Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $231.3M | 3.5% | |
| AAPLApple Inc | $168.0M | 2.6% | |
| NVDANvidia Corporation | $154.9M | 2.4% | |
| IVVIshares Tr | $152.2M | 2.3% | |
| AJGGallagher Arthur J & Co | $101.3M | 1.5% | |
| QQQInvesco Qqq Tr | $93.2M | 1.4% | |
| MSFTMicrosoft Corp | $90.3M | 1.4% | |
| AMZNAmazon Com Inc | $77.3M | 1.2% | |
| SPYState Str Spdr S&p 500 Etf T | $75.2M | 1.1% | |
| GOOGLAlphabet Inc | $73.0M | 1.1% | |
| IJRIshares Tr | $65.4M | 1.0% | |
| SPDWSpdr Index Shs Fds | $60.1M | 0.9% | |
| AVGOBroadcom Inc | $56.5M | 0.9% | |
| TSLATesla Inc | $56.0M | 0.9% | |
| IJHIshares Tr | $52.3M | 0.8% | |
| VOOVanguard Index Fds | $50.6M | 0.8% | |
| IWYIshares Tr | $50.1M | 0.8% | |
| AGGIshares Tr | $48.8M | 0.7% | |
| MUMicron Technology Inc | $46.6M | 0.7% | |
| VUGVanguard Index Fds | $46.1M | 0.7% | |
| VTVVanguard Index Fds | $45.3M | 0.7% | |
| VEAVanguard Tax-managed Fds | $44.6M | 0.7% | |
| SHVIshares Tr | $42.6M | 0.7% | |
| JPMJpmorgan Chase & Co | $41.9M | 0.6% | |
| CGGRCapital Group Growth Etf | $41.8M | 0.6% |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | +0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Global Retirement Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1749744&type=13F-HR&dateb=&owner=include&count=40CIK 1749744
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1749744/000158064226004976/Filed August 6, 2026 · accession 0001580642-26-004976