13F filer

Autumn Glory Partners

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 1911621 SEC filings ↗

13F Value

$359.9M

Positions

191

Top Position

VOO10.8%

Top 5

23.0%

Latest filing changes

vs Jun 30, 2026

1 VOO Vanguard 500 Index Fund — ETF Shares +9.1%+$3.2M

2 DFUS Dimensional U.S. Equity Market ETF +190.7%+$2.1M

3 JPST JPMorgan Ultra-Short Income ETF +44.3%+$1.9M

4 PYLD PIMCO Multisector Bond Active Exchange-Traded Fund +55.8%+$1.7M

5 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +38.2%+$1.4M

Holdings191

#							Trend (4Q)
1	VOO Vanguard 500 Index Fund — ETF Shares	10.8%	$38.8M	+9.1%	55.4K	9.9%		ETF
2	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	3.7%	$13.3M	+4.7%	35.6K	3.6%		ETF
3	MSFT Microsoft	2.9%	$10.4M	-4.5%	20.3K	2.3%		Common Stock
4	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.9%	$10.4M	—	13.6K	2.9%		ETF
5	DGRO iShares Core Dividend Growth ETF	2.7%	$9.9M	+14.5%	131.2K	2.5%		ETF
6	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.4%	$8.6M	—	39.6K	2.4%		ETF
7	OKE Oneok Filing details 30609A109 Sep 30, 2026 92,352 reported quantity $7,874,852 reported value	2.2%	$7.9M	—	92.4K	2.3%	—	Common Stock
8	NVDA NVIDIA	1.8%	$6.5M	+0.1%	28.4K	1.6%		Common Stock
9	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 18,717 reported quantity $6,440,146 reported value	1.8%	$6.4M	+0.3%	18.7K	1.9%		Common Stock
10	BINC iShares Flexible Income Active ETF	1.8%	$6.4M	+1.0%	125.2K	1.8%		ETF
11	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 12,697 reported quantity $6,322,473 reported value	1.8%	$6.3M	+0.1%	12.7K	1.8%		Common Stock
12	JPST JPMorgan Ultra-Short Income ETF	1.7%	$6.0M	+44.3%	120.0K	1.2%		ETF
13	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.6%	$5.8M	—	82.3K	1.7%		ETF
14	RWL Invesco S&P 500 Revenue ETF	1.6%	$5.7M	+12.8%	44.0K	1.4%		ETF
15	JNJ Johnson & Johnson	1.5%	$5.5M	+0.0%	20.9K	1.5%		Common Stock
16	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.5%	$5.2M	+38.2%	58.2K	1.0%	—	ETF
17	IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	1.3%	$4.8M	+34.7%	93.1K	1.0%		ETF
18	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	1.3%	$4.6M	+55.8%	183.1K	0.9%		ETF
19	AAPL Apple	1.3%	$4.6M	+0.3%	13.8K	1.1%		Common Stock
20	UL Unilever Filing details 904767803 Sep 30, 2026 75,070 reported quantity $4,559,001 reported value	1.3%	$4.6M	—	75.1K	1.3%		Equity

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing28

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.