Filed: 10/15/2026ACC: 0001140361-26-039674
📋 What this filing means
GHP INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 1321 equity positions with a total reported market value of $2.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1321
Positions
$2.68B
Total AUM (reported)
23.92M
Total Shares
Allocation by class
COM$1.51B56.2%
CL A$99.34M3.7%
US LCAP GR ETF$52.79M2.0%
CAP STK CL C$40.83M1.5%
COM NEW$38.14M1.4%
INTL EQTY ETF$35.92M1.3%
ST STR SP400GRW$35.23M1.3%
Portfolio Concentration
Top 3$146.14M5.5%
4–10$243.20M9.1%
11–25$393.94M14.7%
Rest$1.90B70.8%
Top 3 weight
5.5%
Top 10 weight
14.5%
Voting Authority Distribution
Total shares with voting rights: 23.92M
Sole
Full voting authority
23.42M
shares
% of voting shares97.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
503.23K
shares
% of voting shares2.1%
Investment Discretion (by position count)
Sole1321
Shared0
Other0
Dominant voting typeSole · 97.9% of voting shares
Institutional Holdings1321
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.47M
TypeSH
Market value$52.79M
1.97%
Sole
1.46M
Shared
0.00
None
13.39K
APPLE INC
SOLEShares157.71K
TypeSH
Market value$52.52M
1.96%
Sole
152.03K
Shared
0.00
None
5.68K
ALPHABET INC
SOLEShares119.82K
TypeSH
Market value$40.83M
1.52%
Sole
116.80K
Shared
0.00
None
3.02K
MICROSOFT CORP
SOLEShares76.73K
TypeSH
Market value$39.36M
1.47%
Sole
73.45K
Shared
0.00
None
3.28K
SCHWAB STRATEGIC TR
SOLEShares1.31M
TypeSH
Market value$35.92M
1.34%
Sole
1.28M
Shared
0.00
None
27.76K
SPDR SERIES TRUST
SOLEShares337.08K
TypeSH
Market value$35.23M
1.31%
Sole
333.69K
Shared
0.00
None
3.38K
SCHWAB STRATEGIC TR
SOLEShares1.04M
TypeSH
Market value$34.52M
1.29%
Sole
1.03M
Shared
0.00
None
9.93K
VANGUARD TAX-MANAGED FDS
SOLEShares484.68K
TypeSH
Market value$34.22M
1.28%
Sole
480.54K
Shared
0.00
None
4.14K
ISHARES TR
SOLEShares779.88K
TypeSH
Market value$32.90M
1.23%
Sole
770.32K
Shared
0.00
None
9.56K
ISHARES TR
SOLEShares320.45K
TypeSH
Market value$31.05M
1.16%
Sole
316.80K
Shared
0.00
None
3.65K
SCHWAB STRATEGIC TR
SOLEShares616.11K
TypeSH
Market value$30.70M
1.15%
Sole
608.59K
Shared
0.00
None
7.52K
FRANKLIN TEMPLETON ETF TR
SOLEShares831.15K
TypeSH
Market value$29.80M
1.11%
Sole
817.98K
Shared
0.00
None
13.17K
JPMORGAN CHASE & CO
SOLEShares89.78K
TypeSH
Market value$29.70M
1.11%
Sole
87.13K
Shared
0.00
None
2.65K
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.62K
TypeSH
Market value$28.19M
1.05%
Sole
55.16K
Shared
0.00
None
1.46K
SPDR SERIES TRUST
SOLEShares254.92K
TypeSH
Market value$27.27M
1.02%
Sole
252.24K
Shared
0.00
None
2.68K
ISHARES TR
SOLEShares191.63K
TypeSH
Market value$27.26M
1.02%
Sole
191.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares206.90K
TypeSH
Market value$25.92M
0.97%
Sole
198.84K
Shared
0.00
None
8.05K
ROCKWELL AUTOMATION INC
SOLEShares58.56K
TypeSH
Market value$25.49M
0.95%
Sole
57.77K
Shared
0.00
None
796.00
SPDR SERIES TRUST
SOLEShares287.66K
TypeSH
Market value$25.46M
0.95%
Sole
284.56K
Shared
0.00
None
3.10K
SPDR SERIES TRUST
SOLEShares202.90K
TypeSH
