Autumn Glory Partners, LLC — 13F Holdings & Portfolio

CIK 1911621 · latest 13F-HR filed 2026-05-04

Autumn Glory Partners, LLC manages $272.3M in 13F-reported U.S. long-equity assets across 329 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (10.30%), VTI (4.01%), OKE (3.06%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 20, added to 80, and trimmed 52.

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.

Loading holdings…
AUM

$272.3M

Long-equity book

Holdings

329

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+16 / −20 / ↑80 / ↓52

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$6.9M +32.5%
  • VANGUARD INDEX FDS$3.4M +46.0%
  • BLACKROCK ETF TRUST II$3.1M +101.1%
  • JANUS DETROIT STR TR$2.8M +275.8%
  • J P MORGAN EXCHANGE TRADED F$2.5M +206.7%
Show all 80

Top Trims

  • ALPHABET INC-$6.4M -93.3%
  • MICROSOFT CORP-$4.7M -53.7%
  • BERKSHIRE HATHAWAY INC DEL-$3.7M -62.7%
  • VANGUARD INDEX FDS-$3.6M -54.4%
  • UNILEVER PLC-$3.2M -83.6%
Show all 52

New Positions

  • INVESCO EXCH TRADED FD TR II$4.3M
  • ISHARES TR$2.6M
  • VANGUARD SCOTTSDALE FDS$2.4M
  • JANUS DETROIT STR TR$1.9M
  • ARGAN INC$1.1M
Show all 16

Exited Positions

  • DISNEY WALT CO$3.0M
  • NOVO-NORDISK A S$2.7M
  • ASML HOLDING N V$2.4M
  • GENERAL DYNAMICS CORP$1.8M
  • STARBUCKS CORP$1.8M
Show all 20
All Holdings

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 VANGUARD INDEX FDS VOO 922908363 $28.1M 10.30% 46,944 SH
2 VANGUARD INDEX FDS VTI 922908769 $10.9M 4.01% 34,041 SH
3 ONEOK INC NEW OKE 682680103 $8.3M 3.06% 92,252 SH
4 VANGUARD INDEX FDS VTV 922908744 $7.7M 2.82% 39,091 SH
5 ISHARES TR DGRO 46434V621 $7.7M 2.81% 109,167 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $6.7M 2.46% 10,304 SH
7 BLACKROCK ETF TRUST II BINC 092528603 $6.1M 2.24% 117,430 SH
8 INVESCO EXCH TRADED FD TR II RWL 46138G698 $4.3M 1.57% 37,234 SH
9 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.0M 1.46% 61,937 SH
10 JANUS DETROIT STR TR JAAA 47103U845 $3.8M 1.40% 75,879 SH
11 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $3.8M 1.38% 74,274 SH
12 STATE STR SPDR DOW JONES IND DIA 78467X109 $3.5M 1.29% 7,588 SH
13 ISHARES TR IGSB 464288646 $3.2M 1.17% 60,533 SH
14 ISHARES TR IWD 464287598 $3.0M 1.12% 14,259 SH
15 MICROSOFT CORP MSFT 594918104 $3.0M 1.10% 8,123 SH
16 VANGUARD INDEX FDS VUG 922908736 $3.0M 1.09% 6,811 SH
17 OGE ENERGY CORP OGE 670837103 $3.0M 1.09% 61,954 SH
18 PIMCO ETF TR PYLD 72201R585 $2.6M 0.96% 99,717 SH
19 VANGUARD WORLD FD VHT 92204A504 $2.6M 0.96% 9,572 SH
20 ISHARES TR IEF 464287440 $2.6M 0.95% 27,227 SH
21 WILLIAMS COS INC WMB 969457100 $2.5M 0.93% 34,765 SH
22 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $2.5M 0.93% 53,651 SH
23 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.5M 0.92% 50,035 SH
24 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.4M 0.87% 40,670 SH
25 WHITE MTNS INS GROUP LTD WTM G9618E107 $2.4M 0.87% 1,080 SH
26 GRAHAM HLDGS CO GHC 384637104 $2.3M 0.84% 2,171 SH
27 CHEVRON CORPORATION CVX 166764100 $2.3M 0.83% 10,981 SH
28 BP PLC BP 055622104 $2.2M 0.80% 46,121 SH
29 ISHARES TR IWF 464287614 $2.1M 0.78% 4,952 SH
30 SPDR GOLD TR GLD 78463V107 $2.0M 0.74% 4,705 SH
31 SPDR SERIES TRUST SPHY 78468R606 $1.9M 0.72% 83,542 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $1.9M 0.68% 6,316 SH
33 JANUS DETROIT STR TR JMBS 47103U852 $1.9M 0.68% 40,985 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.8M 0.67% 3,830 SH
35 ENERGY TRANSFER L P ET 29273V100 $1.8M 0.66% 92,467 SH
36 VANGUARD WORLD FD VGT 92204A702 $1.7M 0.63% 2,462 SH
37 INVESCO QQQ TR QQQ 46090E103 $1.7M 0.62% 2,945 SH
38 PROSHARES TR NOBL 74348A467 $1.7M 0.62% 15,812 SH
39 DEVON ENERGY CORP NEW DVN 25179M103 $1.6M 0.58% 31,403 SH
40 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.55% 8,815 SH
41 WILLIAMS COS INC WMB 969457100 $1.5M 0.53% 19,950 SH
42 ALLIANCE RESOURCE PARTNERS L ARLP 01877R108 $1.4M 0.53% 52,000 SH
43 ISHARES TR IVV 464287200 $1.4M 0.52% 2,179 SH
44 ABBVIE INC ABBV 00287Y109 $1.4M 0.51% 6,387 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.4M 0.50% 2,095 SH
46 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.3M 0.49% 24,481 SH
47 JOHNSON & JOHNSON JNJ 478160104 $1.3M 0.48% 5,384 SH
48 SELECT SECTOR SPDR TR XLF 81369Y605 $1.3M 0.48% 26,461 SH
49 SOUTHERN CO SO 842587107 $1.3M 0.48% 13,435 SH
50 WESTERN MIDSTREAM PARTNERS L WES 958669103 $1.3M 0.47% 31,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $272.3M 329 0001911621-26-000002
2025-12-31 2026-01-27 $285.4M 257 0001911621-26-000001