Autumn Glory Partners, LLC Top Holdings and 13F Report (2026) About Autumn Glory Partners, LLCInvestment ActivityAutumn Glory Partners, LLC has $272.29 million in total holdings as of March 31, 2026.Autumn Glory Partners, LLC owns shares of 204 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 17.25% of the portfolio was purchased this quarter.About 22.54% of the portfolio was sold this quarter.This quarter, Autumn Glory Partners, LLC has purchased 208 new stocks and bought additional shares in 94 stocks.Autumn Glory Partners, LLC sold shares of 47 stocks and completely divested from 20 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $28,051,489Vanguard Total Stock Market ETF $10,920,701ONEOK $8,346,629SPDR S&P 500 ETF Trust $8,063,738Vanguard Value ETF $7,669,654 Largest New Holdings this Quarter 46138G698 - Invesco S&P 500 Revenue ETF $4,278,559 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $2,598,545 Holding92206C102 - Vanguard Short-Term Treasury ETF $2,380,822 Holding47103U852 - Janus Henderson Mortgage-Backed Securities ETF $1,851,702 Holding04010E109 - Argan $1,089,845 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 13,182 shares (about $7.88M)Invesco S&P 500 Revenue ETF 37,234 shares (about $4.28M)Vanguard Total Stock Market ETF 11,733 shares (about $3.76M)iShares Flexible Income Active ETF 59,954 shares (about $3.11M)Janus Henderson AAA CLO ETF 55,774 shares (about $2.81M) Largest Sales this Quarter Alphabet 20,225 shares (about $5.82M)Johnson & Johnson 14,993 shares (about $3.66M)Berkshire Hathaway 7,085 shares (about $3.40M)Vanguard Growth ETF 6,566 shares (about $2.87M)Medtronic 31,936 shares (about $2.77M) 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$28,051,489$7,876,933 ▲39.0%46,94410.3%ETFVTIVanguard Total Stock Market ETF$10,920,701$3,764,066 ▲52.6%34,0414.0%ETFOKEONEOK$8,346,629$899,473 ▲12.1%92,3403.1%EnergySPYSPDR S&P 500 ETF Trust$8,063,738$412,324 ▼-4.9%12,3993.0%FinanceVTVVanguard Value ETF$7,669,6540.0%39,0912.8%ETFDGROiShares Core Dividend Growth ETF$7,661,335$2,105 ▲0.0%109,1672.8%ETFBINCiShares Flexible Income Active ETF$6,098,140$3,113,411 ▲104.3%117,4302.2%ETFVEAVanguard FTSE Developed Markets ETF$4,638,239$421,967 ▼-8.3%72,3821.7%ETFRWLInvesco S&P 500 Revenue ETF$4,278,559$4,278,559 ▲New Holding37,2341.6%ETFMSFTMicrosoft$4,090,009$2,671,147 ▼-39.5%11,0491.5%Computer and TechnologyWMBWilliams Companies$4,038,126$171,106 ▼-4.1%55,4841.5%EnergyJAAAJanus Henderson AAA CLO ETF$3,822,025$2,809,336 ▲277.4%75,8791.4%ETFJPSTJPMorgan Ultra-Short Income ETF$3,759,007$2,533,030 ▲206.6%74,2741.4%ETFVZVerizon Communications$3,579,461$379,462 ▲11.9%71,3041.3%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$3,514,6490.0%7,5881.3%FinanceCVXChevron$3,396,677$19,862 ▲0.6%16,4171.2%EnergyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,181,614$1,844,120 ▲137.9%60,5331.2%ManufacturingXOMExxonMobil$3,124,023$1,018 ▲0.0%18,4131.1%EnergyIWDiShares Russell 1000 Value ETF$3,046,7210.0%14,2591.1%ETFJPMJPMorgan Chase & Co.$3,027,426$122,368 ▲4.2%10,2921.1%FinanceVUGVanguard Growth ETF$2,974,977$2,867,963 ▼-49.1%6,8111.1%ETFOGEOGE Energy$2,971,786$6,571 ▼-0.2%61,9641.1%UtilitiesPYLDPIMCO Multi Sector Bond Active ETF$2,612,585$565,291 ▲27.6%99,7171.0%ETFVHTVanguard Health Care ETF$2,606,758$279,140 ▲12.0%9,5721.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,598,545$2,598,545 ▲New Holding27,2271.0%ETFJCPBJPMorgan Core Plus Bond ETF$2,525,889$89,264 ▲3.7%53,6510.9%ETFABBVAbbVie$2,466,227$237,074 ▲10.6%11,3390.9%MedicalVGSHVanguard Short-Term Treasury ETF$2,380,822$2,380,822 ▲New Holding40,6700.9%ETFWTMWhite Mountains Insurance Group$2,372,7170.0%1,0800.9%FinanceGHCGraham$2,295,3110.0%2,1710.8%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,178,443$3,395,132 ▼-60.9%4,5460.8%FinanceJNJJohnson & Johnson$2,172,793$3,664,831 ▼-62.8%8,8890.8%MedicalBPBP$2,167,6870.0%46,1210.8%EnergyIWFiShares Russell 1000 Growth ETF$2,111,533$321,932 ▼-13.2%4,9520.8%ETFGLDSPDR Gold Shares$2,024,514$129,948 ▼-6.0%4,7050.7%FinanceSPHYSPDR Portfolio High Yield Bond ETF$1,948,1990.0%83,5420.7%ETFAMZNAmazon.com$1,862,767$220,974 ▲13.5%8,9440.7%Retail/WholesaleJMBSJanus Henderson Mortgage-Backed Securities ETF$1,851,702$1,851,702 ▲New Holding40,9850.7%ETFPFEPfizer$1,802,343$317,332 ▲21.4%64,1860.7%MedicalETEnergy Transfer$1,784,618$97,986 ▲5.8%92,4670.7%EnergyJEPIJPMorgan Equity Premium Income ETF$1,755,266$276,882 ▲18.7%30,9680.6%ETFAAPLApple$1,744,335$1,347,145 ▼-43.6%6,8730.6%Computer and TechnologyVGTVanguard Information Technology ETF$1,717,9210.0%2,4620.6%ETFQQQInvesco QQQ$1,699,590$23,662 ▲1.4%2,9450.6%FinanceDVNDevon Energy$1,678,940$75,984 ▼-4.3%33,3650.6%EnergyNOBLProShares S&P 500 Aristocrats ETF$1,676,2150.0%15,8120.6%ETFKOCocaCola$1,604,678$226,708 ▲16.5%21,1000.6%Consumer StaplesNVDANVIDIA$1,494,608$847,235 ▼-36.2%8,5700.5%Computer and TechnologyARLPAlliance Resource Partners$1,437,8000.0%52,0000.5%EnergyIVViShares Core S&P 500 ETF$1,423,3450.0%2,1790.5%ETFVBVanguard Small-Cap ETF$1,410,7010.0%5,3860.5%ETFHDHome Depot$1,393,835$885,371 ▼-38.8%4,2380.5%Retail/WholesaleGOOGAlphabet$1,392,705$161,502 ▲13.1%4,8550.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,323,198$4,864 ▼-0.4%24,4810.5%ETFXLFFinancial Select Sector SPDR Fund$1,306,380$20,242 ▼-1.5%26,4610.5%ETFSOSouthern$1,302,537$512,521 ▲64.9%13,4950.5%UtilitiesCSCOCisco Systems$1,283,726$195,216 ▲17.9%16,5450.5%Computer and TechnologyWESWestern Midstream Partners$1,276,270$411,700 ▲47.6%31,0000.5%EnergyAMATApplied Materials$1,272,826$16,748 ▲1.3%3,7240.5%Computer and TechnologySNASnap-On$1,232,406$1,090 ▲0.1%3,3930.5%Consumer DiscretionaryMSMorgan Stanley$1,111,852$160,458 ▲16.9%6,7560.4%FinanceMRKMerck & Co., Inc.$1,109,314$14,675 ▲1.3%9,2220.4%MedicalVOTVanguard Mid-Cap Growth ETF$1,106,6050.0%4,3000.4%ETFTXNTexas Instruments$1,099,785$141,914 ▲14.8%5,6650.4%Computer and TechnologyAGXArgan$1,089,845$1,089,845 ▲New Holding2,0010.4%ConstructionAVGOBroadcom$1,087,199$177,331 ▼-14.0%3,5130.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,079,646$39,819 ▼-3.6%17,6240.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,049,994$20,727 ▼-1.9%5,4710.4%ETFQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,036,063$280,410 ▲37.1%25,8120.4%ETFGDXVanEck Gold Miners ETF$1,032,5990.0%11,2520.4%ETFXLKTechnology Select Sector SPDR Fund$1,031,598$266 ▲0.0%7,7620.4%ETFUPSUnited Parcel Service$987,834$495,934 ▲100.8%10,0410.4%TransportationVOVanguard Mid-Cap ETF$942,812$12,636 ▼-1.3%3,2830.3%ETFDMLPDorchester Minerals$921,400$325,200 ▲54.5%34,0000.3%EnergyPSXPhillips 66$900,5160.0%4,9430.3%EnergyZIMZIM Integrated Shipping Services$895,900$39,525 ▼-4.2%34,0000.3%TransportationLAZARD INC$895,648$42,565 ▼-4.5%21,0840.3%COMTAT&T$881,2090.0%30,3970.3%Computer and TechnologyIWMiShares Russell 2000 ETF$879,1600.0%3,5450.3%FinanceGLWCorning$872,766$1,666,128 ▼-65.6%6,4190.3%Computer and TechnologyPEPPepsiCo$813,564$400,337 ▼-33.0%5,2390.3%Consumer StaplesJEPQJPMorgan Nasdaq Equity Premium Income ETF$789,217$252,338 ▲47.0%14,2150.3%ETFKMIKinder Morgan$789,195$3,822 ▲0.5%23,5370.3%EnergyCOWZPacer US Cash Cows 100 ETF$778,743$2,127 ▲0.3%12,4480.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$775,715$5,792 ▼-0.7%15,2670.3%ETFMMM3M$745,845$4,502 ▲0.6%5,1360.3%Multi-Sector ConglomeratesVOEVanguard Mid-Cap Value ETF$737,3040.0%4,0010.3%ETFSEBSeaboard$735,0230.0%1300.3%Consumer StaplesBRK.ABerkshire Hathaway$718,1400.0%10.3%FinanceINFLHorizon Kinetics Inflation Beneficiaries ETF$709,2130.0%13,6230.3%ETFENBEnbridge$703,116$178,770 ▲34.1%12,9870.3%EnergyIBDTiShares iBonds Dec 2028 Term Corporate ETF$697,759$785 ▲0.1%27,5470.3%ETFVIGVanguard Dividend Appreciation ETF$696,149$58,711 ▲9.2%3,2370.3%ETFMCDMcDonald's$693,994$2,486 ▼-0.4%2,2330.3%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$683,3140.0%17,5840.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$670,353$98,948 ▲17.3%28,8200.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$668,961$727 ▲0.1%27,5970.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$668,897$727 ▲0.1%27,5950.2%ETFSPGSimon Property Group$668,7100.0%3,5850.2%FinanceHTGCHercules Capital$664,650$147,700 ▲28.6%45,0000.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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