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Global Retirement Partners Portfolio holdings

AUM $6.54B
This Fund
S&P 500
This Quarter Est. Return
+17.57%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$6.54B
AUM Growth
–
Cap. Flow
+$6.35B
Cap. Flow %
97.06%
Top 10 Hldgs %
18.61%
Holding
4,515
New
4,512
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$225M
2
AAPL icon
Apple
AAPL
+$166M
3
NVDA icon
NVIDIA
NVDA
+$159M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$148M
5
MSFT icon
Microsoft
MSFT
+$97.9M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.91%
2 Technology 13.87%
3 Financials 6.41%
4 Industrials 3.88%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRVA icon
3476
Privia Health
PRVA
$2.6B
$8.36K ﹤0.01%
+325
New +$7.53K
QWLD
3477
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$175M
$8.36K ﹤0.01%
+55
New +$8.26K
EMO
3478
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.1B
$8.35K ﹤0.01%
+167
New +$8.39K
GFF icon
3479
Griffon
GFF
$4.39B
$8.34K ﹤0.01%
+86
New +$7.5K
UBSI icon
3480
United Bankshares
UBSI
$6.43B
$8.34K ﹤0.01%
+182
New +$7.96K
ARVN icon
3481
Arvinas
ARVN
$553M
$8.31K ﹤0.01%
+1,000
New +$9.33K
DRVN icon
3482
Driven Brands
DRVN
$2B
$8.28K ﹤0.01%
+594
New +$7.82K
ALM
3483
Almonty Industries
ALM
$4.58B
$8.28K ﹤0.01%
+500
New +$9.54K
WSBC icon
3484
WesBanco
WSBC
$3.84B
$8.25K ﹤0.01%
+211
New +$7.43K
IPX
3485
IperionX
IPX
$680M
$8.23K ﹤0.01%
+277
New +$9.44K
TOCT
3486
Innovator Equity Defined Protection ETF - 2 Yr to October 2027
TOCT
$15M
$8.23K ﹤0.01%
+305
New +$8.2K
HDSN
3487
Hudson Technologies
HDSN
$228M
$8.23K ﹤0.01%
+1,434
New +$8.16K
AFMC icon
3488
First Trust Active Factor Mid Cap ETF
AFMC
$216M
$8.2K ﹤0.01%
+200
New +$7.8K
TLK icon
3489
Telkom Indonesia
TLK
$14.7B
$8.18K ﹤0.01%
+609
New +$10.1K
QNT
3490
Quantinuum Inc
QNT
$1.93B
$8.17K ﹤0.01%
+100
New +$6.43K
FRNW icon
3491
Fidelity Clean Energy ETF
FRNW
$98.1M
$8.17K ﹤0.01%
+335
New +$8.42K
FCF icon
3492
First Commonwealth Financial
FCF
$2.14B
$8.15K ﹤0.01%
+401
New +$7.58K
IDRV icon
3493
iShares Self-Driving EV and Tech ETF
IDRV
$147M
$8.13K ﹤0.01%
+213
New +$8.93K
COGT icon
3494
Cogent Biosciences
COGT
$5.8B
$8.13K ﹤0.01%
+210
New +$7.35K
PBJ icon
3495
Invesco Food & Beverage ETF
PBJ
$88.4M
$8.11K ﹤0.01%
+172
New +$8.36K
BLW icon
3496
BlackRock Limited Duration Income Trust
BLW
$483M
$8.11K ﹤0.01%
+649
New +$8.14K
HNST icon
3497
The Honest Company
HNST
$569M
$8.1K ﹤0.01%
+2,214
New +$7.46K
WLY icon
3498
John Wiley & Sons Class A
WLY
$2.4B
$8.1K ﹤0.01%
+167
New +$7.02K
TRN icon
3499
Trinity Industries
TRN
$2.25B
$8.09K ﹤0.01%
+234
New +$7.91K
XYLD icon
3500
Global X S&P 500 Covered Call ETF
XYLD
$3.35B
$8.05K ﹤0.01%
+197
New +$7.94K
138 139
140
141 142

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EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
KGA
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WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Global Retirement Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Global Retirement Partners held 4,515 positions worth $6.54B. Its ten largest holdings account for 19% of the portfolio.

Global Retirement Partners deployed $6.35B of net new capital in Q2 2026, opening 4,512 new positions. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 2,632,322 shares worth $231M.

By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, followed by Technology and Financials.

  • Global Retirement Partners's largest Q2 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 2,632,322 shares worth $231M.
  • Global Retirement Partners's ten largest holdings make up 19% of its $6.54B portfolio in Q2 2026.
  • Global Retirement Partners opened 4,512 new positions and closed 0 in Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.