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Disclosery

Global Retirement Partners, LLC

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13F filer, CIK 1749744, San Rafael, CA

Global Retirement Partners, LLC reported $6,538,505,957 across 4,515 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06. Its ten largest share positions make up 18.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001580642-26-004976

Period
2026-06-30
Reported value
$6.54B
Holdings
4,515
Top 10 weight
18.61%
New
Sold out

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001580642-26-004976, largest first. % of portfolio is the value over $6,538,472,695, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HCWCHEALTHY CHOICE WELLNESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: not loaded; 2026Q2: 2 shares 2$00%Value filed as zero, left out of ratios.Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SOFISOFI TECHNOLOGIES INC Stockcall4,000$18.9K
WMTWALMART INC COMcall5,100$4.25K
CPERUNITED STS COMMODITY INDEX F CM REP COPP FDcall200$2.34K
IWMISHARES TR SHSput1,000$1.71K
HHHHOWARD HUGHES HOLDINGS INC Stockcall200$1.42K
SOUNSOUNDHOUND AI INC Stockcall3,000$1.23K
IWMISHARES TR SHScall300$831
KIESPDR SERIES TRUST ST STR SP INSput500$575
SPCHTHEMES ETF TR CMNcall400$530
GRABGRAB HOLDINGS LIMITED STOKcall2,000$460
RUNSUNRUN INC COMcall1,000$440
BACBANK OF AMER CORP COMcall1,000$410
XRPBITWISE XRP ETF ETFcall300$180
NVDANVIDIA CORPORATION COMput500$10

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001580642-26-004976 base2026-08-06acceptance time not in the bulk data set