Filed: 4/21/2026ACC: 0001140361-26-015752
📋 What this filing means
GHP INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 1437 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.
1437
Positions
$2.43B
Total AUM (reported)
23.24M
Total Shares
Allocation by class
COM$1.39B57.1%
STATE STREET SPD$130.83M5.4%
CL A$87.23M3.6%
US LCAP GR ETF$42.59M1.8%
COM NEW$37.01M1.5%
CAP STK CL C$34.34M1.4%
INTL SEL DIV ETF$32.34M1.3%
Portfolio Concentration
Top 3$118.12M4.9%
4–10$215.26M8.9%
11–25$367.13M15.1%
Rest$1.73B71.2%
Top 3 weight
4.9%
Top 10 weight
13.7%
Voting Authority Distribution
Total shares with voting rights: 23.24M
Sole
Full voting authority
22.68M
shares
% of voting shares97.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
556.37K
shares
% of voting shares2.4%
Investment Discretion (by position count)
Sole1437
Shared0
Other0
Dominant voting typeSole · 97.6% of voting shares
Institutional Holdings1437
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.46M
TypeSH
Market value$42.59M
1.75%
Sole
1.45M
Shared
0.00
None
14.73K
APPLE INC
SOLEShares162.30K
TypeSH
Market value$41.19M
1.69%
Sole
154.42K
Shared
0.00
None
7.88K
ALPHABET INC
SOLEShares119.69K
TypeSH
Market value$34.34M
1.41%
Sole
116.16K
Shared
0.00
None
3.53K
ISHARES TR
SOLEShares759.92K
TypeSH
Market value$32.34M
1.33%
Sole
751.56K
Shared
0.00
None
8.36K
VANGUARD TAX-MANAGED FDS
SOLEShares504.49K
TypeSH
Market value$32.33M
1.33%
Sole
499.82K
Shared
0.00
None
4.66K
SCHWAB STRATEGIC TR
SOLEShares1.29M
TypeSH
Market value$31.81M
1.31%
Sole
1.26M
Shared
0.00
None
27.02K
SPDR SERIES TRUST
SOLEShares330.09K
TypeSH
Market value$31.68M
1.30%
Sole
326.66K
Shared
0.00
None
3.43K
SCHWAB STRATEGIC TR
SOLEShares1.02M
TypeSH
Market value$31.26M
1.29%
Sole
1.02M
Shared
0.00
None
9.89K
ISHARES TR
SOLEShares309.51K
TypeSH
Market value$28.02M
1.15%
Sole
306.14K
Shared
0.00
None
3.37K
SCHWAB STRATEGIC TR
SOLEShares600.22K
TypeSH
Market value$27.83M
1.14%
Sole
593.44K
Shared
0.00
None
6.79K
FRANKLIN TEMPLETON ETF TR
SOLEShares800.19K
TypeSH
Market value$27.81M
1.14%
Sole
788.51K
Shared
0.00
None
11.68K
MICROSOFT CORP
SOLEShares73.23K
TypeSH
Market value$27.11M
1.12%
Sole
69.03K
Shared
0.00
None
4.20K
BERKSHIRE HATHAWAY INC DEL
SOLEShares55.85K
TypeSH
Market value$26.77M
1.10%
Sole
54.04K
Shared
0.00
None
1.81K
JPMORGAN CHASE & CO
SOLEShares90.90K
TypeSH
Market value$26.74M
1.10%
Sole
87.83K
Shared
0.00
None
3.07K
ESCO TECHNOLOGIES INC
SOLEShares93.77K
TypeSH
Market value$26.38M
1.09%
Sole
92.44K
Shared
0.00
None
1.33K
RTX CORPORATION
SOLEShares126.58K
TypeSH
Market value$24.42M
1.00%
Sole
124.56K
Shared
0.00
None
2.02K
SPDR SERIES TRUST
SOLEShares285.05K
TypeSH
Market value$24.27M
1.00%
Sole
282.86K
Shared
0.00
None
2.19K
SPDR SERIES TRUST
SOLEShares249.83K
TypeSH
Market value$24.14M
0.99%
Sole
247.94K
Shared
0.00
None
1.89K
EMCOR GROUP INC
SOLEShares31.89K
TypeSH
Market value$23.54M
0.97%
Sole
31.52K
Shared
0.00
None
367.00
ISHARES TR
SOLEShares197.06K
TypeSH
Market value$23.34M
0.96%
Sole
193.85K
Shared
0.00
None
3.21K
TJX COS INC NEW
SOLEShares144.02K
TypeSH
Market value$23.00M
0.95%
Sole
142.07K
Shared
0.00
None
1.95K
ISHARES TR
SOLEShares157.63K
TypeSH
Market value$22.81M
0.94%
Sole
156.40K
Shared
0.00
None
1.24K
SCHWAB STRATEGIC TR
SOLEShares477.76K
TypeSH
Market value$22.33M
0.92%
Sole
470.70K
Shared
0.00
None
7.05K
ISHARES TR
SOLEShares52.25K
TypeSH
Market value$22.28M
0.92%
Sole
50.70K
Shared
0.00
None
1.55K
ISHARES TR
SOLEShares196.13K
TypeSH
Market value$22.18M
0.91%
Sole
196.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.46M | SH | $42.59M 1.75% | 1.45M | 0.00 | 14.73K |
APPLE INCSOLE | COM | 162.30K | SH | $41.19M 1.69% | 154.42K | 0.00 | 7.88K |
ALPHABET INCSOLE | CAP STK CL C | 119.69K | SH | $34.34M 1.41% | 116.16K | 0.00 | 3.53K |
ISHARES TRSOLE | INTL SEL DIV ETF | 759.92K | SH | $32.34M 1.33% | 751.56K | 0.00 | 8.36K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 504.49K | SH | $32.33M 1.33% | 499.82K | 0.00 | 4.66K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.29M | SH | $31.81M 1.31% | 1.26M | 0.00 | 27.02K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 330.09K | SH | $31.68M 1.30% | 326.66K | 0.00 | 3.43K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.02M | SH | $31.26M 1.29% | 1.02M | 0.00 | 9.89K |
ISHARES TRSOLE | CORE MSCI EAFE | 309.51K | SH | $28.02M 1.15% | 306.14K | 0.00 | 3.37K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 600.22K | SH | $27.83M 1.14% | 593.44K | 0.00 | 6.79K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE UNTD KGDM | 800.19K | SH | $27.81M 1.14% | 788.51K | 0.00 | 11.68K |
MICROSOFT CORPSOLE | COM | 73.23K | SH | $27.11M 1.12% | 69.03K | 0.00 | 4.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 55.85K | SH | $26.77M 1.10% | 54.04K | 0.00 | 1.81K |
JPMORGAN CHASE & COSOLE | COM | 90.90K | SH | $26.74M 1.10% | 87.83K | 0.00 | 3.07K |
ESCO TECHNOLOGIES INCSOLE | COM | 93.77K | SH | $26.38M 1.09% | 92.44K | 0.00 | 1.33K |
RTX CORPORATIONSOLE | COM | 126.58K | SH | $24.42M 1.00% | 124.56K | 0.00 | 2.02K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 285.05K | SH | $24.27M 1.00% | 282.86K | 0.00 | 2.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 249.83K | SH | $24.14M 0.99% | 247.94K | 0.00 | 1.89K |
EMCOR GROUP INCSOLE | COM | 31.89K | SH | $23.54M 0.97% | 31.52K | 0.00 | 367.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 197.06K | SH | $23.34M 0.96% | 193.85K | 0.00 | 3.21K |
TJX COS INC NEWSOLE | COM | 144.02K | SH | $23.00M 0.95% | 142.07K | 0.00 | 1.95K |
ISHARES TRSOLE | S&P SML 600 GWT | 157.63K | SH | $22.81M 0.94% | 156.40K | 0.00 | 1.24K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 477.76K | SH | $22.33M 0.92% | 470.70K | 0.00 | 7.05K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 52.25K | SH | $22.28M 0.92% | 50.70K | 0.00 | 1.55K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 196.13K | SH | $22.18M 0.91% | 196.13K | 0.00 | 0.00 |
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