Gryphon Financial Partners LLC

Registered adviser

CIK

1729094

Location

COLUMBUS, OH

Portfolio Value

Mid $1,152,116,489

Diversification

Diversified

Filing Date

Global Rank

#2,315 / 8,827 ▲ 19 · as of Jun 2026

Top Industry

Semiconductors 11.7%

Period ended 38 days ago

Filed Nov 4, 2026 · 3d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 288210

Roster of Nov 1, 2026

Regulatory AUM

$2,439,436,089

Main clients

Individuals and high net worth (100% of AUM)

Private funds

3 funds · Real estate funds

Focus by fund count, roster of Nov 1, 2026

$31,839,534 gross assets

Private funds on Schedule D 7.B.(1)

As filed Apr 29, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$29,181,467 gross assets in 3 funds Real estate funds $23,820,621 (2) Private equity funds $5,360,846 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$2,439,436,089	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$2,033,871,278	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$1,760,133,437	Individuals and high net worth (98%)
May 2023 to Mar 2024	$1,445,704,623	Individuals and high net worth (98%)
Apr 2023	$1,445,704,623	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$1,650,792,828	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

10.3 effective positions (12 or fewer)

Turnover

Low turnover

8.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.6 quarters (12+), a floor since 63.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 50.8%; sector active share 29.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

387 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

28.4%

−0.4 pts

Top 5

45.3%

+0.4 pts

Top 10

56.6%

+0.7 pts

HHI

931

Diversified−11

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.7%	$492,524,181	99
Technology	20.8%	$239,978,295	54
Healthcare	7.2%	$83,294,905	35
Financial Services	7.1%	$82,283,216	50
Communication Services	6.4%	$74,194,949	16
Industrials	3.8%	$43,487,500	46
Energy	3.5%	$40,893,754	21
Consumer Cyclical	3.5%	$40,811,570	23
Consumer Defensive	2.6%	$29,632,724	16
Utilities	1.0%	$10,953,869	9
Basic Materials	0.7%	$7,751,336	11
Real Estate	0.5%	$6,310,190	7

