account_balance
Investment manager · 13F filer · SEC CIK 1749744
Global Retirement Partners, LLC
Reported value$7.1Bas of Sep 30, 2026
Positions4,871 533 new, 161 sold out
Top 10 weight19.9%IVV alone is 4%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
3.6%Added +65%
SPYMSPDR Series Trust
3.4%Added +3%
AAPLApple Inc.
2.7%
NVDANVIDIA Corp
2.5%
MSFTMicrosoft Corp
1.7%
AJGArthur J. Gallagher & Co.
1.3%Trimmed −6%
QQQInvesco QQQ Tr
1.2%Trimmed −9%
FBNDFidelity Merrimack STR Tr
1.2%Added +141%
AMZNAmazon.com Inc
1.1%
IEMGiShares Inc
1.1%+93%
SPYSPDR S&P 500 ETF Trust
1.1%
GOOGLAlphabet Inc.
0.9%−6%
IVViShares Tr
3.6%Added +65%
SPYMSPDR Series Trust
3.4%Added +3%
AAPLApple Inc.
2.7%
NVDANVIDIA Corp
2.5%
MSFTMicrosoft Corp
1.7%
AJGArthur J. Gallagher & Co.
1.3%
QQQ1.2%
FBND1.2%
AMZN1.1%IEMG
SPY1.1%GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 3.6% Added +65%
SPYM SPDR Series Trust 3.4% Added +3%
AAPL Apple Inc. 2.7% HeldNVDA NVIDIA Corp 2.5% HeldMSFT Microsoft Corp 1.7% HeldAJG Arthur J. Gallagher & Co. 1.3% Trimmed −6%QQQ Invesco QQQ Tr 1.2% Trimmed −9%
FBND Fidelity Merrimack STR Tr 1.2% Added +141%
AMZN Amazon.com Inc 1.1% HeldIEMG iShares Inc 1.1% Added +93%
SPY SPDR S&P 500 ETF Trust 1.1% HeldGOOGL Alphabet Inc. 0.9% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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