Global Retirement Partners
Global Retirement Partners reported 4,501 stocks worth $6.5B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPYM (3.5%), AAPL (2.6%) and NVDA (2.4%). Compared with Q4 2025, the fund opened new positions in QQQ, PWR and RTX, added to SPYM, AAPL and NVDA, trimmed AJG, VOO and VTV and sold out of COR, RTX and AZN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $231M | 3.5% | 2.6M | +264K (+11%) | 6 of 6 | |
| 2 |  AAPL Apple Inc | $168M | 2.6% | 581K | +12K (+2%) | 6 of 6 | |
| 3 |  NVDA Nvidia Corporation | $155M | 2.4% | 774K | +15K (+2%) | 6 of 6 | |
| 4 |  IVV Ishares TR | $152M | 2.3% | 203K | +41K (+25%) | 6 of 6 | |
| 5 |  AJG Gallagher Arthur J & Co | $101M | 1.6% | 441K | −4,176 (−1%) | 6 of 6 | |
| 6 |  QQQ Invesco Qqq TR | $93.2M | 1.4% | 127K | New position | 5 of 6 | |
| 7 |  MSFT Microsoft Corp | $90.3M | 1.4% | 242K | +8,806 (+4%) | 6 of 6 | |
| 8 |  AMZN Amazon Com Inc | $77.3M | 1.2% | 324K | +23K (+7%) | 6 of 6 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $75.2M | 1.1% | 101K | +2,744 (+3%) | 6 of 6 | |
| 10 |  GOOGL Alphabet Inc | $73M | 1.1% | 204K | +2,573 (+1%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q4 2025 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q4 2025, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
INVESCO QQQ TR | $93.5M | 152K |
ISHARES TR | $10.5M | 449K |
 COR Cencora Inc | $10.3M | 31K |
 RTX Rtx Corporation | $8.7M | 47K |
QUANTA SVCS INC | $6.9M | 16K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SOFI Sofi Technologies Inc | Call | $19K | 4,000 | +4,000 |
 WMT Walmart Inc | Call | $4K | 5,100 | +5,100 |
 CPER United States Copper | Call | $2K | 200 | +200 |
 IWM Ishares TR | Put | $2K | 1,000 | +1,000 |
 HHH Howard Hughes Holdings Inc | Call | $1K | 200 | +200 |
🔒 Free account: see all 14.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Global Retirement Partners 13F FAQ
What does Global Retirement Partners own?
Global Retirement Partners reported 4,501 stocks worth $6.5B in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are SPYM (3.5%), AAPL (2.6%) and NVDA (2.4%). The table above lists every position in the filing (the top 10 without an account).
What did Global Retirement Partners buy and sell in Q2 2026?
Compared with Q4 2025: 608 new positions, 2,000 added to, 1,401 trimmed and 321 sold out. New positions include QQQ, PWR and RTX. It sold all of COR, RTX and AZN.
When will Global Retirement Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Global Retirement Partners's portfolio worth?
The Q2 2026 filing reports $6.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.