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

Global Retirement Partners, LLC

$6.5B in tracked AUM across 4,518 positions as of Q2 2026.

GR
CIK 0001749744 · last filed Jun 30, 2026
Total AUM
$6.5B
as of Q2 2026
Holdings
4,518
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Global Retirement Partners, 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
SPYM
SPDR SERIES TRUST
$231M2.6M3.5%02
AAPL
APPLE INC
$168M581K2.6%03
NVDA
NVIDIA CORPORATION
$155M775K2.4%04
IVV
ISHARES TR
$152M203K2.3%05
AJG
GALLAGHER ARTHUR J & CO
$101M441K1.5%06
QQQ
INVESCO QQQ TR
$93M127K1.4%07
MSFT
MICROSOFT CORP
$90M242K1.4%08
AMZN
AMAZON COM INC
$77M324K1.2%09
SPY
STATE STR SPDR S&P 500 ETF T
$75M101K1.1%10
GOOGL
ALPHABET INC
$73M204K1.1%

Filing history

2026Q2Jun 30
$6.5B▲ 16.0%
4,518 positionsView →2025Q4Dec 31
$5.6B▲ 26.2%
4,246 positionsView →2025Q3Sep 30
$4.5B▲ 10.7%
3,880 positionsView →2025Q2Jun 30
$4.0B▲ 15.6%
3,808 positionsLocked2024Q4Dec 31
$3.5B▲ 5.5%
3,652 positionsLocked2024Q3Sep 30
$3.3B▲ 3.6%
3,503 positionsLocked2024Q2Jun 30
$3.2B▲ 19.1%
3,550 positionsLocked2024Q1Mar 31
$2.7B▲ 12.2%
3,384 positionsLocked2023Q4Dec 31
$2.4B▲ 20.4%
3,356 positionsLocked2023Q3Sep 30
$2.0B▼ 3.1%
3,247 positionsLocked2023Q2Jun 30
$2.0B▲ 8.8%
3,192 positionsLocked2023Q1Mar 31
$1.9B▲ 29.3%
3,188 positionsLocked
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