Global Retirement Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$18M |
| 2 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$9.24M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$8.88M |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$7.49M |
| 5 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$5.43M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$9.12M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$6.42M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$4.7M |
| 4 |
Vanguard Total Bond Market
BND
|
+$4.14M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.99M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.32% |
| 2 | Financials | 8.22% |
| 3 | Consumer Discretionary | 3.86% |
| 4 | Communication Services | 3.28% |
| 5 | Healthcare | 2.91% |
Similar funds
Global Retirement Partners's Q3 2025 Portfolio in Review
As of Q3 2025, Global Retirement Partners held 4,061 positions worth $4.47B, up 11% from $4.04B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Global Retirement Partners deployed $168M of net new capital in Q3 2025, opening 256 new positions and adding to 1,523 existing holdings. Its largest new stake was BNY Mellon Ultra Short Income ETF: 39,100 shares worth $1.95M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $9.12M trimmed.
- Global Retirement Partners's largest Q3 2025 buy was BNY Mellon Ultra Short Income ETF: 39,100 shares worth $1.95M.
- Global Retirement Partners added most to WisdomTree Floating Rate Treasury Fund in Q3 2025, an estimated $18M increase.
- Global Retirement Partners's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $9.12M.
- Global Retirement Partners fully exited FT Vest US Small Cap Moderate Buffer ETF November in Q3 2025, selling an estimated $2.12M.
- Global Retirement Partners's ten largest holdings make up 23% of its $4.47B portfolio in Q3 2025.
- Global Retirement Partners opened 256 new positions and closed 191 in Q3 2025.
- Global Retirement Partners's portfolio value rose 11% quarter-over-quarter to $4.47B.
Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.