account_balance
Investment manager · 13F filer · SEC CIK 2023568
Global Financial Private Client, LLC
Reported value$362Mas of Sep 30, 2026
Positions236 7 new, 17 sold out
Top 10 weight26.5%AAPL alone is 5%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.2%
SPYSPDR S&P 500 ETF Trust
5.1%
VOOVanguard Index FDS
3.6%
MSFTMicrosoft Corp
2.6%Trimmed −4%
NVDANVIDIA Corp
2.2%Added +5%
SCHDSchwab Strategic Tr
1.7%
CVXChevron Corp
1.6%
CSCOCisco Systems, Inc.
1.5%Added +2%
VIGVanguard Specialized Funds
1.5%
JPMJPMorgan Chase & Co
1.4%
XLSRSsga Active Tr
1.4%+4%
GEVGE Vernova Inc.
1.3%−11%
AAPLApple Inc.
5.2%
SPYSPDR S&P 500 ETF Trust
5.1%
VOOVanguard Index FDS
3.6%
MSFTMicrosoft Corp
2.6%
NVDANVIDIA Corp
2.2%+5%
SCHDSchwab Strategic Tr
1.7%
VIG1.5%
JPM1.4%XLSR1.4%
GEV1.3%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
AAPL Apple Inc. 5.2% HeldSPY SPDR S&P 500 ETF Trust 5.1% Held
VOO Vanguard Index FDS 3.6% Held
MSFT Microsoft Corp 2.6% Trimmed −4%NVDA NVIDIA Corp 2.2% Added +5%SCHD Schwab Strategic Tr 1.7% Held
CVX Chevron Corp 1.6% HeldCSCO Cisco Systems, Inc. 1.5% Added +2%VIG Vanguard Specialized Funds 1.5% Held
JPM JPMorgan Chase & Co 1.4% HeldXLSR Ssga Active Tr 1.4% Added +4%
GEV GE Vernova Inc. 1.3% Trimmed −11%What changed
Biggest moves since Jun 30, 2026
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