§ 13F · FUND PROFILE
Global Financial Private Client, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $281M (13F)Positions · 341Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 22K | $15M | 4.8% | +1% |
| 2 | AAPL | APPLE INC | 51K | $13M | 4.3% | +6% |
| 3 | VOO | VANGUARD INDEX FDS | 17K | $10M | 3.4% | +13% |
| 4 | MSFT | MICROSOFT CORP | 17K | $6M | 2.1% | +11% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 185K | $6M | 1.9% | ±0% |
| 6 | CVX | CHEVRON CORPORATION | 26K | $5M | 1.8% | +7% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 23K | $5M | 1.6% | +3% |
| 8 | NVDA | NVIDIA CORPORATION | 26K | $5M | 1.5% | +14% |
| 9 | GEV | GE VERNOVA INC | 5K | $4M | 1.4% | +11% |
| 10 | MRK | MERCK & CO INC | 36K | $4M | 1.4% | +7% |
§ 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 $281 million in assets. The fund runs a broad portfolio of 341 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed