StockDriftsStockDriftsTop 50 Global Retirement Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 3.54% | 2.63M | $231.3M | new | $58.21(+56.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.57% | 580.7K | $168.0M | new | $165.25(+84.80%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.37% | 774.2K | $154.9M | new | $98.63(+129.21%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.33% | 203.3K | $152.2M | new | $500.91(+55.50%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 1.55% | 441.2K | $101.3M | new | $66.33(+273.84%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.42% | 126.5K | $93.2M | new | $308.17(+137.70%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.38% | 242.0K | $90.3M | new | $336.77(+44.33%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.18% | 324.1K | $77.3M | new | $172.73(+51.99%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.15% | 100.7K | $75.2M | new | $381.57(+103.20%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.12% | 204.4K | $73.0M | new | $167.63(+105.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.07% | +56.38% | +10.69% | +66.15% |
| Top 20 Holdings Unweighted | +16.11% | +56.52% | +9.54% | +57.74% |
Global Retirement Partners, LLC reports $6.54B in US-listed equity holdings across 4,501 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (3.5%), AAPL (2.6%) and NVDA (2.4%). The top 20 holdings account for 26.75% of reported assets. Its disclosed equity book has returned +56.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Global Retirement Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1749744). View Global Retirement Partners, LLC’s 13F filings on SEC