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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
LFST icon
976
Lifestance Health
LFST
$4.98B
$572K 0.01%
+53,448
New +$413K
GSEW icon
977
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.05B
$570K 0.01%
+6,039
New +$549K
ALNY icon
978
Alnylam Pharmaceuticals
ALNY
$33.7B
$570K 0.01%
+1,893
New +$571K
DIV icon
979
Global X SuperDividend US ETF
DIV
$789M
$569K 0.01%
+29,865
New +$572K
VTR icon
980
Ventas
VTR
$46.3B
$569K 0.01%
+6,404
New +$546K
HUT
981
Hut 8
HUT
$12.3B
$562K 0.01%
+4,865
New +$472K
EXEL icon
982
Exelixis
EXEL
$13.9B
$561K 0.01%
+10,310
New +$502K
FHN icon
983
First Horizon
FHN
$11.6B
$559K 0.01%
+21,808
New +$532K
WPC icon
984
W.P. Carey
WPC
$15.7B
$556K 0.01%
+7,780
New +$570K
IDV icon
985
iShares International Select Dividend ETF
IDV
$8.72B
$555K 0.01%
+13,408
New +$587K
WDAY icon
986
Workday
WDAY
$44.7B
$555K 0.01%
+4,534
New +$574K
SKM icon
987
SK Telecom
SKM
$14.5B
$554K 0.01%
+17,223
New +$637K
TXRH icon
988
Texas Roadhouse
TXRH
$11.7B
$547K 0.01%
+2,832
New +$482K
AME icon
989
Ametek
AME
$55.2B
$545K 0.01%
+2,251
New +$519K
CGCV
990
Capital Group Conservative Equity ETF
CGCV
$2.03B
$542K 0.01%
+16,516
New +$523K
SPXL icon
991
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.04B
$541K 0.01%
+2,000
New +$505K
SNX icon
992
TD Synnex
SNX
$21.3B
$541K 0.01%
+2,025
New +$488K
AVDV icon
993
Avantis International Small Cap Value ETF
AVDV
$20.4B
$541K 0.01%
+5,252
New +$559K
AMCR icon
994
Amcor
AMCR
$19.7B
$537K 0.01%
+12,387
New +$492K
CNO icon
995
CNO Financial Group
CNO
$5.1B
$536K 0.01%
+10,520
New +$489K
BUSE icon
996
First Busey Corp
BUSE
$2.5B
$536K 0.01%
+18,169
New +$493K
TIPX icon
997
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.05B
$536K 0.01%
+28,308
New +$541K
DGX icon
998
Quest Diagnostics
DGX
$25.4B
$536K 0.01%
+2,528
New +$496K
FMHI icon
999
First Trust Municipal High Income ETF
FMHI
$1.03B
$536K 0.01%
+11,048
New +$532K
ESE icon
1000
ESCO Technologies
ESE
$7.03B
$531K 0.01%
+1,517
New +$475K
38 39
40
41 42

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AAM
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PA
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SWP
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KGA
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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.