Funds › Global Retirement Partners, LLC
Global Retirement Partners, LLC
13F for Q3 2026, filed Nov 10, 2026. 4,864 positions worth $7.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$7.1B
+$565.2M (8.6%) vs Q2 2026
Positions
4,864
4,499 in Q2 2026
Top 10 share
19.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 336,224 | $257.5M | 3.6% | +65.4% | 13F ↗ |
| 2 | Spdr Series Trust St Str P500ETF | 2.70M | $242.4M | 3.4% | +2.6% | 13F ↗ |
| 3 | AAPL Apple Inc. | 577,696 | $192.4M | 2.7% | -0.5% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 770,100 | $175.9M | 2.5% | -0.5% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 239,054 | $122.6M | 1.7% | -1.2% | 13F ↗ |
| 6 | AJG Arthur J. Gallagher & Co. | 416,498 | $95.0M | 1.3% | -5.6% | 13F ↗ |
| 7 | Invesco Qqq Tr | 114,731 | $84.9M | 1.2% | -9.3% | 13F ↗ |
| 8 | Fidelity Merrimack Str Tr Total Bd Etf | 1.94M | $84.2M | 1.2% | +141% | 13F ↗ |
| 9 | AMZN Amazon.com, Inc. | 324,081 | $80.7M | 1.1% | Unchanged | 13F ↗ |
| 10 | iShares Inc Core Msci Emkt | 964,093 | $78.2M | 1.1% | +93.3% | 13F ↗ |
| 11 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 101,386 | $77.3M | 1.1% | +0.7% | 13F ↗ |
| 12 | GOOGL Alphabet Inc. Class A | 191,459 | $65.9M | 0.9% | -6.3% | 13F ↗ |
| 13 | Spdr Index Shs Fds St Str Po Ex Etf | 1.28M | $64.2M | 0.9% | +7.2% | 13F ↗ |
| 14 | BlackRock ETF Trust Ishares Us Equit | 907,048 | $62.8M | 0.9% | +62.2% | 13F ↗ |
| 15 | iShares Tr Core S&P Scp Etf | 438,972 | $59.7M | 0.8% | -0.4% | 13F ↗ |
| 16 | iShares Tr Rus TP200 Gr Etf | 179,576 | $53.0M | 0.7% | +4.2% | 13F ↗ |
| 17 | AVGO Broadcom Inc. | 144,782 | $50.8M | 0.7% | -3.1% | 13F ↗ |
| 18 | iShares Tr Core Us Aggbd Et | 534,862 | $50.6M | 0.7% | +8.5% | 13F ↗ |
| 19 | iShares Tr Core S&P Mcp Etf | 699,328 | $50.3M | 0.7% | +3.2% | 13F ↗ |
| 20 | iShares Tr Eafe Value Etf | 604,789 | $47.9M | 0.7% | +256% | 13F ↗ |
| 21 | Vanguard Index Fds S&P 500 Etf Shs | 67,748 | $47.5M | 0.7% | -8.0% | 13F ↗ |
| 22 | iShares Tr Trust Ishare 0-1 | 425,305 | $46.9M | 0.7% | +10.1% | 13F ↗ |
| 23 | American Centy ETF Tr Intl Eqt Etf | 519,572 | $46.8M | 0.7% | +1076% | 13F ↗ |
| 24 | META Meta Platforms, Inc. | 61,386 | $44.5M | 0.6% | -10.8% | 13F ↗ |
| 25 | iShares Tr Core Univrsl Usd | 1.01M | $44.4M | 0.6% | +14.5% | 13F ↗ |
| 26 | iShares Tr S&P 500 Grwt Etf | 309,431 | $44.0M | 0.6% | +11.0% | 13F ↗ |
| 27 | Capital Group Growth ETF Units | 904,970 | $42.9M | 0.6% | +2.2% | 13F ↗ |
| 28 | JPM JPMorgan Chase & Co. | 127,406 | $42.1M | 0.6% | -0.4% | 13F ↗ |
| 29 | Vanguard Tax-Managed Fds | 592,857 | $41.9M | 0.6% | -5.3% | 13F ↗ |
| 30 | MU Micron Technology, Inc. | 39,153 | $41.7M | 0.6% | -3.1% | 13F ↗ |
| 31 | TSLA Tesla, Inc. | 115,461 | $41.0M | 0.6% | -13.2% | 13F ↗ |
| 32 | iShares Tr S&P 500 Val Etf | 178,758 | $40.8M | 0.6% | +10.4% | 13F ↗ |
| 33 | GOOG Alphabet Inc. Class C | 117,663 | $40.1M | 0.6% | +0.1% | 13F ↗ |
| 34 | iShares Tr Core Msci Eafe | 410,276 | $39.7M | 0.6% | -2.1% | 13F ↗ |
| 35 | Vanguard Scottsdale Fds Vng RUS1000VAL | 359,393 | $39.1M | 0.5% | -0.1% | 13F ↗ |
| 36 | Vanguard Index Fds Mrngstr Ttl Stk | 104,210 | $39.0M | 0.5% | +4.1% | 13F ↗ |
| 37 | Vanguard Index Fds Mrngstr Grwt Etf | 429,310 | $38.7M | 0.5% | -19.8% | 13F ↗ |
| 38 | Capital Group Dividend Value Units | 781,191 | $38.2M | 0.5% | +0.1% | 13F ↗ |
| 39 | iShares Tr Rus 1000 Grw Etf | 303,399 | $38.0M | 0.5% | +1.7% | 13F ↗ |
| 40 | Wisdomtree Tr Floatng Rat Trea | 740,871 | $37.3M | 0.5% | -2.7% | 13F ↗ |
| 41 | LLY Eli Lilly and Company | 31,369 | $36.3M | 0.5% | +2.7% | 13F ↗ |
