Filed: 1/27/2026ACC: 0001911621-26-000001
📋 What this filing means
AUTUMN GLORY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 208 equity positions with a total reported market value of $285.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
208
Positions
$285.35M
Total AUM (reported)
3.01M
Total Shares
Allocation by class
COM$107.49M37.7%
S&P 500 ETF SHS$21.17M7.4%
TR UNIT$8.89M3.1%
CORE DIV GRWTH$7.58M2.7%
TOTAL STK MKT$7.48M2.6%
VALUE ETF$7.47M2.6%
CAP STK CL A$6.83M2.4%
Portfolio Concentration
Top 3$38.89M13.6%
4–10$47.77M16.7%
11–25$51.03M17.9%
Rest$147.66M51.7%
Top 3 weight
13.6%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 3.01M
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
3.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole208
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings208
Rows:
VANGUARD INDEX FDS
SOLEShares33.76K
TypeSH
Market value$21.17M
7.42%
Sole
0.00
Shared
0.00
None
33.76K
SPDR S&P 500 ETF TR
SOLEShares13.03K
TypeSH
Market value$8.89M
3.11%
Sole
0.00
Shared
0.00
None
13.03K
MICROSOFT CORP
SOLEShares18.27K
TypeSH
Market value$8.83M
3.10%
Sole
0.00
Shared
0.00
None
18.27K
ISHARES TR
SOLEShares109.14K
TypeSH
Market value$7.58M
2.66%
Sole
0.00
Shared
0.00
None
109.14K
VANGUARD INDEX FDS
SOLEShares22.31K
TypeSH
Market value$7.48M
2.62%
Sole
0.00
Shared
0.00
None
22.31K
VANGUARD INDEX FDS
SOLEShares39.09K
TypeSH
Market value$7.47M
2.62%
Sole
0.00
Shared
0.00
None
39.09K
ALPHABET INC
SOLEShares21.81K
TypeSH
Market value$6.83M
2.39%
Sole
0.00
Shared
0.00
None
21.81K
VANGUARD INDEX FDS
SOLEShares13.38K
TypeSH
Market value$6.53M
2.29%
Sole
0.00
Shared
0.00
None
13.38K
ONEOK INC NEW
SOLEShares82.39K
TypeSH
Market value$6.06M
2.12%
Sole
0.00
Shared
0.00
None
82.39K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.63K
TypeSH
Market value$5.85M
2.05%
Sole
0.00
Shared
0.00
None
11.63K
JOHNSON & JOHNSON
SOLEShares23.88K
TypeSH
Market value$4.94M
1.73%
Sole
0.00
Shared
0.00
None
23.88K
VANGUARD TAX-MANAGED FDS
SOLEShares78.97K
TypeSH
Market value$4.93M
1.73%
Sole
0.00
Shared
0.00
None
78.97K
UNILEVER PLC
SOLEShares58.34K
TypeSH
Market value$3.82M
1.34%
Sole
0.00
Shared
0.00
None
58.34K
MEDTRONIC PLC
SOLEShares38.87K
TypeSH
Market value$3.73M
1.31%
Sole
0.00
Shared
0.00
None
38.87K
SPDR DOW JONES INDL AVERAGE
SOLEShares7.59K
TypeSH
Market value$3.65M
1.28%
Sole
0.00
Shared
0.00
None
7.59K
WILLIAMS COS INC
SOLEShares57.84K
TypeSH
Market value$3.48M
1.22%
Sole
0.00
Shared
0.00
None
57.84K
APPLE INC
SOLEShares12.18K
TypeSH
Market value$3.31M
1.16%
Sole
0.00
Shared
0.00
None
12.18K
JPMORGAN CHASE & CO.
