Filed: 1/27/2026ACC: 0001140361-26-002431
📋 What this filing means
GHP INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 985 equity positions with a total reported market value of $2.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
985
Positions
$2.43B
Total AUM (reported)
22.89M
Total Shares
Allocation by class
COM$1.38B56.7%
STATE STREET SPD$128.21M5.3%
CL A$92.70M3.8%
US LCAP GR ETF$47.45M2.0%
COM NEW$43.61M1.8%
CAP STK CL C$36.55M1.5%
VAN FTSE DEV MKT$31.66M1.3%
Portfolio Concentration
Top 3$128.34M5.3%
4–10$216.83M8.9%
11–25$362.32M14.9%
Rest$1.72B70.9%
Top 3 weight
5.3%
Top 10 weight
14.2%
Voting Authority Distribution
Total shares with voting rights: 22.89M
Sole
Full voting authority
22.41M
shares
% of voting shares97.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
483.96K
shares
% of voting shares2.1%
Investment Discretion (by position count)
Sole985
Shared0
Other0
Dominant voting typeSole · 97.9% of voting shares
Institutional Holdings985
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.45M
TypeSH
Market value$47.45M
1.95%
Sole
1.44M
Shared
0.00
None
14.39K
APPLE INC
SOLEShares163.07K
TypeSH
Market value$44.33M
1.82%
Sole
155.28K
Shared
0.00
None
7.79K
ALPHABET INC
SOLEShares116.48K
TypeSH
Market value$36.55M
1.50%
Sole
113.17K
Shared
0.00
None
3.31K
MICROSOFT CORP
SOLEShares72.35K
TypeSH
Market value$34.99M
1.44%
Sole
68.19K
Shared
0.00
None
4.16K
VANGUARD TAX-MANAGED FDS
SOLEShares506.82K
TypeSH
Market value$31.66M
1.30%
Sole
502.67K
Shared
0.00
None
4.16K
SCHWAB STRATEGIC TR
SOLEShares1.28M
TypeSH
Market value$30.88M
1.27%
Sole
1.26M
Shared
0.00
None
24.79K
SPDR SERIES TRUST
SOLEShares324.11K
TypeSH
Market value$29.96M
1.23%
Sole
320.91K
Shared
0.00
None
3.21K
ISHARES TR
SOLEShares755.61K
TypeSH
Market value$29.81M
1.23%
Sole
748.02K
Shared
0.00
None
7.59K
SCHWAB STRATEGIC TR
SOLEShares1.01M
TypeSH
Market value$29.80M
1.23%
Sole
996.47K
Shared
0.00
None
9.84K
JPMORGAN CHASE & CO.
SOLEShares92.28K
TypeSH
Market value$29.73M
1.22%
Sole
89.23K
Shared
0.00
None
3.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares54.91K
TypeSH
Market value$27.60M
1.14%
Sole
53.34K
Shared
0.00
None
1.56K
ISHARES TR
SOLEShares306.82K
TypeSH
Market value$27.45M
1.13%
Sole
303.95K
Shared
0.00
None
2.86K
SCHWAB STRATEGIC TR
SOLEShares595.40K
TypeSH
Market value$26.53M
1.09%
Sole
589.37K
Shared
0.00
None
6.03K
FRANKLIN TEMPLETON ETF TR
SOLEShares780.34K
TypeSH
Market value$26.34M
1.08%
Sole
770.47K
Shared
0.00
None
9.87K
ISHARES TR
SOLEShares52.59K
TypeSH
Market value$24.89M
1.02%
Sole
51.03K
Shared
0.00
None
1.55K
ISHARES TR
SOLEShares199.65K
TypeSH
Market value$24.61M
1.01%
Sole
199.16K
Shared
0.00
None
491.00
SPDR SERIES TRUST
SOLEShares281.64K
TypeSH
Market value$23.84M
0.98%
Sole
279.45K
Shared
0.00
None
2.18K
RTX CORPORATION
SOLEShares128.67K
TypeSH
Market value$23.60M
0.97%
Sole
126.75K
Shared
0.00
None
1.92K
INTERNATIONAL BUSINESS MACHS
SOLEShares78.95K
TypeSH
Market value$23.39M
0.96%
Sole
76.87K
Shared
0.00
None
2.08K
SPDR SERIES TRUST
SOLEShares248.26K
TypeSH
Market value$23.38M
