Filed: 8/5/2025ACC: 0001140361-25-028706
📋 What this filing means
GHP INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 943 equity positions with a total reported market value of $2.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
943
Positions
$2.26B
Total AUM (reported)
23.02M
Total Shares
Allocation by class
COM$1.30B57.4%
CL A$93.11M4.1%
US LCAP GR ETF$42.82M1.9%
COM NEW$33.46M1.5%
VAN FTSE DEV MKT$29.28M1.3%
SHS$28.59M1.3%
INTL EQTY ETF$27.63M1.2%
Portfolio Concentration
Top 3$112.50M5.0%
4–10$190.77M8.4%
11–25$335.74M14.9%
Rest$1.62B71.7%
Top 3 weight
5.0%
Top 10 weight
13.4%
Voting Authority Distribution
Total shares with voting rights: 23.02M
Sole
Full voting authority
20.29M
shares
% of voting shares88.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.73M
shares
% of voting shares11.9%
Investment Discretion (by position count)
Sole943
Shared0
Other0
Dominant voting typeSole · 88.1% of voting shares
Institutional Holdings943
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.47M
TypeSH
Market value$42.82M
1.90%
Sole
1.33M
Shared
0.00
None
138.51K
MICROSOFT CORP
SOLEShares74.04K
TypeSH
Market value$36.83M
1.63%
Sole
65.74K
Shared
0.00
None
8.30K
APPLE INC
SOLEShares160.10K
TypeSH
Market value$32.85M
1.45%
Sole
142.36K
Shared
0.00
None
17.75K
VANGUARD TAX-MANAGED FDS
SOLEShares513.52K
TypeSH
Market value$29.28M
1.30%
Sole
473.88K
Shared
0.00
None
39.63K
SCHWAB STRATEGIC TR
SOLEShares1.25M
TypeSH
Market value$27.63M
1.22%
Sole
1.07M
Shared
0.00
None
179.44K
JPMORGAN CHASE & CO.
SOLEShares94.96K
TypeSH
Market value$27.53M
1.22%
Sole
84.38K
Shared
0.00
None
10.58K
SCHWAB STRATEGIC TR
SOLEShares985.53K
TypeSH
Market value$27.27M
1.21%
Sole
867.80K
Shared
0.00
None
117.72K
SPDR SERIES TRUST
SOLEShares308.11K
TypeSH
Market value$26.77M
1.19%
Sole
266.19K
Shared
0.00
None
41.93K
BERKSHIRE HATHAWAY INC DEL
SOLEShares54.61K
TypeSH
Market value$26.53M
1.18%
Sole
48.09K
Shared
0.00
None
6.53K
ISHARES TR
SOLEShares746.66K
TypeSH
Market value$25.77M
1.14%
Sole
645.09K
Shared
0.00
None
101.58K
ISHARES TR
SOLEShares302.86K
TypeSH
Market value$25.28M
1.12%
Sole
264.47K
Shared
0.00
None
38.39K
CURTISS WRIGHT CORP
SOLEShares51.72K
TypeSH
Market value$25.27M
1.12%
Sole
48.52K
Shared
0.00
None
3.20K
SCHWAB STRATEGIC TR
SOLEShares581.56K
TypeSH
Market value$24.45M
1.08%
Sole
502.98K
Shared
0.00
None
78.58K
INTERNATIONAL BUSINESS MACHS
SOLEShares80.45K
TypeSH
Market value$23.71M
1.05%
Sole
69.61K
Shared
0.00
None
10.84K
FRANKLIN TEMPLETON ETF TR
SOLEShares762.23K
TypeSH
Market value$23.35M
1.03%
Sole
634.27K
Shared
0.00
None
127.95K
ISHARES TR
SOLEShares206.91K
TypeSH
Market value$22.78M
1.01%
Sole
198.86K
Shared
0.00
None
8.05K
ISHARES TR
SOLEShares53.11K
TypeSH
Market value$22.55M
1.00%
Sole
50.81K
Shared
0.00
None
2.30K
SPDR SERIES TRUST
SOLEShares278.53K
TypeSH
Market value$22.12M
0.98%
Sole
247.51K
Shared
0.00
None
31.02K
ORACLE CORP
SOLEShares98.81K
TypeSH
Market value$21.60M
0.96%
Sole
88.83K
Shared
0.00
None
9.98K
HOULIHAN LOKEY INC
SOLEShares119.44K
TypeSH
Market value$21.49M
0.95%
Sole
111.03K
