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Global Retirement Partners, LLC
CIK:0001749744
Investment Adviser
$4B AUM
3,877 holdings
San Rafael, CA, USA
Global Retirement Partners, LLC, is a leading retirement plan consulting firm offering services to both plan sponsors and individual investors. It provides investment management and strategic wealth planning.
Latest 13F Filing Activity
Global Retirement Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 3,686 equity positions and 24 options positions with a total 13F market value of $4B. The fund increased holdings in Alphabet Inc., Microsoft Corp., Broadcom Inc. among other positions. Global Retirement Partners, LLC reduced exposure to Gallagher Arthur J & Co., SPDR Series Trust, Apple Inc. among others.
Top Holdings
Equity Positions (3,686)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 4.01% | $179.0M | 2,284,596 | $72.98 | $78.34 | -$157.33B |
A AJG | GALLAGHER ARTHUR J & CO | 3.49% | $155.8M | 503,025 | $320.11 | $309.74 | -$160.77B |
A AAPL | APPLE INC | 2.69% | $120.4M | 472,772 | $207.31 | $254.63 | -$92.67B |
N NVDA | NVIDIA CORPORATION | 2.43% | $108.6M | 582,050 | $158.96 | $186.58 | -$88.74B |
I IVV | ISHARES TR | 2.19% | $97.6M | 145,842 | $622.94 | $669.30 | -$86.64B |
Options Positions (24)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BMNR | BITMINE IMMERSION TECNOLOGIE | New | Call | $84.2K | 35 | $51.93 | $51.93 | +35 | +$84.2K |
S SLV | ISHARES SILVER TR | — | Call | $13.4K | 10 | $42.37 | $32.81 | 0 | +$6.9K |
N NVDA | NVIDIA CORPORATION | New | Call | $6.7K | 5 | $186.58 | $186.58 | +5 | +$6.7K |
C CCL | CARNIVAL CORP | Sold | Call | $4.7K | 5 | $28.91 | $28.12 | -5 | -$4.5K |
B BBAI | BIGBEAR AI HLDGS INC | New | Call | $2.3K | 10 | $6.52 | $6.52 | +10 | +$2.3K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+4.1%
SERVICES-PREPACKAGED SOFTWARE
+4.0%
INSURANCE AGENTS, BROKERS & SERVICE
+3.5%
ELECTRONIC COMPUTERS
+2.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.6%
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