account_balance

Investment manager · 13F filer · SEC CIK 1911621

Autumn Glory Partners, LLC

Reported value$360Mas of Sep 30, 2026
Positions191 7 new, 28 sold out
Top 10 weight32.9%VOO alone is 11%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 10.8% Added +9%
VTI Vanguard Index FDS 3.7% Added +5%
MSFT Microsoft Corp 2.9% Trimmed −5%SPY SPDR S&P 500 ETF Trust 2.9% Held
DGRO iShares Tr 2.7% Added +14%
VTV Vanguard Index FDS 2.4% Held
OKE Oneok Inc 2.2% HeldNVDA NVIDIA Corp 1.8% HeldGOOGL Alphabet Inc. 1.8% Held
BINC BlackRock ETF Trust II 1.8% Held
BRK-B Berkshire Hathaway Inc 1.8% Held
JPST J P Morgan Exchange Traded F 1.7% Added +44%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • VCIT $904K
  • META $589K
  • NEE $423K
  • XTRE $360K
arrow_upwardAdded
  • SYSB +371%
  • DFUS +191%
  • GLW +158%
  • INFL +133%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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