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 151–200 of 227
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DE | DEERE & CO | 515 | $100K–$500K | SH |
| IYE | ISHARES TR | 5K | $100K–$500K | SH |
| KOMP | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| XBI | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| MYMJ | SSGA ACTIVE TR | 9K | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 3K | $100K–$500K | SH |
| EMHC | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 5K | $100K–$500K | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 8K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| CHWY | CHEWY INC | 6K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| MYCG | SSGA ACTIVE TR | 8K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 7K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 548 | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 739 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 458 | $100K–$500K | SH |
| META | META PLATFORMS INC | 190 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 71 | $50K–$100K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 128 | $50K–$100K | SH |
| V | VISA INC | 172 | $50K–$100K | SH |
| AVGO | BROADCOM INC | 172 | $50K–$100K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP | 441 | $50K–$100K | SH |
| MA | MASTERCARD INCORPORATED | 80 | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 116 | $15K–$50K | SH |
| CSCO | CISCO SYS INC | 360 | $15K–$50K | SH |
| ORCL | ORACLE CORP | 129 | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP | 146 | $15K–$50K | SH |
| TSLA | TESLA INC | 55 | $15K–$50K | SH |
| MRK | MERCK & CO INC | 218 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 64 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 168 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 120 | $15K–$50K | SH |
| RTX | RTX CORPORATION | 107 | $15K–$50K | SH |
| TRV | TRAVELERS COMPANIES INC | 66 | $15K–$50K | SH |
| TJX | TJX COS INC NEW | 123 | $15K–$50K | SH |
| KO | COCA COLA CO | 260 | $15K–$50K | SH |
| ABT | ABBOTT LABS | 135 | $15K–$50K | SH |
| COST | COSTCO WHSL CORP NEW | 18 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 67 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 48 | $1K–$15K | SH |
| WM | WASTE MGMT INC DEL | 59 | $1K–$15K | SH |
| DAL | DELTA AIR LINES INC DEL | 186 | $1K–$15K | SH |