Global Retirement Partners, LLC current holdings: USA Options
Global Retirement Partners, LLC reported $0.00 billion in put and call options, at their filed underlying value (listed in the US), 14 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are SOFI, WMT, CPER.
- SOFI: Country of operation United States; Class COM · Call; Shares 4,000; Value $18,880.
- WMT: Country of operation United States; Class COM · Call; Shares 5,100; Value $4,246.
- CPER: Country of operation United States; Class CM REP COPP FD · Call; Shares 200; Value $2,340.
- IWM: Country of operation —; Class RUSSELL 2000 ETF · Put; Shares 1,000; Value $1,710.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Dakota Wealth Management | United States | $5.636B | 777 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Japan | $5.649B | 195 |
| Facet Wealth, Inc. | United States | $5.650B | 299 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | United States | $5.615B | 1,378 |
| COMGEST GLOBAL INVESTORS S.A.S. | France | $5.611B | 55 |
| PERCEPTIVE ADVISORS LLC | United States | $5.610B | 116 |
| Deep Track Capital, LP | United States | $5.609B | 55 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | United States | $5.674B | 12 |
| INVESTOR AB | Sweden | $5.674B | 12 |
| Local Pensions Partnership Investment Ltd | United Kingdom | $5.680B | 32 |