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Gryphon Financial Partners LLC — 13F Holdings & Portfolio

CIK 1729094 · latest 13F-HR filed 2026-11-04

Backtest portfolio

Gryphon Financial Partners LLC manages $1.16B in 13F-reported U.S. long-equity assets across 389 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IVV (20.13%), AAPL (5.32%), VTI (3.52%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 31 new positions and exited 25; 120 existing positions rose in reported value and 119 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.16B

Long-equity book

Holdings
389

Distinct positions

Period
2026-09-30

Filed 2026-11-04

Q/Q Activity
+31 / −25 / ↑120 / ↓119

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
IVV20.1% · +0%AAPL5.3% · +1%VTI3.5% · -0%NVDA3.4% · +3%MSFT2.8% · -0%SPY2.1% · -1%ABBV2.1% · +0%IVOG2.0% · +8%META2.0% · +2%SHOP1.9% · +0%AMZN1.7% · +4%ACWI1.7% · +0%SPY1.7% · -15%GOOGL1.6% · +3%TRGP1.5% · -0%WBD1.5% · -49%BRK.B1.3% · +2%ABT1.1% · -0%JPM1.0% · +0%UNH1.0% · +1%AVGO0.8% · +0%IVW0.8% · -1%PG0.8% · -2%MU0.8% · +7%LLY0.6% · +1%IJH0.6% · +2%GOOG0.6% · +0%MA0.6% · +2%JNJ0.6% · +0%TSM0.6% · +9%WMT0.6% · -3%EFA0.5% · -0%IWR0.5% · +2%PLTR0.5% · +11%IXUS0.5% · +1%TSLA0.5% · +4%PANW0.5% · +1%XOM0.4% · -9%BSCR0.4% · -12%CVX0.4% · +18%V0.4% · +2%AMD0.4% · +1%IWF0.4% · +4%COST0.4% · -5%CRWV0.4% · 0%IJR0.4% · +6%EEM0.3% · -6%AEP0.3% · +0%BRK.A0.3% · 0%CAT0.3% · -9%VEA0.3% · +9%AGG0.3% · +8%CSCO0.3% · +16%MPC0.3% · -1%FMAO0.3% · 0%IEMG0.3% · +2%IVE0.3% · +0%GE0.3% · +4%GEV0.3% · +5%QQQ0.3% · +3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 45.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 21, 2026.

