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
$211B
$2.78 Million 0.07% of portfolio
19,780
Q3 2025 Reduced 1.27%
$0
$3.02 Million 0.07% of portfolio
96,382
Q3 2025 Reduced 1.37%
$0
$2.83 Million 0.07% of portfolio
55,214
Q3 2025 Added 16.37%
$0
$2.92 Million 0.07% of portfolio
20,994
Q3 2025 Reduced 15.23%
$0
$2.88 Million 0.07% of portfolio
9,360
Q3 2025 Reduced 0.83%
$0
$2.88 Million 0.07% of portfolio
31,500
Q3 2025 Added 0.07%
$220B
$3.17 Million 0.07% of portfolio
18,972
Q3 2025 Added 21.64%
$20B
$3.09 Million 0.07% of portfolio
15,041
Q3 2025 Added 1.9%
$173B
$2.94 Million 0.07% of portfolio
30,817
Q3 2025 Added 0.38%
$0
$3.08 Million 0.07% of portfolio
60,313
Q3 2025 Added 2.78%
$0
$2.89 Million 0.07% of portfolio
148,712
Q3 2025 Reduced 3.28%
$0
$2.83 Million 0.07% of portfolio
152,308
Q3 2025 Added 6.03%
$0
$2.37 Million 0.06% of portfolio
59,991
Q3 2025 Added 10.35%
$79.3B
$2.6 Million 0.06% of portfolio
9,503
Q3 2025 Added 2.64%
$0
$2.49 Million 0.06% of portfolio
35,573
Q3 2025 Reduced 0.6%
$144B
$2.57 Million 0.06% of portfolio
6,961
Q3 2025 Added 10.0%
$95.7B
$2.54 Million 0.06% of portfolio
50,298
Q3 2025 Added 5.58%
$0
$2.69 Million 0.06% of portfolio
38,628
Q3 2025 Added 1.26%
$0
$2.34 Million 0.06% of portfolio
29,630
Q3 2025 Added 42.45%
$96.5B
$2.4 Million 0.06% of portfolio
8,871
Q3 2025 Added 26.62%
$0
$2.61 Million 0.06% of portfolio
18,645
Q3 2025 Reduced 45.65%
$79.2B
$2.7 Million 0.06% of portfolio
11,982
Q3 2025 Added 15.21%
$0
$2.43 Million 0.06% of portfolio
11,657
Q3 2025 Added 4.56%
$166B
$2.36 Million 0.06% of portfolio
6,689
Q3 2025 Added 3.5%
$0
$2.52 Million 0.06% of portfolio
32,899
Q3 2025 Reduced 0.45%
$0
$2.64 Million 0.06% of portfolio
10,286
Q3 2025 Reduced 5.27%
$0
$2.73 Million 0.06% of portfolio
29,143
Q3 2025 Reduced 1.3%
$0
$2.39 Million 0.06% of portfolio
107,981
Q3 2025 Added 19.18%
$36.8B
$2.72 Million 0.06% of portfolio
23,708
Q3 2025 Added 4.85%
$0
$2.49 Million 0.06% of portfolio
85,625
Q3 2025 Added 7.57%
$0
$2.59 Million 0.06% of portfolio
29,718
Q3 2025 Reduced 29.72%
$0
$2.67 Million 0.06% of portfolio
19,090
Q3 2025 Added 0.08%
$0
$2.53 Million 0.06% of portfolio
105,770
Q3 2025 Reduced 6.57%
$0
$2.71 Million 0.06% of portfolio
53,438
Q3 2025 Reduced 8.64%
$0
$2.5 Million 0.06% of portfolio
38,628
Q3 2025 Reduced 2.17%
$0
$2.61 Million 0.06% of portfolio
24,031
Q3 2025 Added 184.19%
$0
$2.66 Million 0.06% of portfolio
36,242
Q3 2025 Reduced 2.05%
$73.5B
$2.66 Million 0.06% of portfolio
13,217
Q3 2025 Added 9.3%
$0
$2.35 Million 0.06% of portfolio
16,515
Q3 2025 Added 3.37%
$0
$2.36 Million 0.06% of portfolio
101,035
Q3 2025 Added 0.64%
$0
$2.75 Million 0.06% of portfolio
150,771
Q3 2025 Reduced 4.29%
$0
$2.42 Million 0.06% of portfolio
111,417
Q3 2025 Reduced 6.3%
$0
$2.67 Million 0.06% of portfolio
28,845
Q3 2025 Added 0.62%
$0
$2.41 Million 0.06% of portfolio
32,051
Q3 2025 Added 68.13%
$0
$2.38 Million 0.06% of portfolio
102,117
Q3 2025 Added 5.02%
$83.3B
$2.43 Million 0.06% of portfolio
11,413
Q3 2025 Added 7.86%
$0
$2.27 Million 0.05% of portfolio
12,817
Q3 2025 Reduced 0.97%
$112B
$2.13 Million 0.05% of portfolio
7,564
Q3 2025 Reduced 5.83%
$139B
$2.13 Million 0.05% of portfolio
4,662
Q3 2025 Added 22.46%

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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email