Global Financial Private Client, LLC - Portfolio Stock Holdings
Global Financial Private Client, LLC disclosed 260 stock positions in a recent SEC 13F filing. $367,927,402 of stock holdings were filed, with the largest holdings including SPY, AAPL, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $828,334,313 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
260Est. Stock Holding Value:
$367,927,402Top Stock Holdings By Sector
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Portfolio Stock Holdings - Global Financial Private Client, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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