Autumn Glory Partners, LLC 13F Holdings · Q2 2026
Autumn Glory Partners, LLC reported 212 securities worth $352.86M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (9.89%), VTI (3.57%), SPY (2.88%). Among its top 25 positions this quarter: 2 new, 20 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $34.9M | 9.89% | 50,808 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $12.6M | 3.57% | 34,044 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $10.1M | 2.88% | 13,589 | Added |
| 4 | DGRO | ISHARES TR | $8.7M | 2.46% | 114,631 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $8.6M | 2.44% | 39,586 | Added |
| 6 | OKE | ONEOK INC NEW | $8.0M | 2.28% | 92,345 | Added |
| 7 | MSFT | MICROSOFT CORP | $7.9M | 2.25% | 21,310 | Added |
| 8 | GOOGL | ALPHABET INC | $6.7M | 1.89% | 18,662 | Added |
| 9 | BINC | BLACKROCK ETF TRUST II | $6.5M | 1.84% | 123,928 | Added |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.3M | 1.80% | 12,686 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 1.66% | 82,297 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $5.7M | 1.61% | 28,367 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $5.3M | 1.50% | 20,874 | Added |
| 14 | RWL | INVESCO EXCH TRADED FD TR II | $5.0M | 1.41% | 39,037 | Added |
| 15 | ASML | ASML HLDG NV | $4.8M | 1.37% | 2,422 | New |
| 16 | NVO | NOVO-NORDISK A S | $4.8M | 1.36% | 99,888 | New |
| 17 | UL | UNILEVER PLC | $4.5M | 1.28% | 75,070 | Added |
| 18 | JPST | J P MORGAN EXCHANGE TRADED F | $4.2M | 1.19% | 83,182 | Added |
| 19 | WMB | WILLIAMS COS INC | $4.0M | 1.14% | 54,344 | Trimmed |
| 20 | AAPL | APPLE INC | $4.0M | 1.13% | 13,796 | Added |
| 21 | DIA | STATE STR SPDR DOW JONES IND | $3.9M | 1.12% | 7,554 | Trimmed |
| 22 | JAAA | JANUS DETROIT STR TR | $3.8M | 1.09% | 75,879 | Hold |
| 23 | MDT | MEDTRONIC PLC | $3.8M | 1.06% | 48,026 | Added |
| 24 | IGSB | ISHARES TR | $3.6M | 1.03% | 69,120 | Added |
| 25 | VUG | VANGUARD INDEX FDS | $3.6M | 1.03% | 42,138 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR