13F Insight
DOSSIER · 13F-HR · Q3 2026

Global Financial Private Client, LLC

$362M in tracked AUM across 351 positions as of Q3 2026.

GF
CIK 0002023568 · last filed Sep 30, 2026
Total AUM
$362M
as of Q3 2026
Holdings
351
−10 QoQ
positions
Whale Score
48
48
tracked
Activity
220
+7 new, −17 sold
changes this Q
AI Analysis · Q3 2026

Global Financial Private Client, LLC filed its latest 13F-HR for Q3 2026. 220 position changes this quarter — 7 new, 17 exited, 140 added, 56 trimmed.

Quarter at a glance — Q3 2026

220 material changes this filing.

EXIT
DFACDIMENSIONAL ETF TRUST
-106K sh
$-5M
—
NEW
XOMEXXONMOBIL HOLDINGS CORP
+20K sh
+$3M
0.9%
ADD
AAPLAPPLE INC
+872 sh
+$3M
5.2%
TRIM
MSFTMICROSOFT CORP
-835 sh
+$2M
2.6%
EXIT
DFSVDIMENSIONAL ETF TRUST
-52K sh
$-2M
—
EXIT
DUHPDIMENSIONAL ETF TRUST
-48K sh
$-2M
—
TRIM
GEVGE VERNOVA INC
-599 sh
$-2M
1.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$19M57K5.2%02
SPY
STATE STR SPDR S&P 500 ETF T
$19M24K5.1%03
VOO
VANGUARD INDEX FDS
$13M19K3.6%04
MSFT
MICROSOFT CORP
$10M19K2.6%05
NVDA
NVIDIA CORPORATION
$8M34K2.2%06
SCHD
SCHWAB STRATEGIC TR
$6M186K1.7%07
CVX
CHEVRON CORPORATION
$6M29K1.6%08
CSCO
CISCO SYS INC
$6M51K1.5%09
VIG
VANGUARD SPECIALIZED FUNDS
$5M24K1.5%10
JPM
JPMORGAN CHASE & CO
$5M15K1.4%

Filing history

2026Q3Sep 30
$362M▼ 1.7%
351 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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