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Livermore
Livermore
ZHEN

Global Retirement Partners, LLC

SEC CIK
0001749744
Latest filing
Aug 6, 2026

The latest 13F from Global Retirement Partners, LLC covers Q2 2026 (filed Aug 6, 2026): 4,501 long positions worth $6.54B. The top 10 holdings make up 18.6% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 3.5%. Livermore has 20 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

The five largest holdings this quarter.

Global Retirement Partners, LLC did not file a 13F for Q1 2026, so this quarter cannot be compared with the previous one.

Compare with Q4 2025 instead

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    3.5%$231.3M
  2. AAPLApple Inc.
    2.6%$168.0MHistory
  3. NVDANVIDIA Corp
    2.4%$154.9MHistory
  4. iShares Core S&P 500 ETF464287200
    2.3%$152.2M
  5. AJGArthur J. Gallagher & Co.
    1.5%$101.3MHistory

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$6.54B
No prior quarter to compare
Positions
4,501
No prior quarter to compare
Top 10 concentration
18.6%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $6.54B (Q2 2026)

Q1 2021: $854.0MQ2 2021: $976.0MQ3 2021: $1.01BQ4 2021: $129.2MQ1 2022: $1.27BQ2 2022: $1.25BQ3 2022: $1.32BQ4 2022: $1.46BQ1 2023: $1.88BQ2 2023: $2.05BQ3 2023: $1.98BQ4 2023: $2.39BQ1 2024: $2.68BQ2 2024: $3.19BQ3 2024: $3.31BQ4 2024: $3.49BQ2 2025: $4.04BQ3 2025: $4.47BQ4 2025: $5.64BQ2 2026: $6.54B
Q1 2021Q2 2026
13F filings of Global Retirement Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 20264,501$6.54BState Street SPDR Portfolio S&P 500 ETFAAPLNVDA–SEC
Q4 2025Feb 6, 20264,213$5.64BState Street SPDR Portfolio S&P 500 ETFAAPLNVDAvs. Q3 2025SEC
Q3 2025Oct 21, 20253,856$4.47BState Street SPDR Portfolio S&P 500 ETFAJGAAPLvs. Q2 2025SEC
Q2 2025Aug 12, 20253,791$4.04BAJGState Street SPDR Portfolio S&P 500 ETFAAPL–SEC
Q4 2024Jan 31, 20253,645$3.49BState Street SPDR Portfolio S&P 500 ETFAJGAAPLvs. Q3 2024SEC
Q3 2024Oct 16, 20243,496$3.31BState Street SPDR Portfolio S&P 500 ETFAJGAAPLvs. Q2 2024SEC
Q2 2024Jul 23, 20243,545$3.19BState Street SPDR Portfolio S&P 500 ETFAJGAAPLvs. Q1 2024SEC
Q1 2024Apr 23, 20243,381$2.68BAJGState Street SPDR Portfolio S&P 500 ETFSPYvs. Q4 2023SEC
Q4 2023Jan 18, 20243,355$2.39BAJGState Street SPDR Portfolio S&P 500 ETFAAPLvs. Q3 2023SEC
Q3 2023Oct 13, 20233,245$1.98BAJGState Street SPDR Portfolio S&P 500 ETFAAPLvs. Q2 2023SEC
Q2 2023Jul 20, 20233,188$2.05BAJGAAPLState Street SPDR Portfolio S&P 500 ETFvs. Q1 2023SEC
Q1 2023May 8, 20233,184$1.88BAJGState Street SPDR Portfolio S&P 500 ETFAAPLvs. Q4 2022SEC
Q4 2022Feb 13, 20233,018$1.46BAJGSPYAAPLvs. Q3 2022SEC
Q3 2022Nov 3, 20222,927$1.32BAJGAAPLSPYvs. Q2 2022SEC
Q2 2022Jul 15, 20222,876$1.25BAJGSPYAAPLvs. Q1 2022SEC
Q1 2022Jul 14, 20222,836$1.27BAJGSPYAAPLvs. Q4 2021SEC
Q4 2021Jan 21, 2022262$129.2MSPYDISPIMCO Active Bond Exchange-Traded Fundvs. Q3 2021SEC
Q3 2021Oct 22, 20212,028$1.01BAJGSPYAAPLvs. Q2 2021SEC
Q2 2021Jul 15, 20211,922$976.0MAJGSPYAAPLvs. Q1 2021SEC
Q1 2021Apr 14, 20211,805$854.0MAJGSPYState Street SPDR Portfolio S&P 500 ETF–SEC