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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
SIMO icon
1201
Silicon Motion
SIMO
$9.59B
$362K 0.01%
+1,085
New +$251K
OKTA icon
1202
Okta
OKTA
$29.3B
$360K 0.01%
+2,637
New +$248K
GL icon
1203
Globe Life
GL
$13.2B
$360K 0.01%
+2,012
New +$315K
SPTL icon
1204
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.9B
$359K 0.01%
+13,705
New +$357K
IFRA icon
1205
iShares US Infrastructure ETF
IFRA
$4.18B
$359K 0.01%
+5,698
New +$348K
ACGL icon
1206
Arch Capital
ACGL
$32.7B
$359K 0.01%
+3,698
New +$349K
FCVT icon
1207
First Trust SSI Strategic Convertible Securities ETF
FCVT
$104M
$359K 0.01%
+6,674
New +$339K
IXC icon
1208
iShares Global Energy ETF
IXC
$2.91B
$358K 0.01%
+7,286
New +$394K
MTD icon
1209
Mettler-Toledo International
MTD
$26B
$358K 0.01%
+280
New +$338K
DINO icon
1210
HF Sinclair
DINO
$19.6B
$357K 0.01%
+5,125
New +$341K
SDIV icon
1211
Global X SuperDividend ETF
SDIV
$1.22B
$356K 0.01%
+14,571
New +$369K
JIVE icon
1212
JPMorgan International Value ETF
JIVE
$3.93B
$356K 0.01%
+3,871
New +$353K
OPLN
1213
Openlane
OPLN
$4.34B
$356K 0.01%
+8,622
New +$301K
NVMI
1214
Nova
NVMI
$11.8B
$354K 0.01%
+652
New +$335K
ROP icon
1215
Roper Technologies
ROP
$38.3B
$354K 0.01%
+1,046
New +$357K
CHD icon
1216
Church & Dwight Co
CHD
$22.2B
$354K 0.01%
+3,652
New +$349K
IYF icon
1217
iShares US Financials ETF
IYF
$4.3B
$353K 0.01%
+2,772
New +$344K
SEIC icon
1218
SEI Investments
SEIC
$12.9B
$352K 0.01%
+4,017
New +$350K
JQC icon
1219
Nuveen Credit Strategies Income Fund
JQC
$698M
$352K 0.01%
+72,393
New +$349K
DAVE icon
1220
Dave Inc
DAVE
$4.54B
$350K 0.01%
+939
New +$244K
QVMT
1221
Invesco S&P 500 Concentrated QVM ETF
QVMT
$134M
$350K 0.01%
+5,003
New +$325K
GRMN
1222
Garmin
GRMN
$54.1B
$349K 0.01%
+1,470
New +$357K
GEN icon
1223
Gen Digital
GEN
$18.2B
$347K 0.01%
+13,931
New +$311K
HMC icon
1224
Honda
HMC
$42.3B
$346K 0.01%
+12,759
New +$325K
JMUB icon
1225
JPMorgan Municipal ETF
JMUB
$8.61B
$346K 0.01%
+6,824
New +$344K
47 48
49
50 51

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AAM
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PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
SWP
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KGA
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WHRC
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CRC
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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.