Filed: 10/22/2025ACC: 0001911621-25-000007
📋 What this filing means
AUTUMN GLORY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 193 equity positions with a total reported market value of $243.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
193
Positions
$243.55M
Total AUM (reported)
2.76M
Total Shares
Allocation by class
COM$103.40M42.5%
S&P 500 ETF SHS$13.75M5.6%
TR UNIT$8.66M3.6%
CORE DIV GRWTH$7.43M3.0%
SHS$6.43M2.6%
CL B NEW$5.78M2.4%
CAP STK CL A$5.37M2.2%
Portfolio Concentration
Top 3$31.70M13.0%
4–10$38.17M15.7%
11–25$46.30M19.0%
Rest$127.39M52.3%
Top 3 weight
13.0%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.76M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole193
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings193
Rows:
VANGUARD INDEX FDS
SOLEShares22.46K
TypeSH
Market value$13.75M
5.65%
Sole
0.00
Shared
0.00
None
22.46K
MICROSOFT CORP
SOLEShares17.92K
TypeSH
Market value$9.28M
3.81%
Sole
0.00
Shared
0.00
None
17.92K
SPDR S&P 500 ETF TR
SOLEShares13K
TypeSH
Market value$8.66M
3.56%
Sole
0.00
Shared
0.00
None
13K
ISHARES TR
SOLEShares109.10K
TypeSH
Market value$7.43M
3.05%
Sole
0.00
Shared
0.00
None
109.10K
ONEOK INC NEW
SOLEShares83.13K
TypeSH
Market value$6.07M
2.49%
Sole
0.00
Shared
0.00
None
83.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.51K
TypeSH
Market value$5.78M
2.38%
Sole
0.00
Shared
0.00
None
11.51K
ALPHABET INC
SOLEShares22.08K
TypeSH
Market value$5.37M
2.20%
Sole
0.00
Shared
0.00
None
22.08K
VANGUARD INDEX FDS
SOLEShares16.12K
TypeSH
Market value$5.29M
2.17%
Sole
0.00
Shared
0.00
None
16.12K
JOHNSON & JOHNSON
SOLEShares23.77K
TypeSH
Market value$4.41M
1.81%
Sole
0.00
Shared
0.00
None
23.77K
UNILEVER PLC
SOLEShares64.52K
TypeSH
Market value$3.82M
1.57%
Sole
0.00
Shared
0.00
None
64.52K
ORACLE CORP
SOLEShares13.22K
TypeSH
Market value$3.72M
1.53%
Sole
0.00
Shared
0.00
None
13.22K
MEDTRONIC PLC
SOLEShares38.40K
TypeSH
Market value$3.66M
1.50%
Sole
0.00
Shared
0.00
None
38.40K
WILLIAMS COS INC
SOLEShares57.32K
TypeSH
Market value$3.63M
1.49%
Sole
0.00
Shared
0.00
None
57.32K
SPDR DOW JONES INDL AVERAGE
SOLEShares7.59K
TypeSH
Market value$3.52M
1.45%
Sole
0.00
Shared
0.00
None
7.59K
VANGUARD INDEX FDS
SOLEShares17.43K
TypeSH
Market value$3.25M
1.33%
Sole
0.00
Shared
0.00
None
17.43K
JPMORGAN CHASE & CO.
