Great Lakes Retirement, Inc.
All 13F Filings
- Location
- Sandusky, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,126,254
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 216 | 1,126,254 | 13F-HR | Great Lakes Retirement, Inc. |
| Q1 2026 | 5/6/2026 | 219 | 966,739 | 13F-HR | Great Lakes Retirement, Inc. |
| Q4 2025 | 2/12/2026 | 216 | 961,774 | 13F-HR | Great Lakes Retirement, Inc. |
| Q3 2025 | 11/12/2025 | 199 | 916,227 | 13F-HR | Great Lakes Retirement, Inc. |
| Q2 2025 | 8/4/2025 | 201 | 844,304 | 13F-HR | Great Lakes Retirement, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 821.1 K | 72.9% | 124.6 K | 0 | 124.6 K |
| ETFs | 305.1 K | 27.1% | 34.92 K | 0 | 34.92 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
1,126,254
Holdings
216
QoQ value change ($000)
159,515
(16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.