Autumn Glory Partners, LLC

CIK 0001911621 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Autumn Glory Partners, LLC reported 212 positions worth $352.9M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: VOO (9.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$352.9M
2026 Q2
Positions
212
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.3%
Est. Net Flow (Q)
2026 Q2
10 / 212 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$34.9M9.89%50,808
2VTIVANGUARD INDEX FDSSH$12.6M3.57%34,044
3SPYSTATE STR SPDR S&P 500 ETF TSH$10.1M2.88%13,589
4DGROISHARES TRSH$8.7M2.46%114,631
5VTVVANGUARD INDEX FDSSH$8.6M2.44%39,586
6OKEONEOK INC NEWSH$8.0M2.28%92,345
7MSFTMICROSOFT CORPSH$7.9M2.25%21,310
8GOOGLALPHABET INCSH$6.7M1.89%18,662
9BINCBLACKROCK ETF TRUST IISH$6.5M1.84%123,928
10BRK-BBERKSHIRE HATHAWAY INC DELSH$6.3M1.80%12,686

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Autumn Glory Partners, LLC hold as of Q2 2026?

Autumn Glory Partners, LLC reported 212 positions worth $352.9M in its Q2 2026 13F filing. Largest positions: VOO (9.9%), VTI (3.6%), SPY (2.9%), DGRO (2.5%) and VTV (2.4%).

What did Autumn Glory Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Autumn Glory Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.