13F Insight
DOSSIER · 13F-HR · Q2 2026

Global Financial Private Client, LLC

$369M in tracked AUM across 366 positions as of Q2 2026.

GF
CIK 0002023568 · last filed Jun 30, 2026
Total AUM
$369M
as of Q2 2026
Holdings
366
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Global Financial Private Client, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$18M24K4.9%02
AAPL
APPLE INC
$16M56K4.4%03
VOO
VANGUARD INDEX FDS
$13M18K3.4%04
MSFT
MICROSOFT CORP
$7M20K2.0%05
GEV
GE VERNOVA INC
$7M6K1.8%06
NVDA
NVIDIA CORPORATION
$7M33K1.8%07
SCHD
SCHWAB STRATEGIC TR
$6M186K1.6%08
CSCO
CISCO SYS INC
$6M50K1.6%09
LRCX
LAM RESEARCH CORP
$6M14K1.6%10
VIG
VANGUARD SPECIALIZED FUNDS
$6M24K1.5%

Filing history

2026Q2Jun 30
$369M▲ 20.6%
366 positionsView →2026Q1Mar 31
$306M▲ 7.1%
350 positionsView →2025Q4Dec 31
$285M▲ 1.6%
333 positionsView →2025Q3Sep 30
$281M▲ 5.3%
341 positionsView →2025Q2Jun 30
$267M▲ 147.8%
320 positionsLocked2025Q1Mar 31
$108M▼ 59.7%
813 positionsLocked2024Q4Dec 31
$267M▲ 4.0%
1,661 positionsLocked2024Q3Sep 30
$257M▲ 7.3%
807 positionsLocked2024Q2Jun 30
$239M▲ 2.8%
683 positionsLocked2024Q1Mar 31
$233M▲ 8.9%
714 positionsLocked2023Q4Dec 31
$214M▲ 10.4%
687 positionsLocked2023Q3Sep 30
$194M▼ 4.8%
682 positionsLocked
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