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CIK: 0001729094
Total reported value
$1.1B
$1.1B
332 檔
30.4%
According to the latest 13F quarterly dataset, Gryphon Financial Partners LLC managed an equity portfolio of $1.1B at the end of Q4 2025, spanning 332 distinct U.S. exchange-listed positions.
In Q4 2025, Gryphon Financial Partners LLC displayed an active expansion posture, initiating 5 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.83% | +0.36% | -0.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.87% | +0.06% | +2.02% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.07% | -0.01% | -1.04% | |
| 4 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 3.31% | -0.50% | -0.14% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.84% | +0.05% | +4.23% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | -0.49% | +10.16% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.17% | +5.91% | |
| 8 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.54% | -0.34% | +0.07% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.18% | — | +1.19% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.07% | -0.22% | +1.86% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.80% | -0.01% | +0.38% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.09% | +7.49% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.61% | -0.28% | +1.35% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | -0.13% | +2.41% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.21% | +7.47% | |
| 16 | TRGP | Targa Resources CORP | Stock-Energy | 1.26% | -0.13% | +0.08% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.08% | +16.36% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.12% | +2.46% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | +0.31% | +0.01% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -0.01% | +7.27% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | -0.91% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.19% | +3.91% | |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.70% | -0.16% | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.01% | +19.04% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.15% | +4.50% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.10% | -1.65% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | +0.03% | +5.67% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.05% | +6.02% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | -0.01% | +18.41% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | — | +24.39% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.02% | +7.20% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.01% | +1.29% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.47% | -0.01% | +3.66% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.08% | -4.36% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | -0.04% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.13% | +8.07% | |
| 37 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.38% | +0.05% | +324.90% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.02% | +1.37% | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.37% | -0.04% | +1.29% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.05% | +6.43% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | +0.02% | +0.57% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.35% | +0.02% | +0.43% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.05% | +3.25% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | -0.03% | +0.06% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | -0.10% | +62.75% | |
| 46 | GE | General Electric | Stock-Industrials | 0.31% | +0.02% | +10.79% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.11% | +5.72% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.14% | +946.68% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | +0.20% | +12.51% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.08% | +7.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WBD | Warner Bros Discovery Inc | +0.9% | -0.14% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +7.47% | Add |
| 3 | CRWV | Coreweave Inc-cl A | +0.2% | +324.90% | Add |
| 4 | LLY | Eli Lilly & Co | +0.2% | +4.50% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +10.16% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +465.10% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +16.36% | Add |
| 8 | GLD | Spdr Gold Shares | +0.1% | +448.76% | Add |
| 9 | IWM | Ishares Russell 2000 ETF | +0.1% | +62.75% | Add |
| 10 | AAPL | Apple Inc | +0.1% | +2.02% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +7.49% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -1.65% | Trim |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +19.04% | Add |
| 14 | EFA | Ishares Msci Eafe ETF | +0.1% | +18.41% | Add |
| 15 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +24.39% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +76.75% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +7.27% | Add |
| 18 | SHW | Sherwin-williams Co/the | +0.1% | +296.73% | Add |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +251.82% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +7.20% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | +17.05% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | +18.25% | Add |
| 23 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +72.15% | Add |
| 24 | SHOP | Shopify Inc - Class A | 0% | +0.07% | Add |
| 25 | TRGP | Targa Resources CORP | 0% | +0.08% | Add |
| 26 | WMT | Walmart Inc | 0% | +3.91% | Add |
| 27 | AMGN | Amgen Inc | 0% | +17.75% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 0% | +12.51% | Add |
| 29 | WFC | Wells Fargo & Co | 0% | +14.69% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | +8.07% | Add |
| 31 | NVDA | Nvidia CORP | -0.1% | +4.23% | Add |
| 32 | PGR | Progressive CORP | -0.1% | -63.57% | Trim |
| 33 | LIN | Linde plc | -0.1% | -35.25% | Trim |
| 34 | COST | Costco Wholesale CORP | -0.1% | -4.36% | Trim |
| 35 | ORCL | Oracle CORP | -0.1% | +3.47% | Add |
| 36 | NFLX | Netflix Inc | -0.1% | +946.68% | Add |
| 37 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -35.42% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | +0.01% | Add |
| 39 | PG | Procter & Gamble Co/the | -0.1% | +2.46% | Add |
| 40 | BBBY | Bed Bath & Beyond Inc | -0.1% | — | Unchanged |
| 41 | ABT | Abbott Laboratories | -0.2% | +1.35% | Add |
| 42 | META | Meta Platforms Inc-class A | -0.3% | +1.86% | Add |
| 43 | IVV | Ishares Core S&p 500 ETF | -1.1% | -0.84% | Trim |
| 44 | RIVN | Rivian Automotive Inc-a | — | EXIT | Sold out |
| 45 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 47 | IVOG | Vanguard S&p Mid-cap 400 Gro | — | NEW | New buy |
| 48 | CSQ | Calamos Strat Ttl Rtrn Fnd | — | NEW | New buy |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 50 | AMTM | Amentum Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Gryphon Financial Partners LLC reported a total U.S. public equity portfolio value of $1.1B across 332 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 IVV, AAPL, VTI) accounted for 30.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
VUG
市值: $1.2M
Top Position Liquidated / Trimmed
RIVN
前期市值: $2.7M
During Q4 2025, Gryphon Financial Partners LLC's top holdings by market value included IVV (21.8%)、AAPL (4.9%)、VTI (4.1%). The largest single position, IVV, represented 21.8% of total portfolio value.
In Q4 2025, Gryphon Financial Partners LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 35 positions, trimming 7 holdings, and fully liquidating 2 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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