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.

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Holdings Value
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