Market value$24.97M
0.93%
Sole
202.01K
Shared
0.00
None
881.00
ISHARES TR
SOLEShares193.22K
TypeSH
Market value$24.75M
0.92%
Sole
190.69K
Shared
0.00
None
2.53K
ISHARES TR
SOLEShares153.47K
TypeSH
Market value$24.61M
0.92%
Sole
152.21K
Shared
0.00
None
1.26K
SCHWAB STRATEGIC TR
SOLEShares481.82K
TypeSH
Market value$23.97M
0.89%
Sole
475.10K
Shared
0.00
None
6.72K
RTX CORPORATION
SOLEShares123.55K
TypeSH
Market value$22.94M
0.86%
Sole
121.72K
Shared
0.00
None
1.82K
EMCOR GROUP INC
SOLEShares30.37K
TypeSH
Market value$22.91M
0.85%
Sole
29.96K
Shared
0.00
None
405.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.47M | SH | $52.79M 1.97% | 1.46M | 0.00 | 13.39K |
APPLE INCSOLE | COM | 157.71K | SH | $52.52M 1.96% | 152.03K | 0.00 | 5.68K |
ALPHABET INCSOLE | CAP STK CL C | 119.82K | SH | $40.83M 1.52% | 116.80K | 0.00 | 3.02K |
MICROSOFT CORPSOLE | COM | 76.73K | SH | $39.36M 1.47% | 73.45K | 0.00 | 3.28K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.31M | SH | $35.92M 1.34% | 1.28M | 0.00 | 27.76K |
SPDR SERIES TRUSTSOLE | ST STR SP400GRW | 337.08K | SH | $35.23M 1.31% | 333.69K | 0.00 | 3.38K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.04M | SH | $34.52M 1.29% | 1.03M | 0.00 | 9.93K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 484.68K | SH | $34.22M 1.28% | 480.54K | 0.00 | 4.14K |
ISHARES TRSOLE | INTL SEL DIV ETF | 779.88K | SH | $32.90M 1.23% | 770.32K | 0.00 | 9.56K |
ISHARES TRSOLE | CORE MSCI EAFE | 320.45K | SH | $31.05M 1.16% | 316.80K | 0.00 | 3.65K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 616.11K | SH | $30.70M 1.15% | 608.59K | 0.00 | 7.52K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE UNTD KGDM | 831.15K | SH | $29.80M 1.11% | 817.98K | 0.00 | 13.17K |
JPMORGAN CHASE & COSOLE | COM | 89.78K | SH | $29.70M 1.11% | 87.13K | 0.00 | 2.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 56.62K | SH | $28.19M 1.05% | 55.16K | 0.00 | 1.46K |
SPDR SERIES TRUSTSOLE | ST STR SP600GRWO | 254.92K | SH | $27.27M 1.02% | 252.24K | 0.00 | 2.68K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 191.63K | SH | $27.26M 1.02% | 191.63K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 206.90K | SH | $25.92M 0.97% | 198.84K | 0.00 | 8.05K |
ROCKWELL AUTOMATION INCSOLE | COM | 58.56K | SH | $25.49M 0.95% | 57.77K | 0.00 | 796.00 |
SPDR SERIES TRUSTSOLE | ST STR SP400VAL | 287.66K | SH | $25.46M 0.95% | 284.56K | 0.00 | 3.10K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 202.90K | SH | $24.97M 0.93% | 202.01K | 0.00 | 881.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 193.22K | SH | $24.75M 0.92% | 190.69K | 0.00 | 2.53K |
ISHARES TRSOLE | S&P SML 600 GWT | 153.47K | SH | $24.61M 0.92% | 152.21K | 0.00 | 1.26K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 481.82K | SH | $23.97M 0.89% | 475.10K | 0.00 | 6.72K |
RTX CORPORATIONSOLE | COM | 123.55K | SH | $22.94M 0.86% | 121.72K | 0.00 | 1.82K |
EMCOR GROUP INCSOLE | COM | 30.37K | SH | $22.91M 0.85% | 29.96K | 0.00 | 405.00 |
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