Global Financial Private Client, LLC

Est. AUM

$225.4M

13F long equity, this entity only

Positions

236

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$14.6M	22488	6.49%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.3M	17176	4.55%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.7M	184898	2.52%	SOLE
4	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.0M	23309	2.22%	SOLE
5	NVIDIA CORPORATION	COM	$4.5M	25882	2.00%	SOLE
6	GE VERNOVA INC	COM	$4.4M	5012	1.94%	SOLE
7	MERCK & CO INC	COM	$4.4M	36225	1.93%	SOLE
8	JPMORGAN CHASE & CO	COM	$4.0M	13688	1.79%	SOLE
9	VANGUARD INDEX FDS	GROWTH ETF	$3.9M	8933	1.73%	SOLE
10	SSGA ACTIVE TR	STATE STREET US	$3.8M	66535	1.70%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.7M	19159	1.63%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$3.5M	76482	1.55%	SOLE
13	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.4M	10170	1.52%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$3.4M	5154	1.49%	SOLE
15	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.3M	33287	1.48%	SOLE
16	BANK NEW YORK MELLON CORP	COM	$3.3M	27977	1.47%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	53338	1.34%	SOLE
18	META PLATFORMS INC	CL A	$3.0M	5240	1.33%	SOLE
19	AMAZON COM INC	COM	$2.9M	14123	1.30%	SOLE
20	WALMART INC	COM	$2.8M	22418	1.24%	SOLE
21	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.6M	66920	1.15%	SOLE
22	SPDR INDEX SHS FDS	STATE STREET SPD	$2.6M	55316	1.15%	SOLE
23	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.6M	104755	1.15%	SOLE
24	INTERNATIONAL BUSINESS MACHS	COM	$2.5M	10355	1.11%	SOLE
25	ENTERGY CORP NEW	COM	$2.4M	21558	1.07%	SOLE
26	ALPHABET INC	CAP STK CL A	$2.3M	8150	1.04%	SOLE
27	ISHARES TR	US AER DEF ETF	$2.3M	10404	1.01%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	34400	0.98%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	36279	0.87%	SOLE
30	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.9M	49072	0.85%	SOLE
31	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.9M	8014	0.84%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$1.9M	3292	0.84%	SOLE
33	ISHARES TR	U.S. TECH ETF	$1.9M	10464	0.84%	SOLE
34	ISHARES TR	CORE MSCI PAC	$1.8M	23655	0.80%	SOLE
35	ISHARES TR	MSCI USA QLT FCT	$1.7M	9029	0.77%	SOLE
36	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.7M	20512	0.75%	SOLE
37	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$1.6M	16845	0.73%	SOLE
38	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.6M	33320	0.71%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET COM	$1.6M	14233	0.70%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.5M	30167	0.66%	SOLE
41	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.5M	3794	0.65%	SOLE
42	ELI LILLY & CO	COM	$1.4M	1566	0.64%	SOLE
43	PACER FDS TR	US CASH COWS 100	$1.4M	22394	0.62%	SOLE
44	GILEAD SCIENCES INC	COM	$1.4M	9812	0.61%	SOLE
45	ISHARES TR	CONV BD ETF	$1.4M	13308	0.60%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.3M	9074	0.59%	SOLE
47	VANGUARD WORLD FD	CONSUM DIS ETF	$1.3M	3699	0.59%	SOLE
48	VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	4129	0.59%	SOLE
49	LEIDOS HOLDINGS INC	COM	$1.3M	8457	0.58%	SOLE
50	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6666	0.58%	SOLE

1–50 of 236

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