AUTUMN GLORY PARTNERS, LLC

Filed: 5/4/2026ACC: 0001911621-26-000002

📋 What this filing means

AUTUMN GLORY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 204 equity positions with a total reported market value of $272.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

204

Positions

$272.29M

Total AUM (reported)

3.15M

Total Shares

Allocation by class

COM$90.51M33.2%

S&P 500 ETF SHS$28.05M10.3%

TOTAL STK MKT$10.92M4.0%

TR UNIT$8.06M3.0%

VALUE ETF$7.67M2.8%

CORE DIV GRWTH$7.66M2.8%

ISHARES FLEXIBLE$6.10M2.2%

Portfolio Concentration

Top 3$47.32M17.4%

4–10$42.50M15.6%

11–25$48.25M17.7%

Rest$134.22M49.3%

Top 3 weight

17.4%

Top 10 weight

33.0%

Voting Authority Distribution

Total shares with voting rights: 3.15M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.15M

% of voting shares100.0%

Investment Discretion (by position count)

Sole204

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings204

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares46.94K

TypeSH

Market value$28.05M

10.30%

Sole

0.00

Shared

0.00

None

46.94K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares34.04K

TypeSH

Market value$10.92M

4.01%

Sole

0.00

Shared

0.00

None

34.04K

ONEOK INC NEW

SOLE

COM

Shares92.34K

TypeSH

Market value$8.35M

3.07%

Sole

0.00

Shared

0.00

None

92.34K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares12.40K

TypeSH

Market value$8.06M

2.96%

Sole

0.00

Shared

0.00

None

12.40K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares39.09K

TypeSH

Market value$7.67M

2.82%

Sole

0.00

Shared

0.00

None

39.09K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares109.17K

TypeSH

Market value$7.66M

2.81%

Sole

0.00

Shared

0.00

None

109.17K

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares117.43K

TypeSH

Market value$6.10M

2.24%

Sole

0.00

Shared

0.00

None

117.43K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares72.38K

TypeSH

Market value$4.64M

1.70%

Sole

0.00

Shared

0.00

None

72.38K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 REVENUE

Shares37.23K

TypeSH

Market value$4.28M

1.57%

Sole

0.00

Shared

0.00

None

37.23K

MICROSOFT CORP

SOLE

COM

Shares11.05K

TypeSH

Market value$4.09M

1.50%

Sole

0.00

Shared

0.00

None

11.05K

WILLIAMS COS INC

SOLE

COM

Shares55.48K

TypeSH

Market value$4.04M

1.48%

Sole

0.00

Shared

0.00

None

55.48K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares75.88K

TypeSH

Market value$3.82M

1.40%

Sole

0.00

Shared

0.00

None

75.88K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares74.27K

TypeSH

Market value$3.76M

1.38%

Sole

0.00

Shared

0.00

None

74.27K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares71.30K

TypeSH

Market value$3.58M

1.31%

Sole

0.00

Shared

0.00

None

71.30K

STATE STR SPDR DOW JONES IND

SOLE

UT SER 1

Shares7.59K

TypeSH

Market value$3.51M

1.29%

Sole

0.00

Shared

0.00

None

7.59K

CHEVRON CORPORATION

SOLE

COM

Shares16.42K

TypeSH

Market value$3.40M

1.25%

Sole

0.00

Shared

0.00

None

16.42K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares60.53K

TypeSH

Market value$3.18M

1.17%

Sole

0.00

Shared

0.00

None

60.53K

EXXON MOBIL CORP

SOLE

COM

Shares18.41K

TypeSH

Market value$3.12M

1.15%

Sole

0.00

Shared

0.00

None

18.41K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares14.26K

TypeSH

Market value$3.05M

1.12%

Sole

0.00

Shared

0.00

None

14.26K

JPMORGAN CHASE & CO

SOLE

COM

Shares10.29K

TypeSH

Market value$3.03M

1.11%

Sole

0.00

Shared

0.00

None

10.29K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares6.81K

TypeSH

Market value$2.97M

1.09%

Sole

0.00

Shared

0.00

None

6.81K

OGE ENERGY CORP

SOLE

COM

Shares61.96K

TypeSH

Market value$2.97M

1.09%

Sole

0.00

Shared

0.00

None

61.96K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares99.72K

TypeSH

Market value$2.61M

0.96%

Sole

0.00

Shared

0.00

None

99.72K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares9.57K

TypeSH

Market value$2.61M

0.96%

Sole

0.00

Shared

0.00

None

9.57K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares27.23K

TypeSH

Market value$2.60M

0.95%

Sole

0.00

Shared

0.00

None

27.23K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	46.94K	SH	$28.05M 10.30%	46.94K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	34.04K	SH	$10.92M 4.01%	34.04K
ONEOK INC NEWSOLE	COM	92.34K	SH	$8.35M 3.07%	92.34K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	12.40K	SH	$8.06M 2.96%	12.40K
VANGUARD INDEX FDSSOLE	VALUE ETF	39.09K	SH	$7.67M 2.82%	39.09K
ISHARES TRSOLE	CORE DIV GRWTH	109.17K	SH	$7.66M 2.81%	109.17K
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	117.43K	SH	$6.10M 2.24%	117.43K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	72.38K	SH	$4.64M 1.70%	72.38K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 REVENUE	37.23K	SH	$4.28M 1.57%	37.23K
MICROSOFT CORPSOLE	COM	11.05K	SH	$4.09M 1.50%	11.05K
WILLIAMS COS INCSOLE	COM	55.48K	SH	$4.04M 1.48%	55.48K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	75.88K	SH	$3.82M 1.40%	75.88K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	74.27K	SH	$3.76M 1.38%	74.27K
VERIZON COMMUNICATIONS INCSOLE	COM	71.30K	SH	$3.58M 1.31%	71.30K
STATE STR SPDR DOW JONES INDSOLE	UT SER 1	7.59K	SH	$3.51M 1.29%	7.59K
CHEVRON CORPORATIONSOLE	COM	16.42K	SH	$3.40M 1.25%	16.42K
ISHARES TRSOLE	ISHS 1-5YR INVS	60.53K	SH	$3.18M 1.17%	60.53K
EXXON MOBIL CORPSOLE	COM	18.41K	SH	$3.12M 1.15%	18.41K
ISHARES TRSOLE	RUS 1000 VAL ETF	14.26K	SH	$3.05M 1.12%	14.26K
JPMORGAN CHASE & COSOLE	COM	10.29K	SH	$3.03M 1.11%	10.29K
VANGUARD INDEX FDSSOLE	GROWTH ETF	6.81K	SH	$2.97M 1.09%	6.81K
OGE ENERGY CORPSOLE	COM	61.96K	SH	$2.97M 1.09%	61.96K
PIMCO ETF TRSOLE	MULTISECTOR BD	99.72K	SH	$2.61M 0.96%	99.72K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	9.57K	SH	$2.61M 0.96%	9.57K
ISHARES TRSOLE	7-10 YR TRSY BD	27.23K	SH	$2.60M 0.95%	27.23K

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