Global Retirement Partners, LLC

13F filer · CIK 0001749744

Reported Aug 6, 2026

13F portfolio value$6.54BU.S. long equity reported on 13F

Positions3,073Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight14.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 20263,073 positions
AAPLApple Inc.	$168M	2.57%	0.00%	+2.1%	Q4 2016
NVDANvidia Corp	$155M	2.37%	0.00%	+2.0%	Q4 2016
AJGArthur J. Gallagher & Co.	$101M	1.55%	0.17%	-0.9%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$93.2M	1.42%	Not reported	Not reported	Q2 2018
MSFTMicrosoft Corp	$90.3M	1.38%	0.00%	+3.8%	Q4 2016
AMZNAmazon Com Inc	$77.3M	1.18%	0.00%	+7.5%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$75.2M	1.15%	Not reported	+2.8%	Q4 2016
GOOGLAlphabet Inc.	$73M	1.12%	0.00%	+1.3%	Q4 2016
AVGOBroadcom Inc.	$56.5M	0.86%	0.00%	+10.9%	Q4 2016
TSLATesla, Inc.	$56M	0.86%	0.00%	+4.5%	Q4 2016
MUMicron Technology Inc	$46.6M	0.71%	0.00%	+32.9%	Q3 2017
JPMJPMorgan Chase & Co	$41.9M	0.64%	0.00%	+2.3%	Q4 2016
GOOGAlphabet Inc.	$41.5M	0.64%	Not reported	+11.0%	Q4 2016
METAMeta Platforms, Inc.	$38.8M	0.59%	Not reported	+4.2%	Q4 2016
LLYELI LILLY & Co	$36.6M	0.56%	0.00%	+27.3%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$33.8M	0.52%	0.00%	-5.6%	Q4 2016
AMDAdvanced Micro Devices Inc	$32.9M	0.50%	0.00%	+2.0%	Q1 2017
SPMDSupermedia Inc.	$29.4M	0.45%	Not reported	-7.2%	Q3 2017
CATCaterpillar Inc	$26.5M	0.40%	0.01%	+11.4%	Q4 2016
BRK.BBerkshire Hathaway Inc	$25.5M	0.39%	Not reported	-8.0%	Q4 2016
INTCIntel Corp	$24M	0.37%	0.00%	0.0%	Q4 2016
GLDSPDR Gold Trust	$20.9M	0.32%	0.02%	+21.1%	Q4 2016
SMHMarket Vectors ETF Trust	$20.9M	0.32%	Not reported	+10.2%	Q2 2018
WMTWalmart Inc.	$20.1M	0.31%	0.00%	+12.4%	Q4 2016
COSTCostco Wholesale Corp	$19.3M	0.30%	0.00%	+4.7%	Q4 2016
GEVGE Vernova Inc.	$18.7M	0.29%	0.01%	+44.5%	Q2 2024
AMATApplied Materials Inc	$18.4M	0.28%	0.00%	-14.1%	Q4 2016
ABBVAbbVie Inc.	$18.4M	0.28%	0.00%	-33.9%	Q4 2016
VVisa Inc.	$17.3M	0.27%	0.00%	-6.2%	Q4 2016
JNJJohnson & Johnson	$17M	0.26%	0.00%	+14.7%	Q4 2016
XOMExxonMobil Holdings Corp	$16.8M	0.26%	0.00%	+0.5%	Q4 2016
CSCOCisco Systems, Inc.	$16.4M	0.25%	0.00%	+1.1%	Q4 2016
HDHome Depot, Inc.	$15.3M	0.23%	0.00%	+2.4%	Q4 2016
NFLXNetflix Inc	$15.2M	0.23%	0.01%	+5.1%	Q4 2016
GSGoldman Sachs Group Inc	$14.6M	0.22%	0.00%	+20.7%	Q4 2016
PWRQuanta Services, Inc.	$14.3M	0.22%	0.01%	Not reported	Q4 2017
CVXChevron Corp	$14.3M	0.22%	0.00%	+1.5%	Q4 2016
