Global Retirement Partners, LLC

RIA/Wealth

Global Retirement Partners, LLC is a RIA/Wealth based in San Rafael, CA led by Geoffrey Robert White, reporting $143.42B in AUM as of Q3 2025 with 60% ETF concentration.

CEOGeoffrey Robert White

Portfolio Value: $4.5B
Positions: 3,775
Top Holding: SPLG at 4.01%
Last Reported: Q3 2025

Address4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903, United States

Top Holdings

Largest long holdings in Global Retirement Partners, LLC's portfolio (22.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$179.0M	4.01%	+$9.2M Bought	— 2.3M shares	Q2 2025 Held for 5 months
2 Arthur J. Gallagher AJG	Insurance - Brokers Financial Services	$155.8M	3.50%	+$102.8K Bought	0.20% 503.0K shares	Q2 2025 Held for 5 months
3 Apple AAPL	Consumer Electronics Technology	$120.4M	2.70%	+$5.2M Bought	0.00% 472.8K shares	Q2 2025 Held for 5 months
4 Nvidia NVDA	Semiconductors Technology	$108.6M	2.44%	+$3.7M Bought	0.00% 582.1K shares	Q2 2025 Held for 5 months
5 iShares Core S&P 500 ETF IVV	ETF ETF	$97.6M	2.19%	+$4.1M Bought	— 145.8K shares	Q2 2025 Held for 5 months
6 Invesco QQQ Trust QQQ	ETF ETF	$91.8M	2.06%	-$2.9M Sold	— 152.9K shares	Q2 2025 Held for 5 months
7 Microsoft MSFT	Software - Infrastructure Technology	$90.1M	2.02%	+$3.5M Bought	0.00% 174.0K shares	Q2 2025 Held for 5 months
8 SPDR S&P 500 ETF Trust SPY	ETF ETF	$63.0M	1.41%	+$872.0K Bought	— 94.6K shares	Q2 2025 Held for 5 months
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$52.5M	1.18%	-$171.5K Sold	0.00% 239.0K shares	Q2 2025 Held for 5 months
10 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$50.5M	1.13%	+$2.4M Bought	— 424.7K shares	Q2 2025 Held for 5 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Global Retirement Partners, LLC's latest filing

See all changes

GthenC

Market Value

$4.5B

Prior: $4.0B

Q/Q Change

+10.58%

+$426.7M

Net Flows % of MV

+3.78%

Turnover Ratio

5.07%

New Purchases

133 stocks

$7.9M

Added To

1,535 stocks

+$306.1M

Sold Out Of

181 stocks

$5.9M

Reduced Holdings

1,105 stocks

-$139.4M

Increased Positions

Position	Shares Δ	Change
1 BNY Mellon Ultra Short Income BKUI	New	0 → 39.1K +$2.0M
2 Figma FIG	New	0 → 10.2K +$530.1K
3 AIFD TCW Artificial Intelligence AIFD	New	0 → 12.4K +$437.0K
4 NeOnc Technologies Holdings, Inc. Common Stock NTHI	New	0 → 47.8K +$434.3K
5 Franklin Income Focus INCM	New	0 → 15.3K +$424.4K

Decreased Positions

Position	Shares Δ	Change
1 FT Vest U.S. Small Cap Moderate Buffer ETF SNOV	Sold	91.8K → 0 −$2.1M
2 Black Stone Minerals BSM	Sold	29.5K → 0 −$385.2K
3 TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD	Sold	4.0K → 0 −$337.5K
4 Ansys ANSS	Sold	637.0 → 0 −$223.7K
5 Arqit Quantum Inc. ARQQ	Sold	6.0K → 0 −$222.2K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Global Retirement Partners, LLC

View analytics

GthenA

Sector Allocation

ETF

59.80%

Technology

12.30%

Financial Services

7.90%

Consumer Cyclical

3.80%

Communication Services

3.20%

Healthcare

2.70%

Industrials

2.60%

Consumer Defensive

1.60%

Energy

1.30%

Utilities

0.90%

Real Estate

0.50%

Basic Materials

0.50%

Market Cap Distribution

Mega Cap (> $200B)

20.76%

Large Cap ($10B - $200B)

14.63%

Mid Cap ($2B - $10B)

1.12%

Small Cap ($300M - $2B)

0.30%

Micro Cap ($50M - $300M)

0.08%

Nano Cap (< $50M)

0.20%

N/A (ETF or Unknown)

62.92%

Portfolio Concentration

Top 10 Holdings %

22.64%

Top 20 Holdings %

31.87%

Top 50 Holdings %

48.45%

Top 100 Holdings %

62.46%