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CIK: 0001911621
Total reported value
$352.9M
$352.9M
208 檔
15.3%
As reported in its official Q4 2025 Form 13F filing, Autumn Glory Partners, LLC's tracked investment portfolio stood at $352.9M with 208 total positions.
In Q4 2025, Autumn Glory Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.43% | -0.43% | +50.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.12% | -0.09% | +0.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | +0.75% | +1.90% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.66% | -0.36% | +0.04% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.62% | -0.45% | +38.39% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.62% | -0.38% | +124.22% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +1.72% | -1.26% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.29% | -0.06% | +1414.95% | |
| 9 | OKE | Oneok Inc | Stock-Energy | 2.12% | -0.79% | -0.89% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.05% | +1.00% | +1.09% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | +0.70% | +0.47% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.73% | -0.05% | +363.69% | |
| 13 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.34% | +1.05% | — | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.31% | +0.84% | +1.23% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.28% | -0.17% | -0.07% | |
| 16 | WMB | Williams Cos Inc | Stock-Energy | 1.22% | -0.35% | +0.90% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.49% | +3.07% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.16% | +1.04% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.07% | +0.98% | NEW | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.06% | -0.40% | +5.52% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.05% | -0.14% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.03% | +9.68% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.96% | +1.36% | NEW | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | -0.27% | — | |
| 25 | OGE | Oge Energy CORP | Stock-Utilities | 0.93% | -0.24% | -2.77% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.91% | -0.54% | +2.36% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +1.06% | +15.77% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.44% | +2.06% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.86% | -0.15% | +2.05% | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.86% | -0.22% | +0.92% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.84% | +1.37% | NEW | |
| 32 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.84% | -0.14% | — | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | +0.21% | +7.16% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.83% | +0.43% | +10.75% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.13% | +6.84% | |
| 36 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.79% | -0.24% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.44% | +32.88% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.73% | -0.08% | +5.00% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | -0.45% | — | |
| 40 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.69% | -0.16% | — | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | -0.20% | EXIT | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | -0.17% | -4.13% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.55% | +1.43% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.64% | +0.68% | NEW | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.05% | +5.09% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | -0.02% | +61.51% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | +0.77% | NEW | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.58% | -0.12% | — | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.57% | -0.12% | -28.60% | |
| 50 | BP | Bp Plc-spons Adr | Stock-Energy | 0.56% | -0.32% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +2.1% | +1414.95% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.8% | +50.34% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.3% | +363.69% | Add |
| 4 | VTV | Vanguard Value ETF | +1.3% | +124.22% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +38.39% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.3% | +225.44% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.26% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +61.51% | Add |
| 9 | HON | Honeywell International Inc | +0.2% | +65.29% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +32.88% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +23.87% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +41.49% | Add |
| 13 | GEV | GE Vernova Inc | +0.1% | +98.04% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | +100.00% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +17.24% | Add |
| 16 | PFE | Pfizer Inc | +0.1% | +39.63% | Add |
| 17 | MS | Morgan Stanley | +0.1% | +27.48% | Add |
| 18 | WTM | White Mountains Insurance Group, Ltd. | +0.1% | — | Unchanged |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +25.68% | Add |
| 20 | RTX | Rtx CORP | 0% | +10.75% | Add |
| 21 | CHRW | C.h. Robinson Worldwide Inc | 0% | +1.24% | Add |
| 22 | NVDA | Nvidia CORP | 0% | +15.77% | Add |
| 23 | VHT | Vanguard Health Care ETF | 0% | +2.05% | Add |
| 24 | ASML | ASML Holding N.V. | 0% | +2.09% | Add |
| 25 | JNJ | Johnson & Johnson | -0.1% | +0.47% | Add |
| 26 | AAPL | Apple Inc | -0.1% | +3.07% | Add |
| 27 | GSBD | Goldman Sachs Bdc Inc | -0.2% | -36.10% | Trim |
| 28 | FNV | Franco-nevada CORP | -0.2% | -3.57% | Trim |
| 29 | OGE | Oge Energy CORP | -0.3% | -2.77% | Trim |
| 30 | GLW | Corning Inc | -0.3% | -28.60% | Trim |
| 31 | ORCL | Oracle CORP | -0.5% | +9.68% | Add |
| 32 | MSFT | Microsoft CORP | -0.7% | +1.90% | Add |
| 33 | UL | Unilever PLC | — | EXIT | Sold out |
| 34 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 35 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 36 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | New buy |
| 37 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 38 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 39 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 40 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 41 | WPM | Wheaton Precious Metals CORP | — | EXIT | Sold out |
| 42 | TAP | Molson Coors Beverage Co - B | — | EXIT | Sold out |
| 43 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 44 | ANGL | Vaneck Fallen Angel High Yld | — | NEW | New buy |
| 45 | FVD | First Trust Value Line Dvd | — | NEW | New buy |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 47 | XCHYX | Calamos Convert & High Inc | — | NEW | New buy |
| 48 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 49 | SNOW | Snowflake Inc | — | NEW | New buy |
| 50 | TSLA | Tesla Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Autumn Glory Partners, LLC reported a total U.S. public equity portfolio value of $352.9M across 208 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, MSFT) accounted for 15.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $3.8M
Top Position Liquidated / Trimmed
UL
前期市值: $3.8M
During Q4 2025, Autumn Glory Partners, LLC's top holdings by market value included VOO (7.4%)、SPY (3.1%)、MSFT (3.1%). The largest single position, VOO, represented 7.4% of total portfolio value.
In Q4 2025, Autumn Glory Partners, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 26 positions, trimming 5 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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