Global Retirement Partners, LLC

San Rafael, CA · CIK 1749744 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Kindasset owner
Others nearbySan Rafael, CA

$6.5bn reported value

4,501positions

18.6%in top 10

—no comparable previous quarter

Options: 11 call positions ($31.0k notional), 3 put positions ($2.3k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	2,632,322	$231.3m3.54%	3.54%	First filing
2	APPLE INC COM AAPL	AAPL	580,699	$168.0m2.57%	2.57%	First filing
3	NVIDIA CORPORATION COM NVDA	NVDA	774,243	$154.9m2.37%	2.37%	First filing
4	ISHARES TR CORE S&P500 ETF IVV	IVV	203,286	$152.2m2.33%	2.33%	First filing
5	GALLAGHER ARTHUR J & CO COM AJG	AJG	441,225	$101.3m1.55%	1.55%	First filing
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	126,502	$93.2m1.42%	1.42%	First filing
7	MICROSOFT CORP COM MSFT	MSFT	242,026	$90.3m1.38%	1.38%	First filing
8	AMAZON COM INC COM AMZN	AMZN	324,127	$77.3m1.18%	1.18%	First filing
9	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	100,663	$75.2m1.15%	1.15%	First filing
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	204,354	$73.0m1.12%	1.12%	First filing
11	ISHARES TR CORE S&P SCP ETF IJR	IJR	440,895	$65.4m1.00%	1.00%	First filing
12	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	1,192,371	$60.1m0.92%	0.92%	First filing
13	BROADCOM INC COM AVGO	AVGO	149,464	$56.5m0.86%	0.86%	First filing
14	TESLA INC COM TSLA	TSLA	133,093	$56.0m0.86%	0.86%	First filing
15	ISHARES TR CORE S&P MCP ETF IJH	IJH	677,768	$52.3m0.80%	0.80%	First filing
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	73,634	$50.6m0.77%	0.77%	First filing
17	ISHARES TR RUS TP200 GR ETF IWY	IWY	172,371	$50.1m0.77%	0.77%	First filing
18	ISHARES TR CORE US AGGBD ET AGG	AGG	492,742	$48.8m0.75%	0.75%	First filing
19	MICRON TECHNOLOGY INC COM MU	MU	40,392	$46.6m0.71%	0.71%	First filing
20	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	535,081	$46.1m0.70%	0.70%	First filing
21	VANGUARD INDEX FDS VALUE ETF VTV	VTV	207,880	$45.3m0.69%	0.69%	First filing
22	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	625,958	$44.6m0.68%	0.68%	First filing
23	ISHARES TR SHORT TREAS BD SHV	SHV	386,432	$42.6m0.65%	0.65%	First filing
24	JPMORGAN CHASE & CO COM JPM	JPM	127,872	$41.9m0.64%	0.64%	First filing
25	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	885,322	$41.8m0.64%	0.64%	First filing
26	ALPHABET INC CAP STK CL C GOOG	GOOG	117,547	$41.5m0.64%	0.64%	First filing
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	498,867	$41.3m0.63%	0.63%	First filing
28	ISHARES TR CORE TOTAL USD IUSB	IUSB	879,400	$40.6m0.62%	0.62%	First filing
29	ISHARES TR CORE MSCI EAFE IEFA	IEFA	419,080	$40.5m0.62%	0.62%	First filing
30	META PLATFORMS INC CL A META	META	68,813	$38.8m0.59%	0.59%	First filing
31	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	780,160	$38.4m0.59%	0.59%	First filing
32	ISHARES TR S&P 500 GRWT ETF IVW	IVW	278,764	$38.3m0.59%	0.59%	First filing
33	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	761,225	$38.3m0.59%	0.59%	First filing
34	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	359,604	$38.2m0.58%	0.58%	First filing
35	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	559,274	$38.0m0.58%	0.58%	First filing
36	ISHARES TR RUS 1000 GRW ETF IWF	IWF	298,390	$37.1m0.57%	0.57%	First filing
37	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	100,084	$37.0m0.57%	0.57%	First filing
38	ISHARES TR S&P 500 VAL ETF IVE	IVE	161,930	$36.8m0.56%	0.56%	First filing
39	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	806,651	$36.7m0.56%	0.56%	First filing
40	ELI LILLY & CO COM LLY	LLY	30,536	$36.6m0.56%	0.56%	First filing
41	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	272,048	$34.8m0.53%	0.53%	First filing
42	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	113,795	$34.5m0.53%	0.53%	First filing
43	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	70,677	$33.8m0.52%	0.52%	First filing
44	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	991,286	$33.5m0.51%	0.51%	First filing
45	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	960,177	$33.4m0.51%	0.51%	First filing
46	ADVANCED MICRO DEVICES INC COM AMD	AMD	56,702	$32.9m0.50%	0.50%	First filing
47	ISHARES TR MSCI KLD400 SOC DSI	DSI	221,547	$31.5m0.48%	0.48%	First filing
48	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	435,087	$29.4m0.45%	0.45%	First filing