CALIChina Auto Logistics Inc	$14M	0.21%	Not reported	+451.4%	Q2 2025
RTXRTX Corp	$13.9M	0.21%	0.01%	Not reported	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.8M	0.21%	Not reported	+4.8%	Q4 2016
SPABASTROTECH Corp	$13.8M	0.21%	Not reported	+24.6%	Q2 2020
PMPhilip Morris International Inc.	$12.6M	0.19%	0.00%	+3.5%	Q4 2016
LRCXLam Research Corp	$12.2M	0.19%	0.00%	-9.2%	Q4 2017
KOCoca Cola Co	$12M	0.18%	0.00%	+0.9%	Q4 2016
IBTGInternational Building Technologies Group, Inc.	$11.6M	0.18%	Not reported	+9.7%	Q4 2022
GEGeneral Electric Co	$11.4M	0.17%	0.00%	-5.5%	Q3 2021
PULSPulse Electronics Corp	$11.2M	0.17%	1.28%	+18.1%	Q4 2018
IDEVEndo Pharmaceuticals Solutions Inc.	$11.1M	0.17%	Not reported	+236.9%	Q1 2020
IBITiShares Bitcoin Trust ETF	$10.7M	0.16%	0.02%	+23.9%	Q1 2024
ISRGIntuitive Surgical Inc	$10.5M	0.16%	0.01%	+10.9%	Q4 2016

Q4 2025Reported Feb 6, 20262,825 positions
AAPLApple Inc.	$155M	2.74%	0.00%	+20.3%	Q4 2016
NVDANvidia Corp	$142M	2.51%	0.00%	+30.4%	Q4 2016
AJGArthur J. Gallagher & Co.	$115M	2.05%	0.17%	-11.5%	Q4 2016
MSFTMicrosoft Corp	$113M	2.00%	0.00%	+34.0%	Q4 2016
AMZNAmazon Com Inc	$69.6M	1.24%	0.00%	+26.2%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$66.8M	1.18%	Not reported	+3.6%	Q4 2016
GOOGLAlphabet Inc.	$63.2M	1.12%	0.00%	+42.7%	Q4 2016
TSLATesla, Inc.	$57.3M	1.02%	0.00%	+21.9%	Q4 2016
AVGOBroadcom Inc.	$46.6M	0.83%	0.00%	+43.0%	Q4 2016
METAMeta Platforms, Inc.	$43.6M	0.77%	Not reported	+13.9%	Q4 2016
JPMJPMorgan Chase & Co	$40.3M	0.71%	0.00%	+33.0%	Q4 2016
GOOGAlphabet Inc.	$33.2M	0.59%	Not reported	+36.9%	Q4 2016
BRK.BBerkshire Hathaway Inc	$27.8M	0.49%	Not reported	+16.8%	Q4 2016
SPMDSupermedia Inc.	$27.2M	0.48%	Not reported	-1.7%	Q3 2017
LLYELI LILLY & Co	$25.8M	0.46%	0.00%	+33.1%	Q4 2016
ABBVAbbVie Inc.	$25.3M	0.45%	0.01%	+13.9%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22.7M	0.40%	0.00%	+40.6%	Q4 2016
NFLXNetflix Inc	$19M	0.34%	0.00%	+24.2%	Q4 2016
VVisa Inc.	$18.9M	0.33%	0.00%	+6.9%	Q4 2016
GLDSPDR Gold Trust	$18.6M	0.33%	0.01%	+7.3%	Q4 2016
WMTWalmart Inc.	$17.6M	0.31%	0.00%	+23.6%	Q4 2016
COSTCostco Wholesale Corp	$17M	0.30%	0.00%	+24.1%	Q4 2016
ORCLOracle Corp	$15.4M	0.27%	0.00%	+17.4%	Q4 2016
XOMExxonMobil Holdings Corp	$14.7M	0.26%	0.00%	+37.4%	Q4 2016
HDHome Depot, Inc.	$14.6M	0.26%	0.00%	-11.3%	Q4 2016
PLTRPalantir Technologies Inc.	$14.1M	0.25%	0.00%	+6.8%	Q3 2020
ISRGIntuitive Surgical Inc	$13.5M	0.24%	0.01%	+71.0%	Q4 2016
NOWServiceNow, Inc.	$13.5M	0.24%	0.01%	+38.3%	Q2 2018
