Quick Takeaways
- Global Retirement Partners, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $5,636,035,102.
- Info
- Portfolio
13F Filings History of Global Retirement Partners, LLC
- Latest 13F report
- Q4 2025 - 06 Feb 2026
- Value $
- $5,636,035,102
- Signature - Title
- Cosmo Gould - CCO
- Location
- San Rafael, CA
- Summary
- This page shows a list of all the recent 13F filings made by Global Retirement Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Global Retirement Partners, LLC reported 4212 stock holdings with total value $5,636,035,102 as of Q4 2025. Top holdings included SPYM, AAPL, NVDA, AJG, and MSFT.
Follow Filing Activity
Follow Global Retirement Partners, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 06 Feb 2026, 12:58.
- Reported value moved from $4,466,920,545 to $5,636,035,102.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 4,212 | $5,636,035,102 | +$1,422,562,697 | -$246,259,418 | +$1,176,303,279 | SPYM, AAPL, NVDA, AJG, MSFT | 13F-HR | 06 Feb 2026, 12:58 |
| Q3 2025 | 3,853 | $4,466,920,545 | +$321,032,394 | -$145,646,647 | +$175,385,747 | SPLG, AJG, AAPL, NVDA, IVV | 13F-HR | 21 Oct 2025, 16:37 |
| Q2 2025 | 3,788 | $4,035,089,407 | +$649,106,209 | -$287,182,374 | +$361,923,835 | AJG, SPLG, AAPL, NVDA, QQQ | 13F-HR | 12 Aug 2025, 14:48 |
| Q4 2024 | 3,642 | $3,490,504,035 | +$350,083,095 | -$156,430,755 | +$193,652,340 | SPLG, AJG, AAPL, IVV, QQQ | 13F-HR | 31 Jan 2025, 17:27 |
| Q3 2024 | 3,492 | $3,309,846,094 | +$201,014,883 | -$240,900,753 | -$39,885,870 | SPLG, AJG, AAPL, IVV, QQQ | 13F-HR | 16 Oct 2024, 16:59 |
| Q2 2024 | 3,543 | $3,193,547,536 | +$566,229,093 | -$67,126,936 | +$499,102,157 | SPLG, AJG, AAPL, IVV, MSFT | 13F-HR | 23 Jul 2024, 11:27 |
| Q1 2024 | 3,378 | $2,681,643,197 | +$251,146,568 | -$117,628,979 | +$133,517,589 | AJG, SPLG, SPY, IVV, AAPL | 13F-HR | 23 Apr 2024, 13:44 |
| Q4 2023 | 3,353 | $2,382,409,528 | +$343,213,200 | -$124,284,544 | +$218,928,656 | AJG, SPLG, AAPL, SPY, IVV | 13F-HR | 18 Jan 2024, 12:49 |
| Q3 2023 | 3,243 | $1,984,889,422 | +$122,638,149 | -$94,004,640 | +$28,633,509 | AJG, SPLG, AAPL, BIL, SPY | 13F-HR | 13 Oct 2023, 09:14 |
| Q2 2023 | 3,188 | $2,047,375,396 | +$113,058,629 | -$58,404,124 | +$54,654,505 | AJG, AAPL, SPLG, SPY, SHV | 13F-HR | 20 Jul 2023, 12:51 |
| Q1 2023 | 3,184 | $1,863,394,896 | +$469,800,493 | -$113,608,044 | +$356,192,449 | AJG, SPLG, AAPL, SPY, SHV | 13F-HR | 05 May 2023, 17:34 |
| Q4 2022 | 3,017 | $1,455,676,145 | +$184,630,349 | -$55,038,995 | +$129,591,354 | AJG, SPY, AAPL, AGG, SPLG | 13F-HR | 13 Feb 2023, 16:07 |
| Q3 2022 | 2,657 | $1,264,059,000 | +$139,083,050 | -$76,367,882 | +$62,715,168 | AJG, AAPL, SPY, USFR, SPLG | 13F-HR | 03 Nov 2022, 09:23 |
| Q2 2022 | 2,652 | $1,244,822,000 | +$40,186,119 | -$26,076,239 | +$14,109,880 | AJG, SPY, AAPL, USFR, SPLG | 13F-HR | 15 Jul 2022, 17:00 |
