Autumn Glory Partners, LLC

Registered adviser

CIK

1911621

Location

DALLAS, TX

Portfolio Value

Small $348,248,635

Diversification

Diversified

Reports for

Corient Wallace Capital Management, Inc. Dimensional Fund Advisors Global Value Investment Corp Saratoga Research & Investment Management

Filing Date

Global Rank

#4,781 / 8,827 ▲ 357 · as of Jun 2026

Top Industry

Drug Manufacturers - General 10.7%

Period ended 38 days ago

Filed Oct 26, 2026 · 12d

20 quarters · since Dec 2021

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 288250

Roster of Nov 1, 2026

Regulatory AUM

$747,577,803

Main clients

Individuals and high net worth (80% of AUM)

Form ADV history

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

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$747,577,803	Individuals and high net worth (80%)
Mar 2025 to Feb 2026	$552,870,985	Individuals and high net worth (90%)
Mar 2024 to Feb 2025	$505,182,259	Individuals and high net worth (91%)
May 2023 to Feb 2024	$465,101,621	Individuals and high net worth (91%)
Mar 2023 to Apr 2023	$465,101,621	Individuals and high net worth (91%)
Mar 2022 to Feb 2023	$444,223,565	Individuals and high net worth (90%)

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

Diversified active

Top 10 weight 43.8%, 20.9 effective positions, active share 66.0% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

29.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 66.0%; sector active share 38.7% against the combined 13F book's sector weights.

Over time 19 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

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

Top Position

20.1%

+1.8 pts

Top 5

37.6%

+3.9 pts

Top 10

47.8%

+4.1 pts

HHI

567

Diversified+89

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	50.8%	$176,838,742	69
Technology	10.7%	$37,106,525	18
Healthcare	7.2%	$25,174,282	12
Energy	7.0%	$24,475,417	12
Financial Services	6.2%	$21,517,463	21
Industrials	5.2%	$18,232,515	22
Communication Services	4.7%	$16,483,740	8
Consumer Defensive	3.5%	$12,229,109	9
Consumer Cyclical	2.6%	$9,060,102	10
Utilities	1.3%	$4,581,269	4
Real Estate	0.4%	$1,289,711	2
Basic Materials	0.4%	$1,259,760	4