SOLEShares9.88K
TypeSH
Market value$3.18M
1.12%
Sole
0.00
Shared
0.00
None
9.88K
DISNEY WALT CO
SOLEShares26.80K
TypeSH
Market value$3.05M
1.07%
Sole
0.00
Shared
0.00
None
26.80K
BLACKROCK ETF TRUST II
SOLEShares57.48K
TypeSH
Market value$3.03M
1.06%
Sole
0.00
Shared
0.00
None
57.48K
ISHARES TR
SOLEShares14.26K
TypeSH
Market value$3.00M
1.05%
Sole
0.00
Shared
0.00
None
14.26K
ORACLE CORP
SOLEShares14.50K
TypeSH
Market value$2.83M
0.99%
Sole
0.00
Shared
0.00
None
14.50K
NOVO-NORDISK A S
SOLEShares53.63K
TypeSH
Market value$2.73M
0.96%
Sole
0.00
Shared
0.00
None
53.63K
ISHARES TR
SOLEShares5.71K
TypeSH
Market value$2.70M
0.95%
Sole
0.00
Shared
0.00
None
5.71K
OGE ENERGY CORP
SOLEShares62.10K
TypeSH
Market value$2.65M
0.93%
Sole
0.00
Shared
0.00
None
62.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 33.76K | SH | $21.17M 7.42% | 0.00 | 0.00 | 33.76K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.03K | SH | $8.89M 3.11% | 0.00 | 0.00 | 13.03K |
MICROSOFT CORPSOLE | COM | 18.27K | SH | $8.83M 3.10% | 0.00 | 0.00 | 18.27K |
ISHARES TRSOLE | CORE DIV GRWTH | 109.14K | SH | $7.58M 2.66% | 0.00 | 0.00 | 109.14K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.31K | SH | $7.48M 2.62% | 0.00 | 0.00 | 22.31K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 39.09K | SH | $7.47M 2.62% | 0.00 | 0.00 | 39.09K |
ALPHABET INCSOLE | CAP STK CL A | 21.81K | SH | $6.83M 2.39% | 0.00 | 0.00 | 21.81K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.38K | SH | $6.53M 2.29% | 0.00 | 0.00 | 13.38K |
ONEOK INC NEWSOLE | COM | 82.39K | SH | $6.06M 2.12% | 0.00 | 0.00 | 82.39K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.63K | SH | $5.85M 2.05% | 0.00 | 0.00 | 11.63K |
JOHNSON & JOHNSONSOLE | COM | 23.88K | SH | $4.94M 1.73% | 0.00 | 0.00 | 23.88K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 78.97K | SH | $4.93M 1.73% | 0.00 | 0.00 | 78.97K |
UNILEVER PLCSOLE | SPON ADR NEW | 58.34K | SH | $3.82M 1.34% | 0.00 | 0.00 | 58.34K |
MEDTRONIC PLCSOLE | SHS | 38.87K | SH | $3.73M 1.31% | 0.00 | 0.00 | 38.87K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 7.59K | SH | $3.65M 1.28% | 0.00 | 0.00 | 7.59K |
WILLIAMS COS INCSOLE | COM | 57.84K | SH | $3.48M 1.22% | 0.00 | 0.00 | 57.84K |
APPLE INCSOLE | COM | 12.18K | SH | $3.31M 1.16% | 0.00 | 0.00 | 12.18K |
JPMORGAN CHASE & CO.SOLE | COM | 9.88K | SH | $3.18M 1.12% | 0.00 | 0.00 | 9.88K |
DISNEY WALT COSOLE | COM | 26.80K | SH | $3.05M 1.07% | 0.00 | 0.00 | 26.80K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 57.48K | SH | $3.03M 1.06% | 0.00 | 0.00 | 57.48K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 14.26K | SH | $3.00M 1.05% | 0.00 | 0.00 | 14.26K |
ORACLE CORPSOLE | COM | 14.50K | SH | $2.83M 0.99% | 0.00 | 0.00 | 14.50K |
NOVO-NORDISK A SSOLE | ADR | 53.63K | SH | $2.73M 0.96% | 0.00 | 0.00 | 53.63K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.71K | SH | $2.70M 0.95% | 0.00 | 0.00 | 5.71K |
OGE ENERGY CORPSOLE | COM | 62.10K | SH | $2.65M 0.93% | 0.00 | 0.00 | 62.10K |
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