Global Financial Private Client, LLC: 13F holdings
CIK 20235682026Q2
| Positions | 246 |
|---|---|
| Reported value | $368.6m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 24,304 | $18.1m | 4.9% |
| AAPL APPLE INC | 55,861 | $16.2m | 4.4% |
| VOO VANGUARD INDEX FDS | 18,336 | $12.6m | 3.4% |
| MSFT MICROSOFT CORP | 19,540 | $7.3m | 2.0% |
| GEV GE VERNOVA INC | 5,596 | $6.6m | 1.8% |
| NVDA NVIDIA CORPORATION | 32,664 | $6.5m | 1.8% |
| SCHD SCHWAB STRATEGIC TR | 185,729 | $5.9m | 1.6% |
| CSCO CISCO SYS INC | 50,002 | $5.9m | 1.6% |
| LRCX LAM RESEARCH CORP | 13,551 | $5.9m | 1.6% |
| VIG VANGUARD SPECIALIZED FUNDS | 23,617 | $5.6m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2023568")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.