| 42 | Invesco Exch Traded Fd Tr II S&P 500 Revenue | 279,788 | $36.0M | 0.5% | +2.8% | 13F ↗ |
| 43 | Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 115,017 | $35.0M | 0.5% | +1.1% | 13F ↗ |
| 44 | Vanguard World Fd Inf Tech Etf | 275,546 | $34.6M | 0.5% | +318% | 13F ↗ |
| 45 | Vanguard Index Fds Mrngstr Val Etf | 159,986 | $34.6M | 0.5% | -23.0% | 13F ↗ |
| 46 | Spdr Series Trust St Str P500VAL | 550,217 | $33.6M | 0.5% | +29.3% | 13F ↗ |
| 47 | AMD Advanced Micro Devices, Inc. | 53,768 | $32.9M | 0.5% | -5.2% | 13F ↗ |
| 48 | Schwab Strategic Tr Us Lcap Gr Etf | 903,335 | $32.5M | 0.5% | -8.9% | 13F ↗ |
| 49 | iShares Tr Esg Msci Kld Etf | 221,546 | $32.4M | 0.5% | Unchanged | 13F ↗ |
| 50 | American Centy ETF Tr Us Large Cap Vlu | 335,832 | $30.4M | 0.4% | +908% | 13F ↗ |
Showing the top 50 of 4,864 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
555 new, 2,200 added to, 1,432 trimmed, 190 exited, 683 unchanged. By estimated dollars.
New positions (555)
| XOM ExxonMobil Holdings Corporation | 125,610 | New | $20.4M |
| Sei Exchange Traded Funds Ang Resh Enhance | 308,415 | New | $7.8M |
| Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 57,728 | New | $4.8M |
| Invesco Actively Managed Exc Roch Hig Yie Etf | 84,951 | New | $4.1M |
| OKE ONEOK, Inc. | 47,176 | New | $4.0M |
| SKHY SK hynix Inc. · American Deposit | 17,725 | New | $3.3M |
| Sei Exchange Traded Funds Qim Us Equity Fa | 74,064 | New | $1.9M |
| GLP Global Partners LP · Units | 30,558 | New | $1.4M |
| Innovator Etfs Trust Us Eqty Pwr Bf | 23,400 | New | $1.1M |
| Innovator Etfs Trust Us Eqty Pwr Buf | 18,729 | New | $877.6K |
Added to (2,200)
| iShares Tr Core S&P500 Etf | 336,224 | +65.4% | $101.8M |
| Fidelity Merrimack Str Tr Total Bd Etf | 1.94M | +141% | $49.2M |
| American Centy ETF Tr Intl Eqt Etf | 519,572 | +1076% | $42.8M |
| iShares Inc Core Msci Emkt | 964,093 | +93.3% | $37.8M |
| iShares Tr Eafe Value Etf | 604,789 | +256% | $34.4M |
| iShares Tr Exchange Traded Fund | 503,506 | +8737% | $27.4M |
| American Centy ETF Tr Us Large Cap Vlu | 335,832 | +908% | $27.4M |
| Vanguard World Fd Inf Tech Etf | 275,546 | +318% | $26.4M |
| BlackRock ETF Trust Ishares Us Equit | 907,048 | +62.2% | $24.1M |
| Pimco ETF Tr Multisector Bd | 843,747 | +880% | $19.2M |
Trimmed (1,432)
| Vanguard Index Fds Mrngstr Val Etf | 159,986 | -23.0% | -$10.3M |
| Vanguard Index Fds Mrngstr Grwt Etf | 429,310 | -19.8% | -$9.5M |
| iShares Tr Msci Usa Mmentm | 18,740 | -61.3% | -$9.4M |
| Invesco Qqq Tr | 114,731 | -9.3% | -$8.7M |
| iShares Tr Mbs Etf | 199,772 | -31.1% | -$8.1M |
| TSLA Tesla, Inc. | 115,461 | -13.2% | -$6.3M |
| AJG Arthur J. Gallagher & Co. | 416,498 | -5.6% | -$5.6M |
| META Meta Platforms, Inc. | 61,386 | -10.8% | -$5.4M |
| GLD SPDR Gold Shares · Gold Shs | 42,710 | -24.8% | -$5.4M |
| GOOGL Alphabet Inc. Class A | 191,459 | -6.3% | -$4.4M |
Exited (190)
| Exxon Mobil Corp | 123,085 | Exited | -$16.8M |
| Dimensional ETF Trust Us Cor Equ 1 Etf | 51,976 | Exited | -$4.3M |
| Oneok Inc | 48,290 | Exited | -$4.2M |
| Dimensional ETF Trust Us High Prof Etf | 18,372 | Exited | -$766.7K |
| Nomura ETF Tr Focu Em Mkts Etf | 7,976 | Exited | -$581.1K |
| Direxion Shares ETF Trust Etf | 2,000 | Exited | -$541.3K |
| Bny Mellon ETF Trust Ultra Short Incm | 10,000 | Exited | -$497.7K |
| Webster Financial Corp | 5,992 | Exited | -$457.9K |
| Electronic Arts Inc | 2,218 | Exited | -$454.8K |
| Proshares Tr Ultrapro Qqq | 5,230 | Exited | -$423.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer