Filed: 10/31/2025ACC: 0001140361-25-039935
📋 What this filing means
GHP INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 942 equity positions with a total reported market value of $2.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
942
Positions
$2.38B
Total AUM (reported)
22.93M
Total Shares
Allocation by class
COM$1.35B56.8%
CL A$96.19M4.0%
US LCAP GR ETF$46.60M2.0%
COM NEW$40.55M1.7%
VAN FTSE DEV MKT$30.47M1.3%
SHS$29.89M1.3%
INTL EQTY ETF$29.21M1.2%
Portfolio Concentration
Top 3$126.73M5.3%
4–10$203.20M8.5%
11–25$362.45M15.2%
Rest$1.69B70.9%
Top 3 weight
5.3%
Top 10 weight
13.9%
Voting Authority Distribution
Total shares with voting rights: 22.93M
Sole
Full voting authority
19.91M
shares
% of voting shares86.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.02M
shares
% of voting shares13.2%
Investment Discretion (by position count)
Sole942
Shared0
Other0
Dominant voting typeSole · 86.8% of voting shares
Institutional Holdings942
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.46M
TypeSH
Market value$46.60M
1.96%
Sole
1.30M
Shared
0.00
None
158.42K
APPLE INC
SOLEShares166.91K
TypeSH
Market value$42.50M
1.79%
Sole
138.97K
Shared
0.00
None
27.94K
MICROSOFT CORP
SOLEShares72.66K
TypeSH
Market value$37.63M
1.58%
Sole
62.15K
Shared
0.00
None
10.51K
VANGUARD TAX-MANAGED FDS
SOLEShares508.58K
TypeSH
Market value$30.47M
1.28%
Sole
465.70K
Shared
0.00
None
42.89K
JPMORGAN CHASE & CO.
SOLEShares93.25K
TypeSH
Market value$29.41M
1.24%
Sole
80.98K
Shared
0.00
None
12.27K
SCHWAB STRATEGIC TR
SOLEShares1.25M
TypeSH
Market value$29.21M
1.23%
Sole
1.06M
Shared
0.00
None
189.77K
SCHWAB STRATEGIC TR
SOLEShares1M
TypeSH
Market value$29.14M
1.22%
Sole
863.86K
Shared
0.00
None
137.20K
SPDR SERIES TRUST
SOLEShares316.06K
TypeSH
Market value$28.94M
1.22%
Sole
269.01K
Shared
0.00
None
47.06K
ALPHABET INC
SOLEShares116.60K
TypeSH
Market value$28.40M
1.19%
Sole
102.31K
Shared
0.00
None
14.29K
BERKSHIRE HATHAWAY INC DEL
SOLEShares54.96K
TypeSH
Market value$27.63M
1.16%
Sole
48.13K
Shared
0.00
None
6.83K
ISHARES TR
SOLEShares750.11K
TypeSH
Market value$27.42M
1.15%
Sole
643.57K
Shared
0.00
None
106.55K
ISHARES TR
SOLEShares303.32K
TypeSH
Market value$26.48M
1.11%
Sole
261.88K
Shared
0.00
None
41.44K
ORACLE CORP
SOLEShares93.63K
TypeSH
Market value$26.33M
1.11%
Sole
82.80K
Shared
0.00
None
10.83K
SCHWAB STRATEGIC TR
SOLEShares581.37K
TypeSH
Market value$25.88M
1.09%
Sole
497K
Shared
0.00
None
84.38K
FRANKLIN TEMPLETON ETF TR
SOLEShares770.42K
TypeSH
Market value$24.89M
1.05%
Sole
634.89K
Shared
0.00
None
135.53K
ISHARES TR
SOLEShares52.94K
TypeSH
Market value$24.80M
1.04%
Sole
48.03K
Shared
0.00
None
4.91K
ISHARES TR
SOLEShares203.85K
TypeSH
Market value$24.61M
1.03%
Sole
195.70K
Shared
0.00
None
8.15K
HOULIHAN LOKEY INC
SOLEShares118.98K
TypeSH
Market value$24.43M
1.03%
Sole
109.98K
Shared
0.00
None
9K
SPDR SERIES TRUST
SOLEShares280.08K
TypeSH
Market value$23.36M
0.98%
Sole
245.98K
Shared
0.00
None
34.10K
SPDR SERIES TRUST
SOLEShares247.06K
TypeSH
Market value$23.30M
0.98%
Sole
