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Fund Update: Global Retirement Partners, LLC Just Disclosed New Holdings

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Global Retirement Partners, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An addition of 126,502 shares of $QQQ (~$93,156,073). This was an increase of ~inf% over their previous position.
  • An addition of 41,245 shares of $IVV (~$30,887,968). This was an increase of ~25% over their previous position.
  • An addition of 264,296 shares of $SPYM (~$23,226,332). This was an increase of ~11% over their previous position.
  • An addition of 357,243 shares of $SPEM (~$18,498,043). This was an increase of ~6217% over their previous position.
  • An addition of 19,849 shares of $PWR (~$14,292,074). This was an increase of ~inf% over their previous position.
  • An addition of 73,028 shares of $RTX (~$13,855,602). This was an increase of ~inf% over their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's fund page for Global Retirement Partners, LLC for more details.

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