Global Financial Private Client, LLC

CIK 0002023568 • 7 13F filings • Apr 8, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $305.6M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$260K	0.1%	2,536 SH	New
ABBVIE INC	COM	$1.3M	0.4%	5,922 SH	New
AFLAC INC	COM	$986K	0.3%	8,991 SH	New
ALPHABET INC	CAP STK CL A	$2.5M	0.8%	8,847 SH	New
ALPHABET INC	CAP STK CL C	$1.8M	0.6%	6,233 SH	New
AMAZON COM INC	COM	$3.2M	1.1%	15,519 SH	New
AMERICAN EXPRESS CO	COM	$385K	0.1%	1,274 SH	New
AMGEN INC	COM	$1.2M	0.4%	3,517 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$210K	0.1%	2,796 SH	New
ANGLOGOLD ASHANTI PLC	COM SHS	$989K	0.3%	10,155 SH	New
APPLE INC	COM	$13.7M	4.5%	53,809 SH	New
ARCHER DANIELS MIDLAND CO	COM	$509K	0.2%	7,008 SH	New
ARISTA NETWORKS INC	COM SHS	$1.1M	0.4%	8,954 SH	New
AT&T INC	COM	$800K	0.3%	27,588 SH	New
BALL CORP	COM	$513K	0.2%	8,684 SH	New
BANK AMERICA CORP	COM	$1.9M	0.6%	39,867 SH	New
BANK NEW YORK MELLON CORP	COM	$3.3M	1.1%	28,190 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$830K	0.3%	1,731 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$333K	0.1%	5,723 SH	New
BOEING CO	COM	$890K	0.3%	4,474 SH	New
BROADCOM INC	COM	$536K	0.2%	1,732 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$212K	0.1%	8,215 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$425K	0.1%	15,607 SH	New
CAPITAL ONE FINL CORP	COM	$265K	0.1%	1,453 SH	New
CATERPILLAR INC	COM	$2.1M	0.7%	2,895 SH	New
CHEVRON CORPORATION	COM	$5.4M	1.8%	26,195 SH	New
CISCO SYS INC	COM	$3.7M	1.2%	48,106 SH	New
CLOUDFLARE INC	CL A COM	$255K	0.1%	1,236 SH	New
COCA COLA CO	COM	$619K	0.2%	8,136 SH	New
COLGATE PALMOLIVE CO	COM	$744K	0.2%	8,727 SH	New
CORNING INC	COM	$699K	0.2%	5,143 SH	New
COSTCO WHOLESALE CORPORATION	COM	$336K	0.1%	337 SH	New
CROWDSTRIKE HLDGS INC	CL A	$591K	0.2%	1,513 SH	New
CUMMINS INC	COM	$827K	0.3%	1,537 SH	New
CVS HEALTH CORP	COM	$655K	0.2%	9,115 SH	New
DANAHER CORP DEL	COM	$208K	0.1%	1,098 SH	New
DBX ETF TR	XTRACK USD HIGH	$510K	0.2%	14,098 SH	New
DEERE & CO	COM	$378K	0.1%	671 SH	New
DELTA AIR LINES INC	COM NEW	$923K	0.3%	13,886 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$469K	0.2%	13,581 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.9M	0.6%	49,072 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$984K	0.3%	27,704 SH	New
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$310K	0.1%	9,619 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$312K	0.1%	7,918 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.6M	0.9%	66,920 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.1M	0.4%	30,017 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.1M	0.4%	32,635 SH	New
DISNEY WALT CO	COM	$515K	0.2%	5,345 SH	New
DOLLAR GEN CORP	COM	$338K	0.1%	2,847 SH	New
ELI LILLY & CO	COM	$1.5M	0.5%	1,650 SH	New
ENTERGY CORP NEW	COM	$2.4M	0.8%	21,641 SH	New
EOG RES INC	COM	$1.1M	0.4%	7,840 SH	New
EXELON CORP	COM	$1.0M	0.3%	20,880 SH	New
EXXON MOBIL CORP	COM	$3.4M	1.1%	20,158 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.2M	0.4%	5,719 SH	New
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$660K	0.2%	11,180 SH	New
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.3M	0.4%	29,090 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$219K	0.1%	3,702 SH	New