213.66K
Shared
0.00
None
33.40K
INTERNATIONAL BUSINESS MACHS
SOLEShares80.18K
TypeSH
Market value$22.62M
0.95%
Sole
68.38K
Shared
0.00
None
11.80K
ISHARES TR
SOLEShares158.03K
TypeSH
Market value$22.36M
0.94%
Sole
151.49K
Shared
0.00
None
6.54K
EMCOR GROUP INC
SOLEShares34.36K
TypeSH
Market value$22.32M
0.94%
Sole
30.97K
Shared
0.00
None
3.39K
ISHARES TR
SOLEShares197.90K
TypeSH
Market value$21.89M
0.92%
Sole
188.36K
Shared
0.00
None
9.54K
RTX CORPORATION
SOLEShares130.07K
TypeSH
Market value$21.76M
0.91%
Sole
119.20K
Shared
0.00
None
10.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.46M | SH | $46.60M 1.96% | 1.30M | 0.00 | 158.42K |
APPLE INCSOLE | COM | 166.91K | SH | $42.50M 1.79% | 138.97K | 0.00 | 27.94K |
MICROSOFT CORPSOLE | COM | 72.66K | SH | $37.63M 1.58% | 62.15K | 0.00 | 10.51K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 508.58K | SH | $30.47M 1.28% | 465.70K | 0.00 | 42.89K |
JPMORGAN CHASE & CO.SOLE | COM | 93.25K | SH | $29.41M 1.24% | 80.98K | 0.00 | 12.27K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.25M | SH | $29.21M 1.23% | 1.06M | 0.00 | 189.77K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1M | SH | $29.14M 1.22% | 863.86K | 0.00 | 137.20K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP GRW | 316.06K | SH | $28.94M 1.22% | 269.01K | 0.00 | 47.06K |
ALPHABET INCSOLE | CAP STK CL C | 116.60K | SH | $28.40M 1.19% | 102.31K | 0.00 | 14.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 54.96K | SH | $27.63M 1.16% | 48.13K | 0.00 | 6.83K |
ISHARES TRSOLE | INTL SEL DIV ETF | 750.11K | SH | $27.42M 1.15% | 643.57K | 0.00 | 106.55K |
ISHARES TRSOLE | CORE MSCI EAFE | 303.32K | SH | $26.48M 1.11% | 261.88K | 0.00 | 41.44K |
ORACLE CORPSOLE | COM | 93.63K | SH | $26.33M 1.11% | 82.80K | 0.00 | 10.83K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 581.37K | SH | $25.88M 1.09% | 497K | 0.00 | 84.38K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE UNTD KGDM | 770.42K | SH | $24.89M 1.05% | 634.89K | 0.00 | 135.53K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 52.94K | SH | $24.80M 1.04% | 48.03K | 0.00 | 4.91K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 203.85K | SH | $24.61M 1.03% | 195.70K | 0.00 | 8.15K |
HOULIHAN LOKEY INCSOLE | CL A | 118.98K | SH | $24.43M 1.03% | 109.98K | 0.00 | 9K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP VAL | 280.08K | SH | $23.36M 0.98% | 245.98K | 0.00 | 34.10K |
SPDR SERIES TRUSTSOLE | S&P 600 SMCP GRW | 247.06K | SH | $23.30M 0.98% | 213.66K | 0.00 | 33.40K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 80.18K | SH | $22.62M 0.95% | 68.38K | 0.00 | 11.80K |
ISHARES TRSOLE | S&P SML 600 GWT | 158.03K | SH | $22.36M 0.94% | 151.49K | 0.00 | 6.54K |
EMCOR GROUP INCSOLE | COM | 34.36K | SH | $22.32M 0.94% | 30.97K | 0.00 | 3.39K |
ISHARES TRSOLE | SP SMCP600VL ETF | 197.90K | SH | $21.89M 0.92% | 188.36K | 0.00 | 9.54K |
RTX CORPORATIONSOLE | COM | 130.07K | SH | $21.76M 0.91% | 119.20K | 0.00 | 10.87K |
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