| Q1 2022 | 2,605 | $1,158,219,000 | +$1,062,794,504 | -$3,460,162 | +$1,059,334,342 | AJG, SPY, AAPL, USFR, SPLG | 13F-HR | 14 Jul 2022, 15:13 |
| Q4 2021 | 249 | $129,179,000 | +$10,245,284 | -$899,393,098 | -$889,147,814 | SPY, DIS, BOND, COST, DVY | 13F-HR | 21 Jan 2022, 17:12 |
| Q3 2021 | 1,970 | $1,011,028,000 | +$64,059,176 | -$25,521,202 | +$38,537,974 | AJG, SPY, AAPL, SPLG, MSFT | 13F-HR | 22 Oct 2021, 14:52 |
| Q2 2021 | 1,850 | $975,946,000 | +$95,705,894 | -$27,924,056 | +$67,781,838 | AJG, SPY, AAPL, SPLG, MSFT | 13F-HR | 15 Jul 2021, 10:21 |
| Q1 2021 | 1,756 | $853,994,000 | +$74,841,837 | -$49,991,032 | +$24,850,805 | AJG, SPY, SPLG, AAPL, BND | 13F-HR | 14 Apr 2021, 14:52 |
| Q4 2020 | 1,714 | $798,047,000 | +$97,456,983 | -$59,654,652 | +$37,802,331 | AJG, SPY, AAPL, QQQ, BND | 13F-HR | 13 Jan 2021, 12:19 |
| Q3 2020 | 1,611 | $683,105,000 | +$72,918,057 | -$44,672,555 | +$28,245,502 | AJG, AAPL, QQQ, MSFT, BND | 13F-HR | 09 Oct 2020, 11:25 |
| Q2 2020 | 1,589 | $626,748,000 | +$66,546,552 | -$55,878,377 | +$10,668,175 | AJG, IEFA, QQQ, MSFT, AAPL | 13F-HR | 13 Jul 2020, 15:49 |
| Q1 2020 | 1,564 | $527,742,000 | +$48,532,463 | -$50,495,710 | -$1,963,247 | AJG, IEFA, BND, QQQ, MSFT | 13F-HR | 28 Apr 2020, 12:46 |
| Q4 2019 | 1,599 | $652,790,000 | +$48,147,117 | -$41,852,025 | +$6,295,092 | AJG, IEFA, VTI, SPY, SPTM | 13F-HR | 23 Jan 2020, 14:40 |
| Q3 2019 | 1,586 | $608,223,000 | +$119,553,951 | -$36,189,984 | +$83,363,967 | AJG, IEFA, VTI, SPY, SPTM | 13F-HR | 19 Nov 2019, 11:59 |
| Q2 2019 | 1,582 | $521,962,000 | +$106,286,725 | -$13,327,154 | +$92,959,571 | AJG, IEFA, VTI, IJH, SPY | 13F-HR | 19 Nov 2019, 11:55 |
| Q1 2019 | 1,510 | $413,406,000 | +$28,006,115 | -$46,697,732 | -$18,691,617 | AJG, IEFA, IJH, SPY, VTI | 13F-HR | 07 May 2019, 13:22 |
| Q4 2018 | 1,443 | $391,229,000 | +$53,339,929 | -$51,423,454 | +$1,916,475 | AJG, SPY, IJH, IEFA, VTI | 13F-HR | 22 Feb 2019, 16:42 |
| Q3 2018 | 1,521 | $442,322,000 | +$38,546,794 | -$13,238,153 | +$25,308,641 | AJG, IEFA, SPY, IJR, VTI | 13F-HR | 17 Oct 2018, 09:40 |
| Q2 2018 | 1,516 | $395,413,000 | +$60,827,745 | -$29,534,310 | +$31,293,435 | AJG, IEFA, SPY, VTI, IJR | 13F-HR | 13 Aug 2018, 09:54 |
| Q1 2018 | 1,473 | $362,760,000 | +$57,308,253 | -$56,892,511 | +$415,742 | AJG, IEFA, SPY, VTI, IJR | 13F-HR | 10 Aug 2018, 10:37 |
| Q4 2017 | 1,419 | $363,826,000 | +$118,861,942 | -$6,896,208 | +$111,965,734 | AJG, SPY, EFA, VTI, MDY | 13F-HR | 13 Aug 2018, 09:49 |
| Q3 2017 | 1,204 | $241,564,000 | +$31,051,147 | -$9,483,214 | +$21,567,933 | SPY, EFA, MDY, VTI, IJR | 13F-HR | 10 Aug 2018, 10:29 |
| Q2 2017 | 1,133 | $212,395,000 | +$39,368,390 | -$9,332,222 | +$30,036,168 | SPY, EFA, MDY, VTI, IJR | 13F-HR | 10 Aug 2018, 09:44 |
| Q1 2017 | 1,090 | $178,565,000 | +$40,882,342 | -$17,280,326 | +$23,602,016 | SPY, EFA, MDY, IJR, VTI | 13F-HR | 10 Aug 2018, 09:40 |
| Q4 2016 | 1,033 | $148,580,000 | $0 | $0 | $0 | SPY, EFA, MDY, VTI, IJR | 13F-HR | 10 Aug 2018, 09:37 |