Global Retirement Partners, LLC
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,636,070
- Description
- San Rafael California based institutional pension allocator with a limited liability advisory organization and a governance centered and selective investment mandate. The approach emphasizes asset liability coordination, planning integrated mandate design, and credit underwriting and duration control for benefit linked institutional mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through investment policy adherence and portfolio discipline.
- Website
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- Founded
- —
- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 4,246 | 5,636,070 | 13F-HR | Global Retirement Partners, LLC |
| Q3 2025 | 10/21/2025 | 3,880 | 4,467,049 | 13F-HR | Global Retirement Partners, LLC |
| Q2 2025 | 8/12/2025 | 3,806 | 4,035,123 | 13F-HR | Global Retirement Partners, LLC |
| Q4 2024 | 1/31/2025 | 3,652 | 3,490,514 | 13F-HR | Global Retirement Partners, LLC |
| Q3 2024 | 10/16/2024 | 3,503 | 3,309,911 | 13F-HR | Global Retirement Partners, LLC |
| Q2 2024 | 7/23/2024 | 3,550 | 3,193,578 | 13F-HR | Global Retirement Partners, LLC |
| Q1 2024 | 4/23/2024 | 3,384 | 2,681,646 | 13F-HR | Global Retirement Partners, LLC |
| Q4 2023 | 1/18/2024 | 3,356 | 2,389,496 | 13F-HR | Global Retirement Partners, LLC |
| Q3 2023 | 10/13/2023 | 3,247 | 1,984,907 | 13F-HR | Global Retirement Partners, LLC |
| Q2 2023 | 7/20/2023 | 3,192 | 2,047,475 | 13F-HR | Global Retirement Partners, LLC |
| Q1 2023 | 5/8/2023 | 3,188 | 1,882,565 | 13F-HR | Global Retirement Partners, LLC |
| Q4 2022 | 2/13/2023 | 3,022 | 1,455,723 | 13F-HR | Global Retirement Partners, LLC |
| Q3 2022 | 11/3/2022 | 2,932 | 1,321,180 | 13F-HR | Global Retirement Partners, LLC |
| Q2 2022 | 7/15/2022 | 2,881 | 1,245,094 | 13F-HR | Global Retirement Partners, LLC |
| Q1 2022 | 7/14/2022 | 2,843 | 1,272,250 | 13F-HR | Global Retirement Partners, LLC |
| Q4 2021 | 1/21/2022 | 262 | 129,198 | 13F-HR | Global Retirement Partners, LLC |
| Q3 2021 | 10/22/2021 | 2,033 | 1,011,198 | 13F-HR | Global Retirement Partners, LLC |
| Q2 2021 | 7/15/2021 | 1,926 | 976,111 | 13F-HR | Global Retirement Partners, LLC |
| Q1 2021 | 4/14/2021 | 1,815 | 854,281 | 13F-HR | Global Retirement Partners, LLC |
| Q4 2020 | 1/13/2021 | 1,770 | 798,186 | 13F-HR | Global Retirement Partners, LLC |
| Q3 2020 | 10/9/2020 | 1,671 | 683,142 | 13F-HR | Global Retirement Partners, LLC |
| Q2 2020 | 7/13/2020 | 1,651 | 626,806 | 13F-HR | Global Retirement Partners, LLC |
| Q1 2020 | 4/28/2020 | 1,664 | 528,656 | 13F-HR | Global Retirement Partners, LLC |
| Q4 2019 | 1/23/2020 | 1,658 | 652,871 | 13F-HR | Global Retirement Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
35
(0.0% of total reported value)
· QoQ Δ:
-94
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.283 M | 76.3% | 900.6 K | 0 | 900.6 K |
| ETFs | 1.205 M | 21.5% | 251.7 K | 0 | 251.7 K |
| Debt | 91.77 K | 1.6% | 2.834 K | 0 | 2.834 K |
| Other | 35.74 K | 0.6% | 16.1 K | 0 | 16.1 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
5,636,070
Holdings
4246
QoQ value change ($000)
1,169,021
(26.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.