account_balance

Investment manager · 13F filer · SEC CIK 1801667

Great Lakes Retirement, Inc.

Reported value$1.14Bas of Sep 30, 2026
Positions222 18 new, 12 sold out
Top 10 weight33.5%SPAB alone is 5%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
SPAB SPDR Series Trust 5.3% Added +3%
NVDA NVIDIA Corp 4.5% Held
GSEW Goldman Sachs ETF Tr 3.5% Held
AMD Advanced Micro Devices Inc 3.4% Trimmed −4%GOOGL Alphabet Inc. 3.3% HeldAAPL Apple Inc. 3.0% Held
VCIT Vanguard Scottsdale FDS 2.9% Added +3%
MSFT Microsoft Corp 2.7% Added +2%AMZN Amazon.com Inc 2.6% Held
FIXD First Tr Exchng Traded Fd Vi 2.4% Added +3%
SCHB Schwab Strategic Tr 2.3% Trimmed −2%
FENI Fidelity Covington Trust 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • WFC −44%
  • SCHW −14%
  • MAYW −9%
  • ONEZ −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist