Global Retirement Partners, LLC
4,203 holdingsFiling period: 2026-06-30Current AUM: $6.56Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | Spdr Series Trust | 2.63M | $231.3M | $237.1M | 3.61% | +264.3K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 580.7K | $168.0M | $199.7M | 3.04% | +12.1K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 774.7K | $154.9M | $167.2M | 2.55% | +15.3K | 2026-06-30 |
| 4 | IVV | iShares TR | 203.3K | $152.2M | $156.3M | 2.38% | +41.2K | 2026-06-30 |
| 5 | AJG | Gallagher Arthur J & Co | 441.2K | $101.3M | $117.7M | 1.79% | -4,176 | 2026-06-30 |
| 6 | QQQ | Invesco Qqq TR | 126.5K | $93.2M | $90.1M | 1.37% | -- | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 242.0K | $90.3M | $128.9M | 1.96% | +8.8K | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 324.1K | $77.3M | $80.7M | 1.23% | +22.5K | 2026-06-30 |
| 9 | SPY | State Str Spdr S&P 500 ETF T | 100.7K | $75.2M | $77.0M | 1.17% | +2.7K | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 204.4K | $73.0M | $64.7M | 0.99% | +2.6K | 2026-06-30 |
| 11 | IJR | iShares TR | 440.9K | $65.4M | $61.3M | 0.93% | +6.4K | 2026-06-30 |
| 12 | SPDW | Spdr Index Shs Fds | 1.19M | $60.1M | $58.7M | 0.89% | +214.9K | 2026-06-30 |
| 13 | AVGO | Broadcom Inc | 149.5K | $56.5M | $49.2M | 0.75% | +14.7K | 2026-06-30 |
| 14 | TSLA | Tesla Inc | 133.1K | $56.0M | $52.1M | 0.79% | +5.8K | 2026-06-30 |
| 15 | IJH | iShares TR | 677.8K | $52.3M | $49.4M | 0.75% | +28.3K | 2026-06-30 |
| 16 | VOO | Vanguard Index Fds | 73.6K | $50.6M | $51.8M | 0.79% | -7,243 | 2026-06-30 |
| 17 | IWY | iShares TR | 172.4K | $50.1M | $49.0M | 0.75% | +18.8K | 2026-06-30 |
| 18 | AGG | iShares TR | 492.7K | $48.8M | $47.3M | 0.72% | +71.4K | 2026-06-30 |
| 19 | MU | Micron Technology Inc | 40.4K | $46.6M | $36.5M | 0.56% | +10.0K | 2026-06-30 |
| 20 | VUG | Vanguard Index Fds | 535.1K | $46.1M | $46.8M | 0.71% | +436.5K | 2026-06-30 |
| 21 | VTV | Vanguard Index Fds | 207.9K | $45.3M | $47.0M | 0.72% | -4,850 | 2026-06-30 |
| 22 | VEA | Vanguard Tax-Managed Fds | 626.0K | $44.6M | $43.4M | 0.66% | -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 | $42.7M | 0.65% | +2.8K | 2026-06-30 |
| 25 | CGGR | Capital Group Growth ETF | 885.3K | $41.8M | $40.9M | 0.62% | +6.1K | 2026-06-30 |
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