Global Retirement Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The report lists 4,907 total positions held by the firm, with the total value of the portfolio reported as $7,103,663,355.
The filing details a diverse mix of individual stocks and exchange-traded funds (ETFs). Notable equity positions include Microsoft Corporation, which is held in 3,460 shares valued at approximately $235,594,000; Cisco Systems, Inc., with 596 shares valued at $136,077,000; and Starbucks Corporation, held in 1,592 shares valued at $40,055,000. The firm also holds significant positions in Oracle Corporation, JPMorgan Exchange Traded Fund Small & Mid Cap, and Liberty All-Star Equity Fund Series Beneficial Interest.
The portfolio is heavily weighted toward ETFs and index funds. Major holdings include the iShares MSCI Emerging Markets ETF, the iShares S&P 500 Value ETF, the iShares MBS ETF, the iShares Self-Driving EV ETF, and the iShares MSCI USA Minimum Volatility ETF. Other significant ETF positions include the iShares MSCI Chile ETF, the iShares Morningstar Value ETF, the iShares RUS TP200 GR ETF, and the iShares MSCI Equal Weighted ETF.
The filing also lists several smaller individual stock positions, including McDonald's Corporation, Silicon Laboratories Inc., Goosehead Insurance Inc., Weatherford International PLC, and Hertz Global Holdings Inc.
