Great Lakes Retirement, Inc. Portfolio Holdings

Great Lakes Retirement, Inc.

  • $844 Billion
  • Q2 2025

Great Lakes Retirement, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $844 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $54.9B, Nvidia Corp with a value of $48.6B, Goldman Sachs Tr Eql Weight Us with a value of $33.1B, Vanguard Intermediate Term Cor with a value of $29.9B, and Microsoft Corp with a value of $26.6B.

Examining the 13F form we can see an increase of $81.1B in the current position value, from $763B to 844B.

Great Lakes Retirement, Inc. is based out at Sandusky, OH

Below you can find more details about Great Lakes Retirement, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $844 Billion
ETFs: $293 Billion
Technology: $166 Billion
Financial Services: $83.8 Billion
Industrials: $58.4 Billion
Consumer Cyclical: $47.9 Billion
Healthcare: $43.7 Billion
Energy: $43 Billion
Communication Services: $42.7 Billion
Other: $34.9 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.9 Billion 6.5% of portfolio
2,144,071
Q2 2025 Added 2.11%
$0
$33.1 Billion 3.92% of portfolio
405,426
Q2 2025 Added 28.66%
$0
$29.9 Billion 3.54% of portfolio
359,995
Q2 2025 Added 96.01%
$0
$26.1 Billion 3.09% of portfolio
594,414
Q2 2025 Added 0.67%
$0
$21.4 Billion 2.54% of portfolio
898,858
Q2 2025 Added 1.19%
$0
$17.4 Billion 2.06% of portfolio
228,747
Q2 2025 Added 0.79%
$0
$16.7 Billion 1.98% of portfolio
239,492
Q2 2025 Reduced 0.59%
$0
$14.9 Billion 1.77% of portfolio
285,131
Q2 2025 Added 1.55%
$0
$10.8 Billion 1.27% of portfolio
300,211
Q2 2025 Added 0.0%
$0
$10.3 Billion 1.22% of portfolio
33,909
Q2 2025 Added 3.59%
$0
$7.53 Billion 0.89% of portfolio
109,821
Q2 2025 Reduced 39.21%
$0
$5.01 Billion 0.59% of portfolio
60,435
Q2 2025 Added 10.86%
$0
$4.81 Billion 0.57% of portfolio
34,787
Q2 2025 Added 7.81%
$0
$4.12 Billion 0.49% of portfolio
14,668
Q2 2025 Added 11.01%
$0
$4.01 Billion 0.48% of portfolio
17,664
Q2 2025 Added 17.79%
$0
$3.76 Billion 0.44% of portfolio
79,310
Q2 2025 Added 10.91%
$0
$2.51 Billion 0.3% of portfolio
41,723
Q2 2025 Added 10.88%
$0
$2.5 Billion 0.3% of portfolio
49,639
Q2 2025 Added 11.06%
$0
$2.5 Billion 0.3% of portfolio
102,660
Q2 2025 Added 10.9%
$0
$2.44 Billion 0.29% of portfolio
33,512
Q2 2025 Reduced 29.8%
$0
$2.31 Billion 0.27% of portfolio
69,659
Q2 2025 Reduced 7.71%
$0
$1.91 Billion 0.23% of portfolio
51,562
Q2 2025 Reduced 9.29%
$0
$1.55 Billion 0.18% of portfolio
114,539
Q2 2025 Added 1.03%
$0
$1.38 Billion 0.16% of portfolio
27,332
Q2 2025 Added 9.72%
$0
$1.26 Billion 0.15% of portfolio
25,621
Q2 2025 Added 11.37%
$0
$785 Million 0.09% of portfolio
1,422
Q2 2025 Reduced 7.12%
$0
$658 Million 0.08% of portfolio
5,978
Q2 2025 Reduced 15.3%
$0
$680 Million 0.08% of portfolio
3,309
Q2 2025 Reduced 3.13%
$0
$702 Million 0.08% of portfolio
1,131
Q2 2025 Reduced 5.51%
$0
$583 Million 0.07% of portfolio
17,473
Q2 2025 Reduced 9.85%
$0
$601 Million 0.07% of portfolio
18,764
Q2 2025 Reduced 7.21%
$0
$631 Million 0.07% of portfolio
4,730
Q4 2024 Reduced 1.81%
$0
$388 Million 0.05% of portfolio
626
Q2 2025 New
$0
$384 Million 0.05% of portfolio
3,157
Q2 2024 New
$0
$439 Million 0.05% of portfolio
11,606
Q2 2025 Reduced 9.21%
$106B
$313 Million 0.04% of portfolio
1,026
Q2 2025 New
$0
$371 Million 0.04% of portfolio
5,532
Q2 2025 Reduced 3.76%
$0
$299 Million 0.04% of portfolio
6,692
Q2 2025 New
$0
$277 Million 0.03% of portfolio
4,424
Q2 2024 New
$0
$225 Million 0.03% of portfolio
3,961
Q2 2024 New
$0
$236 Million 0.03% of portfolio
1,562
Q2 2025 Reduced 34.64%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $844 Billion
  • Prior Value $763 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 129 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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