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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
NULG icon
176
Nuveen ESG Large-Cap Growth ETF
NULG
$2.87B
$7.73M 0.12%
+66,015
New +$7.09M
ORCL icon
177
Oracle
ORCL
$441B
$7.67M 0.12%
+52,348
New +$9.49M
SFLR icon
178
Innovator Equity Managed Floor ETF
SFLR
$2.15B
$7.61M 0.12%
+197,140
New +$7.4M
TLH icon
179
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$7.56M 0.12%
+75,318
New +$7.53M
MO icon
180
Altria Group
MO
$115B
$7.54M 0.12%
+104,863
New +$7.32M
THRO
181
iShares U.S. Thematic Rotation Active ETF
THRO
$6.74B
$7.54M 0.12%
+174,949
New +$7.24M
IBTH icon
182
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.39B
$7.45M 0.11%
+333,212
New +$7.46M
IEI icon
183
iShares 3-7 Year Treasury Bond ETF
IEI
$17.4B
$7.45M 0.11%
+63,435
New +$7.47M
BA icon
184
Boeing
BA
$162B
$7.45M 0.11%
+34,397
New +$7.65M
IAU icon
185
iShares Gold Trust
IAU
$64.1B
$7.42M 0.11%
+98,289
New +$8.34M
CRWD icon
186
CrowdStrike
CRWD
$214B
$7.35M 0.11%
+38,500
New +$5.47M
VRT icon
187
Vertiv
VRT
$95.5B
$7.33M 0.11%
+21,885
New +$6.94M
VTEB icon
188
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$7.32M 0.11%
+144,730
New +$7.27M
DHS icon
189
WisdomTree US High Dividend Fund
DHS
$1.59B
$7.31M 0.11%
+64,319
New +$7.16M
HYG icon
190
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.3B
$7.3M 0.11%
+91,283
New +$7.3M
BOND icon
191
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
$7.15M 0.11%
+77,569
New +$7.14M
IUSG icon
192
iShares Core S&P US Growth ETF
IUSG
$32.9B
$7.11M 0.11%
+37,781
New +$6.82M
EEM icon
193
iShares MSCI Emerging Markets ETF
EEM
$31.1B
$6.95M 0.11%
+101,643
New +$6.64M
SGOV icon
194
iShares 0-3 Month Treasury Bond ETF
SGOV
$107B
$6.95M 0.11%
+69,004
New +$6.94M
ETN icon
195
Eaton
ETN
$159B
$6.94M 0.11%
+16,285
New +$6.57M
WFC icon
196
Wells Fargo
WFC
$270B
$6.89M 0.11%
+83,415
New +$6.7M
EFA icon
197
iShares MSCI EAFE ETF
EFA
$78.1B
$6.77M 0.1%
+65,174
New +$6.7M
IWR icon
198
iShares Russell Mid-Cap ETF
IWR
$55.5B
$6.67M 0.1%
+60,422
New +$6.35M
QTEC icon
199
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.59B
$6.52M 0.1%
+19,473
New +$5.58M
MCD icon
200
McDonald's
MCD
$179B
$6.47M 0.1%
+23,946
New +$6.87M
6 7
8
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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.