CVXChevron Corp	$12.9M	0.23%	0.00%	+29.2%	Q4 2016
IBITiShares Bitcoin Trust ETF	$12.8M	0.23%	0.02%	-4.4%	Q1 2024
CATCaterpillar Inc	$12.8M	0.23%	0.00%	+24.1%	Q4 2016
MAMastercard Inc	$12.5M	0.22%	0.00%	+62.3%	Q4 2016
JNJJohnson & Johnson	$12.1M	0.21%	0.00%	+67.6%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12M	0.21%	Not reported	+39.4%	Q4 2016
AMDAdvanced Micro Devices Inc	$11.9M	0.21%	0.00%	+47.5%	Q1 2017
IAUIshares Gold Trust	$11.2M	0.20%	0.02%	+54.8%	Q4 2016
SPABASTROTECH Corp	$11.1M	0.20%	Not reported	+7.0%	Q2 2020
BACBank of America Corp	$11M	0.20%	0.00%	+78.5%	Q4 2016
PMPhilip Morris International Inc.	$10.8M	0.19%	0.00%	+40.3%	Q4 2016
CSCOCisco Systems, Inc.	$10.6M	0.19%	0.00%	+60.8%	Q4 2016
IBTGInternational Building Technologies Group, Inc.	$10.6M	0.19%	Not reported	+11.6%	Q4 2022
GSGoldman Sachs Group Inc	$10.5M	0.19%	0.00%	+35.0%	Q4 2016
SMHMarket Vectors ETF Trust	$10.4M	0.18%	Not reported	+4.0%	Q2 2018
IBMInternational Business Machines Corp	$10.4M	0.18%	0.00%	+31.6%	Q4 2016
KOCoca Cola Co	$10.2M	0.18%	0.00%	+17.7%	Q4 2016
GEGeneral Electric Co	$9.96M	0.18%	0.00%	+45.2%	Q3 2021
ABTAbbott Laboratories	$9.96M	0.18%	0.00%	+20.6%	Q4 2016
TJXTJX Companies Inc	$9.77M	0.17%	0.01%	+71.5%	Q4 2016
PULSPulse Electronics Corp	$9.47M	0.17%	1.09%	+12.7%	Q4 2018
MRKMerck & Co., Inc.	$9.23M	0.16%	0.00%	+110.4%	Q4 2016

Q3 2025Reported Oct 21, 20252,545 positions
AJGArthur J. Gallagher & Co.	$156M	3.49%	0.20%	+0.1%	Q4 2016
AAPLApple Inc.	$120M	2.69%	0.00%	+4.5%	Q4 2016
NVDANvidia Corp	$109M	2.43%	0.00%	+3.5%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$91.8M	2.06%	Not reported	-3.0%	Q2 2018
MSFTMicrosoft Corp	$90.1M	2.02%	0.00%	+4.0%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$63M	1.41%	Not reported	+1.4%	Q4 2016
AMZNAmazon Com Inc	$52.5M	1.17%	0.00%	-0.3%	Q4 2016
TSLATesla, Inc.	$46.5M	1.04%	0.00%	+3.7%	Q4 2016
METAMeta Platforms, Inc.	$42.6M	0.95%	Not reported	+2.7%	Q4 2016
GOOGLAlphabet Inc.	$34.4M	0.77%	0.00%	+7.6%	Q4 2016
AVGOBroadcom Inc.	$31.1M	0.70%	0.00%	+4.1%	Q4 2016
JPMJPMorgan Chase & Co	$29.7M	0.66%	0.00%	+1.4%	Q4 2016
SPMDSupermedia Inc.	$27.3M	0.61%	Not reported	+0.6%	Q3 2017
BRK.BBerkshire Hathaway Inc	$23.8M	0.53%	Not reported	-5.0%	Q4 2016
ABBVAbbVie Inc.	$22.5M	0.50%	0.01%	+0.5%	Q4 2016
NFLXNetflix Inc	$19.6M	0.44%	0.00%	+2.4%	Q4 2016
HDHome Depot, Inc.	$19.4M	0.43%	0.00%	+3.4%	Q4 2016
ORCLOracle Corp	$18.9M	0.42%	0.00%	+0.6%	Q4 2016
