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Autumn Glory Partners, LLC - Portfolio Stock Holdings

Autumn Glory Partners, LLC disclosed 219 stock positions in a recent SEC 13F filing. $359,920,991 of stock holdings were filed, with the largest holdings including VOO, VTI, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $747,577,803 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

219

Est. Stock Holding Value:

$359,920,991

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Autumn Glory Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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