Global Retirement Partners, LLC Portfolio Holdings

Global Retirement Partners, LLC

  • $4.24 Billion
  • Q3 2025

Global Retirement Partners, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.24 Billion distributed in 3880 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $179M, Arthur J. Gallagher & Co. with a value of $156M, Apple Inc. with a value of $120M, Nvidia Corp with a value of $109M, and Ishares Core S&P 500 ETF with a value of $97.6M.

Examining the 13F form we can see an increase of $380M in the current position value, from $3.86B to 4.24B.

Below you can find more details about Global Retirement Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.24 Billion
ETFs: $2.57 Billion
Technology: $542 Million
Financial Services: $356 Million
Consumer Cyclical: $170 Million
Communication Services: $146 Million
Healthcare: $122 Million
Industrials: $112 Million
Consumer Defensive: $74.3 Million
Other: $136 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149B
$5.22 Million 0.12% of portfolio
13,949
Q3 2025 Reduced 2.04%
$0
$4.9 Million 0.12% of portfolio
21,326
Q3 2025 Added 6.43%
$226B
$5.16 Million 0.12% of portfolio
16,978
Q3 2025 Reduced 0.42%
$0
$5.04 Million 0.12% of portfolio
24,760
Q3 2025 Added 0.25%
$0
$5.04 Million 0.12% of portfolio
104,090
Q3 2025 Added 3.58%
$165B
$4.99 Million 0.12% of portfolio
66,041
Q3 2025 Reduced 34.63%
$139B
$5.13 Million 0.12% of portfolio
21,683
Q3 2025 Reduced 0.41%
$34.3B
$5.25 Million 0.12% of portfolio
31,312
Q3 2025 Reduced 4.29%
$186B
$5.25 Million 0.12% of portfolio
185,769
Q3 2025 Added 18.38%
$208B
$5.19 Million 0.12% of portfolio
45,324
Q3 2025 Reduced 0.42%
$0
$5.29 Million 0.12% of portfolio
65,098
Q3 2025 Added 3.45%
$254B
$4.89 Million 0.12% of portfolio
29,252
Q3 2025 Added 2.1%
$0
$4.52 Million 0.11% of portfolio
48,460
Q3 2025 Added 26.11%
$157B
$4.48 Million 0.11% of portfolio
133,567
Q3 2025 Added 7.79%
$98.6B
$4.52 Million 0.11% of portfolio
53,387
Q3 2025 Reduced 18.28%
$0
$4.78 Million 0.11% of portfolio
46,410
Q3 2025 Added 12.57%
$0
$4.76 Million 0.11% of portfolio
47,236
Q3 2025 Added 63.05%
$143B
$4.46 Million 0.11% of portfolio
45,707
Q3 2025 Added 16.08%
$62.6B
$4.78 Million 0.11% of portfolio
11,529
Q3 2025 Added 1.53%
$263B
$4.64 Million 0.11% of portfolio
19,592
Q3 2025 Added 19.04%
$128B
$4.58 Million 0.11% of portfolio
9,167
Q3 2025 Reduced 3.41%
$0
$4.72 Million 0.11% of portfolio
117,457
Q3 2025 Added 4.72%
$0
$4.64 Million 0.11% of portfolio
111,515
Q3 2025 Added 7.78%
$0
$4.72 Million 0.11% of portfolio
100,525
Q3 2025 Added 5.58%
$2.77B
$4.79 Million 0.11% of portfolio
14,854
Q3 2025 Added 8.96%
$161B
$4.62 Million 0.11% of portfolio
16,380
Q3 2025 Added 6.01%
$194B
$4.22 Million 0.1% of portfolio
20,617
Q3 2025 Added 5.36%
$0
$4.28 Million 0.1% of portfolio
84,513
Q3 2025 Added 3,519.4%
$0
$4.22 Million 0.1% of portfolio
40,958
Q3 2025 Added 0.48%
$210B
$4.11 Million 0.1% of portfolio
761
Q3 2025 Added 2.98%
$0
$4.08 Million 0.1% of portfolio
20,843
Q3 2025 Reduced 30.13%
$342B
$4.05 Million 0.1% of portfolio
11,733
Q3 2025 Reduced 13.04%
$1.35B
$4.18 Million 0.1% of portfolio
109,524
Q3 2025 Reduced 3.81%
$0
$4.2 Million 0.1% of portfolio
110,360
Q3 2025 Added 13.02%
$270B
$4.05 Million 0.1% of portfolio
25,482
Q3 2025 Added 7.75%
$0
$4.44 Million 0.1% of portfolio
195,474
Q3 2025 Added 12.46%
$0
$4.17 Million 0.1% of portfolio
46,705
Q3 2025 Added 439.19%
$0
$4.19 Million 0.1% of portfolio
44,005
Q3 2025 Added 0.25%
$0
$4.17 Million 0.1% of portfolio
158,443
Q3 2025 Reduced 10.87%
$0
$4.14 Million 0.1% of portfolio
26,835
Q3 2025 Added 6.82%
$38.4B
$4.31 Million 0.1% of portfolio
23,259
Q3 2025 Added 2.31%
$190B
$4.13 Million 0.1% of portfolio
40,648
Q3 2025 Added 5.97%
$0
$3.62 Million 0.09% of portfolio
37,512
Q3 2025 Reduced 0.47%
$0
$3.74 Million 0.09% of portfolio
121,707
Q3 2025 Added 0.66%
$0
$3.71 Million 0.09% of portfolio
144,226
Q3 2025 Added 11.24%
$4.29B
$3.66 Million 0.09% of portfolio
140,443
Q3 2025 Added 4.01%
$0
$3.64 Million 0.09% of portfolio
49,545
Q3 2025 Added 6.53%
$265B
$3.99 Million 0.09% of portfolio
12,002
Q3 2025 Added 9.38%
$0
$3.82 Million 0.09% of portfolio
60,907
Q3 2025 Added 49.25%

Summary

  • Portfolio
  • No. of Stocks 3,880
  • Current Value $4.24 Billion
  • Prior Value $3.86 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 251 stocks
  • Additional Purchases 1,519 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,104 stocks
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