FIRST SOLAR INC	COM	$417K	0.1%	2,115 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$750K	0.2%	11,971 SH	New
FORD MTR CO	COM	$145K	0.0%	12,600 SH	New
FORTINET INC	COM	$1.2M	0.4%	15,173 SH	New
GE AEROSPACE	COM NEW	$904K	0.3%	3,186 SH	New
GE VERNOVA INC	COM	$4.4M	1.4%	5,033 SH	New
GENERAL DYNAMICS CORP	COM	$918K	0.3%	2,676 SH	New
GENERAL MTRS CO	COM	$491K	0.2%	6,586 SH	New
GILEAD SCIENCES INC	COM	$1.4M	0.5%	10,088 SH	New
GLOBAL X FDS	US INFR DEV ETF	$381K	0.1%	7,500 SH	New
GOLDMAN SACHS GROUP INC	COM	$737K	0.2%	871 SH	New
HCI GROUP INC	COM	$1.1M	0.4%	6,956 SH	New
HEALTHCARE RLTY TR	CL A COM	$287K	0.1%	16,876 SH	New
HOME DEPOT INC	COM	$1.4M	0.5%	4,283 SH	New
INTEL CORP	COM	$279K	0.1%	6,327 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$420K	0.1%	6,264 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.5M	0.8%	10,515 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.9M	0.6%	8,014 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$255K	0.1%	12,208 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$557K	0.2%	28,504 SH	New
INVESCO EXCHANGE TRADED FD T	NASDAQ INTERNT	$298K	0.1%	6,665 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$452K	0.1%	8,284 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.7M	1.2%	19,159 SH	New
INVESCO LTD	SHS	$406K	0.1%	16,735 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.6%	3,292 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$278K	0.1%	7,236 SH	New
ISHARES GOLD TR	ISHARES NEW	$991K	0.3%	11,242 SH	New
ISHARES INC	CORE MSCI EMKT	$401K	0.1%	5,742 SH	New
ISHARES TR	CONV BD ETF	$1.4M	0.4%	13,308 SH	New
ISHARES TR	CORE 1 5 YR USD	$505K	0.2%	10,424 SH	New
ISHARES TR	CORE 40/60 MODER	$1.0M	0.3%	21,291 SH	New
ISHARES TR	CORE INTL AGGR	$357K	0.1%	7,126 SH	New
ISHARES TR	CORE MSCI PAC	$1.8M	0.6%	23,655 SH	New
ISHARES TR	CORE S&P MCP ETF	$523K	0.2%	7,749 SH	New
ISHARES TR	CORE S&P SCP ETF	$236K	0.1%	1,896 SH	New
ISHARES TR	CORE S&P TTL STK	$221K	0.1%	1,549 SH	New
ISHARES TR	CORE S&P500 ETF	$3.4M	1.1%	5,154 SH	New
ISHARES TR	CORE UNIVRSL USD	$357K	0.1%	7,722 SH	New
ISHARES TR	EAFE VALUE ETF	$303K	0.1%	4,081 SH	New
ISHARES TR	EXPANDED TECH	$1.0M	0.3%	13,088 SH	New
ISHARES TR	EXPND TEC SC ETF	$312K	0.1%	2,632 SH	New
ISHARES TR	MBS ETF	$279K	0.1%	2,937 SH	New
ISHARES TR	MSCI EAFE ETF	$517K	0.2%	5,320 SH	New
ISHARES TR	MSCI USA QLT FCT	$1.7M	0.6%	9,029 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.4%	4,444 SH	New
ISHARES TR	S&P 500 GRWT ETF	$348K	0.1%	3,078 SH	New
ISHARES TR	S&P 500 VAL ETF	$406K	0.1%	1,923 SH	New
ISHARES TR	U.S. ENERGY ETF	$322K	0.1%	4,968 SH	New
ISHARES TR	U.S. TECH ETF	$1.9M	0.6%	10,464 SH	New
ISHARES TR	US AER DEF ETF	$2.3M	0.7%	10,404 SH	New
ISHARES TR	US BR DEL SE ETF	$886K	0.3%	5,397 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$338K	0.1%	5,972 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$434K	0.1%	8,690 SH	New
JOHNSON & JOHNSON	COM	$520K	0.2%	2,129 SH	New
JPMORGAN CHASE & CO	COM	$4.1M	1.4%	14,052 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$2.0M	0.7%	28,575 SH	New
KROGER CO	COM	$1.4M	0.5%	19,970 SH	New
LAM RESEARCH CORP	COM NEW	$2.6M	0.8%	12,107 SH	New
