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Great Lakes Retirement, Inc. - Portfolio Stock Holdings

Great Lakes Retirement, Inc. disclosed 236 stock positions in a recent SEC 13F filing. $1,123,619,775 of stock holdings were filed, with the largest holdings including SPAB, NVDA, and GSEW. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,163,783,212 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

236

Est. Stock Holding Value:

$1,123,619,775

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Great Lakes Retirement, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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