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVOG	Vanguard Admiral Funds	+13,376	172,884	$23,619,412
APH	Amphenol Corp	+9,119	17,609	$1,484,438
CSCO	Cisco Systems, Inc.	+4,470	33,167	$3,569,764
NVDA	Nvidia Corp	+4,354	173,692	$39,667,778
VEA	Vanguard FTSE Developed Markets ETF	+4,276	51,473	$3,634,508
FNDX	Schwab Fundamental U.S. Large Company ETF	+4,140	54,906	$1,727,891
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+3,795	6,219	$765,434
CVX	Chevron Corp	+3,628	24,272	$4,956,585
EQT	EQT Corp	+3,260	12,890	$625,938
CRWD	CrowdStrike Holdings, Inc.	+3,036	3,992	$1,056,882
AMZN	Amazon Com Inc	+2,877	81,403	$20,281,557
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+2,795	27,667	$1,940,840
PLTR	Palantir Technologies Inc.	+2,787	28,960	$5,416,968
AGG	iShares Core U.S. Aggregate Bond ETF	+2,759	38,262	$3,617,289
MNST	Monster Beverage Corp	+2,472	4,852	$201,940
IJH	iShares Core S&P Mid-Cap ETF	+1,982	98,669	$7,099,234
ITUB	Itau Unibanco Holding S.A.	+1,976	60,820	$518,794
VIG	Vanguard Specialized Funds	+1,953	3,158	$736,792
TSPA	T. Rowe Price U.S. Equity Research ETF	+1,931	16,813	$811,395
VUG	VANGUARD GROWTH INDEX FUND	+1,825	18,409	$1,658,834
GOOGL	Alphabet Inc.	+1,744	55,250	$19,010,420
AAPL	Apple Inc.	+1,740	185,633	$61,819,501
IJR	iShares Core S&P Small-Cap ETF	+1,721	30,261	$4,116,706
BAC	Bank Of America Corp	+1,705	52,798	$2,873,795
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	+1,690	16,562	$1,225,091
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−531,741	545,809	$16,892,788
SSP	E.W. SCRIPPS Co	−225,461	246,309	$640,403
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	−34,972	258,661	$5,055,529
IBMQ	iShares iBonds Dec 2028 Term Muni Bond ETF	−24,940	9,545	$239,961
MYCH	State Street(R) My2028 Corporate Bond ETF	−24,640	51,744	$1,273,678
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	−14,956	27,152	$573,993
—		−6,181	55,366	$0
CBLL	Ceribell, Inc.	−3,864	15,389	$375,337
EEM	iShares MSCI Emerging Markets ETF	−3,527	57,622	$3,848,573
XOM	ExxonMobil Holdings Corp	−3,088	31,850	$5,183,587
WMS	Advanced Drainage Systems, Inc.	−2,700	22,747	$2,882,272
—		−2,506	13,520	$0
TFC	Truist Financial Corp	−2,012	4,966	$229,925
WMT	Walmart Inc.	−1,903	63,737	$6,623,549
COP	Conocophillips	−1,610	12,361	$1,546,979
SAP	Sap SE	−1,585	3,394	$707,581
KEP	Korea Electric Power Corp	−1,500	23,348	$255,894
WDAY	Workday, Inc.	−1,493	3,983	$758,602
CMCSA	Comcast Corp	−1,411	15,460	$336,409
PG	PROCTER & GAMBLE Co	−922	62,023	$9,010,701
ORCL	Oracle Corp	−911	7,810	$1,072,313
MUFG	Mitsubishi Ufj Financial Group Inc	−847	9,777	$225,555
VO	VANGUARD MID-CAP INDEX FUND	−789	15,145	$1,187,670
MRVL	Marvell Technology, Inc.	−653	4,141	$1,094,093
DUK	Duke Energy CORP	−636	8,151	$929,295
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SKHY	SK hynix Inc.	8,165	$1,503,584
GLD	Spdr Gold Trust	3,185	$1,212,975
TGT	Target Corp	4,880	$764,647
SPCX	Space Exploration Technologies Corp	4,213	$635,573
MRNA	Moderna, Inc.	2,439	$469,678
IWV	iShares Russell 3000 ETF	1,054	$454,969
TAXI	Northern Trust Intermediate Tax-Exempt Bond ETF	7,900	$388,411
AAUC	Allied Gold Corp	16,044	$334,998
ACN	Accenture plc	1,463	$268,270
USB	US Bancorp De	4,611	$266,331
ILMN	Illumina, Inc.	921	$252,059
NET	Cloudflare, Inc.	716	$248,652
JCI	Johnson Controls International plc	1,537	$228,475
RBC	RBC Bearings INC	448	$223,655
ANF	Abercrombie & Fitch Co	1,634	$220,083
APA	APA Corp	5,127	$212,975
NUE	Nucor Corp	895	$209,206
FDS	Factset Research Systems Inc	771	$208,131
FTEC	Fidelity MSCI Information Technology Index ETF	693	$207,941
MEDP	Medpace Holdings, Inc.	332	$207,227
SCHD	Schwab U.S. Dividend Equity ETF	6,302	$205,004
MBGL	Mobility Global Inc.	11,912	$204,290
BP	Bp PLC	4,568	$200,946
SAN	Banco Santander, S.A.	14,011	$193,772
NTSK	Netskope Inc	10,356	$180,608
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
IBDY	iShares iBonds Dec 2033 Term Corporate ETF	21,326	$549,037
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	21,514	$448,351
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	17,775	$447,752
ERIC	Ericsson Lm Telephone Co	39,468	$440,068
RF	Regions Financial Corp	10,340	$312,268
MSCI	MSCI Inc.	477	$267,139
CPRT	Copart Inc	9,296	$262,054
AAON	Aaon, Inc.	1,972	$250,167
AEIS	Advanced Energy Industries Inc	663	$247,212
—		1,191	$244,202
FTAI	FTAI Aviation Ltd.	902	$244,018
AXON	Axon Enterprise, Inc.	427	$239,380
MUB	iShares National Muni Bond ETF	2,202	$236,979
CIEN	Ciena Corp	472	$231,544
MDLZ	Mondelez International, Inc.	3,901	$225,633
NVS	Novartis AG	1,421	$222,699
DOV	DOVER Corp	986	$221,140
CFG	Citizens Financial Group Inc	3,123	$218,828
CINF	Cincinnati Financial Corp	1,093	$202,358
UPS	United Parcel Service Inc	1,873	$201,347
PRK	Park National Corp	1,100	$201,289
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	3,837	$201,097
EXC	Exelon Corp	4,293	$200,139
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

