Global Retirement Partners, LLC - Portfolio overview

Global Retirement Partners, LLC has 4356 reported holdings in this dataset, with the latest filing dated 2026-02-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPYM - SPDR SERIES TRUST, 3.26%
  2. SPLG - SPDR SERIES TRUST, 3.08%
  3. AAPL - APPLE INC, 2.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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