Shared
0.00
None
8.41K
SPDR SERIES TRUST
SOLEShares241.82K
TypeSH
Market value$21.46M
0.95%
Sole
212.52K
Shared
0.00
None
29.30K
ISHARES TR
SOLEShares160.17K
TypeSH
Market value$21.31M
0.94%
Sole
154.22K
Shared
0.00
None
5.95K
ALPHABET INC
SOLEShares115.34K
TypeSH
Market value$20.46M
0.91%
Sole
102.17K
Shared
0.00
None
13.16K
SCHWAB STRATEGIC TR
SOLEShares470.75K
TypeSH
Market value$20.05M
0.89%
Sole
416.61K
Shared
0.00
None
54.14K
ISHARES TR
SOLEShares199.51K
TypeSH
Market value$19.85M
0.88%
Sole
192.98K
Shared
0.00
None
6.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.47M | SH | $42.82M 1.90% | 1.33M | 0.00 | 138.51K |
MICROSOFT CORPSOLE | COM | 74.04K | SH | $36.83M 1.63% | 65.74K | 0.00 | 8.30K |
APPLE INCSOLE | COM | 160.10K | SH | $32.85M 1.45% | 142.36K | 0.00 | 17.75K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 513.52K | SH | $29.28M 1.30% | 473.88K | 0.00 | 39.63K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.25M | SH | $27.63M 1.22% | 1.07M | 0.00 | 179.44K |
JPMORGAN CHASE & CO.SOLE | COM | 94.96K | SH | $27.53M 1.22% | 84.38K | 0.00 | 10.58K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 985.53K | SH | $27.27M 1.21% | 867.80K | 0.00 | 117.72K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP GRW | 308.11K | SH | $26.77M 1.19% | 266.19K | 0.00 | 41.93K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 54.61K | SH | $26.53M 1.18% | 48.09K | 0.00 | 6.53K |
ISHARES TRSOLE | INTL SEL DIV ETF | 746.66K | SH | $25.77M 1.14% | 645.09K | 0.00 | 101.58K |
ISHARES TRSOLE | CORE MSCI EAFE | 302.86K | SH | $25.28M 1.12% | 264.47K | 0.00 | 38.39K |
CURTISS WRIGHT CORPSOLE | COM | 51.72K | SH | $25.27M 1.12% | 48.52K | 0.00 | 3.20K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 581.56K | SH | $24.45M 1.08% | 502.98K | 0.00 | 78.58K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 80.45K | SH | $23.71M 1.05% | 69.61K | 0.00 | 10.84K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE UNTD KGDM | 762.23K | SH | $23.35M 1.03% | 634.27K | 0.00 | 127.95K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 206.91K | SH | $22.78M 1.01% | 198.86K | 0.00 | 8.05K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 53.11K | SH | $22.55M 1.00% | 50.81K | 0.00 | 2.30K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP VAL | 278.53K | SH | $22.12M 0.98% | 247.51K | 0.00 | 31.02K |
ORACLE CORPSOLE | COM | 98.81K | SH | $21.60M 0.96% | 88.83K | 0.00 | 9.98K |
HOULIHAN LOKEY INCSOLE | CL A | 119.44K | SH | $21.49M 0.95% | 111.03K | 0.00 | 8.41K |
SPDR SERIES TRUSTSOLE | S&P 600 SMCP GRW | 241.82K | SH | $21.46M 0.95% | 212.52K | 0.00 | 29.30K |
ISHARES TRSOLE | S&P SML 600 GWT | 160.17K | SH | $21.31M 0.94% | 154.22K | 0.00 | 5.95K |
ALPHABET INCSOLE | CAP STK CL C | 115.34K | SH | $20.46M 0.91% | 102.17K | 0.00 | 13.16K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 470.75K | SH | $20.05M 0.89% | 416.61K | 0.00 | 54.14K |
ISHARES TRSOLE | SP SMCP600VL ETF | 199.51K | SH | $19.85M 0.88% | 192.98K | 0.00 | 6.53K |
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