GOOGAlphabet Inc.	$18.8M	0.42%	Not reported	+4.4%	Q4 2016
IBITiShares Bitcoin Trust ETF	$17.6M	0.39%	0.02%	+23.6%	Q1 2024
VVisa Inc.	$17.2M	0.38%	0.00%	+10.8%	Q4 2016
GLDSPDR Gold Trust	$15.5M	0.35%	0.01%	-7.7%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.9M	0.33%	0.00%	+3.0%	Q4 2016
COSTCostco Wholesale Corp	$14.7M	0.33%	0.00%	+1.8%	Q4 2016
LLYELI LILLY & Co	$13.8M	0.31%	0.00%	-13.1%	Q4 2016
PLTRPalantir Technologies Inc.	$13.5M	0.30%	0.00%	+9.0%	Q3 2020
WMTWalmart Inc.	$13.2M	0.30%	0.00%	0.0%	Q4 2016
NOWServiceNow, Inc.	$11.7M	0.26%	0.01%	+4.9%	Q2 2018
SPABASTROTECH Corp	$10.5M	0.23%	Not reported	+5.0%	Q2 2020
CVXChevron Corp	$10.2M	0.23%	0.00%	+8.3%	Q4 2016
XOMExxonMobil Holdings Corp	$10.1M	0.23%	0.00%	+1.5%	Q4 2016
BABoeing Co	$9.77M	0.22%	0.01%	-1.9%	Q4 2016
IBTGInternational Building Technologies Group, Inc.	$9.5M	0.21%	Not reported	+33.4%	Q4 2022
SMHMarket Vectors ETF Trust	$9.06M	0.20%	Not reported	+0.8%	Q2 2018
ABTAbbott Laboratories	$8.83M	0.20%	0.00%	+0.2%	Q4 2016
CATCaterpillar Inc	$8.58M	0.19%	0.00%	+11.0%	Q4 2016
PULSPulse Electronics Corp	$8.44M	0.19%	0.97%	+4.7%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.43M	0.19%	Not reported	+0.3%	Q4 2016
KOCoca Cola Co	$8.23M	0.18%	0.00%	+6.2%	Q4 2016
BXBlackstone Inc.	$7.8M	0.17%	0.01%	+3.4%	Q4 2016
PMPhilip Morris International Inc.	$7.76M	0.17%	0.00%	-3.2%	Q4 2016
MAMastercard Inc	$7.68M	0.17%	0.00%	+5.6%	Q4 2016
UBERUber Technologies, Inc	$7.55M	0.17%	0.00%	+4.3%	Q2 2019
IBMInternational Business Machines Corp	$7.5M	0.17%	0.00%	-3.7%	Q4 2016
CORCencora, Inc.	$7.27M	0.16%	0.01%	+2.3%	Q4 2016
GSGoldman Sachs Group Inc	$7.04M	0.16%	0.00%	+9.5%	Q4 2016
GEGeneral Electric Co	$6.7M	0.15%	0.00%	+7.0%	Q3 2021
WFCWells Fargo & Company	$6.64M	0.15%	0.00%	+8.8%	Q4 2016
IAUIshares Gold Trust	$6.49M	0.15%	0.01%	+2.3%	Q4 2016
JNJJohnson & Johnson	$6.48M	0.14%	0.00%	+4.9%	Q4 2016

Q2 2025Reported Aug 12, 20252,503 positions
AJGArthur J. Gallagher & Co.	$161M	3.99%	0.20%	-1.3%	Q4 2016
AAPLApple Inc.	$92.8M	2.30%	0.00%	+8.8%	Q4 2016
NVDANvidia Corp	$88.9M	2.20%	0.00%	+11.5%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$87M	2.16%	Not reported	+7.2%	Q2 2018
MSFTMicrosoft Corp	$83.2M	2.06%	0.00%	+12.8%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$57.6M	1.43%	Not reported	+0.2%	Q4 2016
AMZNAmazon Com Inc	$52.6M	1.30%	0.00%	+28.5%	Q4 2016
METAMeta Platforms, Inc.	$41.7M	1.03%	Not reported	+32.5%	Q4 2016
TSLATesla, Inc.	$32M	0.79%	0.00%	+35.6%	Q4 2016
