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GRP

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
BG icon
351
Bunge Global
BG
$23.9B
$3.25M 0.05%
+30,461
New +$3.74M
MOAT icon
352
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
$3.24M 0.05%
+31,207
New +$3.15M
SOXX icon
353
iShares Semiconductor ETF
SOXX
$42.6B
$3.23M 0.05%
+5,040
New +$2.56M
APH icon
354
Amphenol
APH
$198B
$3.22M 0.05%
+36,476
New +$2.63M
EPD icon
355
Enterprise Products Partners
EPD
$84.9B
$3.2M 0.05%
+86,928
New +$3.28M
CDNS icon
356
Cadence Design Systems
CDNS
$78.5B
$3.18M 0.05%
+8,460
New +$2.96M
DIEM icon
357
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$95.3M
$3.17M 0.05%
+73,096
New +$3.01M
ROST icon
358
Ross Stores
ROST
$72B
$3.16M 0.05%
+14,868
New +$3.35M
JNK icon
359
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.8B
$3.16M 0.05%
+32,782
New +$3.16M
BUYW icon
360
Main BuyWrite ETF
BUYW
$1.35B
$3.14M 0.05%
+217,126
New +$3.12M
VOT icon
361
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19B
$3.13M 0.05%
+10,206
New +$2.94M
COIN icon
362
Coinbase
COIN
$45.5B
$3.1M 0.05%
+21,199
New +$3.83M
ET icon
363
Energy Transfer Partners
ET
$74.8B
$3.09M 0.05%
+161,577
New +$3.13M
EZU icon
364
iShare MSCI Eurozone ETF
EZU
$9.7B
$3.09M 0.05%
+44,417
New +$3M
SCHA icon
365
Schwab U.S Small- Cap ETF
SCHA
$22.3B
$3.07M 0.05%
+84,976
New +$2.81M
PFFD icon
366
Global X US Preferred ETF
PFFD
$2.11B
$3.06M 0.05%
+163,943
New +$3.09M
SCHF icon
367
Schwab International Equity ETF
SCHF
$68.8B
$3.05M 0.05%
+110,060
New +$2.97M
O icon
368
Realty Income
O
$56.4B
$3.05M 0.05%
+49,202
New +$3.07M
CFG icon
369
Citizens Financial Group
CFG
$29.3B
$3.04M 0.05%
+43,390
New +$2.8M
AVLV icon
370
Avantis US Large Cap Value ETF
AVLV
$21.3B
$3.04M 0.05%
+33,322
New +$2.93M
MCK icon
371
McKesson
MCK
$103B
$3.03M 0.05%
+4,012
New +$3.18M
TT icon
372
Trane Technologies
TT
$96.8B
$2.97M 0.05%
+6,044
New +$2.83M
UPS icon
373
United Parcel Service
UPS
$85.1B
$2.97M 0.05%
+27,613
New +$2.87M
ACWX icon
374
iShares MSCI ACWI ex US ETF
ACWX
$12.4B
$2.96M 0.05%
+38,944
New +$2.9M
IFLN
375
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$298M
$2.93M 0.04%
+160,215
New +$2.93M
13 14
15
16 17

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PA
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SWP
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WHRC
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CRC
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MIP
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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.