49	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	220,568	$28.2m0.43%	0.43%	First filing
50	ISHARES TR MBS ETF MBB	MBB	290,132	$27.4m0.42%	0.42%	First filing
51	CATERPILLAR INC COM CAT	CAT	24,854	$26.5m0.40%	0.40%	First filing
52	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	425,501	$25.9m0.40%	0.40%	First filing
53	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	50,916	$25.5m0.39%	0.39%	First filing
54	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	412,914	$25.3m0.39%	0.39%	First filing
55	INTEL CORP COM INTC	INTC	171,733	$24.0m0.37%	0.37%	First filing
56	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	379,398	$22.6m0.35%	0.35%	First filing
57	ISHARES TR US TREAS BD ETF GOVT	GOVT	939,632	$21.4m0.33%	0.33%	First filing
58	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	672,307	$21.3m0.33%	0.33%	First filing
59	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	234,257	$21.1m0.32%	0.32%	First filing
60	SPDR GOLD TR GOLD SHS GLD	GLD	56,799	$20.9m0.32%	0.32%	First filing
61	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	31,801	$20.9m0.32%	0.32%	First filing
62	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	389,817	$20.9m0.32%	0.32%	First filing
63	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	226,422	$20.7m0.32%	0.32%	First filing
64	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	387,287	$20.4m0.31%	0.31%	First filing
65	WALMART INC COM WMT	WMT	177,876	$20.1m0.31%	0.31%	First filing
66	ISHARES TR CORE DIV GRWTH DGRO	DGRO	259,102	$19.6m0.30%	0.30%	First filing
67	COSTCO WHSL CORP NEW COM COST	COST	20,651	$19.3m0.30%	0.30%	First filing
68	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	362,989	$18.8m0.29%	0.29%	First filing
69	GE VERNOVA INC COM GEV	GEV	15,947	$18.7m0.29%	0.29%	First filing
70	APPLIED MATLS INC COM AMAT	AMAT	25,488	$18.4m0.28%	0.28%	First filing
71	ABBVIE INC COM ABBV	ABBV	73,217	$18.4m0.28%	0.28%	First filing
72	ISHARES TR TRS FLT RT BD TFLO	TFLO	354,341	$17.9m0.27%	0.27%	First filing
73	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	182,082	$17.4m0.27%	0.27%	First filing
74	VISA INC COM CL A V	V	50,503	$17.3m0.27%	0.27%	First filing
75	JOHNSON & JOHNSON COM JNJ	JNJ	67,123	$17.0m0.26%	0.26%	First filing
76	EXXON MOBIL CORP COM XOM	XOM	123,085	$16.8m0.26%	0.26%	First filing
77	ISHARES TR RUSSELL 2000 ETF IWM	IWM	55,579	$16.7m0.26%	0.26%	First filing
78	ISHARES TR MSCI USA MMENTM MTUM	MTUM	48,480	$16.6m0.25%	0.25%	First filing
79	VANGUARD INDEX FDS MID CAP ETF VO	VO	204,373	$16.5m0.25%	0.25%	First filing
80	CISCO SYS INC COM CSCO	CSCO	139,686	$16.4m0.25%	0.25%	First filing
81	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	69,130	$16.4m0.25%	0.25%	First filing
82	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	156,526	$16.1m0.25%	0.25%	First filing
83	HOME DEPOT INC COM HD	HD	43,435	$15.3m0.23%	0.23%	First filing
84	NETFLIX INC COM NFLX	NFLX	213,406	$15.2m0.23%	0.23%	First filing
85	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	255,539	$14.7m0.23%	0.23%	First filing
86	GOLDMAN SACHS GROUP INC COM GS	GS	14,419	$14.6m0.22%	0.22%	First filing
87	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	75,448	$14.4m0.22%	0.22%	First filing
88	QUANTA SVCS INC COM PWR	PWR	19,849	$14.3m0.22%	0.22%	First filing
89	CHEVRON CORP NEW COM CVX	CVX	86,122	$14.3m0.22%	0.22%	First filing
90	BLACKROCK ETF TRUST II ISHARES SHORT-TE CALI	CALI	276,204	$14.0m0.21%	0.21%	First filing
91	RTX CORPORATION COM RTX	RTX	73,028	$13.9m0.21%	0.21%	First filing
92	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	87,342	$13.8m0.21%	0.21%	First filing
93	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	539,412	$13.8m0.21%	0.21%	First filing
94	AB ACTIVE ETFS INC ULTRA SHORT INCM YEAR	YEAR	271,547	$13.7m0.21%	0.21%	First filing
95	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	154,372	$13.2m0.20%	0.20%	First filing
96	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	144,332	$13.1m0.20%	0.20%	First filing
97	ISHARES TR EAFE VALUE ETF EFV	EFV	169,964	$13.0m0.20%	0.20%	First filing
98	SELECT SECTOR SPDR TR INDL XLI	XLI	68,519	$12.7m0.19%	0.19%	First filing
99	PACER FDS TR US CASH COWS 100 COWZ	COWZ	202,522	$12.6m0.19%	0.19%	First filing
100	PHILIP MORRIS INTL INC COM PM	PM	69,525	$12.6m0.19%	0.19%	First filing

