Global Retirement Partners, LLC

Est. AUM

$5.55B

13F long equity, this entity only

Positions

4,177

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$190.0M	2368026	3.42%	SOLE
2	APPLE INC	COM	$154.6M	568591	2.78%	SOLE
3	NVIDIA CORPORATION	COM	$141.5M	758930	2.55%	SOLE
4	GALLAGHER ARTHUR J & CO	COM	$115.3M	445401	2.08%	SOLE
5	MICROSOFT CORP	COM	$112.8M	233220	2.03%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$111.0M	162041	2.00%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$93.5M	152181	1.68%	SOLE
8	AMAZON COM INC	COM	$69.6M	301588	1.25%	SOLE
9	SPDR S&P 500 ETF TR	TR UNIT	$66.8M	97919	1.20%	SOLE
10	ALPHABET INC	CAP STK CL A	$63.2M	201781	1.14%	SOLE
11	TESLA INC	COM	$57.3M	127333	1.03%	SOLE
12	ISHARES TR	TRUST ISHARE 0-1	$53.4M	484488	0.96%	SOLE
13	ISHARES TR	CORE S&P SCP ETF	$52.2M	434480	0.94%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$50.7M	80877	0.91%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$48.1M	98543	0.87%	SOLE
16	BROADCOM INC	COM	$46.6M	134744	0.84%	SOLE
17	ISHARES TR	CORE MSCI EAFE	$44.2M	494531	0.80%	SOLE
18	META PLATFORMS INC	CL A	$43.6M	66033	0.78%	SOLE
19	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$43.4M	977517	0.78%	SOLE
20	ISHARES TR	CORE S&P MCP ETF	$42.9M	649474	0.77%	SOLE
21	ISHARES TR	RUS TP200 GR ETF	$42.5M	153595	0.77%	SOLE
22	ISHARES TR	CORE US AGGBD ET	$42.1M	421304	0.76%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$42.0M	671861	0.76%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$40.6M	212730	0.73%	SOLE
25	JPMORGAN CHASE & CO.	COM	$40.3M	125062	0.73%	SOLE
26	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$39.1M	879221	0.70%	SOLE
27	ISHARES TR	RUS 1000 GRW ETF	$36.1M	76359	0.65%	SOLE
28	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$35.0M	759690	0.63%	SOLE
29	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$33.8M	295565	0.61%	SOLE
30	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$33.4M	764396	0.60%	SOLE
31	ALPHABET INC	CAP STK CL C	$33.2M	105885	0.60%	SOLE
32	ISHARES INC	CORE MSCI EMKT	$32.9M	489467	0.59%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$32.7M	97650	0.59%	SOLE
34	ISHARES TR	S&P 500 GRWT ETF	$32.3M	261939	0.58%	SOLE
35	ISHARES TR	S&P 500 VAL ETF	$31.6M	149158	0.57%	SOLE
36	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$30.4M	120329	0.55%	SOLE
37	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$29.5M	319347	0.53%	SOLE
38	ISHARES TR	CORE UNIVRSL USD	$29.5M	633336	0.53%	SOLE
39	SCHWAB STRATEGIC TR	US LCAP GR ETF	$29.3M	898757	0.53%	SOLE
40	ISHARES TR	ESG MSCI KLD 400	$28.6M	221974	0.51%	SOLE
41	BLACKROCK ETF TRUST	ISHARES US EQUIT	$28.0M	460532	0.50%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$27.8M	55340	0.50%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$27.2M	468852	0.49%	SOLE
44	WISDOMTREE TR	FLOATNG RAT TREA	$26.2M	520229	0.47%	SOLE
45	SCHWAB STRATEGIC TR	US LCAP VA ETF	$25.9M	875261	0.47%	SOLE
46	ELI LILLY & CO	COM	$25.8M	23979	0.46%	SOLE
47	ABBVIE INC	COM	$25.3M	110681	0.46%	SOLE
48	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$23.5M	193068	0.42%	SOLE
49	ISHARES TR	MBS ETF	$23.0M	241542	0.41%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$22.9M	402648	0.41%	SOLE

1–50 of 4,177

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.