Global Financial Private Client, LLC
•CIK: 2023568•Filing: Q4 2025
**Global Financial Private Client, LLC** manages $285M across a diversified portfolio of 227 positions. The fund exhibits a significant allocation to major indices and technology leaders, notably holding $15.1M in SPY and $13.8M in AAPL. Core holdings also include substantial positions in VOO ($9.6M), MSFT ($7.9M), and SCHD ($5.1M). This structure suggests a mandate focused on established market leaders and broad market exposure.
Total AUM
$285.3M
QoQ Performance
+1.6%
Positions
148
Top 10 Concentration
26.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY5.3%
AAPL4.8%
VOO3.3%
MSFT2.8%
SCHD1.8%
VIG1.7%
NVDA1.7%
VUG1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.5%
Technology16.5%
ETF10.0%
Healthcare3.8%
Consumer3.8%
Financial3.5%
Industrial2.2%
Energy1.1%
🚪 Exited Positionssold since Q3 2025
+32 more exited positions
Changes from Q3 2025
NEW6 new positions
↑102 increased
↓71 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024