.12	View chart
TJX Companies (TJX)	0.2	$10M	+16%	78k	132.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$10M	-13%	131k	78.29	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$10M	+3%	217k	45.98	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$9.7M	-2%	210k	46.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$9.7M	-2%	81k	119.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$9.6M	+5%	39k	247.93	View chart
Mastercard Incorporated Cl A (MA)	0.1	$9.6M	+5%	17k	551.46	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$9.6M	+3%	189k	50.79	View chart
Ge Aerospace Com New (GE)	0.1	$9.6M		31k	312.29	View chart
Palo Alto Networks (PANW)	0.1	$9.6M		24k	397.31	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$9.6M	+5%	396k	24.12	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$9.5M	+5%	419k	22.69	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$9.5M	+4%	380k	24.96	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$9.5M	+5%	303k	31.23	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$9.5M	+12%	293k	32.28	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$9.4M	-12%	41k	231.03	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$9.4M	+30%	83k	113.44	View chart
Intuitive Surgical Com New (ISRG)	0.1	$9.4M	-12%	23k	406.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$9.3M	+264%	35k	264.75	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$9.3M		210k	44.15	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$9.2M	+142%	61k	150.86	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$9.2M	-2%	328k	27.96	View chart
Home Depot (HD)	0.1	$9.1M	-26%	32k	284.49	View chart
Bank of America Corporation (BAC)	0.1	$9.1M		167k	54.43	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.1	$9.0M	+9%	218k	41.34	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$9.0M	+8%	179k	50.14	View chart
Union Pacific Corporation (UNP)	0.1	$8.9M	+10%	33k	272.13	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$8.9M	+6%	80k	110.97	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$8.9M	+3%	31k	284.49	View chart
Verizon Communications (VZ)	0.1	$8.8M	-8%	192k	45.87	View chart
Procter & Gamble Company (PG)	0.1	$8.5M		59k	145.28	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$8.5M	+13%	75k	113.69	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$8.3M		60k	137.95	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$8.0M	-4%	67k	118.82	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$7.9M	+32%	80k	99.08	View chart
Sei Exchange Traded Funds Ang Resh Enhance (ANGU)	0.1	$7.8M	NEW	308k	25.30	View chart
Morgan Stanley Com New (MS)	0.1	$7.8M	-10%	41k	188.08	View chart
Targa Res Corp (TRGP)	0.1	$7.8M	-2%	29k	270.31	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.1	$7.8M	-2%	175k	44.45	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$7.7M	-7%	83k	92.65	View chart
Duke Energy Corp Com New (DUK)	0.1	$7.7M		67k	114.01	View chart
Lam Research Corp Com New (LRCX)	0.1	$7.7M	-16%	23k	328.51	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$7.6M	-4%	4.2k	1811.63	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$7.6M	+26%	136k	56.22	View chart
Oracle Corporation (ORCL)	0.1	$7.6M	+6%	56k	137.30	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$7.6M	+2%	341k	22.32	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$7.6M	-9%	75k	101.10	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$7.6M	+5%	68k	111.97	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$7.5M	+7%	81k	92.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$7.5M	-2%	96k	78.10	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$7.5M	-2%	170k	43.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$7.5M	+110%	199k	37.61	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$7.5M	-2%	192k	38.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$7.3M		38k	193.75	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$7.3M	+28%	146k	50.10	View chart
Eaton Corp SHS (ETN)	0.1	$7.3M	+4%	17k	429.70	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$7.3M	+39%	7.9k	922.31	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$6.9M	+22%	264k	26.23	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$6.7M	-16%	20k	337.83	View chart
At&t (T)	0.1	$6.6M	-4%	271k	24.40	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$6.6M	+4%	194k	34.01	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$6.5M	-4%	97k	66.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.5M		61k	106.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$6.5M	-32%	83k	78.31	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.5M	-13%	23k	280.09	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$6.4M		20k	329.73	View chart
Wells Fargo & Company (WFC)	0.1	$6.4M	-3%	81k	80.05	View chart
Boeing Company (BA)	0.1	$6.3M		34k	186.05	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$6.3M	+24%	141k	45.09	View chart
Sandisk Corp (SNDK)	0.1	$6.3M	-21%	3.6k	1739.87	View chart
International Business Machines (IBM)	0.1	$6.3M	-9%	29k	219.93	View chart
Blackrock (BLK)	0.1	$6.2M	+6%	5.8k	1058.37	View chart
Citigroup Com New (C)	0.1	$6.2M	-21%	48k	129.48	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$6.1M	-11%	61k	100.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$6.1M	-9%	59k	103.89	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.0M	+9%	9.0k	675.04	View chart
Nextera Energy (NEE)	0.1	$6.0M	-13%	80k	75.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$6.0M		55k	110.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$5.9M	-61%	19k	317.35	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$5.9M	+8%	83k	71.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$5.9M	+38%	117k	50.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$5.8M		36k	160.74	View chart
Marathon Petroleum Corp (MPC)	0.1	$5.7M	+13%	15k	395.43	View chart
Arista Networks Com Shs (ANET)	0.1	$5.7M		28k	203.59	View chart
Altria (MO)	0.1	$5.7M	-19%	85k	67.34	View chart
Western Digital (WDC)	0.1	$5.7M	-7%	13k	454.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.7M	+11%	27k	208.02	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$5.6M	+25%	16k	351.84	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$5.6M	+3%	68k	82.18	View chart
Uber Technologies (UBER)	0.1	$5.5M		80k	68.51	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$5.5M	-22%	71k	77.21	View chart
Pro-dex Inc Colo Com New (PDEX)	0.1	$5.4M	+7790%	79k	69.00	View chart
Gilead Sciences (GILD)	0.1	$5.4M	+4%	36k	149.05	View chart
Chubb (CB)	0.1	$5.4M	+7%	17k	325.25	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$5.2M	+32%	15k	343.99	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$5.2M	+11%	238k	21.91	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$5.2M		100k	52.00	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$5.2M	-16%	84k	61.50	View chart
CBOE Holdings (CBOE)	0.1	$5.1M	-2%	19k	275.29	View chart
Constellation Energy (CEG)	0.1	$5.1M	+2%	20k	254.02	View chart
Abbott Laboratories (ABT)	0.1	$5.1M	+14%	52k	98.83	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$5.1M	+84%	97k	52.62	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$5.1M		98k	51.87	View chart
American Express Company (AXP)	0.1	$4.9M	-5%	16k	304.09	View chart
McDonald's Corporation (MCD)	0.1	$4.9M	-11%	21k	230.94	View chart
Kla Corp Com New (KLAC)	0.1	$4.9M	-9%	25k	194.93	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$4.9M	+2%	34k	144.01	View chart
Williams Companies (WMB)	0.1	$4.8M	+9%	71k	67.97	View chart
Dfa Invt Dimensions Group In U.s. Core Eqty 1 (DCOR)	0.1	$4.8M	NEW	58k	82.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.8M	+19%	41k	117.77	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.7M	-10%	20k	241.31	View chart
Walt Disney Company (DIS)	0.1	$4.7M	+10%	45k	104.90	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$4.7M	+5%	114k	41.25	View chart
Valero Energy Corporation (VLO)	0.1	$4.7M	+12%	12k	387.61	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 Q3 filed Nov. 10, 2026
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

View all past filings

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