Global Retirement Partners, LLC reported 2,714 positions worth $2.67B for the quarter ended Jun 30, 2026. Its largest holding is Apple Inc. at 6.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 580.7K | $168.03M | 6.28% | – | – | – | 0% |
| 2 | NVDA Nvidia Corp | Technology | 774.2K | $154.92M | 5.79% | – | – | – | 0% |
| 3 | AJG Arthur J. Gallagher & Co. | Financial Services | 441.2K | $101.29M | 3.79% | – | – | – | 0.17% |
| 4 | MSFT Microsoft Corp | Technology | 242.0K | $90.28M | 3.38% | – | – | – | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 324.1K | $77.25M | 2.89% | – | – | – | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 204.4K | $73.03M | 2.73% | – | – | – | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 149.5K | $56.46M | 2.11% | – | – | – | 0% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 133.1K | $55.98M | 2.09% | – | – | – | 0% |
| 9 | MU Micron Technology Inc | Technology | 40.4K | $46.62M | 1.74% | – | – | – | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 127.9K | $41.86M | 1.57% | – | – | – | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 117.5K | $41.53M | 1.55% | – | – | – | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 68.8K | $38.76M | 1.45% | – | – | – | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 30.5K | $36.63M | 1.37% | – | – | – | 0% |
| 14 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 70.7K | $33.75M | 1.26% | – | – | – | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 56.7K | $32.94M | 1.23% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Global Retirement Partners.
As of its Q2 2026 13F filing, Global Retirement Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 6.3%, Nvidia Corp (NVDA) at 5.8%, Arthur J. Gallagher & Co. (AJG) at 3.8%, Microsoft Corp (MSFT) at 3.4%, Amazon Com Inc (AMZN) at 2.9% of the reported portfolio.
Global Retirement Partners, LLC reported a 13F portfolio worth $2.67B across 2,714 positions for Q2 2026.
From the Form 13F-HR reports Global Retirement Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.