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
PYLD		+65,583	183,082	$4,648,451
JPST	JPMorgan Ultra-Short Income ETF	+36,844	120,026	$6,045,709
DFUS	Dimensional U.S. Equity Market ETF	+25,301	38,566	$3,202,134
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+24,006	93,126	$4,770,844
—		+18,109	31,732	$0
DGRO	iShares Core Dividend Growth ETF	+16,586	131,217	$9,892,449
VUG	VANGUARD GROWTH INDEX FUND	+16,087	58,225	$5,246,654
SYSB	iShares Systematic Bond ETF	+11,452	14,540	$1,225,431
RWL	Invesco Ltd.	+5,009	44,046	$0
DVN	Devon Energy Corp	+4,860	40,521	$1,865,585
VOO	VANGUARD 500 INDEX FUND	+4,606	55,414	$38,837,456
GLW	Corning Inc	+4,469	7,294	$1,121,524
SCHO	Schwab Short-Term U.S. Treasury ETF	+3,100	17,970	$428,764
HONA	Honeywell Aerospace Inc.	+2,988	9,260	$1,435,021
UBER	Uber Technologies, Inc	+2,690	8,613	$590,075
APH	Amphenol Corp	+2,650	5,296	$446,452
SBUX	Starbucks Corp	+2,160	28,599	$2,687,161
VIG	Vanguard Specialized Funds	+1,898	5,483	$1,279,238
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,593	35,637	$13,336,790
BINC		+1,254	125,182	$6,357,993
DHR	Danaher Corp	+956	2,858	$633,189
DIA	Spdr Dow Jones Industrial Average ETF Trust	+858	8,412	$4,277,922
TJX	Tjx Companies Inc	+313	1,838	$243,185
ISRG	Intuitive Surgical Inc	+244	3,587	$1,458,580
DIS	Walt Disney Co	+196	36,070	$3,783,742
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−10,613	17,026	$412,710
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	−6,129	10,349	$226,746
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	−6,068	10,135	$226,213
WMB	Williams Companies, Inc.	−5,465	48,879	$3,322,304
CVX	Chevron Corp	−5,000	12,306	$2,513,007
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	−3,304	9,939	$227,404
RTX	RTX Corp	−2,791	8,358	$1,551,661
KO	Coca Cola Co	−2,401	16,037	$1,380,464
VB	Vanguard Index Funds	−2,145	3,241	$922,032
FCX	Freeport-Mcmoran Inc	−1,824	3,191	$223,370
PEP	Pepsico Inc	−1,534	8,551	$1,083,581
MSFT	Microsoft Corp	−968	20,342	$10,433,410
PANW	Palo Alto Networks Inc	−841	1,336	$530,805
SCCO	Southern Copper Corp	−781	1,113	$225,537
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−508	3,199	$348,179
JEPI	JPMorgan Equity Premium Income ETF	−291	11,905	$669,299
AMZN	Amazon Com Inc	−229	9,237	$2,301,398
ABBV	AbbVie Inc.	−82	10,793	$2,823,340
MELI	Mercadolibre Inc	−74	121	$209,152
MCD	Mcdonalds Corp	−73	1,932	$446,175
JCPB	JPMorgan Core Plus Bond ETF	−61	53,590	$2,399,760
IWF	iShares Russell 1000 Growth ETF	−60	14,489	$1,814,892
MOAT	VanEck Morningstar Wide Moat ETF	−57	6,483	$685,317
LNG	Cheniere Energy, Inc.	−42	1,882	$506,314
GLD	Spdr Gold Trust	−33	2,700	$1,028,268
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	11,550	$904,480
META	Meta Platforms, Inc.	812	$588,845
NEE	Nextera Energy Inc	5,591	$423,461
XTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETF	7,510	$359,729
CME	Cme Group Inc.	1,233	$323,021
MPC	Marathon Petroleum Corp	712	$281,538
ABT	Abbott Laboratories	2,663	$263,184
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ET	Energy Transfer LP	62,541	$1,195,791
WES	Western Midstream Partners, LP	22,000	$962,720
MMM	3M Co	5,140	$832,216
ARLP	Alliance Resource Partners LP	26,000	$623,480
BA	Boeing Co	2,601	$563,037
ZIM	ZIM Integrated Shipping Services Ltd.	21,000	$546,000
MYRG	Myr Group Inc.	1,001	$500,900
SBRA	Sabra Health Care REIT, Inc.	24,900	$485,799
RWR	State Street(R) SPDR(R) Dow Jones(R) REIT ETF	4,255	$480,687
OR	OR Royalties Inc.	15,000	$474,450
GSBD	Goldman Sachs BDC, Inc.	40,943	$388,139
ORCL	Oracle Corp	2,420	$354,650
RPRX	Royalty Pharma plc	6,000	$336,420
FTNT	Fortinet, Inc.	2,048	$314,613
MRVL	Marvell Technology, Inc.	1,054	$313,976
VLO	Valero Energy Corp	1,063	$276,847
WMT	Walmart Inc.	2,342	$265,254
GILD	Gilead Sciences, Inc.	2,099	$265,187
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	12,014	$260,103
AAON	Aaon, Inc.	2,005	$254,354
PLTR	Palantir Technologies Inc.	2,150	$250,840
DASH	DoorDash, Inc.	1,318	$243,210
BKH	Black Hills Corp	3,004	$223,497
ABNB	Airbnb, Inc.	1,556	$222,663
CNX	CNX Resources Corp	6,016	$204,122
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

