StockDriftsStockDriftsTop 50 Global Financial Private Client, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 4.92% | 24.3K | $18.1M | +8.08%(+1.82K) | $429.21(+80.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.38% | 55.9K | $16.2M | +3.81%(+2.05K) | $129.63(+135.58%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.42% | 18.3K | $12.6M | +6.75%(+1.16K) | $416.72(+71.02%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.98% | 19.5K | $7.3M | +8.60%(+1.55K) | $246.45(+97.23%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 1.78% | 5.6K | $6.6M | +11.19%(+563) | $298.58(+262.01%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.77% | 32.7K | $6.5M | +11.36%(+3.33K) | $84.62(+167.16%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.6% | 185.7K | $5.9M | +0.45%(+831) | $21.86(+57.21%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.59% | 50.0K | $5.9M | +3.94%(+1.90K) | $58.16(+95.22%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.59% | 13.6K | $5.9M | +11.93%(+1.44K) | $96.04(+251.33%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.52% | 23.6K | $5.6M | +1.32%(+308) | $161.04(+52.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.28% | +53.22% | +8.30% | +48.99% |
| Top 20 Holdings Unweighted | +14.50% | +50.13% | +7.79% | +45.52% |
Global Financial Private Client, LLC reports $368.64M in US-listed equity holdings across 246 positions in its most recent 13F filing. Its largest disclosed positions are SPY (4.9%), AAPL (4.4%) and VOO (3.4%). The top 20 holdings account for 37.14% of reported assets. Its disclosed equity book has returned +53.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Global Financial Private Client, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023568). View Global Financial Private Client, LLC’s 13F filings on SEC