Assets Under Management
$9.32B
Discretionary
$9.32B
Employees
166
Accounts
24
Address
ONE MARITIME PLAZA
SUITE 2300
SAN FRANCISCO, CA 94111
Phone
(415) 217-7400
Website
Name Title / Status Ownership Type
ANDREWS, RICHARD, DAVID ControlCO-CEO
since Aug 1996
75% or moreIndividual
CRICHFIELD, JASON, MICHAEL MOSLEY ControlCFO
since Aug 2025
Less than 5%Individual
GOLDFARB, MICHELLE, BETH ControlCCO
since Oct 2026
Less than 5%Individual
IORILLO, CHRISTOPHER, MARC ControlGC
since Jun 2025
Less than 5%Individual
ORUM, NICHOLAS, ANDREW ControlCO-CEO
since Jan 2010
Less than 5%Individual
Ownership & leadership changes · 8 filings with changes since Feb 13, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Oct 21, 2026 filing
  • No longer listedAKICHIKA, ANN · COO · Less than 5% · control person · listed since Jul 2023
  • AddedGOLDFARB, MICHELLE, BETH · CCO · Less than 5% · control person
  • ChangedIORILLO, CHRISTOPHER, MARC · title GC, CCO → GC
Jul 28, 2026 filing
  • No longer listedJACOBS, JOHN, JAMES · CCO · Less than 5% · control person · listed since Dec 2022
  • ChangedIORILLO, CHRISTOPHER, MARC · title GC → GC, CCO
Mar 31, 2026 filing
  • No longer listedGILLETTE, JAMES, ROBERTS · CFO · Less than 5% · control person · listed since Feb 2006
  • No longer listedLUCAS, WES, WILLIAM · SR. PARTNER · Less than 5% · control person · listed since Aug 2017
  • AddedCRICHFIELD, JASON, MICHAEL MOSLEY · CFO · Less than 5% · control person
  • AddedIORILLO, CHRISTOPHER, MARC · GC · Less than 5% · control person
Mar 28, 2024 filing
  • No longer listedBOROFSKY, MICHAEL, CLIFFORD · GENERAL COUNSEL · Less than 5% · control person · listed since Jun 2021
  • No longer listedWHELAN, MATTHEW, MICHAEL · CFO · Less than 5% · control person · listed since Mar 2022
  • AddedAKICHIKA, ANN · COO · Less than 5% · control person
  • Listed againGILLETTE, JAMES, ROBERTS · CFO · Less than 5% · control person
  • ChangedANDREWS, RICHARD, DAVID · title CEO → CO-CEO
  • ChangedORUM, NICHOLAS, ANDREW · title PRESIDENT → CO-CEO
Dec 22, 2022 filing
  • No longer listedGILLETTE, JAMES, ROBERTS · CCO · Less than 5% · control person · listed since Feb 2006
  • No longer listedHAAS, JENNIFER, RACHELLE · COO · Less than 5% · control person · listed since Jun 2021
  • AddedJACOBS, JOHN, JAMES · CCO · Less than 5% · control person
Mar 31, 2022 filing
  • AddedBOROFSKY, MICHAEL, CLIFFORD · GENERAL COUNSEL · Less than 5% · control person
  • AddedHAAS, JENNIFER, RACHELLE · COO · Less than 5% · control person
  • AddedWHELAN, MATTHEW, MICHAEL · CFO · Less than 5% · control person
  • ChangedGILLETTE, JAMES, ROBERTS · title CFO/CCO → CCO
Mar 30, 2020 filing
  • No longer listedO'BRIEN, DENNIS, FERGUS · SR. PARTNER · Less than 5% · control person · listed since Apr 2008
  • AddedLUCAS, WES, WILLIAM · SR. PARTNER · Less than 5% · control person
Mar 28, 2014 filing
  • No longer listedLYNN, WILLIARD, EARL · SR. PARTNER · Less than 5% · control person · listed since Aug 1999
  • AddedO'BRIEN, DENNIS, FERGUS · SR. PARTNER · Less than 5% · control person
Feb 13, 2012 filing (earliest on record)
  • ListedANDREWS, RICHARD, DAVID · CEO · 75% or more · control person
  • ListedGILLETTE, JAMES, ROBERTS · CFO/CCO · Less than 5% · control person
  • ListedLYNN, WILLIARD, EARL · SR. PARTNER · Less than 5% · control person
  • ListedORUM, NICHOLAS, ANDREW · PRESIDENT · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 120 →

