Global Retirement Partners, LLC current holdings: USA Stocks
Global Retirement Partners, LLC reported $2.56 billion in share positions in stocks (listed in the US), 2,631 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are AAPL, NVDA, AJG.
- VELO: Country of operation United States; Class COM NEW; Shares 2; Value $35.
- PROV: Country of operation United States; Class COM; Shares 2; Value $34.
- PLCE: Country of operation United States; Class COM; Shares 10; Value $31.
- VSTM: Country of operation United States; Class COM NEW; Shares 8; Value $31.
Form 13F-HR as filed (SEC CIK 1749744): quarter ended 2026-06-30, filed 2026-08-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
VELO
VELO3D INC | United States | COM NEW | 2 | $35 | 0.00% | 2026-06-30 | 2026-08-06 | -38.46% |
|---|
PROV
PROVIDENT FINL HLDGS INC | United States | COM | 2 | $34 | 0.00% | 2026-06-30 | 2026-08-06 | +6.45% |
|---|
PLCE
CHILDRENS PL INC NEW | United States | COM | 10 | $31 | 0.00% | 2026-06-30 | 2026-08-06 | -30.82% |
|---|
VSTM
VERASTEM INC | United States | COM NEW | 8 | $31 | 0.00% | 2026-06-30 | 2026-08-06 | +107.33% |
|---|
MAZE
MAZE THERAPEUTICS INC | United States | COM | 1 | $30 | 0.00% | 2026-06-30 | 2026-08-06 | -9.45% |
|---|
AQST
AQUESTIVE THERAPEUTICS INC | United States | COM | 7 | $29 | 0.00% | 2026-06-30 | 2026-08-06 | +12.26% |
|---|
SPCM
INVESTMENT MANAGERS SER TR I | | TRADR 2X LG SPCX | 1 | $26 | 0.00% | 2026-06-30 | 2026-08-06 | |
|---|
CHGG
CHEGG INC | United States | COM | 26 | $26 | 0.00% | 2026-06-30 | 2026-08-06 | -30.69% |
|---|
PRCT
PROCEPT BIOROBOTICS CORP | United States | COM | 1 | $23 | 0.00% | 2026-06-30 | 2026-08-06 | -19.31% |
|---|
EFOR
EVERFORTH INC | United States | COM | 1 | $18 | 0.00% | 2026-06-30 | 2026-08-06 | +84.11% |
|---|
CNSY
PLUS THERAPEUTICS INC | United States | COM NEW | 4 | $17 | 0.00% | 2026-06-30 | 2026-08-06 | -57.44% |
|---|
XNCR
XENCOR INC | United States | COM | 1 | $16 | 0.00% | 2026-06-30 | 2026-08-06 | +55.28% |
|---|
GRABW
GRAB HOLDINGS LIMITED | | *W EXP 99/99/999 | 306 | $14 | 0.00% | 2026-06-30 | 2026-08-06 | |
|---|
XRXDW
XEROX HOLDINGS CORP | United States | *W EXP 02/11/202 | 48 | $13 | 0.00% | 2026-06-30 | 2026-08-06 | |
|---|
MNTSW
MOMENTUS INC | United States | *W EXP 08/12/202 | 750 | $13 | 0.00% | 2026-06-30 | 2026-08-06 | |
|---|
MLGO
MICROALGO INC | United States | SHS CL A | 3 | $12 | 0.00% | 2026-06-30 | 2026-08-06 | -20.35% |
|---|
VVOS
VIVOS THERAPEUTICS INC | United States | COM NEW | 23 | $10 | 0.00% | 2026-06-30 | 2026-08-06 | -67.17% |
|---|
JELD
JELD-WEN HLDG INC | United States | COM | 6 | $9 | 0.00% | 2026-06-30 | 2026-08-06 | +32.67% |
|---|
VALWS
VALARIS LTD | | *W EXP 04/29/202 | 1 | $8 | 0.00% | 2026-06-30 | 2026-08-06 | |
|---|
CRMT
AMERICAS CAR-MART INC | United States | COM | 3 | $8 | 0.00% | 2026-06-30 | 2026-08-06 | — split 2026-09-09, ratio not on file |
|---|
MEDS
WELLGISTICS HEALTH INC | United States | COM | 2 | $6 | 0.00% | 2026-06-30 | 2026-08-06 | — split 2026-09-15, ratio not on file |
|---|
IMDX
INSIGHT MOLECULAR DIA INC | United States | COM NEW | 1 | $6 | 0.00% | 2026-06-30 | 2026-08-06 | -42.71% |
|---|
HRZN
HORIZON TECHNOLOGY FIN CORP | United States | COM | 1 | $6 | 0.00% | 2026-06-30 | 2026-08-06 | -2.11% |
|---|
PLRX
PLIANT THERAPEUTICS INC | United States | COM | 4 | $5 | 0.00% | 2026-06-30 | 2026-08-06 | -5.26% |
|---|
OCSL
OAKTREE SPECIALTY LENDING | United States | COM | 0 | $3 | 0.00% | 2026-06-30 | 2026-08-06 | +1.34% |
|---|
TONX
TON STRATEGY CO | United States | COM | 1 | $3 | 0.00% | 2026-06-30 | 2026-08-06 | +54.90% |
|---|
WKHS
WORKHORSE GROUP INC | United States | COM NEW | 1 | $3 | 0.00% | 2026-06-30 | 2026-08-06 | -5.54% |
|---|
SER
SERINA THERAPEUTICS INC | United States | COM SHS | 1 | $2 | 0.00% | 2026-06-30 | 2026-08-06 | +7.22% |
|---|
UPBD
UPBOUND GROUP INC | United States | COM | 0 | $1 | 0.00% | 2026-06-30 | 2026-08-06 | -26.39% |
|---|
BTCS
BTCS INC | United States | COM NEW | 1 | $1 | 0.00% | 2026-06-30 | 2026-08-06 | +37.84% |
|---|
TLPH
TALPHERA INC | United States | COM NEW | 1 | $1 | 0.00% | 2026-06-30 | 2026-08-06 | +13.59% |
|---|