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Global Retirement Partners, LLC — 13F Holdings & Portfolio

CIK 1749744 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Global Retirement Partners, LLC manages $6.54B in 13F-reported U.S. long-equity assets across 4,518 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (3.54%), AAPL (2.57%), NVDA (2.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 608 new positions, exited 320, added to 2,261, and trimmed 1,200.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4340 REDWOOD HIGHWAY
SUITE B-60
SAN RAFAEL, CA 94903
Phone
(415) 526-2753
Filing Manager
Global Retirement Partners, LLC
San Rafael, CA
Signatory
Cosmo Gould
CCO
Loading holdings…
AUM

$6.54B

Long-equity book

Holdings

4,518

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+608 / −320 / ↑2261 / ↓1200

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$41.4M +21.8%
  • ISHARES TR$41.2M +37.2%
  • MICRON TECHNOLOGY INC$38.0M +437.7%
  • ADVANCED MICRO DEVICES INC$21.0M +176.8%
  • INTEL CORP$17.6M +278.4%
Show all 2261 →

Top Trims

  • MICROSOFT CORP-$22.5M -20.0%
  • GALLAGHER ARTHUR J & CO-$14.0M -12.1%
  • ISHARES TR-$10.7M -20.1%
  • ISHARES TR-$9.5M -72.0%
  • ORACLE CORP-$7.7M -50.1%
Show all 1200 →

New Positions

  • INVESCO QQQ TR$93.2M
  • QUANTA SVCS INC$14.3M
  • RTX CORPORATION$13.9M
  • ISHARES TR$9.2M
  • BLACKROCK ETF TRUST$9.1M
Show all 608 →

Exited Positions

  • INVESCO QQQ TR$93.5M
  • ISHARES TR$10.5M
  • CENCORA INC$10.3M
  • RTX CORPORATION$8.7M
  • QUANTA SVCS INC$6.9M
Show all 320 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $231.3M 3.54% 2,632,322 SH
2 APPLE INC AAPL 037833100 $168.0M 2.57% 580,699 SH
3 NVIDIA CORPORATION NVDA 67066G104 $154.9M 2.37% 774,243 SH
4 ISHARES TR IVV 464287200 $152.2M 2.33% 203,286 SH
5 GALLAGHER ARTHUR J & CO AJG 363576109 $101.3M 1.55% 441,225 SH
6 INVESCO QQQ TR QQQ 46090E103 $93.2M 1.42% 126,502 SH
7 MICROSOFT CORP MSFT 594918104 $90.3M 1.38% 242,026 SH
8 AMAZON COM INC AMZN 023135106 $77.3M 1.18% 324,127 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $75.2M 1.15% 100,663 SH
10 ALPHABET INC GOOGL 02079K305 $73.0M 1.12% 204,354 SH
11 ISHARES TR IJR 464287804 $65.4M 1.00% 440,895 SH
12 SPDR INDEX SHS FDS SPDW 78463X889 $60.1M 0.92% 1,192,371 SH
13 BROADCOM INC AVGO 11135F101 $56.5M 0.86% 149,464 SH
14 TESLA INC TSLA 88160R101 $56.0M 0.86% 133,093 SH
15 ISHARES TR IJH 464287507 $52.3M 0.80% 677,768 SH
16 VANGUARD INDEX FDS VOO 922908363 $50.6M 0.77% 73,634 SH
17 ISHARES TR IWY 464289438 $50.1M 0.77% 172,371 SH
18 ISHARES TR AGG 464287226 $48.8M 0.75% 492,742 SH
19 MICRON TECHNOLOGY INC MU 595112103 $46.6M 0.71% 40,392 SH
20 VANGUARD INDEX FDS VUG 922908736 $46.1M 0.70% 535,081 SH
21 VANGUARD INDEX FDS VTV 922908744 $45.3M 0.69% 207,880 SH
22 VANGUARD TAX-MANAGED FDS VEA 921943858 $44.6M 0.68% 625,958 SH
23 ISHARES TR SHV 464288679 $42.6M 0.65% 386,432 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $41.9M 0.64% 127,872 SH
25 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $41.8M 0.64% 885,322 SH
26 ALPHABET INC GOOG 02079K107 $41.5M 0.64% 117,547 SH
27 ISHARES INC IEMG 46434G103 $41.3M 0.63% 498,867 SH
28 ISHARES TR IUSB 46434V613 $40.6M 0.62% 879,400 SH
29 ISHARES TR IEFA 46432F842 $40.5M 0.62% 419,080 SH
30 META PLATFORMS INC META 30303M102 $38.8M 0.59% 68,813 SH
31 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $38.4M 0.59% 780,160 SH
32 ISHARES TR IVW 464287309 $38.3M 0.59% 278,764 SH
33 WISDOMTREE TR USFR 97717Y527 $38.3M 0.59% 761,225 SH
34 VANGUARD SCOTTSDALE FDS VONV 92206C714 $38.2M 0.58% 359,604 SH
35 BLACKROCK ETF TRUST DYNF 09290C103 $38.0M 0.58% 559,274 SH
36 ISHARES TR IWF 464287614 $37.1M 0.57% 298,390 SH
37 VANGUARD INDEX FDS VTI 922908769 $37.0M 0.57% 100,084 SH
38 ISHARES TR IVE 464287408 $36.8M 0.56% 161,930 SH
39 FIDELITY MERRIMACK STR TR FBND 316188309 $36.7M 0.56% 806,651 SH
40 ELI LILLY & CO LLY 532457108 $36.6M 0.56% 30,536 SH
41 INVESCO EXCH TRADED FD TR II RWL 46138G698 $34.8M 0.53% 272,048 SH
42 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $34.5M 0.53% 113,795 SH
43 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $33.8M 0.52% 70,677 SH
44 SCHWAB STRATEGIC TR SCHG 808524300 $33.5M 0.51% 991,286 SH
45 SCHWAB STRATEGIC TR SCHV 808524409 $33.4M 0.51% 960,177 SH
46 ADVANCED MICRO DEVICES INC AMD 007903107 $32.9M 0.50% 56,702 SH
47 ISHARES TR DSI 464288570 $31.5M 0.48% 221,547 SH
48 SPDR SERIES TRUST SPMD 78464A847 $29.4M 0.45% 435,087 SH
49 VANGUARD SCOTTSDALE FDS VONG 92206C680 $28.2M 0.43% 220,568 SH
50 ISHARES TR MBB 464288588 $27.4M 0.42% 290,132 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $6.54B 4,518 0001580642-26-004976
2025-12-31 2026-02-06 $5.64B 4,246 0001580642-26-000877
2025-09-30 2025-10-21 $4.47B 3,880 0001580642-25-006659