Global Financial Private Client, LLC
Global Financial Private Client, LLC reported 246 positions worth $368.6M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: SPY (4.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $18.1M | 4.92% | 24,304 | — | — | |
| ▸ 2 | AAPL | SH | $16.2M | 4.38% | 55,861 | — | — | |
| ▸ 3 | VOO | SH | $12.6M | 3.42% | 18,336 | — | — | |
| ▸ 4 | MSFT | SH | $7.3M | 1.98% | 19,540 | — | — | |
| ▸ 5 | GEV | SH | $6.6M | 1.78% | 5,596 | — | — | |
| ▸ 6 | NVDA | SH | $6.5M | 1.77% | 32,664 | — | — | |
| ▸ 7 | SCHD | SH | $5.9M | 1.60% | 185,729 | — | — | |
| ▸ 8 | CSCO | SH | $5.9M | 1.59% | 50,002 | — | — | |
| ▸ 9 | LRCX | SH | $5.9M | 1.59% | 13,551 | — | — | |
| ▸ 10 | VIG | SH | $5.6M | 1.52% | 23,617 | — | — |
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Frequently Asked Questions
What stocks does Global Financial Private Client, LLC hold as of Q2 2026?
Global Financial Private Client, LLC reported 246 positions worth $368.6M in its Q2 2026 13F filing. Largest positions: SPY (4.9%), AAPL (4.4%), VOO (3.4%), MSFT (2.0%) and GEV (1.8%).
What did Global Financial Private Client, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Global Financial Private Client, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.