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SOFI TECHNOLOGIES INC SOFI · Call	SOFI	Call	4,000	$18.9k4.0k shares	First filing
WALMART INC WMT · Call	WMT	Call	5,100	$4.2k5.1k shares	First filing
UNITED STS COMMODITY INDEX F CPER · Call	CPER	Call	200	$2.3k200 shares	First filing
ISHARES TR IWM · Put	IWM	Put	1,000	$1.7k1.0k shares	First filing
HOWARD HUGHES HOLDINGS INC HHH · Call	HHH	Call	200	$1.4k200 shares	First filing
SOUNDHOUND AI INC SOUN · Call	SOUN	Call	3,000	$1.2k3.0k shares	First filing
ISHARES TR IWM · Call	IWM	Call	300	$831300 shares	First filing
SPDR SER TR KIE · Put	KIE	Put	500	$575500 shares	First filing
THEMES ETF TR SPCH · Call	SPCH	Call	400	$530400 shares	First filing
GRAB HOLDINGS LIMITED GRAB · Call	GRAB	Call	2,000	$4602.0k shares	First filing
SUNRUN INC RUN · Call	RUN	Call	1,000	$4401.0k shares	First filing
BANK AMERICA CORP BAC · Call	BAC	Call	1,000	$4101.0k shares	First filing
BITWISE XRP ETF XRP · Call	XRP	Call	300	$180300 shares	First filing
NVIDIA CORPORATION NVDA · Put	NVDA	Put	500	$10500 shares	First filing