CIK 2023568
Global Financial Private Client, LLC
Institutional 13F holdings & portfolio
Holdings
227
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 227
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 22K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 16K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 185K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 23K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 24K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| XLSR | SSGA ACTIVE TR | 64K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 78K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 18K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 32K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 27K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 54K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 10K | $1M+ | SH |
| GEV | GE VERNOVA INC | 5K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 105K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 53K | $1M+ | SH |
| WMT | WALMART INC | 22K | $1M+ | SH |
| ITA | ISHARES TR | 10K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 39K | $1M+ | SH |
| IYW | ISHARES TR | 10K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 27K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 32K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 8K | $1M+ | SH |
| QUAL | ISHARES TR | 10K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 13K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 35K | $1M+ | SH |
| MCD | MCDONALDS CORP | 6K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 21K | $1M+ | SH |
| ZION | ZIONS BANCORPORATION N A | 28K | $1M+ | SH |
| IPAC | ISHARES TR | 23K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 29K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 33K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 13K | $1M+ | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 17K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 39K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 4K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 29K | $1M+ | SH |
| COWZ | PACER FDS TR | 23K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| HCI | HCI GROUP INC | 7K | $1M+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 28K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |