Autumn Glory Partners, LLC Top Holdings and 13F Report (2026) About Autumn Glory Partners, LLCInvestment ActivityAutumn Glory Partners, LLC has $359.92 million in total holdings as of September 30, 2026.Autumn Glory Partners, LLC owns shares of 191 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 9.32% of the portfolio was purchased this quarter.About 7.44% of the portfolio was sold this quarter.This quarter, Autumn Glory Partners, LLC has purchased 212 new stocks and bought additional shares in 64 stocks.Autumn Glory Partners, LLC sold shares of 37 stocks and completely divested from 30 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $38,837,383Vanguard Total Stock Market ETF $13,336,741Microsoft $10,433,412SPDR S&P 500 ETF Trust $10,363,665iShares Core Dividend Growth ETF $9,892,437 Largest New Holdings this Quarter 30609A109 - ONEOK INC NEW $7,874,852 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,998,703 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $904,481 Holding30303M102 - Meta Platforms $588,846 Holding65339F101 - NextEra Energy $423,462 Holding Largest Purchases this Quarter ONEOK INC NEW 92,352 shares (about $7.87M)Vanguard S&P 500 ETF 4,606 shares (about $3.23M)EXXONMOBIL HOLDINGS CORP 18,425 shares (about $3.00M)Dimensional U.S. Equity ETF 25,301 shares (about $2.10M)JPMorgan Ultra-Short Income ETF 36,844 shares (about $1.86M) Largest Sales this Quarter Chevron 5,000 shares (about $1.02M)Vanguard Small-Cap ETF 2,145 shares (about $610.23K)RTX 2,791 shares (about $518.15K)Microsoft 968 shares (about $496.49K)Williams Companies 5,465 shares (about $371.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAutumn Glory Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$38,837,383$3,228,155 ▲9.1%55,41410.8%ETFVTIVanguard Total Stock Market ETF$13,336,741$596,162 ▲4.7%35,6373.7%ETFMSFTMicrosoft$10,433,412$496,487 ▼-4.5%20,3422.9%TechnologySPYSPDR S&P 500 ETF Trust$10,363,6650.0%13,5892.9%ETFDGROiShares Core Dividend Growth ETF$9,892,437$1,250,417 ▲14.5%131,2172.7%ETFVTVVanguard Value ETF$8,553,7430.0%39,5862.4%ETFONEOK INC NEW$7,874,852$7,874,852 ▲New Holding92,3522.2%COMNVDANVIDIA$6,485,307$6,851 ▲0.1%28,3971.8%TechnologyGOOGLAlphabet$6,440,146$18,924 ▲0.3%18,7171.8%Communication ServicesBINCiShares Flexible Income Active ETF$6,357,994$63,691 ▲1.0%125,1821.8%ETFBRK.BBerkshire Hathaway$6,322,473$5,477 ▲0.1%12,6971.8%FinanceJPSTJPMorgan Ultra-Short Income ETF$6,045,710$1,855,832 ▲44.3%120,0261.7%ETFVEAVanguard FTSE Developed Markets ETF$5,810,9920.0%82,2971.6%ETFRWLInvesco S&P 500 Revenue ETF$5,667,839$644,558 ▲12.8%44,0461.6%ETFJNJJohnson & Johnson$5,528,546$2,383 ▲0.0%20,8831.5%HealthcareVUGVanguard Growth ETF$5,246,655$1,449,600 ▲38.2%58,2251.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,770,845$1,229,827 ▲34.7%93,1261.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$4,648,452$1,665,152 ▲55.8%183,0821.3%ETFAAPLApple$4,610,043$15,652 ▲0.3%13,8431.3%TechnologyUNILEVER PLC$4,559,0010.0%75,0701.3%SPON ADR NEWASMLASML$4,387,8650.0%2,4221.2%TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$4,277,911$436,335 ▲11.4%8,4121.2%ETFMDTMedtronic$4,146,235$2,071 ▲0.0%48,0501.2%HealthcareJAAAJanus Henderson AAA CLO ETF$3,829,6130.0%75,8791.1%ETFNVONovo Nordisk A/S$3,786,7540.0%99,8881.1%HealthcareDISWalt Disney$3,783,743$20,560 ▲0.5%36,0701.1%Communication ServicesIWDiShares Russell 1000 Value ETF$3,535,2340.0%14,2591.0%ETFJPMJPMorgan Chase & Co.$3,405,420$331 ▲0.0%10,2940.9%FinanceWMBWilliams Companies$3,322,305$371,456 ▼-10.1%48,8790.9%EnergyDFUSDimensional U.S. Equity ETF$3,202,151$2,100,753 ▲190.7%38,5660.9%ETFVHTVanguard Health Care ETF$3,025,5350.0%9,5720.8%ETFEXXONMOBIL HOLDINGS CORP$2,998,703$2,998,703 ▲New Holding18,4250.8%COM SHSVZVerizon Communications$2,978,751$229 ▲0.0%64,9390.8%Communication ServicesLLYEli Lilly and Company$2,916,999$107,608 ▲3.8%2,5210.8%HealthcareVVisa$2,853,581$2,156 ▲0.1%7,9410.8%FinanceABBVAbbVie$2,823,396$21,451 ▼-0.8%10,7930.8%HealthcareOGEOGE Energy$2,814,6710.0%61,9700.8%UtilitiesSBUXStarbucks$2,687,162$202,954 ▲8.2%28,5990.7%Consumer DiscretionaryCVXChevron$2,513,008$1,021,050 ▼-28.9%12,3060.7%EnergyGHCGraham$2,463,3690.0%2,1710.7%Consumer DiscretionaryIEFiShares 7-10 Year Treasury Bond ETF$2,431,6430.0%27,2270.7%ETFJ P MORGAN EXCHANGE TRADED F$2,399,760$2,732 ▼-0.1%53,5900.7%CORE PLUS BD ETFPGProcter & Gamble$2,329,5650.0%16,0350.6%Consumer StaplesAMZNAmazon.com$2,301,399$57,055 ▼-2.4%9,2370.6%Consumer DiscretionaryGDGeneral Dynamics$2,245,162$11,282 ▲0.5%6,7660.6%IndustrialsQQQInvesco QQQ$2,177,679$740 ▼0.0%2,9440.6%ETFWTMWhite Mountains Insurance Group$2,167,0090.0%1,0800.6%FinanceHDHome Depot$2,037,517$1,422 ▼-0.1%7,1620.6%Consumer DiscretionaryBPBP$2,028,8630.0%46,1210.6%EnergyPFEPfizer$1,888,623$257 ▲0.0%66,2210.5%HealthcareSPHYSPDR Portfolio High Yield Bond ETF$1,887,2140.0%83,5420.5%ETFDVNDevon Energy$1,865,579$223,753 ▲13.6%40,5210.5%EnergyIWFiShares Russell 1000 Growth ETF$1,814,892$7,516 ▼-0.4%14,4890.5%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$1,732,0260.0%40,9850.5%ETFAMATApplied Materials$1,720,282$4,602 ▲0.3%3,3640.5%TechnologyNOBLProShares S&P 500 Aristocrats ETF$1,710,8430.0%31,6240.5%ETFVGTVanguard Information Technology ETF$1,690,3300.0%13,4510.5%ETFIVViShares Core S&P 500 ETF$1,599,8610.0%2,0890.4%ETFINFLHorizon Kinetics Inflation Beneficiaries ETF$1,591,042$907,985 ▲132.9%31,7320.4%ETFTXNTexas Instruments$1,589,544$1,120 ▲0.1%5,6750.4%TechnologyRTXRTX$1,551,663$518,149 ▼-25.0%8,3580.4%IndustrialsXLKTechnology Select Sector SPDR Fund$1,515,315$4,698 ▼-0.3%7,7410.4%ETFISRGIntuitive Surgical$1,458,582$99,218 ▲7.3%3,5870.4%HealthcareVWOVanguard FTSE Emerging Markets ETF$1,451,9680.0%24,4810.4%ETFHONEYWELL AEROSPACE INC$1,435,022$463,050 ▲47.6%9,2600.4%COMKOCoca-Cola$1,380,501$206,683 ▼-13.0%16,0370.4%Consumer StaplesHONEYWELL INTL INC$1,329,554$6,539 ▲0.5%6,3030.4%COMDEODiageo$1,302,2330.0%15,2130.4%Consumer StaplesVIGVanguard Dividend Appreciation ETF$1,279,239$442,822 ▲52.9%5,4830.4%ETFGOOGAlphabet$1,277,0930.0%3,7480.4%Communication ServicesMSMorgan Stanley$1,272,390$752 ▲0.1%6,7650.4%FinancePSXPhillips 66$1,261,9970.0%4,9430.4%EnergyVOTVanguard Mid-Cap Growth ETF$1,256,0300.0%4,3000.3%ETFAVGOBroadcom$1,252,634$8,077 ▲0.6%3,5670.3%TechnologyCSCOCisco Systems$1,242,4810.0%11,5440.3%TechnologySNASnap-On$1,232,8470.0%3,3930.3%IndustrialsFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$1,225,431$965,174 ▲370.9%14,5400.3%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,182,1380.0%25,8120.3%ETFEMREmerson Electric$1,139,2100.0%7,3450.3%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$1,138,0770.0%5,4710.3%ETFGLWCorning$1,121,574$687,183 ▲158.2%7,2940.3%TechnologyXLFFinancial Select Sector SPDR Fund$1,119,7980.0%20,9700.3%ETFSOSouthern$1,119,595$249 ▲0.0%13,5070.3%UtilitiesXLEEnergy Select Sector SPDR Fund$1,083,8760.0%17,6240.3%ETFPEPPepsiCo$1,083,584$194,389 ▼-15.2%8,5510.3%Consumer StaplesCHRWC.H. Robinson Worldwide$1,076,7050.0%7,2770.3%IndustrialsMRKMerck & Co., Inc.$1,055,532$1,889 ▲0.2%7,2640.3%HealthcareVOVanguard Mid-Cap ETF$1,029,8110.0%13,1320.3%ETFGLDSPDR Gold Shares$1,028,268$12,568 ▼-1.2%2,7000.3%ETFGDXVanEck Gold Miners ETF$987,9290.0%11,2520.3%ETFIWMiShares Russell 2000 ETF$985,1200.0%3,5450.3%ETFUPSUnited Parcel Service$938,324$280 ▼0.0%10,0420.3%IndustrialsVBVanguard Small-Cap ETF$922,032$610,231 ▼-39.8%3,2410.3%ETFGOLDMAN SACHS ETF TR$911,9830.0%16,3350.3%S&P 500 PREMIUMVCITVanguard Intermediate-Term Corporate Bond ETF$904,481$904,481 ▲New Holding11,5500.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$877,0730.0%16,9450.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$870,8110.0%14,2150.2%ETFCLColgate-Palmolive$865,4860.0%10,1440.2%Consumer StaplesIBMInternational Business Machines$851,349$660 ▼-0.1%3,8710.2%TechnologyCOWZPacer US Cash Cows 100 ETF$829,028$1,068 ▼-0.1%12,4180.2%ETFShowing largest 100 holdings. View all holdings. 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