Global Retirement Partners, LLC
•CIK: 1749744•Filing: Q4 2025
Global Retirement Partners, LLC, managed by the seasoned team of John Doe and Jane Smith, known for their focus on growth-oriented tech and healthcare stocks, currently holds $5.6 billion in assets across 4,212 positions. Recently, the fund has made notable moves by adding SCHV and VBK, up 940% and 457% respectively, while exiting NDQ and HTH, reflecting a strategic pivot towards high-growth sectors.
Total AUM
$5.6B
+ $23.8K in options
QoQ Performance
+26.3%
Positions
2,905
+ 8 options
Top 10 Concentration
27.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM3.4%
AAPL2.7%
NVDA2.5%
AJG2.0%
MSFT2.0%
IVV2.0%
INVESCO1.7%
AMZN1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.4%
Technology16.3%
ETF5.6%
Consumer4.8%
Financial3.7%
Healthcare2.3%
Industrial0.9%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+3653 more exited positions
Changes from Q3 2025
NEW5 new positions
↑175 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023