Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $281 Billion
  • Q3 2025

Global Financial Private Client, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $281 Billion distributed in 341 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.8B, Apple Inc. with a value of $13B, Vanguard Index Fds S&P 500 ETF with a value of $9.64B, Microsoft Corp with a value of $8.28B, and Schwab Strategic Tr Us Dividen with a value of $5.45B.

Examining the 13F form we can see an increase of $14B in the current position value, from $267B to 281B.

Global Financial Private Client, LLC is based out at Sarasota, FL

Below you can find more details about Global Financial Private Client, LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Billion
ETFs: $137 Billion
Technology: $46.2 Billion
Financial Services: $23.5 Billion
Industrials: $12.3 Billion
Consumer Cyclical: $9.66 Billion
Consumer Defensive: $9.11 Billion
Healthcare: $8.94 Billion
Communication Services: $8.77 Billion
Other: $12.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$13 Billion 4.63% of portfolio
51,000
Q3 2025 Reduced 22.47%
$3.86T
$8.28 Billion 2.95% of portfolio
15,983
Q3 2025 Added 2.71%
$505B
$4.73 Billion 1.69% of portfolio
25,358
Q3 2025 Added 5.04%
$913B
$4.13 Billion 1.47% of portfolio
13,079
Q3 2025 Reduced 0.78%
$309B
$3.77 Billion 1.34% of portfolio
24,297
Q3 2025 Added 0.1%
$1.46T
$3.28 Billion 1.17% of portfolio
4,469
Q3 2025 Added 4.44%
$276B
$2.94 Billion 1.05% of portfolio
10,419
Q3 2025 Reduced 1.22%
$300B
$2.96 Billion 1.05% of portfolio
43,211
Q3 2025 Reduced 1.58%
$2.49T
$2.9 Billion 1.03% of portfolio
13,213
Q3 2025 Added 17.45%
$87.2B
$2.86 Billion 1.02% of portfolio
26,279
Q3 2025 Reduced 1.59%
$218B
$2.87 Billion 1.02% of portfolio
34,150
Q3 2025 Added 0.44%
$1.56T
$2.74 Billion 0.98% of portfolio
9,827
Q3 2025 Reduced 1.34%
$11.4B
$2.53 Billion 0.9% of portfolio
27,730
Q3 2025 Added 0.15%
$477B
$2.29 Billion 0.82% of portfolio
20,324
Q3 2025 Reduced 1.64%
$275B
$2.3 Billion 0.82% of portfolio
22,327
Q3 2025 Reduced 1.33%
$708B
$2.19 Billion 0.78% of portfolio
7,798
Q3 2025 Added 0.94%
$429B
$2.04 Billion 0.73% of portfolio
39,639
Q3 2025 Reduced 2.91%
$42.4B
$2.02 Billion 0.72% of portfolio
17,450
Q3 2025 Reduced 1.61%
$1.68T
$1.95 Billion 0.7% of portfolio
8,039
Q3 2025 Added 4.84%
$19.5B
$1.95 Billion 0.69% of portfolio
20,905
Q3 2025 Reduced 1.41%
$389B
$1.93 Billion 0.69% of portfolio
4,764
Q3 2025 Reduced 0.96%
$7.8B
$1.92 Billion 0.68% of portfolio
33,890
Q3 2025 Reduced 2.07%
$220B
$1.81 Billion 0.65% of portfolio
5,959
Q3 2025 Reduced 6.55%
$262B
$1.52 Billion 0.54% of portfolio
9,110
Q3 2025 Added 2.76%
$1.72T
$1.49 Billion 0.53% of portfolio
6,098
Q3 2025 Added 2.89%
$26B
$1.36 Billion 0.49% of portfolio
7,218
Q3 2025 Added 1.13%
$1.83B
$1.34 Billion 0.48% of portfolio
6,956
Q2 2025 Reduced 0.01%
$108B
$1.35 Billion 0.48% of portfolio
4,615
Q3 2025 Reduced 0.97%
$45.5B
$1.28 Billion 0.46% of portfolio
19,021
Q3 2025 Reduced 1.37%
$203B
$1.25 Billion 0.44% of portfolio
7,505
Q3 2025 Reduced 4.54%
$305B
$1.22 Billion 0.44% of portfolio
2,562
Q3 2025 Added 240.24%
$820B
$1.21 Billion 0.43% of portfolio
1,587
Q3 2025 Added 1.47%
$65.9B
$1.15 Billion 0.41% of portfolio
5,646
Q3 2025 Added 1.06%
$1.86B
$1.16 Billion 0.41% of portfolio
38,231
Q3 2025 Reduced 11.55%
$42B
$1.09 Billion 0.39% of portfolio
12,294
Q3 2025 Added 1.53%
$129B
$1.05 Billion 0.38% of portfolio
2,111
Q3 2025 Reduced 3.3%
$68.2B
$1.05 Billion 0.38% of portfolio
12,540
Q3 2025 Added 4.84%
$386B
$1.02 Billion 0.36% of portfolio
4,416
Q3 2025 Added 3.23%
$67.7B
$971 Million 0.35% of portfolio
8,694
Q3 2025 Reduced 44.69%
$224B
$921 Million 0.33% of portfolio
5,678
Q3 2025 Added 43.67%
$150B
$905 Million 0.32% of portfolio
8,156
Q3 2025 Added 4.22%
$120B
$859 Million 0.31% of portfolio
3,981
Q3 2025 Reduced 0.1%
$45.8B
$880 Million 0.31% of portfolio
19,559
Q3 2025 Added 10.99%
$338B
$800 Million 0.29% of portfolio
2,660
Q3 2025 Added 4.93%
$62B
$805 Million 0.29% of portfolio
7,182
Q3 2025 Added 5.42%
$73.2B
$825 Million 0.29% of portfolio
2,549
Q2 2025 Added 0.28%
$621B
$811 Million 0.29% of portfolio
1,612
Q3 2025 Added 2.03%
$394B
$777 Million 0.28% of portfolio
4,257
Q3 2025 Added 0.76%
$40.4B
$771 Million 0.27% of portfolio
4,758
Q3 2025 Added 55.03%

Summary

  • Portfolio
  • No. of Stocks 341
  • Current Value $281 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email