Global Financial Private Client, LLC
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 305,598
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 236 | 305,598 | 13F-HR | Global Financial Private Client, LLC |
| Q4 2025 | 1/27/2026 | 227 | 285,308 | 13F-HR | Global Financial Private Client, LLC |
| Q3 2025 | 10/21/2025 | 231 | 280,695 | 13F-HR | Global Financial Private Client, LLC |
| Q2 2025 | 7/10/2025 | 221 | 266,678 | 13F-HR | Global Financial Private Client, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 164.4 K | 53.8% | 0 | 64.81 K | -64.81 K |
| ETFs | 139.5 K | 45.6% | 86.5 K | 0 | 86.5 K |
| Debt | 1.746 K | 0.6% | 0 | 11 | -11 |
| Other | 0 | 0.0% | 0 | 1.378 K | -1.378 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
305,598
Holdings
236
QoQ value change ($000)
20,290
(7.1%)
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.