JPMJPMorgan Chase & Co	$26.9M	0.67%	0.00%	+5.1%	Q4 2016
SPMDSupermedia Inc.	$25.8M	0.64%	Not reported	-0.2%	Q3 2017
AVGOBroadcom Inc.	$24.9M	0.62%	0.00%	+18.4%	Q4 2016
BRK.BBerkshire Hathaway Inc	$24.2M	0.60%	Not reported	+42.5%	Q4 2016
GOOGLAlphabet Inc.	$23.2M	0.57%	0.00%	+21.7%	Q4 2016
NFLXNetflix Inc	$21.4M	0.53%	0.00%	+58.9%	Q4 2016
ABBVAbbVie Inc.	$17.9M	0.44%	0.01%	+11.0%	Q4 2016
HDHome Depot, Inc.	$17M	0.42%	0.00%	+30.9%	Q4 2016
LLYELI LILLY & Co	$16.2M	0.40%	0.00%	+3.4%	Q4 2016
VVisa Inc.	$16.1M	0.40%	0.00%	+10.3%	Q4 2016
COSTCostco Wholesale Corp	$15.5M	0.38%	0.00%	+3.0%	Q4 2016
ORCLOracle Corp	$14.6M	0.36%	0.00%	+15.2%	Q4 2016
GLDSPDR Gold Trust	$14.4M	0.36%	0.01%	+46.1%	Q4 2016
IBITiShares Bitcoin Trust ETF	$13.4M	0.33%	0.02%	+21.5%	Q1 2024
GOOGAlphabet Inc.	$13.1M	0.33%	Not reported	-10.8%	Q4 2016
WMTWalmart Inc.	$12.5M	0.31%	0.00%	+9.0%	Q4 2016
NOWServiceNow, Inc.	$12.5M	0.31%	0.01%	-4.6%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.7M	0.29%	0.00%	+92.0%	Q4 2016
SPABASTROTECH Corp	$9.87M	0.24%	Not reported	+55.9%	Q2 2020
BABoeing Co	$9.67M	0.24%	0.01%	+101.9%	Q4 2016
XOMExxonMobil Holdings Corp	$9.47M	0.23%	0.00%	+4.1%	Q4 2016
PLTRPalantir Technologies Inc.	$9.28M	0.23%	0.00%	+8.1%	Q3 2020
PMPhilip Morris International Inc.	$9.01M	0.22%	0.00%	+20.4%	Q4 2016
ABTAbbott Laboratories	$8.96M	0.22%	0.00%	+12.4%	Q4 2016
CVXChevron Corp	$8.68M	0.22%	0.00%	+7.1%	Q4 2016
KOCoca Cola Co	$8.27M	0.20%	0.00%	+32.9%	Q4 2016
IBMInternational Business Machines Corp	$8.13M	0.20%	0.00%	+9.3%	Q4 2016
PULSPulse Electronics Corp	$8.05M	0.20%	0.92%	+4.9%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.95M	0.20%	Not reported	+12.9%	Q4 2016
SMHMarket Vectors ETF Trust	$7.68M	0.19%	Not reported	-0.1%	Q2 2018
ISRGIntuitive Surgical Inc	$7.39M	0.18%	0.00%	+13.3%	Q4 2016
MAMastercard Inc	$7.18M	0.18%	0.00%	+6.7%	Q4 2016
IBTGInternational Building Technologies Group, Inc.	$7.11M	0.18%	Not reported	+85.4%	Q4 2022
NEENextera Energy Inc	$7.01M	0.17%	0.00%	-7.7%	Q4 2016
UBERUber Technologies, Inc	$6.9M	0.17%	0.00%	+29.2%	Q2 2019
CORCencora, Inc.	$6.82M	0.17%	0.01%	-15.0%	Q4 2016
BXBlackstone Inc.	$6.61M	0.16%	0.01%	+1.8%	Q4 2016
PGPROCTER & GAMBLE Co	$6.42M	0.16%	0.00%	-28.6%	Q4 2016
CATCaterpillar Inc	$6.29M	0.16%	0.00%	-20.0%	Q4 2016
VZVerizon Communications Inc	$6.14M	0.15%	0.00%	+16.3%	Q4 2016
CRWDCrowdStrike Holdings, Inc.	$6.08M	0.15%	0.00%	+25.8%	Q1 2020

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