Global Retirement Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Global Retirement Partners, LLC 13F Holdings
CIK 0001749744 · San Rafael, CA
As of Sep 30, 2025, Global Retirement Partners, LLC reported
3,880 positions worth $3.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 2,284,596 |
|
79.0M5.33% |
| ARTHUR J GALLAGHER & CO | AJG | Financial Services | 503,025 |
55.8M | 4.64% |
| APPLE INC | AAPL | Technology | 472,772 |
20.4M | 3.58% |
| NVIDIA CORP | NVDA | Technology | 582,050 |
08.6M | 3.23% |
| ISHARES CORE S&P 500 ETF | IVV | — | 145,842 | $97.6M | 2.91% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 152,941 | $91.8M | 2.73% |
| MICROSOFT CORP | MSFT | Technology | 174,011 | $90.1M | 2.68% |
| SPDR S&P 500 ETF TRUST | SPY | — | 94,550 | $63.0M | 1.87% |
| AMAZON.COM INC | AMZN | Equity | 239,033 | $52.5M | 1.56% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 424,717 | $50.5M | 1.50% |
| VANGUARD 500 INDEX FUND | VOO | — | 77,267 | $47.3M | 1.41% |
| TESLA INC | TSLA | Consumer Cyclical | 104,465 | $46.5M | 1.38% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 398,888 | $44.1M | 1.31% |
| META PLATFORMS INC | META | Communication Services | 58,002 | $42.6M | 1.27% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 146,957 | $40.2M | 1.20% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 399,036 | $40.0M | 1.19% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 932,615 | $39.9M | 1.19% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 599,701 | $39.1M | 1.16% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 827,476 | $36.3M | 1.08% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 75,638 | $35.4M | 1.05% |
| ALPHABET INC | GOOGL | Equity | 141,434 | $34.4M | 1.02% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 102,449 | $33.6M | 1.00% |
| FIDELITY TOTAL BOND ETF | FBND | — | 719,427 | $33.3M | 0.99% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 285,297 | $31.6M | 0.94% |
| BROADCOM INC | AVGO | Technology | 94,227 | $31.1M | 0.93% |