We are live on ! Find out more
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
FIGS icon
4451
FIGS
FIGS
$2.15B
$72 ﹤0.01%
+7
New +$92
GOGO icon
4452
Gogo Inc
GOGO
$351M
$71 ﹤0.01%
+23
New +$94
COM icon
4453
Direxion Auspice Broad Commodity Strategy ETF
COM
$228M
$69 ﹤0.01%
+2
New +$67
BWX icon
4454
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$65 ﹤0.01%
+3
New +$66
EVH icon
4455
Evolent Health
EVH
$471M
$65 ﹤0.01%
+12
New +$46
RCKT icon
4456
Rocket Pharmaceuticals
RCKT
$382M
$65 ﹤0.01%
+19
New +$63
OCTV
4457
Octave Intelligence
OCTV
$4.63B
$65 ﹤0.01%
+4
New +$73
KDKRW
4458
Kodiak AI Warrants
KDKRW
$64 ﹤0.01%
+86
New +$108
SBI
4459
Western Asset Intermediate Muni Fund
SBI
$104M
$63 ﹤0.01%
+8
New +$62
IMPP icon
4460
Imperial Petroleum
IMPP
$256M
$60 ﹤0.01%
+13
New +$63
AMBP icon
4461
Ardagh Metal Packaging
AMBP
$2.87B
$57 ﹤0.01%
+12
New +$49
FLYX.WS icon
4462
flyExclusive Inc Warrants
FLYX.WS
$2.12M
$56 ﹤0.01%
+265
New +$72
ACR
4463
ACRES Commercial Realty
ACR
$97.4M
$53 ﹤0.01%
+3
New +$59
CHPT icon
4464
ChargePoint
CHPT
$240M
$53 ﹤0.01%
+9
New +$59
ANGO icon
4465
AngioDynamics
ANGO
$630M
$52 ﹤0.01%
+4
New +$46
XXI
4466
Twenty One Capital Inc
XXI
$3.06B
$50 ﹤0.01%
+10
New +$70
GRSD
4467
Grandstand Ltd
GRSD
$64.1M
$48 ﹤0.01%
+25
New +$78
APPN icon
4468
Appian
APPN
$2.44B
$46 ﹤0.01%
+2
New +$44
FB
4469
ProShares S&P 500 Dynamic Buffer ETF
FB
$2.71M
$44 ﹤0.01%
+1
New +$44
DFIP icon
4470
Dimensional Inflation-Protected Securities ETF
DFIP
$1.13B
$41 ﹤0.01%
+1
New +$42
FLGT icon
4471
Fulgent Genetics
FLGT
$554M
$41 ﹤0.01%
+2
New +$34
AQB icon
4472
AquaBounty Technologies
AQB
$5.46M
$40 ﹤0.01%
+37
New +$36
MLTX icon
4473
MoonLake Immunotherapeutics
MLTX
$1.12B
$39 ﹤0.01%
+2
New +$36
SPDV icon
4474
AAM S&P 500 High Dividend Value ETF
SPDV
$104M
$39 ﹤0.01%
+1
New +$38
JFU
4475
9F Inc
JFU
$32.5M
$38 ﹤0.01%
+15
New +$47
177 178
179
180 181

Similar funds

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
K5 Global Advisor Miami Beach, Florida $6.59B AUM
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.