ETF Holders

Global Retirement Partners, LLC ETF holdings

San Rafael, CA

Reported $3.9B in 1,556 ETFs in its Form 13F for June 30, 2026.

ETF value
$3.9B
ETFs held
1,556
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
59.6%
of $6.5B

Top 10 of 1,556 ETF holdings

TickerFundValueSharesChange
SPYMState Street SPDR Portfolio S&P 500 ETF$231.3M2,632,322New position
IVViShares Core S&P 500 ETF$152.2M203,286New position
QQQInvesco QQQ Trust$93.2M126,502New position
SPYState Street SPDR S&P 500 ETF Trust$75.2M100,663New position
IJRiShares Core S&P Small-Cap ETF$65.4M440,895New position
SPDWState Street SPDR Portfolio Developed World ex-US ETF$60.1M1,192,371New position
IJHiShares Core S&P Mid-Cap ETF$52.3M677,768New position
VOOVanguard S&P 500 ETF$50.6M73,634New position
IWYiShares Russell Top 200 Growth ETF$50.1M172,371New position
AGGiShares Core U.S. Aggregate Bond ETF$48.8M492,742New position
1,546 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001749744. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Global Retirement Partners, LLC own?

Global Retirement Partners, LLC reported 1,556 ETF positions worth $3.9B in its Form 13F for June 30, 2026. The largest was SPYM, at $231.3M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.