Autumn Glory Partners, LLC - Portfolio overview

Autumn Glory Partners, LLC has 230 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Industrials.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD INDEX FDS, 11.96%
  2. VTI - VANGUARD INDEX FDS, 4.65%
  3. OKE - ONEOK INC NEW, 3.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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