Global Financial Private Client, LLC

Q4 2025 13F-HR Holdings

Location
Sarasota, FL
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$285,308
Net value change ($000)
+4,613 (1.6%)
New positions
11
Sold out positions
15
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/21/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPDW 882 34.1%
AAPL 836 6.4%
MRK 748 26.1%
DFAC 615 NEW
GOOGL 579 29.6%
AMGN 547 100.6%
LLY 538 44.4%
MS 536 228.1%
GOOGL 435 29.3%
LRCX 418 28.4%
Top Reduces (Value $000, Stocks/ETFs)
PM -701 -76.1%
VICI -682 -100.0%
ORCL -677 -30.9%
VZ -607 -100.0%
BSCP -582 -100.0%
BLDR -562 -100.0%
HD -482 -25.0%
XLP -461 -100.0%
KTOS -458 -18.1%
MSFT -416 -5.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type