Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Autumn Glory Partners, LLC (CIK 1911621) reported $272.3M across 204 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($28.1M, 10.30%), VTI ($10.9M, 4.01%), OKE ($8.3M, 3.07%), SPY ($8.1M, 2.96%), VTV ($7.7M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $28.1M | 10.30% | 46,944 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $10.9M | 4.01% | 34,041 | Added |
| 3 | OKE | ONEOK INC NEW | $8.3M | 3.07% | 92,340 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $8.1M | 2.96% | 12,399 | Trimmed |
| 5 | VTV | VANGUARD INDEX FDS | $7.7M | 2.82% | 39,091 | Hold |
| 6 | DGRO | ISHARES TR | $7.7M | 2.81% | 109,167 | Added |
| 7 | BINC | BLACKROCK ETF TRUST II | $6.1M | 2.24% | 117,430 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $4.6M | 1.70% | 72,382 | Trimmed |
| 9 | RWL | INVESCO EXCH TRADED FD TR II | $4.3M | 1.57% | 37,234 | New |
| 10 | MSFT | MICROSOFT CORP | $4.1M | 1.50% | 11,049 | Trimmed |
| 11 | WMB | WILLIAMS COS INC | $4.0M | 1.48% | 55,484 | Trimmed |
| 12 | JAAA | JANUS DETROIT STR TR | $3.8M | 1.40% | 75,879 | Added |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $3.8M | 1.38% | 74,274 | Added |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $3.6M | 1.31% | 71,304 | Added |
| 15 | DIA | STATE STR SPDR DOW JONES IND | $3.5M | 1.29% | 7,588 | Hold |
| 16 | CVX | CHEVRON CORPORATION | $3.4M | 1.25% | 16,417 | Added |
| 17 | IGSB | ISHARES TR | $3.2M | 1.17% | 60,533 | Added |
| 18 | XOM | EXXON MOBIL CORP | $3.1M | 1.15% | 18,413 | Added |
| 19 | IWD | ISHARES TR | $3.0M | 1.12% | 14,259 | Hold |
| 20 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.11% | 10,292 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $3.0M | 1.09% | 6,811 | Trimmed |
| 22 | OGE | OGE ENERGY CORP | $3.0M | 1.09% | 61,964 | Trimmed |
| 23 | VHT | VANGUARD WORLD FD | $2.6M | 0.96% | 9,572 | Added |
| 24 | PYLD | PIMCO ETF TR | $2.6M | 0.96% | 99,717 | Added |
| 25 | IEF | ISHARES TR | $2.6M | 0.95% | 27,227 | New |
Source: SEC Form 13F filings · as of 2026-03-31