Global Retirement Partners, LLC
4,519 holdingsFiling period: 2026-06-30Current AUM: $6.55Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 2.63M | $231.3M | $234.1M | 3.58% | +264.3K | 2026-06-30 |
| 2 | AAPL | APPLE INC | 580.7K | $168.0M | $192.4M | 2.94% | +12.1K | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 774.7K | $154.9M | $164.3M | 2.51% | +15.3K | 2026-06-30 |
| 4 | IVV | ISHARES TR | 203.3K | $152.2M | $154.3M | 2.36% | +41.2K | 2026-06-30 |
| 5 | AJG | GALLAGHER ARTHUR J & CO | 441.2K | $101.3M | $109.4M | 1.67% | -4,176 | 2026-06-30 |
| 6 | QQQ | INVESCO QQQ TR | 126.5K | $93.2M | $89.1M | 1.36% | -- | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP | 242.0K | $90.3M | $120.3M | 1.84% | +8.8K | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 324.1K | $77.3M | $80.5M | 1.23% | +22.5K | 2026-06-30 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 100.7K | $75.2M | $76.2M | 1.16% | +2.7K | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 204.4K | $73.0M | $70.5M | 1.08% | +2.6K | 2026-06-30 |
| 11 | IJR | ISHARES TR | 440.9K | $65.4M | $61.7M | 0.94% | +6.4K | 2026-06-30 |
| 12 | SPDW | SPDR INDEX SHS FDS | 1.19M | $60.1M | $60.5M | 0.92% | +214.9K | 2026-06-30 |
| 13 | AVGO | BROADCOM INC | 149.5K | $56.5M | $50.7M | 0.77% | +14.7K | 2026-06-30 |
| 14 | TSLA | TESLA INC | 133.1K | $56.0M | $47.5M | 0.72% | +5.8K | 2026-06-30 |
| 15 | IJH | ISHARES TR | 677.8K | $52.3M | $49.6M | 0.76% | +28.3K | 2026-06-30 |
| 16 | VOO | VANGUARD INDEX FDS | 73.6K | $50.6M | $51.3M | 0.78% | -7,243 | 2026-06-30 |
| 17 | IWY | ISHARES TR | 172.4K | $50.1M | $48.7M | 0.74% | +18.8K | 2026-06-30 |
| 18 | AGG | ISHARES TR | 492.7K | $48.8M | $47.2M | 0.72% | +71.4K | 2026-06-30 |
| 19 | MU | MICRON TECHNOLOGY INC | 40.4K | $46.6M | $37.5M | 0.57% | +10.0K | 2026-06-30 |
| 20 | VUG | VANGUARD INDEX FDS | 535.1K | $46.1M | $46.6M | 0.71% | +436.5K | 2026-06-30 |
| 21 | VTV | VANGUARD INDEX FDS | 207.9K | $45.3M | $46.3M | 0.71% | -4,850 | 2026-06-30 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 626.0K | $44.6M | $44.8M | 0.68% | -45,903 | 2026-06-30 |
| 23 | SHV | ISHARES TR | 386.4K | $42.6M | $42.6M | 0.65% | -98,056 | 2026-06-30 |
| 24 | JPM | JPMORGAN CHASE & CO | 127.9K | $41.9M | $45.1M | 0.69% | +2.8K | 2026-06-30 |
| 25 | CGGR | CAPITAL GROUP GROWTH ETF | 885.3K | $41.8M | $40.8M | 0.62% | +6.1K | 2026-06-30 |
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