LEIDOS HOLDINGS INC	COM	$1.3M	0.4%	8,504 SH	New
LINDE PLC	SHS	$236K	0.1%	477 SH	New
LOCKHEED MARTIN CORP	COM	$1.4M	0.5%	2,304 SH	New
MARRIOTT INTL INC NEW	CL A	$206K	0.1%	631 SH	New
MASTERCARD INCORPORATED	CL A	$434K	0.1%	868 SH	New
MCDONALDS CORP	COM	$1.8M	0.6%	5,952 SH	New
MEDPACE HLDGS INC	COM	$909K	0.3%	1,892 SH	New
MERCK & CO INC	COM	$4.4M	1.4%	36,655 SH	New
META PLATFORMS INC	CL A	$3.2M	1.1%	5,625 SH	New
MICRON TECHNOLOGY INC	COM	$226K	0.1%	670 SH	New
MICROSOFT CORP	COM	$6.7M	2.2%	17,993 SH	New
MORGAN STANLEY	COM NEW	$769K	0.3%	4,674 SH	New
NASDAQ INC	COM	$1.3M	0.4%	15,302 SH	New
NEXTERA ENERGY INC	COM	$246K	0.1%	2,652 SH	New
NRG ENERGY INC	COM NEW	$731K	0.2%	4,999 SH	New
NUCOR CORP	COM	$855K	0.3%	5,053 SH	New
NVIDIA CORPORATION	COM	$5.1M	1.7%	29,333 SH	New
ORACLE CORP	COM	$1.2M	0.4%	7,836 SH	New
PACER FDS TR	US CASH COWS 100	$1.4M	0.5%	22,394 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$783K	0.3%	5,354 SH	New
PALO ALTO NETWORKS INC	COM	$1.3M	0.4%	7,925 SH	New
PEPSICO INC	COM	$344K	0.1%	2,216 SH	New
PHILIP MORRIS INTL INC	COM	$232K	0.1%	1,406 SH	New
PHILLIPS 66	COM	$216K	0.1%	1,186 SH	New
PNC FINL SVCS GROUP INC	COM	$245K	0.1%	1,177 SH	New
PROCTER & GAMBLE CO	COM	$2.0M	0.7%	14,089 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$785K	0.3%	12,864 SH	New
QUALCOMM INC	COM	$1.0M	0.3%	7,834 SH	New
RAYMOND JAMES FINL INC	COM	$553K	0.2%	3,821 SH	New
ROCKET LAB CORP	COM	$462K	0.2%	7,192 SH	New
ROYAL CARIBBEAN GROUP	COM	$645K	0.2%	2,343 SH	New
RTX CORPORATION	COM	$2.0M	0.7%	10,412 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.2M	0.4%	35,022 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.6M	0.8%	104,755 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.7M	1.9%	184,898 SH	New
SEACOAST BKG CORP FLA	COM NEW	$856K	0.3%	28,254 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$1.6M	0.5%	14,233 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$478K	0.2%	7,797 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.5M	0.5%	30,167 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.3M	0.4%	9,074 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$475K	0.2%	2,937 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$719K	0.2%	14,392 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$556K	0.2%	4,184 SH	New
SERVICE CORP INTL	COM	$213K	0.1%	2,579 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$388K	0.1%	3,273 SH	New
SOFI TECHNOLOGIES INC	COM	$185K	0.1%	11,623 SH	New
SPDR GOLD TR	GOLD SHS	$1.1M	0.4%	2,503 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$6.9M	2.2%	150,375 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$12.2M	4.0%	194,003 SH	New
SPDR SERIES TRUST	STATE STRET SPDR	$1.2M	0.4%	34,209 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$218K	0.1%	5,430 SH	New
SSGA ACTIVE TR	STATE STR MY2030	$809K	0.3%	32,619 SH	New
SSGA ACTIVE TR	STATE STR MY2031	$919K	0.3%	36,905 SH	New
SSGA ACTIVE TR	STATE STR MY2032	$685K	0.2%	27,633 SH	New
SSGA ACTIVE TR	STATE STR MY2033	$521K	0.2%	21,075 SH	New
SSGA ACTIVE TR	STATE STREET FIX	$754K	0.2%	29,315 SH	New
SSGA ACTIVE TR	STATE STREET MY	$1.5M	0.5%	61,956 SH	New
SSGA ACTIVE TR	STATE STREET US	$3.8M	1.3%	66,535 SH	New
