Notify me when Global Financial Private Client, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 227 | $285,308,156 | +$10,288,324 | -$10,435,052 | -$146,728 | SPY, AAPL, VOO, MSFT, SCHD | 13F-HR | 27 Jan 2026, 08:44 |
| Q3 2025 | 231 | $280,695,267 | +$17,215,705 | -$24,767,064 | -$7,551,359 | SPY, AAPL, VOO, MSFT, SCHD | 13F-HR | 21 Oct 2025, 10:32 |
| Q2 2025 | 221 | $266,678,066 | +$20,888,620 | -$34,109,581 | -$13,220,961 | AAPL, SPY, BERKSHIRE HATHAWAY INC DEL, VOO, MSFT | 13F-HR | 10 Jul 2025, 11:26 |
| Q1 2025 | 1,670 | $261,773,254 | +$13,017,297 | -$12,650,077 | +$367,220 | AAPL, BERKSHIRE HATHAWAY INC DEL CL A, SPY, SCHD, VOO | 13F-HR | 07 Apr 2025, 18:30 |
| Q4 2024 | 1,661 | $266,680,203 | +$25,663,486 | -$9,113,783 | +$16,549,703 | AAPL, SPY, BRKA, SCHD, VOO | 13F-HR | 13 Jan 2025, 21:47 |
| Q3 2024 | 807 | $256,506,837 | +$19,853,928 | -$17,157,843 | +$2,696,085 | AAPL, SPY, BRKA, SCHD, VOO | 13F-HR | 07 Oct 2024, 15:25 |
| Q2 2024 | 683 | $239,117,929 | +$16,339,300 | -$11,930,791 | +$4,408,509 | AAPL, SPY, BRKA, SCHD, VOO | 13F-HR | 29 Jul 2024, 12:20 |
| Q1 2024 | 702 | $232,589,117 | +$15,174,081 | -$8,994,976 | +$6,179,105 | AAPL, SPY, BRKA, SCHD, VOO | 13F-HR | 15 May 2024, 18:40 |
| Q4 2023 | 687 | $213,669,092 | +$28,187,533 | -$26,402,326 | +$1,785,207 | AAPL, SPY, BRKA, SCHD, VOO | 13F-HR | 15 May 2024, 18:38 |
| Q3 2023 | 682 | $193,534,796 | +$10,561,801 | -$11,504,967 | -$943,166 | AAPL, BRKA, SCHD, SPY, VOO | 13F-HR | 15 May 2024, 18:37 |
| Q2 2023 | 672 | $203,295,730 | +$19,941,685 | -$18,788,451 | +$1,153,234 | AAPL, SCHD, BRKA, SPY, VOO | 13F-HR | 15 May 2024, 18:35 |
| Q1 2023 | 686 | $193,940,960 | +$24,453,322 | -$16,049,984 | +$8,403,338 | SCHD, AAPL, BRKA, SPY, VOO | 13F-HR | 15 May 2024, 18:34 |
| Q4 2022 | 679 | $178,668,964 | +$18,770,348 | -$22,672,525 | -$3,902,177 | SCHD, AAPL, BRKA, SPY, VOO | 13F-HR | 15 May 2024, 18:33 |
| Q3 2022 | 653 | $173,628,689 | +$17,939,080 | -$14,150,033 | +$3,789,047 | AAPL, SCHD, BRKA, SPY, VOO | 13F-HR | 15 May 2024, 18:33 |
| Q2 2022 | 655 | $177,150,757 | +$23,777,847 | -$24,501,840 | -$723,993 | AAPL, SCHD, VOO, BRKA, SPY | 13F-HR | 15 May 2024, 18:32 |
| Q1 2022 | 653 | $206,798,831 | +$23,500,582 | -$16,632,660 | +$6,867,922 | AAPL, SCHD, BRKA, VUG, SPY | 13F-HR | 15 May 2024, 18:09 |
| Q4 2021 | 645 | $206,966,470 | +$13,604,832 | -$10,700,198 | +$2,904,634 | VUG, SCHF, AAPL, SCHD, SPY | 13F-HR | 15 May 2024, 18:08 |
| Q3 2021 | 599 | $194,459,782 | +$19,632,119 | -$4,480,195 | +$15,151,924 | VUG, SCHF, SCHD, BRKA, BNDX | 13F-HR | 15 May 2024, 18:07 |
| Q2 2021 | 603 | $179,077,690 | +$39,903,458 | -$4,622,508 | +$35,280,950 | VUG, SCHF, BRKA, SCHD, SPY | 13F-HR | 15 May 2024, 18:05 |
| Q1 2021 | 573 | $139,425,319 | +$10,156,321 | -$3,558,217 | +$6,598,104 | BRKA, BNDX, SCHF, AAPL, VUG | 13F-HR | 15 May 2024, 17:50 |
| Q4 2020 | 559 | $125,954,846 | +$5,489,546 | -$5,183,121 | +$306,425 | BNDX, SCHF, VUG, BRKA, AAPL | 13F-HR | 15 May 2024, 17:48 |
| Q3 2020 | 467 | $115,190,368 | +$8,039,598 | -$11,384,435 | -$3,344,837 | BNDX, VUG, SCHF, BRKA, AAPL | 13F-HR | 15 May 2024, 17:36 |
| Q2 2020 | 507 | $114,922,188 | +$22,438,578 | -$19,735,632 | +$2,702,946 | BNDX, VUG, SCHF, BRKA, SPY | 13F-HR | 15 May 2024, 17:33 |
| Q1 2020 | 528 | $94,387,569 | +$15,033,277 | -$16,723,903 | -$1,690,626 | BNDX, BSV, BRKA, SPY, VUG | 13F-HR | 15 May 2024, 17:29 |
| Q4 2019 | 539 | $119,429,207 | $0 | $0 | $0 | SPY, BRKA, BNDX, VTV, VUG | 13F-HR | 15 May 2024, 16:26 |