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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
% of AUM
97.06%
Top 10 Holdings %
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 |
Apple
AAPL
|
+$166M |
| 3 |
NVIDIA
NVDA
|
+$159M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$148M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
626
IQVIA
IQV
$42.6B
| $1.39M | 0.02% |
+7,179
| New | +$1.25M |
|
627
Regions Financial
RF
$25.5B
| $1.39M | 0.02% |
+45,919
| New | +$1.29M |
|
|
WCPB
628
Weitz Core Plus Bond ETF
WCPB
$239M
| $1.38M | 0.02% |
+54,575
| New | +$1.38M |
|
629
Host Hotels & Resorts
HST
$15.4B
| $1.38M | 0.02% |
+58,339
| New | +$1.3M |
|
630
Astera Labs
ALAB
$50.9B
| $1.38M | 0.02% |
+2,847
| New | +$756K |
|
631
Tortoise North American Pipeline ETF
TPYP
$884M
| $1.37M | 0.02% |
+32,791
| New | +$1.39M |
|
632
WisdomTree US SmallCap Earnings Fund
EES
$707M
| $1.37M | 0.02% |
+20,207
| New | +$1.28M |
|
633
Cigna
CI
$74.5B
| $1.37M | 0.02% |
+4,961
| New | +$1.4M |
|
|
NVO
634
Novo Nordisk
NVO
$190B
| $1.37M | 0.02% |
+28,487
| New | +$1.22M |
|
635
FirstEnergy
FE
$26.7B
| $1.36M | 0.02% |
+28,639
| New | +$1.36M |
|
636
Vanguard Short-Term Treasury ETF
VGSH
$34.6B
| $1.36M | 0.02% |
+23,354
| New | +$1.36M |
|
637
Comfort Systems
FIX
$58.1B
| $1.36M | 0.02% |
+684
| New | +$1.24M |
|
638
Xcel Energy
XEL
$47.3B
| $1.35M | 0.02% |
+16,833
| New | +$1.34M |
|
639
Rocket Companies
RKT
$37.8B
| $1.35M | 0.02% |
+85,611
| New | +$1.23M |
|
640
Sysco
SYY
$39.9B
| $1.35M | 0.02% |
+16,132
| New | +$1.22M |
|
641
Mitsubishi UFJ Financial
MUFG
$268B
| $1.35M | 0.02% |
+67,736
| New | +$1.28M |
|
|
MRSH
642
Marsh
MRSH
$84.2B
| $1.34M | 0.02% |
+8,069
| New | +$1.35M |
|
643
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$107M
| $1.34M | 0.02% |
+30,663
| New | +$1.22M |
|
644
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.84B
| $1.34M | 0.02% |
+17,789
| New | +$1.33M |
|
645
Devon Energy
DVN
$54.9B
| $1.34M | 0.02% |
+32,374
| New | +$1.5M |
|
646
nVent Electric
NVT
$25.9B
| $1.34M | 0.02% |
+7,876
| New | +$1.23M |
|
647
Honeywell
HON
$64.4B
| $1.34M | 0.02% |
+5,964
| New | +$1.33M |
|
648
Credicorp
BAP
$30.3B
| $1.33M | 0.02% |
+3,420
| New | +$1.17M |
|
|
FITB
649
Fifth Third Bancorp
FITB
$49.6B
| $1.33M | 0.02% |
+23,627
| New | +$1.2M |
|
650
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.73B
| $1.32M | 0.02% |
+19,048
| New | +$1.3M |
|
Similar funds
EB
AAM
PA
SWP
KGA
WHRC
CRC
MIP
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.