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CIK: 0001729094
Total reported value
$1.1B
$1.1B
304 檔
25.9%
According to the latest 13F quarterly dataset, Gryphon Financial Partners LLC managed an equity portfolio of $1.1B at the end of Q2 2025, spanning 304 distinct U.S. exchange-listed positions.
During Q2 2025, Gryphon Financial Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 24.37% | +0.36% | -1.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.28% | +0.06% | +4.30% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.81% | -0.01% | -1.33% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.18% | -0.17% | +5.59% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.72% | -0.22% | +2.73% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.05% | +17.30% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 2.21% | — | +5.66% | |
| 8 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.19% | -0.34% | -0.01% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.17% | -0.49% | -53.76% | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 2.14% | -0.28% | +4.78% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.09% | +7.51% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.13% | -5.94% | |
| 13 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.61% | -0.50% | -0.01% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.50% | -0.01% | +5.48% | |
| 15 | TRGP | Targa Resources CORP | Stock-Energy | 1.45% | -0.13% | -0.01% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.42% | -0.12% | -2.58% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.08% | +12.15% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | +0.03% | -1.28% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.21% | +11.00% | |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.85% | -0.16% | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | -0.01% | -4.41% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.19% | +11.20% | |
| 23 | AEP | American Electric Power | Stock-Utilities | 0.71% | -0.04% | +389.29% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | +0.03% | -9.63% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | +0.01% | +5.06% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.08% | +30.31% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | -0.01% | +5.94% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.54% | — | +5.81% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.50% | -0.01% | +1.65% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.04% | -28.57% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.01% | +5.02% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.05% | +11.55% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.15% | +0.54% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.05% | +7.37% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.05% | -0.33% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.10% | -8.70% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.02% | +19.88% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.02% | +8.35% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.14% | +9.69% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.39% | +0.02% | +6.84% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.13% | +8.79% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.38% | +0.02% | +13.13% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | -0.03% | +0.06% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.36% | -0.02% | +15.05% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | -0.10% | +7.19% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.08% | +6.64% | |
| 47 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.34% | — | +0.48% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.33% | +0.01% | +4.08% | |
| 49 | FMAO | Farmers & Merchants Banco/oh | Stock-Other | 0.33% | +0.01% | — | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | — | -2.09% |
According to official SEC Form 13F filings, Gryphon Financial Partners LLC reported a total U.S. public equity portfolio value of $1.1B across 304 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, VTI) accounted for 25.9% of total reported equity market value during Q2 2025.
During Q2 2025, Gryphon Financial Partners LLC's top holdings by market value included IVV (24.4%)、AAPL (4.3%)、VTI (3.8%). The largest single position, IVV, represented 24.4% of total portfolio value.
In Q2 2025, Gryphon Financial Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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