387 tracked positions · $1,152,116,489 total · filing declares 389 positions · $1,161,472,506 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 387 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	305,230	+1,475	$233,760,395	+2.8%	20.29%
AAPL	Apple Inc. Technology	Added	185,633	+1,740	$61,819,501	+16.2%	5.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	58,057	-4,866	$44,276,009	−5.8%	3.84%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	109,382	-293	$40,935,119	+0.9%	3.55%
NVDA	Nvidia Corp Technology	Added	173,692	+4,354	$39,667,778	+17.1%	3.44%
MSFT	Microsoft Corp Technology	Reduced	63,716	-27	$32,679,936	+37.4%	2.84%
ABBV	AbbVie Inc. Healthcare	Added	92,160	+419	$24,108,134	+4.4%	2.09%
IVOG	Vanguard Admiral Funds	Added	172,884	+13,376	$23,619,412	+1.2%	2.05%
META	Meta Platforms, Inc. Communication Services	Added	32,340	+583	$23,452,321	+31.1%	2.04%
SHOP	Shopify Inc. Technology	Added	151,734	+214	$22,502,152	+30.1%	1.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	81,403	+2,877	$20,281,557	+8.4%	1.76%
ACWI	iShares MSCI ACWI ETF	Added	123,081	+391	$19,541,570	+1.5%	1.70%
GOOGL	Alphabet Inc. Communication Services	Added	55,250	+1,744	$19,010,420	−0.6%	1.65%
TRGP	Targa Resources Corp. Energy	Reduced	63,843	-9	$17,257,401	+0.8%	1.50%
		Reduced	545,809	-531,741	$16,892,788	−41.2%	1.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	29,490	+630	$14,684,545	+1.7%	1.27%
ABT	Abbott Laboratories Healthcare	Reduced	125,334	-318	$12,386,759	+8.6%	1.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	35,409	+113	$11,714,359	+1.4%	1.02%
UNH	Unitedhealth Group Inc Healthcare	Added	30,935	+211	$11,355,619	−11.1%	0.99%
AVGO	Broadcom Inc. Technology	Added	28,035	+100	$9,845,611	−6.7%	0.85%
IVW	iShares S&P 500 Growth ETF	Reduced	63,889	-614	$9,088,849	+2.5%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	62,023	-922	$9,010,701	−2.4%	0.78%
MU	Micron Technology Inc Technology	Added	8,215	+520	$8,749,878	−1.5%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	6,484	+66	$7,502,506	−2.5%	0.65%
IJH	iShares Core S&P Mid-Cap ETF	Added	98,669	+1,982	$7,099,234	−4.8%	0.62%
GOOG	Alphabet Inc. Communication Services	Added	20,557	+36	$7,004,592	−3.4%	0.61%
MA	Mastercard Inc Financial Services	Added	12,523	+264	$6,906,058	+9.7%	0.60%
JNJ	Johnson & Johnson Healthcare	Added	25,964	+139	$6,873,709	+4.8%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	14,562	+1,182	$6,643,038	+4.0%	0.58%
WMT	Walmart Inc. Consumer Defensive	Reduced	63,737	-1,903	$6,623,549	−10.9%	0.57%
EFA	iShares MSCI EAFE ETF	Reduced	59,500	-5	$6,181,455	+0.0%	0.54%
IWR	iShares Russell Mid-Cap ETF	Added	54,683	+1,058	$5,835,222	−1.4%	0.51%
PLTR	Palantir Technologies Inc. Technology	Added	28,960	+2,787	$5,416,968	+77.4%	0.47%
IXUS	iShares Core MSCI Total International Stock ETF	Added	56,378	+782	$5,355,346	+0.9%	0.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,046	+606	$5,338,471	−12.1%	0.46%
PANW	Palo Alto Networks Inc Technology	Added	13,333	+190	$5,297,334	+18.2%	0.46%
XOM	ExxonMobil Holdings Corp Energy	Reduced	31,850	-3,088	$5,183,587	+8.5%	0.45%
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	Reduced	258,661	-34,972	$5,055,529	−12.2%	0.44%
CVX	Chevron Corp Energy	Added	24,272	+3,628	$4,956,585	+44.8%	0.43%
V	Visa Inc. Financial Services	Added	13,708	+298	$4,925,695	+7.1%	0.43%
AMD	Advanced Micro Devices Inc Technology	Added	7,940	+101	$4,857,374	+6.7%	0.42%
IWF	iShares Russell 1000 Growth ETF	Added	38,144	+1,443	$4,777,917	+4.8%	0.41%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	4,835	-258	$4,401,493	−7.6%	0.38%
CRWV	CoreWeave, Inc. Technology	Added	49,710	+6	$4,330,735	−12.5%	0.38%
IJR	iShares Core S&P Small-Cap ETF	Added	30,261	+1,721	$4,116,706	−2.7%	0.36%
EEM	iShares MSCI Emerging Markets ETF	Reduced	57,622	-3,527	$3,848,573	−8.0%	0.33%
AEP	American Electric Power Co Inc Utilities	Added	31,993	+163	$3,795,649	−12.8%	0.33%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	5	0	$3,735,025	−0.2%	0.32%
CAT	Caterpillar Inc Industrials	Reduced	4,536	-464	$3,677,743	−30.9%	0.32%
VEA	Vanguard FTSE Developed Markets ETF	Added	51,473	+4,276	$3,634,508	+8.1%	0.32%

Showing the top 50 of 387 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.