Managers / Q2 2024 · view latest →
Global Retirement Partners, LLC
CIK 0001749744 · 4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA, 94903 · 415-526-2753
Reported Value
$3.2B
Q2 2024
Positions
3,550
Filings on Record
28
2019–present window
Filed
Jul 23, 2024
original filing
Summary
Global Retirement Partners, Llc reported $3.2B in U.S.-listed holdings across 3,550 positions for Q2 2024.
Its largest position, SPYM, represents 4.1% of the portfolio.
Compared with Q1 2024, the fund opened 315 new positions and exited 151.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2025 | $5.6B | 4,246 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $4.5B | 3,880 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $4.0B | 3,808 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.5B | 3,652 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.3B | 3,503 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $3.2B | 3,550 | Jul 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.7B | 3,384 | Apr 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.4B | 3,356 | Jan 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.0B | 3,247 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.0B | 3,192 | Jul 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.9B | 3,188 | May 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.46T | 3,023 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.3B | 2,932 | Nov 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.2B | 2,881 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $129M | 262 | Jan 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.0B | 2,034 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $976M | 1,928 | Jul 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $854M | 1,818 | Apr 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $798M | 1,770 | Jan 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $683M | 1,671 | Oct 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $627M | 1,652 | Jul 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $529M | 1,665 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $653M | 1,659 | Jan 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $608M | 1,650 | Nov 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $413M | 1,549 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $391M | 1,486 | Feb 22, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.