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Filers›Hedge Fund›Global Retirement Partners, LLC
DOSSIER · 13F-HR · Q4 2025

Global Retirement Partners, LLC

Global Retirement's hedge fund based in Omaha, NE — $5.6B in tracked AUM across 4,246 positions as of Q4 2025.

GR
Global Retirement·Omaha, NE·Hedge Fund
CIK 0001749744 · last filed Dec 31, 2025
Total AUM
$5.6B
▲ 14.9%
vs prior
Holdings
4,246
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Financials
19% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Global Retirement Partners, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$190M2.4M3.4%
02
AAPL
APPLE INC
$155M569K2.7%
03
NVDA
NVIDIA CORPORATION
$142M759K2.5%
04
AJG
GALLAGHER ARTHUR J & CO
$115M445K2.0%
05
MSFT
MICROSOFT CORP
$113M233K2.0%
06
IVV
ISHARES TR
$111M162K2.0%
07
460900000
INVESCO QQQ TR
$93M152K1.7%
08
AMZN
AMAZON COM INC
$70M302K1.2%
09
SPY
SPDR S&P 500 ETF TR
$67M98K1.2%
10
0Infinity
ISHARES TR
$66M2.0M1.2%

Filing history

Filing history loading…
AI Agent · grounded in Global
haiku-4-5 · 4,246 positions indexed
Sector mix
  • Financials19%
  • Health Care52%
  • Communications4%
  • Industrials18%
  • Energy10%
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