SOLEShares9.77K
TypeSH
Market value$3.08M
1.27%
Sole
0.00
Shared
0.00
None
9.77K
APPLE INC
SOLEShares11.82K
TypeSH
Market value$3.01M
1.24%
Sole
0.00
Shared
0.00
None
11.82K
DISNEY WALT CO
SOLEShares25.92K
TypeSH
Market value$2.97M
1.22%
Sole
0.00
Shared
0.00
None
25.92K
OGE ENERGY CORP
SOLEShares63.87K
TypeSH
Market value$2.96M
1.21%
Sole
0.00
Shared
0.00
None
63.87K
ISHARES TR
SOLEShares14.26K
TypeSH
Market value$2.90M
1.19%
Sole
0.00
Shared
0.00
None
14.26K
BLACKROCK ETF TRUST II
SOLEShares54.47K
TypeSH
Market value$2.90M
1.19%
Sole
0.00
Shared
0.00
None
54.47K
VERIZON COMMUNICATIONS INC
SOLEShares62.28K
TypeSH
Market value$2.74M
1.12%
Sole
0.00
Shared
0.00
None
62.28K
ISHARES TR
SOLEShares5.71K
TypeSH
Market value$2.67M
1.10%
Sole
0.00
Shared
0.00
None
5.71K
NOVO-NORDISK A S
SOLEShares48.08K
TypeSH
Market value$2.67M
1.10%
Sole
0.00
Shared
0.00
None
48.08K
HOME DEPOT INC
SOLEShares6.47K
TypeSH
Market value$2.62M
1.08%
Sole
0.00
Shared
0.00
None
6.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 22.46K | SH | $13.75M 5.65% | 0.00 | 0.00 | 22.46K |
MICROSOFT CORPSOLE | COM | 17.92K | SH | $9.28M 3.81% | 0.00 | 0.00 | 17.92K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13K | SH | $8.66M 3.56% | 0.00 | 0.00 | 13K |
ISHARES TRSOLE | CORE DIV GRWTH | 109.10K | SH | $7.43M 3.05% | 0.00 | 0.00 | 109.10K |
ONEOK INC NEWSOLE | COM | 83.13K | SH | $6.07M 2.49% | 0.00 | 0.00 | 83.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.51K | SH | $5.78M 2.38% | 0.00 | 0.00 | 11.51K |
ALPHABET INCSOLE | CAP STK CL A | 22.08K | SH | $5.37M 2.20% | 0.00 | 0.00 | 22.08K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.12K | SH | $5.29M 2.17% | 0.00 | 0.00 | 16.12K |
JOHNSON & JOHNSONSOLE | COM | 23.77K | SH | $4.41M 1.81% | 0.00 | 0.00 | 23.77K |
UNILEVER PLCSOLE | SPON ADR NEW | 64.52K | SH | $3.82M 1.57% | 0.00 | 0.00 | 64.52K |
ORACLE CORPSOLE | COM | 13.22K | SH | $3.72M 1.53% | 0.00 | 0.00 | 13.22K |
MEDTRONIC PLCSOLE | SHS | 38.40K | SH | $3.66M 1.50% | 0.00 | 0.00 | 38.40K |
WILLIAMS COS INCSOLE | COM | 57.32K | SH | $3.63M 1.49% | 0.00 | 0.00 | 57.32K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 7.59K | SH | $3.52M 1.45% | 0.00 | 0.00 | 7.59K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.43K | SH | $3.25M 1.33% | 0.00 | 0.00 | 17.43K |
JPMORGAN CHASE & CO.SOLE | COM | 9.77K | SH | $3.08M 1.27% | 0.00 | 0.00 | 9.77K |
APPLE INCSOLE | COM | 11.82K | SH | $3.01M 1.24% | 0.00 | 0.00 | 11.82K |
DISNEY WALT COSOLE | COM | 25.92K | SH | $2.97M 1.22% | 0.00 | 0.00 | 25.92K |
OGE ENERGY CORPSOLE | COM | 63.87K | SH | $2.96M 1.21% | 0.00 | 0.00 | 63.87K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 14.26K | SH | $2.90M 1.19% | 0.00 | 0.00 | 14.26K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 54.47K | SH | $2.90M 1.19% | 0.00 | 0.00 | 54.47K |
VERIZON COMMUNICATIONS INCSOLE | COM | 62.28K | SH | $2.74M 1.12% | 0.00 | 0.00 | 62.28K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.71K | SH | $2.67M 1.10% | 0.00 | 0.00 | 5.71K |
NOVO-NORDISK A SSOLE | ADR | 48.08K | SH | $2.67M 1.10% | 0.00 | 0.00 | 48.08K |
HOME DEPOT INCSOLE | COM | 6.47K | SH | $2.62M 1.08% | 0.00 | 0.00 | 6.47K |
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