191 tracked positions · $348,248,635 total · filing declares 318 positions · $359,921,119 · 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 191 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	55,414	+4,606	$38,837,456	+11.3%	11.15%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	35,637	+1,593	$13,336,790	+5.9%	3.83%
MSFT	Microsoft Corp Technology	Reduced	20,342	-968	$10,433,410	+31.3%	3.00%
SPY	Spdr S&P 500 ETF Trust	Held	13,589	0	$10,363,378	+2.1%	2.98%
DGRO	iShares Core Dividend Growth ETF	Added	131,217	+16,586	$9,892,449	+13.9%	2.84%
VTV	VANGUARD VALUE INDEX FUND	Held	39,586	0	$8,553,742	−0.8%	2.46%
OKE	Oneok Inc Energy	Added	92,352	+7	$7,874,854	−1.9%	2.26%
NVDA	Nvidia Corp Technology	Added	28,397	+30	$6,485,305	+14.3%	1.86%
GOOGL	Alphabet Inc. Communication Services	Added	18,717	+55	$6,440,144	−3.4%	1.85%
BINC		Added	125,182	+1,254	$6,357,993	−2.0%	1.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,697	+11	$6,322,469	−0.4%	1.82%
JPST	JPMorgan Ultra-Short Income ETF	Added	120,026	+36,844	$6,045,709	+43.7%	1.74%
VEA	Vanguard FTSE Developed Markets ETF	Held	82,297	0	$5,810,990	−0.9%	1.67%
JNJ	Johnson & Johnson Healthcare	Added	20,883	+9	$5,528,563	+4.3%	1.59%
VUG	VANGUARD GROWTH INDEX FUND	Added	58,225	+16,087	$5,246,654	+44.5%	1.51%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	93,126	+24,006	$4,770,844	+31.7%	1.37%
PYLD		Added	183,082	+65,583	$4,648,451	+49.2%	1.33%
AAPL	Apple Inc. Technology	Added	13,843	+47	$4,609,995	+15.5%	1.32%
UL	Unilever PLC Consumer Defensive	Held	75,070	0	$4,558,999	+1.0%	1.31%
ASML	Asml Holding NV Technology	Held	2,422	0	$4,387,864	−8.9%	1.26%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	8,412	+858	$4,277,922	+8.4%	1.23%
MDT	Medtronic plc Healthcare	Added	48,050	+24	$4,146,232	+10.4%	1.19%
JAAA	Janus Henderson AAA CLO ETF	Held	75,879	0	$3,829,613	−0.0%	1.10%
NVO	Novo Nordisk A S Healthcare	Held	99,888	0	$3,786,754	−20.9%	1.09%
DIS	Walt Disney Co Communication Services	Added	36,070	+196	$3,783,742	+9.6%	1.09%
IWD	iShares Russell 1000 Value ETF	Held	14,259	0	$3,535,233	+2.3%	1.02%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,294	+1	$3,405,562	+1.1%	0.98%
WMB	Williams Companies, Inc. Energy	Reduced	48,879	-5,465	$3,322,304	−17.8%	0.95%
DFUS	Dimensional U.S. Equity Market ETF	Added	38,566	+25,301	$3,202,134	+194.6%	0.92%
VHT	VANGUARD HEALTH CARE INDEX FUND	Held	9,572	0	$3,025,517	+5.7%	0.87%
XOM	ExxonMobil Holdings Corp Energy	Added	18,425	+5	$2,998,668	+19.1%	0.86%
VZ	Verizon Communications Inc Communication Services	Added	64,939	+5	$2,978,751	+8.3%	0.86%
LLY	ELI LILLY & Co Healthcare	Added	2,521	+93	$2,916,997	+0.2%	0.84%
V	Visa Inc. Financial Services	Added	7,941	+6	$2,853,438	+4.8%	0.82%
ABBV	AbbVie Inc. Healthcare	Reduced	10,793	-82	$2,823,340	+3.2%	0.81%
OGE	Oge Energy Corp. Utilities	Held	61,970	0	$2,814,676	−6.7%	0.81%
SBUX	Starbucks Corp Consumer Cyclical	Added	28,599	+2,160	$2,687,161	−0.5%	0.77%
CVX	Chevron Corp Energy	Reduced	12,306	-5,000	$2,513,007	−12.4%	0.72%
GHC	Graham Holdings Co Industrials	Held	2,171	0	$2,463,368	−0.6%	0.71%
IEF	iShares 7-10 Year Treasury Bond ETF	Held	27,227	0	$2,431,643	−5.6%	0.70%
JCPB	JPMorgan Core Plus Bond ETF	Reduced	53,590	-61	$2,399,760	−4.7%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	16,035	0	$2,329,564	−0.9%	0.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,237	-229	$2,301,398	+2.0%	0.66%
GD	General Dynamics Corp Industrials	Added	6,766	+34	$2,245,161	−5.9%	0.64%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,944	-1	$2,177,882	+0.4%	0.63%
WTM	White Mountains Insurance Group Ltd Financial Services	Held	1,080	0	$2,167,009	−3.2%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,162	-5	$2,037,516	−19.4%	0.59%
BP	Bp PLC Energy	Held	46,121	0	$2,028,862	+19.1%	0.58%
PFE	Pfizer Inc Healthcare	Added	66,221	+9	$1,888,622	+18.5%	0.54%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Held	83,542	0	$1,887,213	−3.6%	0.54%

Showing the top 50 of 191 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.