0.96%
Sole
246.31K
Shared
0.00
None
1.95K
ISHARES TR
SOLEShares197.26K
TypeSH
Market value$22.43M
0.92%
Sole
194.07K
Shared
0.00
None
3.19K
ISHARES TR
SOLEShares157.69K
TypeSH
Market value$22.26M
0.92%
Sole
156.45K
Shared
0.00
None
1.23K
TJX COS INC NEW
SOLEShares144.68K
TypeSH
Market value$22.22M
0.91%
Sole
143.21K
Shared
0.00
None
1.47K
ROCKWELL AUTOMATION INC
SOLEShares56.59K
TypeSH
Market value$22.02M
0.91%
Sole
55.87K
Shared
0.00
None
725.00
SCHWAB STRATEGIC TR
SOLEShares478.11K
TypeSH
Market value$21.77M
0.90%
Sole
472.54K
Shared
0.00
None
5.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.45M | SH | $47.45M 1.95% | 1.44M | 0.00 | 14.39K |
APPLE INCSOLE | COM | 163.07K | SH | $44.33M 1.82% | 155.28K | 0.00 | 7.79K |
ALPHABET INCSOLE | CAP STK CL C | 116.48K | SH | $36.55M 1.50% | 113.17K | 0.00 | 3.31K |
MICROSOFT CORPSOLE | COM | 72.35K | SH | $34.99M 1.44% | 68.19K | 0.00 | 4.16K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 506.82K | SH | $31.66M 1.30% | 502.67K | 0.00 | 4.16K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.28M | SH | $30.88M 1.27% | 1.26M | 0.00 | 24.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 324.11K | SH | $29.96M 1.23% | 320.91K | 0.00 | 3.21K |
ISHARES TRSOLE | INTL SEL DIV ETF | 755.61K | SH | $29.81M 1.23% | 748.02K | 0.00 | 7.59K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.01M | SH | $29.80M 1.23% | 996.47K | 0.00 | 9.84K |
JPMORGAN CHASE & CO.SOLE | COM | 92.28K | SH | $29.73M 1.22% | 89.23K | 0.00 | 3.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 54.91K | SH | $27.60M 1.14% | 53.34K | 0.00 | 1.56K |
ISHARES TRSOLE | CORE MSCI EAFE | 306.82K | SH | $27.45M 1.13% | 303.95K | 0.00 | 2.86K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 595.40K | SH | $26.53M 1.09% | 589.37K | 0.00 | 6.03K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE UNTD KGDM | 780.34K | SH | $26.34M 1.08% | 770.47K | 0.00 | 9.87K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 52.59K | SH | $24.89M 1.02% | 51.03K | 0.00 | 1.55K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 199.65K | SH | $24.61M 1.01% | 199.16K | 0.00 | 491.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 281.64K | SH | $23.84M 0.98% | 279.45K | 0.00 | 2.18K |
RTX CORPORATIONSOLE | COM | 128.67K | SH | $23.60M 0.97% | 126.75K | 0.00 | 1.92K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 78.95K | SH | $23.39M 0.96% | 76.87K | 0.00 | 2.08K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 248.26K | SH | $23.38M 0.96% | 246.31K | 0.00 | 1.95K |
ISHARES TRSOLE | SP SMCP600VL ETF | 197.26K | SH | $22.43M 0.92% | 194.07K | 0.00 | 3.19K |
ISHARES TRSOLE | S&P SML 600 GWT | 157.69K | SH | $22.26M 0.92% | 156.45K | 0.00 | 1.23K |
TJX COS INC NEWSOLE | COM | 144.68K | SH | $22.22M 0.91% | 143.21K | 0.00 | 1.47K |
ROCKWELL AUTOMATION INCSOLE | COM | 56.59K | SH | $22.02M 0.91% | 55.87K | 0.00 | 725.00 |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 478.11K | SH | $21.77M 0.90% | 472.54K | 0.00 | 5.57K |
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