Global Retirement Partners, LLC

CIK 0001749744 · Q2 2026

13F Equity AUM

$6.5B

+16.0% QoQ

Positions

3,836

+218 QoQ

AUM Rank

#704

Top 8%

Skill Alpha (FF)

-0.1%/yr^ns

No Clear Edge

Rank #2,882 · Top 35%

vs S&P -2.0%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 12.3%Top 10: 18.6%Top 20: 26.8%

SPYM3.5%

AAPL2.6%

NVDA2.4%

IVV2.3%

AJG1.6%

NDQ1.4%

MSFT1.4%

AMZN1.2%

SPY1.1%

GOOGL1.1%

Others (3826)81.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services65.6%

Technology13.8%

Consumer Cyclical3.5%

Industrials3.5%

Healthcare3.3%

Communication Services3.3%

Other7.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 3836Median: 0.00%Avg: 0.03%

0–0.5%

3790(58.0%)

0.5–1%

35(22.4%)

1–3%

10(16.1%)

3–5%

1(3.5%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 3,836vs 20 funds

0%Low

3,836

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New609Increased2014Decreased1413Exited320

New Positions

NDQ1.4%

+127K

PWR0.2%

+20K

RTX0.2%

+73K

IBDU0.1%

+398K

IDEF0.1%

+287K

IALT0.1%

+302K

BLCR0.1%

+172K

CORO0.1%

+166K

GGOV0.1%

+113K

AZN0.1%

+30K

Increased

VUG0.7%

+437K(+443%)

HDV0.1%

+270K(+402%)

SPYM3.5%

+264K(+11%)

IUSB0.6%

+246K(+39%)

USFR0.6%

+241K(+46%)

CALI0.2%

+226K(+451%)

IWF0.6%

+222K(+291%)

SPDW0.9%

+215K(+22%)

JBND0.3%

+214K(+121%)

YEAR0.2%

+211K(+347%)

Decreased

IBDT0.1%

-251,117(-41%)

IBDS0.1%

-187,305(-33%)

IBDR0.2%

-114,192(-20%)

CGCP0.0%

-104,093(-49%)

GON0.0%

-98,366(-98%)

SHV0.7%

-98,056(-20%)

TMSL0.0%

-97,525(-80%)

FLTB0.0%

-87,359(-99%)

FNDX0.0%

-87,241(-51%)

IBDV0.0%

-86,885(-76%)

Exited

INVESCO QQQ TR

-152,181

ISHARES TR

-448,874

CENCORA INC

-30,525

RTX

-47,201

QUANTA SVCS INC

-16,231

AZN

-56,118

WORLD GOLD TR

-48,686

FIRST TR EXCHANGE-TR…

-27,888

FIRST TR EXCH TRADED…

-109,007

HON

-11,114

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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