§ 13F · FUND PROFILE
Global Financial Private Client, LLC.
AUM · $369M (13F)Positions · 366Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 24K | $18M | 4.9% | +8% |
| 2 | AAPL | APPLE INC | 53K | $15M | 4.1% | +4% |
| 3 | VOO | VANGUARD INDEX FDS | 18K | $13M | 3.4% | +7% |
| 4 | MSFT | MICROSOFT CORP | 18K | $7M | 1.8% | +9% |
| 5 | GEV | GE VERNOVA INC | 6K | $7M | 1.8% | +11% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 186K | $6M | 1.6% | ±0% |
| 7 | CSCO | CISCO SYS INC | 49K | $6M | 1.6% | +4% |
| 8 | LRCX | LAM RESEARCH CORP | 13K | $6M | 1.6% | +12% |
| 9 | NVDA | NVIDIA CORPORATION | 28K | $6M | 1.5% | +11% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 24K | $6M | 1.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLOBAL SIGNAL
AC read
Global Financial Private Client, LLC is a Other fund managing $369 million in assets. The fund runs a broad portfolio of 366 positions.
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