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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
MRK icon
126
Merck
MRK
$357B
$10.1M 0.15%
+78,760
New +$9.22M
VCIT icon
127
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.8B
$10.1M 0.15%
+122,389
New +$10.1M
HEFA icon
128
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.4B
$10.1M 0.15%
+215,141
New +$9.68M
IGM icon
129
iShares Expanded Tech Sector ETF
IGM
$10.6B
$10M 0.15%
+61,354
New +$9.19M
JSCP icon
130
JPMorgan Short Duration Core Plus ETF
JSCP
$1.81B
$9.86M 0.15%
+209,110
New +$9.86M
UNH icon
131
UnitedHealth
UNH
$349B
$9.85M 0.15%
+23,702
New +$8.79M
WTV icon
132
WisdomTree US Value Fund
WTV
$3.27B
$9.77M 0.15%
+96,039
New +$9.59M
MS icon
133
Morgan Stanley
MS
$334B
$9.65M 0.15%
+46,158
New +$9.14M
BINC icon
134
BlackRock Flexible Income ETF
BINC
$16.5B
$9.53M 0.15%
+182,027
New +$9.51M
BAC icon
135
Bank of America
BAC
$437B
$9.3M 0.14%
+163,267
New +$8.68M
VIOG icon
136
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.06B
$9.3M 0.14%
+60,595
New +$8.44M
PLTR icon
137
Palantir
PLTR
$399B
$9.27M 0.14%
+79,424
New +$10.8M
HDV
138
iShares Core High Dividend ETF
HDV
$15.3B
$9.23M 0.14%
+336,832
New +$9.16M
IBDT icon
139
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$9.21M 0.14%
+364,874
New +$9.21M
IBDU icon
140
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.93B
$9.21M 0.14%
+397,717
New +$9.22M
VB icon
141
Vanguard Morningstar Small-Cap ETF
VB
$78.6B
$9.18M 0.14%
+30,301
New +$8.68M
CMF icon
142
iShares California Muni Bond ETF
CMF
$4.53B
$9.17M 0.14%
+159,119
New +$9.11M
IBDS icon
143
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.92B
$9.13M 0.14%
+376,949
New +$9.12M
IDEF
144
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF
IDEF
$4.24B
$9.12M 0.14%
+286,979
New +$9.49M
AFLG icon
145
First Trust Active Factor Large Cap ETF
AFLG
$759M
$9.09M 0.14%
+209,335
New +$8.89M
VGLT icon
146
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$9.08M 0.14%
+164,477
New +$9.03M
IWD icon
147
iShares Russell 1000 Value ETF
IWD
$82.7B
$8.97M 0.14%
+36,980
New +$8.61M
MUB icon
148
iShares National Muni Bond ETF
MUB
$44.6B
$8.91M 0.14%
+82,801
New +$8.86M
VZ icon
149
Verizon
VZ
$208B
$8.89M 0.14%
+210,018
New +$9.85M
IBM icon
150
IBM
IBM
$220B
$8.89M 0.14%
+31,616
New +$7.97M
4 5
6
7 8

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PA
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SWP
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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.