Top Trims

Show all 119 →

New Positions

Show all 31 →

Exited Positions

Show all 25 →

Gryphon Financial Partners LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $233.8M 20.13% 305,230 SH
2 APPLE INC AAPL 037833100 $61.8M 5.32% 185,633 SH
3 VANGUARD INDEX FDS VTI 922908769 $40.9M 3.52% 109,382 SH
4 NVIDIA CORPORATION NVDA 67066G104 $39.7M 3.42% 173,692 SH
5 MICROSOFT CORP MSFT 594918104 $32.7M 2.81% 63,716 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $24.8M 2.13% 32,457 SH
7 ABBVIE INC ABBV 00287Y109 $24.1M 2.08% 92,160 SH
8 VANGUARD ADMIRAL FDS INC IVOG 921932869 $23.6M 2.03% 172,884 SH
9 META PLATFORMS INC META 30303M102 $23.5M 2.02% 32,340 SH
10 SHOPIFY INC SHOP 82509L107 $22.5M 1.94% 151,734 SH
11 AMAZON COM INC AMZN 023135106 $20.3M 1.75% 81,403 SH
12 ISHARES TR ACWI 464288257 $19.5M 1.68% 123,081 SH
13 ALPHABET INC GOOGL 02079K305 $19.0M 1.64% 55,250 SH
14 TARGA RES CORP TRGP 87612G101 $17.3M 1.49% 63,843 SH
15 WARNER BROS DISCOVERY INC WBD 934423104 $16.9M 1.45% 545,809 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $14.7M 1.26% 29,490 SH
17 ABBOTT LABORATORIES ABT 002824100 $12.4M 1.07% 125,334 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $11.7M 1.01% 35,409 SH
19 UNITEDHEALTH GROUP INC UNH 91324P102 $11.4M 0.98% 30,935 SH
20 BROADCOM INC AVGO 11135F101 $9.8M 0.85% 28,035 SH
21 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $9.8M 0.84% 12,800 PRN
22 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $9.8M 0.84% 12,800 PRN
23 ISHARES TR IVW 464287309 $9.1M 0.78% 63,889 SH
24 PROCTER & GAMBLE CO PG 742718109 $9.0M 0.78% 62,023 SH
25 MICRON TECHNOLOGY INC MU 595112103 $8.8M 0.75% 8,215 SH
26 ELI LILLY & CO LLY 532457108 $7.5M 0.65% 6,484 SH
27 ISHARES TR IJH 464287507 $7.1M 0.61% 98,669 SH
28 ALPHABET INC GOOG 02079K107 $7.0M 0.60% 20,557 SH
29 MASTERCARD INCORPORATED MA 57636Q104 $6.9M 0.59% 12,523 SH
30 JOHNSON & JOHNSON JNJ 478160104 $6.9M 0.59% 25,964 SH
31 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $6.6M 0.57% 14,562 SH
32 WALMART INC WMT 931142103 $6.6M 0.57% 63,737 SH
33 ISHARES TR EFA 464287465 $6.2M 0.53% 59,500 SH
34 ISHARES TR IWR 464287499 $5.8M 0.50% 54,683 SH
35 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $5.4M 0.47% 28,960 SH
36 ISHARES TR IXUS 46432F834 $5.4M 0.46% 56,378 SH
37 TESLA INC TSLA 88160R101 $5.3M 0.46% 15,046 SH
38 PALO ALTO NETWORKS INC PANW 697435105 $5.3M 0.46% 13,333 SH
39 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $5.2M 0.45% 31,850 SH
40 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $5.1M 0.44% 258,661 SH
41 CHEVRON CORPORATION CVX 166764100 $5.0M 0.43% 24,272 SH
42 VISA INC V 92826C839 $4.9M 0.42% 13,708 SH
43 ADVANCED MICRO DEVICES INC AMD 007903107 $4.9M 0.42% 7,940 SH
44 ISHARES TR IWF 464287614 $4.8M 0.41% 38,144 SH
45 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.4M 0.38% 4,835 SH
46 COREWEAVE INC CRWV 21873S108 $4.3M 0.37% 49,710 SH
47 ISHARES TR IJR 464287804 $4.1M 0.35% 30,261 SH
48 ISHARES TR EEM 464287234 $3.8M 0.33% 57,622 SH
49 AMERICAN ELEC PWR CO INC AEP 025537101 $3.8M 0.33% 31,993 SH
50 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.7M 0.32% 5 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-04 $1.16B 389 0001765380-26-000432
2026-06-30 2026-08-05 $1.13B 383 0001765380-26-000272
2026-03-31 2026-05-06 $975.8M 371 0001765380-26-000176
2025-12-31 2026-01-08 $934.7M 350 0001729094-26-000001
Filer Information
Address
325 JOHN H. MCCONNELL BLVD. SUITE 425
COLUMBUS, OH 43215
Phone
(614) 929-2880
Filing Manager
Gryphon Financial Partners LLC
COLUMBUS, OH
Signatory
Traci Nickels
Chief Compliance Officer