Autumn Glory Partners, LLC 13F Holdings

CIK 0001911621 · DALLAS, TX

As of Sep 30, 2025, Autumn Glory Partners, LLC reported 237 positions worth $235.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—22,457 3.8M5.84%
MICROSOFT CORPMSFTTechnology17,924$9.3M3.94%
SPDR S&P 500 ETF TRUSTSPY—12,999$8.7M3.68%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—109,098$7.4M3.15%
ONEOK INCOKEEnergy83,132$6.1M2.57%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services11,506$5.8M2.46%
ALPHABET INCGOOGLEquity22,084$5.4M2.28%
VANGUARD TOTAL STOCK MKT ETFVTI—16,120$5.3M2.25%
JOHNSON & JOHNSONJNJHealthcare23,771$4.4M1.87%
UNILEVER PLCULConsumer Defensive64,516$3.8M1.62%
ORACLE CORPORCLTechnology13,219$3.7M1.58%
WILLIAMS COMPANIES INCWMBEnergy57,320$3.6M1.54%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—7,593$3.5M1.49%
MEDTRONIC PLCMDTHealthcare36,177$3.4M1.46%
VANGUARD VALUE INDEX FUNDVTV—17,434$3.3M1.38%
JPMORGAN CHASE & COJPMFinancial Services9,774$3.1M1.31%
APPLE INCAAPLTechnology11,818$3.0M1.28%
WALT DISNEY CODISCommunication Services25,924$3.0M1.26%
OGE ENERGY CORPOGEUtilities63,871$3.0M1.25%
ISHARES RUSSELL 1000 VALUE ETFIWD—14,259$2.9M1.23%
ISHARES FLEX I A ETF-USD INCBINC—54,470$2.9M1.23%
VERIZON COMMUNICATIONS INCBACCommunication Services62,277$2.7M1.16%
ISHARES RUSSELL 1000 GROWTH ETFIWF—5,707$2.7M1.13%
NOVO NORDISK A SNVOHealthcare48,082$2.7M1.13%
HOME DEPOT INCHDConsumer Cyclical6,467$2.6M1.11%