Holdings
Global Financial Private Client, LLC
As of Sep 30, 2026, Global Financial Private Client, LLC reported 231 positions worth US$358M. Largest: Apple Inc, State Street SPDR S&P 500 ETF and Vanguard S&P 500 ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 56,733 | US$18.9M | +872 | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 24,410 | US$18.6M | new | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 18,592 | US$13M | new | Sep 30, 2026 |
| Microsoft Corp. | 18,705 | US$9.59M | −835 | Sep 30, 2026 |
| Nvidia Corporation | 34,454 | US$7.87M | +1,790 | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 186K | US$6.04M | new | Sep 30, 2026 |
| Chevron Corporation | 28,873 | US$5.9M | +322 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 16,333 | US$5.6M | +466 | Sep 30, 2026 |
| Cisco Systems, Inc. | 51,237 | US$5.51M | +1,235 | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 23,556 | US$5.5M | new | Sep 30, 2026 |