Global Financial Private Client, LLC Portfolio Holdings

Global Financial Private Client, LLC

  • $285 Billion
  • Q4 2025

Global Financial Private Client, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $285 Billion distributed in 333 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15.1B, Apple Inc. with a value of $13.8B, Vanguard Index Fds S&P 500 ETF with a value of $9.55B, Microsoft Corp with a value of $7.86B, and Schwab Strategic Tr Us Dividen with a value of $5.07B.

Examining the 13F form we can see an increase of $4.61B in the current position value, from $281B to 285B.

Global Financial Private Client, LLC is based out at Sarasota, FL

Below you can find more details about Global Financial Private Client, LLC portfolio as well as his latest detailed transactions.

Portfolio value $285 Billion
ETFs: $139 Billion
Technology: $46.5 Billion
Financial Services: $25.1 Billion
Industrials: $11.9 Billion
Healthcare: $11.6 Billion
Consumer Cyclical: $8.9 Billion
Communication Services: $8.74 Billion
Consumer Defensive: $8.06 Billion
Other: $12.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.29B
$771 Million 0.27% of portfolio
20,611
Q4 2025 Added 0.09%
$342B
$756 Million 0.26% of portfolio
4,253
Q4 2025 Reduced 0.09%
$38.8B
$755 Million 0.26% of portfolio
4,744
Q4 2025 Reduced 0.29%
$265B
$751 Million 0.26% of portfolio
854
Q4 2025 Added 0.59%
$94.5B
$724 Million 0.25% of portfolio
2,150
Q4 2025 Added 3.81%
$65.7B
$684 Million 0.24% of portfolio
8,658
Q4 2025 Added 0.63%
$103B
$696 Million 0.24% of portfolio
8,770
Q4 2025 Added 45.9%
$181B
$646 Million 0.23% of portfolio
26,013
Q4 2025 Added 126.53%
$64.5B
$643 Million 0.23% of portfolio
2,305
Q4 2025 Reduced 9.57%
$64.7B
$627 Million 0.22% of portfolio
5,975
Q4 2025 Reduced 16.81%
$34.1B
$610 Million 0.21% of portfolio
3,796
Q4 2025 Reduced 12.15%
$193B
$605 Million 0.21% of portfolio
5,319
Q4 2025 Reduced 12.82%
$1.29T
$561 Million 0.2% of portfolio
1,247
Q4 2025 Added 0.08%
$139B
$575 Million 0.2% of portfolio
1,662
Q4 2025 Added 3.36%
$306B
$555 Million 0.19% of portfolio
7,945
Q4 2025 Added 1.08%
$533B
$552 Million 0.19% of portfolio
1,574
Q4 2025 Added 3.96%
$7.17B
$526 Million 0.18% of portfolio
11,061
Q4 2025 Added 94.94%
$115B
$492 Million 0.17% of portfolio
1,050
Q4 2025 Added 0.96%
$177B
$484 Million 0.17% of portfolio
2,788
Q4 2025 Added 0.25%
$512B
$493 Million 0.17% of portfolio
863
Q4 2025 Added 1.53%
$170B
$495 Million 0.17% of portfolio
3,225
Q4 2025 Added 0.84%
$255B
$465 Million 0.16% of portfolio
1,257
Q4 2025 Added 0.8%
$100B
$453 Million 0.16% of portfolio
5,574
Q4 2025 Added 1.72%
-
$431 Million 0.15% of portfolio
-
Q3 2024 New
$522B
$414 Million 0.15% of portfolio
2,000
Q4 2025 Added 1.83%
$27B
$393 Million 0.14% of portfolio
1,503
Q4 2025 Added 1.55%
$10.7B
$392 Million 0.14% of portfolio
14,937
Q4 2025 New
$32.2B
$388 Million 0.14% of portfolio
6,747
Q4 2025 Added 0.82%
$6B
$365 Million 0.13% of portfolio
5,669
Q4 2025 New
$136B
$367 Million 0.13% of portfolio
1,585
Q4 2025 Added 1.21%
$69.4B
$371 Million 0.13% of portfolio
4,239
Q4 2025 Added 15.54%
$77.2B
$346 Million 0.12% of portfolio
1,426
Q4 2025 Added 0.49%
$181B
$314 Million 0.11% of portfolio
3,844
Q4 2025 Added 1.69%
$59.7B
$317 Million 0.11% of portfolio
675
Q4 2025 Added 12.13%
$228B
$313 Million 0.11% of portfolio
2,496
Q4 2025 Added 1.09%
$85.9B
$322 Million 0.11% of portfolio
1,467
Q4 2025 Added 1.17%
$204B
$306 Million 0.11% of portfolio
2,135
Q4 2025 Reduced 1.52%
$300B
$290 Million 0.1% of portfolio
877
Q4 2025 Added 8.81%
$72.7B
$290 Million 0.1% of portfolio
1,798
Q4 2025 Added 0.9%
$404B
$276 Million 0.1% of portfolio
320
Q3 2025 Added 4.23%
$160B
$272 Million 0.1% of portfolio
1,189
Q4 2025 Added 1.62%
$67.3B
$261 Million 0.09% of portfolio
900
Q4 2025 Added 1.81%
$144B
$251 Million 0.09% of portfolio
540
Q4 2025 Added 3.05%
$317B
$219 Million 0.08% of portfolio
2,355
Q4 2025 New
$143B
$226 Million 0.08% of portfolio
6,124
Q4 2025 Reduced 4.51%
$237B
$220 Million 0.08% of portfolio
1,372
Q4 2025 Reduced 75.84%
$74.3B
$239 Million 0.08% of portfolio
1,147
Q4 2025 Added 0.7%
-
$214 Million 0.07% of portfolio
-
Q3 2024 New
$39.4B
$214 Million 0.07% of portfolio
376
Q4 2025 Added 27.03%

Summary

  • Portfolio
  • No. of Stocks 333
  • Current Value $285 Billion
  • Prior Value $281 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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