Q3 2026 13F · SEC CIK 1911621

Autumn Glory Partners, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $359.9M
Reported positions: 191
Top holdings a year, 3 yrs: +14.7%
Assets under management: $747.6M

Autumn Glory Partners, LLC is a wealth manager that reported 191 positions worth $359.9M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VOO, 10.8%), Vanguard Index Fds (VTI, 3.7%), Microsoft Corp (MSFT, 2.9%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 20.4% for the S&P 500.

Autumn Glory Partners, LLC holdings largest 50 of 191 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Autumn Glory Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	10.8%	9.9%	55,414	+9.1%	$38.8M
VTIVanguard Index Fds	3.7%	3.6%	35,637	+4.7%	$13.3M
MSFTMicrosoft Corp	2.9%	2.3%	20,342	-4.5%	$10.4M
SPYState Str Spdr S&p 500 ETF T	2.9%	2.9%	13,589	+0.0%	$10.4M
DGROIshares Tr	2.7%	2.5%	131,217	+14.5%	$9.9M
VTVVanguard Index Fds	2.4%	2.4%	39,586	+0.0%	$8.6M
OKEOneok Inc New	2.2%	—	92,352	—	$7.9M
NVDANvidia Corporation	1.8%	1.6%	28,397	+0.1%	$6.5M
GOOGLAlphabet Inc	1.8%	1.9%	18,717	+0.3%	$6.4M
BINCBlackrock ETF Trust II	1.8%	1.8%	125,182	+1.0%	$6.4M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.8%	12,697	+0.1%	$6.3M
JPSTJ P Morgan Exchange Traded F	1.7%	1.2%	120,026	+44.3%	$6.0M
VEAVanguard Ftse Developed Markets Index Fu	1.6%	1.7%	82,297	+0.0%	$5.8M
RWLInvesco Exch Traded Fd Tr II	1.6%	1.4%	44,046	+12.8%	$5.7M
JNJJohnson & Johnson	1.5%	1.5%	20,883	+0.0%	$5.5M
VUGVanguard Index Fds	1.5%	1.0%	58,225	+38.2%	$5.2M
IGSBIshares Tr	1.3%	1.0%	93,126	+34.7%	$4.8M
PYLDPimco ETF Tr	1.3%	0.9%	183,082	+55.8%	$4.6M
AAPLApple Inc	1.3%	1.1%	13,843	+0.3%	$4.6M
ULUnilever PLC	1.3%	1.3%	75,070	+0.0%	$4.6M
ASMLAsml Hldg NV	1.2%	1.4%	2,422	+0.0%	$4.4M
DIASpdr Dow Jones Indl Average	1.2%	1.1%	8,412	+11.4%	$4.3M
MDTMedtronic PLC	1.2%	1.1%	48,050	+0.0%	$4.1M
JAAAJanus Detroit Str Tr	1.1%	1.1%	75,879	+0.0%	$3.8M
NVONovo-Nordisk A S	1.1%	1.4%	99,888	+0.0%	$3.8M
DISDisney Walt Co	1.1%	1.0%	36,070	+0.5%	$3.8M
IWDIshares Tr	1.0%	1.0%	14,259	+0.0%	$3.5M
JPMJpmorgan Chase & Co	0.9%	1.0%	10,294	+0.0%	$3.4M
WMBWilliams Cos	0.9%	1.1%	48,879	-10.1%	$3.3M
DFUSDimensional ETF Trust	0.9%	—	38,566	—	$3.2M
VHTVanguard World Fd	0.8%	0.8%	9,572	+0.0%	$3.0M
XOMExxonmobil Holdings Corp	0.8%	—	18,425	—	$3.0M
VZVerizon Communications Inc	0.8%	0.8%	64,939	+0.0%	$3.0M
LLYEli Lilly & Co	0.8%	0.8%	2,521	+3.8%	$2.9M
VVisa Inc	0.8%	0.8%	7,941	+0.1%	$2.9M
ABBVAbbvie Inc	0.8%	0.8%	10,793	-0.8%	$2.8M
OGEOge Energy Corp	0.8%	0.9%	61,970	+0.0%	$2.8M
SBUXStarbucks Corp	0.7%	0.8%	28,599	+8.2%	$2.7M
CVXChevron Corporation	0.7%	0.8%	12,306	-28.9%	$2.5M
GHCGraham Hldgs Co Com Cl B	0.7%	0.7%	2,171	+0.0%	$2.5M
IEFIshares Tr	0.7%	0.7%	27,227	+0.0%	$2.4M
JCPBJ P Morgan Exchange Traded F	0.7%	0.7%	53,590	-0.1%	$2.4M
PGProcter & Gamble Co	0.6%	0.7%	16,035	+0.0%	$2.3M
AMZNAmazon Com Inc	0.6%	0.6%	9,237	-2.4%	$2.3M
GDGeneral Dynamics Corp	0.6%	0.7%	6,766	+0.5%	$2.2M
QQQInvesco Qqq Tr	0.6%	0.6%	2,944	-0.0%	$2.2M
WTMWhite Mtns Ins Group Ltd	0.6%	0.6%	1,080	+0.0%	$2.2M
HDHome Depot Inc	0.6%	0.7%	7,162	-0.1%	$2.0M
BPBp PLC	0.6%	—	46,121	—	$2.0M
PFEPfizer Inc	0.5%	—	66,221	—	$1.9M

