Latest Global Retirement Partners, LLC Stock Portfolio
$6.54Billion | No. of Holdings #4479
About Global Retirement Partners, LLC and 13F Hedge Fund Stock Holdings
On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Global Retirement Partners, LLC reported an equity portfolio of $6.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Global Retirement Partners, LLC are BIL, AAPL, NVDA. The fund has invested 3.5% of it's portfolio in SPDR SERIES TRUST and 2.6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off UPBOUND GROUP INC and OAKTREE SPECIALTY LENDING (OCSL) stocks. Global Retirement Partners, LLC opened new stock positions in SPDR SERIES TRUST (BIL), APPLE INC (AAPL) and NVIDIA CORPORATION (NVDA).
Global Retirement Partners, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$6.54Billion
as of Aug 06, 2026Global Retirement Partners, LLC Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 231,328,000 |
| apple inc | 168,031,000 |
| nvidia corporation | 154,918,000 |
| ishares tr | 152,239,000 |
| gallagher arthur j & co | 101,292,000 |
| invesco qqq tr | 93,156,000 |
| microsoft corp | 90,280,400 |
| amazon com inc | 77,252,500 |
New stocks bought by Global Retirement Partners, LLC
Additions
No additions were made to existing positions by Global Retirement Partners, LLC
Reductions
None of the existing positions were reduced by Global Retirement Partners, LLC
Sold off
None of the stocks were completely sold off by Global Retirement Partners, LLC
Sector Distribution
- Others
- Technology
- Financial Services
- Consumer Cyclical
- Industrials
- Healthcare
- Communication Services
- Consumer Defensive
- Utilities
- Energy
| Sector | % |
|---|---|
| Others | 62.8 |
| Technology | 13 |
| Financial Services | 5.2 |
| Consumer Cyclical | 3.5 |
| Industrials | 3.4 |
| Healthcare | 3.1 |
| Communication Services | 3.1 |
| Consumer Defensive | 1.7 |
| Utilities | 1.6 |
| Energy | 1.4 |
Market Cap. Distribution
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 62.9 |
| MEGA-CAP | 21.9 |
| LARGE-CAP | 13.2 |
| MID-CAP | 1.4 |
Stocks belong to which Index?
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 65.8 |
| S&P 500 | 31.7 |
| RUSSELL 2000 | 2.5 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Global Retirement Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Global Retirement Partners, LLC
$5.68BTotal Value
500Positions
06 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAAU Goldman Sachs Physical GoldGoldman Sachs Physical GoldAAAU | 0.04% | 57,761 | $2.29M 0.04% | Newnew position | |
| 2.57% | 580,699 | $168.03M 2.57% | Newnew position | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.65% | 386,432 | $42.64M 0.65% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.48% | 221,547 | $31.55M 0.48% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.42% | 290,132 | $27.42M 0.42% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.2% | 169,964 | $13.01M 0.2% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.16% | 203,927 | $10.69M 0.16% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.16% | 82,688 | $10.29M 0.16% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 159,119 | $9.17M 0.14% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 82,801 | $8.91M 0.14% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.12% | 75,318 | $7.56M 0.12% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 63,435 | $7.45M 0.11% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 91,283 | $7.30M 0.11% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.08% | 21,038 | $5.10M 0.08% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 122,492 | $3.73M 0.06% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.05% | 40,793 | $3.36M 0.05% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 38,944 | $2.96M 0.04% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 25,085 | $2.66M 0.04% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 19,937 | $2.12M 0.03% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 20,436 | $1.97M 0.03% | Newnew position | |
