Institutional Manager · CIK 0001749744
Global Retirement Partners, LLC
San Rafael, CA · File #028-18865
Latest AUM
$5.64B
Positions
4,246
Top-10 Concentration
43.8%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20254,246 pos · $5.64B
- 13F HOLDINGS REPORTQ/E Sep 20253,880 pos · $4.47B
- 13F HOLDINGS REPORTQ/E Jun 20253,808 pos · $4.04B
- 13F HOLDINGS REPORTQ/E Dec 20243,652 pos · $3.49B
- 13F HOLDINGS REPORTQ/E Sep 20243,503 pos · $3.31B
- 13F HOLDINGS REPORTQ/E Jun 20243,550 pos · $3.19B
- 13F HOLDINGS REPORTQ/E Mar 20243,384 pos · $2.68B
- 13F HOLDINGS REPORTQ/E Dec 20233,247 pos · $1.98B
- 13F HOLDINGS REPORTQ/E Sep 20233,192 pos · $2.05B
- 13F HOLDINGS REPORTQ/E Jun 20233,188 pos · $1.88B
- 13F HOLDINGS REPORTQ/E Mar 20233,023 pos · $1.46B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 2,368,026 | $190.0M | 7.45% |
| 2 | APPLE INC | AAPL | 568,591 | $154.6M | 6.06% |
| 3 | NVIDIA CORPORATION | NVDA | 758,930 | $141.5M | 5.55% |
| 4 | GALLAGHER ARTHUR J & CO | 363576109 | 445,401 | $115.3M | 4.52% |
| 5 | MICROSOFT CORP | MSFT | 233,220 | $112.8M | 4.42% |
| 6 | ISHARES TR | 464287200 | 162,041 | $111.0M | 4.35% |
| 7 | INVESCO QQQ TR | IVZ | 152,181 | $93.5M | 3.66% |
| 8 | AMAZON COM INC | AMZN | 301,588 | $69.6M | 2.73% |
| 9 | SPDR S&P 500 ETF TR | SPY | 97,919 | $66.8M | 2.62% |
| 10 | ALPHABET INC | GOOG | 201,781 | $63.2M | 2.48% |
| 11 | TESLA INC | TSLA | 127,333 | $57.3M | 2.24% |
| 12 | ISHARES TR | 464288679 | 484,488 | $53.4M | 2.09% |
| 13 | ISHARES TR | 464287804 | 434,480 | $52.2M | 2.05% |
| 14 | VANGUARD INDEX FDS | 922908363 | 80,877 | $50.7M | 1.99% |
| 15 | VANGUARD INDEX FDS | 922908736 | 98,543 | $48.1M | 1.88% |
| 16 | BROADCOM INC | AVGO | 134,744 | $46.6M | 1.83% |
| 17 | ISHARES TR | 46432F842 | 494,531 | $44.2M | 1.73% |
| 18 | META PLATFORMS INC | META | 66,033 | $43.6M | 1.71% |
| 19 | SPDR INDEX SHS FDS | 78463X889 | 977,517 | $43.4M | 1.70% |
| 20 | ISHARES TR | 464287507 | 649,474 | $42.9M | 1.68% |