What Autumn Glory Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

PYLD Pimco ETF Tr+55.8% shares
JPST J P Morgan Exchange Traded F+44.3% shares
VUG Vanguard Index Fds+38.2% shares
IGSB Ishares Tr+34.7% shares
DGRO Ishares Tr+14.5% shares
RWL Invesco Exch Traded Fd Tr II+12.8% shares
DIA Spdr Dow Jones Indl Average+11.4% shares
VOO Vanguard Index Fds+9.1% shares

Reduced

CVX Chevron Corporation-28.9% shares
WMB Williams Cos-10.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +14.7% /yr; S&P 500 +20.4%
5 years: +11.7% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$359.9M	191
Q2 2026	$352.9M	212
Q1 2026	$272.3M	204
Q4 2025	$285.4M	208
Q3 2025	$243.5M	193
Q2 2025	$213.8M	187
Q1 2025	$201.5M	174
Q4 2024	$203.7M	172
Q3 2024	$260.0M	197
Q2 2024	$195.9M	170
Q1 2024	$204.4M	170
Q4 2023	$175.5M	164

Questions about Autumn Glory Partners, LLC's portfolio

What stocks does Autumn Glory Partners, LLC own?

Autumn Glory Partners, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 191 positions worth $359.9M. The largest are Vanguard Index Fds (VOO) at 10.8%, Vanguard Index Fds (VTI) at 3.7%, Microsoft Corp (MSFT) at 2.9%, State Str Spdr S&p 500 ETF T (SPY) at 2.9% and Ishares Tr (DGRO) at 2.7%.

What did Autumn Glory Partners, LLC buy last quarter?

In Q3 2026, Autumn Glory Partners, LLC added Pimco ETF Tr (PYLD) (+55.8% shares), J P Morgan Exchange Traded F (JPST) (+44.3% shares) and Vanguard Index Fds (VUG) (+38.2% shares), compared with its Q2 2026 filing.

What did Autumn Glory Partners, LLC sell last quarter?

In Q3 2026, Autumn Glory Partners, LLC cut from its top 50 Oneok Inc New (OKE), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Rtx Corporation (RTX), cut from its top 50 Spdr Series Trust (SPHY), Chevron Corporation (CVX) (-28.9% shares) and Williams Cos (WMB) (-10.1% shares), compared with its Q2 2026 filing.

How has Autumn Glory Partners, LLC's portfolio performed?

A portfolio copying Autumn Glory Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%. Over 5 years: +11.7% a year against +16.8%.

When is Autumn Glory Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Autumn Glory Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Autumn Glory Partners, LLC manage?

Autumn Glory Partners, LLC reported $747.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $359.9M.