StockDriftsStockDriftsTop 50 Global Financial Private Client LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.22% | 56.7K | $18.9M | +1.56%(+872) | $132.42(+158.98%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.14% | 24.4K | $18.6M | +0.44%(+106) | $430.62(+77.99%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.6% | 18.6K | $13.0M | +1.40%(+256) | $420.53(+67.55%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.65% | 18.7K | $9.6M | -4.27%(-835) | $246.45(+116.48%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.17% | 34.5K | $7.9M | +5.48%(+1.79K) | $91.35(+137.64%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.67% | 185.7K | $6.0M | -0.00%(-2) | $21.86(+56.66%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 1.63% | 28.9K | $5.9M | +1.13%(+322) | $135.06(+66.12%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 1.52% | 51.2K | $5.5M | +2.47%(+1.24K) | $59.47(+79.07%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.52% | 23.6K | $5.5M | -0.26%(-61) | $161.04(+49.67%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.39% | 15.2K | $5.0M | +1.85%(+276) | $205.28(+62.47%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.29% | +61.36% | +9.27% | +55.80% |
| Top 20 Holdings Unweighted | +16.75% | +59.13% | +8.50% | +50.39% |
Global Financial Private Client LLC reports $362.25M in US-listed equity holdings across 236 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.2%), SPY (5.1%) and VOO (3.6%). The top 20 holdings account for 39% of reported assets. Its disclosed equity book has returned +61.36% on a three-year cumulative basis. Figures reflect the Q3 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