STATE STR CORP	COM	$2.3M	0.7%	18,019 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$843K	0.3%	1,821 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$14.6M	4.8%	22,488 SH	New
SYNOPSYS INC	COM	$494K	0.2%	1,246 SH	New
T-MOBILE US INC	COM	$206K	0.1%	982 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.4M	1.1%	10,170 SH	New
TESLA INC	COM	$511K	0.2%	1,374 SH	New
TEXAS INSTRS INC	COM	$544K	0.2%	2,800 SH	New
TJX COS INC NEW	COM	$528K	0.2%	3,306 SH	New
TRAVELERS COMPANIES INC	COM	$275K	0.1%	944 SH	New
UBER TECHNOLOGIES INC	COM	$345K	0.1%	4,802 SH	New
UGI CORP NEW	COM	$781K	0.3%	21,441 SH	New
UNION PAC CORP	COM	$399K	0.1%	1,643 SH	New
UNITEDHEALTH GROUP INC	COM	$225K	0.1%	831 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.5M	0.5%	3,794 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$637K	0.2%	8,249 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$559K	0.2%	8,134 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.2M	0.4%	15,138 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.6M	0.5%	33,320 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.9M	1.3%	8,933 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.3M	3.4%	17,176 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$484K	0.2%	1,849 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.4%	4,129 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.4%	6,666 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	0.6%	36,279 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$1.6M	0.5%	16,845 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$298K	0.1%	5,968 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.7M	0.6%	20,512 SH	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$843K	0.3%	17,947 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.3M	1.1%	33,287 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.0M	1.6%	23,309 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	0.7%	34,400 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$372K	0.1%	2,511 SH	New
VANGUARD WORLD FD	COMM SRVC ETF	$540K	0.2%	3,003 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$1.3M	0.4%	3,699 SH	New
VANGUARD WORLD FD	INDUSTRIAL ETF	$678K	0.2%	2,171 SH	New
VISA INC	COM CL A	$477K	0.2%	1,578 SH	New
VISTRA CORP	COM	$375K	0.1%	2,496 SH	New
WALMART INC	COM	$2.8M	0.9%	22,915 SH	New
WASTE MGMT INC DEL	COM	$352K	0.1%	1,530 SH	New
ZIONS BANCORPORATION NATL AS	COM	$1.7M	0.6%	29,671 SH	New

Sold (vs prior filing)

3M CO COM — $5K
AAON INC COM PAR $0.004 — $703
AAR CORP COM — $336
ABBOTT LABS COM — $315K
ABBVIE INC COM — $591K
ABERCROMBIE & FITCH CO CL A — $458
ABM INDS INC COM — $474
ABRDN PHYSICAL GOLD SHARES ETF — $94K
ACADEMY SPORTS & OUTDOORS INC COM — $410
ACADIA HEALTHCARE COMPANY INC COM — $243
ACCENTURE PLC IRELAND SHS CLASS A — $54K
ACI WORLDWIDE INC COM — $1K
ACUITY INC COM — $1K
ACUSHNET HLDGS CORP COM — $687
ADDUS HOMECARE CORP COM — $297
ADIENT PLC ORD SHS — $116
ADMA BIOLOGICS INC COM — $476
ADOBE INC COM — $17K
ADT INC DEL COM — $1K
ADTALEM GLOBAL ED INC COM — $906
… and 1650 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0002085853-26-001197	—	View
Jan 27, 2026	Q4 2025	13F-HR	0002085853-26-000092	$285.3M	View
Oct 21, 2025	Q3 2025