Gryphon Financial Partners LLC
362 holdingsFiling period: 2026-03-31Current AUM: $1.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 294.2K | $192.2M | $220.7M | 20.07% | -3,743 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 69.5K | $45.2M | $51.9M | 4.72% | +31.0K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 177.9K | $45.2M | $55.0M | 5.00% | +10.4K | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 109.3K | $35.0M | $40.2M | 3.66% | -4,173 | 2026-03-31 |
| 5 | WBD | WARNER BROS DISCOVERY INC | 1.08M | $29.6M | $28.3M | 2.58% | +2.6K | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 164.5K | $28.7M | $33.0M | 3.00% | +22.0K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 59.8K | $22.1M | $27.8M | 2.53% | +6.0K | 2026-03-31 |
| 8 | ABBV | ABBVIE INC | 91.0K | $19.8M | $22.8M | 2.08% | +2.1K | 2026-03-31 |
| 9 | SHOP | SHOPIFY INC | 152.8K | $18.1M | $17.9M | 1.63% | +5.2K | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 30.7K | $17.6M | $17.1M | 1.56% | +1.5K | 2026-03-31 |
| 11 | IVOG | VANGUARD ADMIRAL FDS INC | 139.6K | $17.5M | $19.4M | 1.77% | +134.8K | 2026-03-31 |
| 12 | ACWI | ISHARES TR | 120.3K | $16.6M | $18.8M | 1.71% | +1.5K | 2026-03-31 |
| 13 | TRGP | TARGA RES CORP | 63.8K | $16.0M | $17.2M | 1.57% | +37 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 73.1K | $15.2M | $19.8M | 1.80% | +5.1K | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 49.8K | $14.3M | $17.7M | 1.61% | +5.4K | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 28.4K | $13.6M | $13.6M | 1.24% | +406 | 2026-03-31 |
| 17 | ABT | ABBOTT LABORATORIES | 121.9K | $12.5M | $12.9M | 1.17% | +1.6K | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 36.5K | $10.7M | $12.8M | 1.17% | +1.8K | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 29.6K | $9.2M | $11.5M | 1.05% | +3.5K | 2026-03-31 |
| 20 | PG | PROCTER & GAMBLE CO | 62.5K | $9.0M | $9.0M | 0.82% | -7,599 | 2026-03-31 |
| 21 | WMT | WALMART INC | 66.9K | $8.3M | $7.4M | 0.68% | +4.1K | 2026-03-31 |
| 22 | UNH | UNITEDHEALTH GROUP INC | 29.7K | $8.0M | $12.3M | 1.12% | -332 | 2026-03-31 |
| 23 | IVW | ISHARES TR | 64.7K | $7.3M | $8.7M | 0.80% | +3.4K | 2026-03-31 |
| 24 | BSCR | INVESCO EXCH TRD SLF IDX FD | 331.3K | $6.5M | $6.5M | 0.59% | -- | 2026-03-31 |
| 25 | IJH | ISHARES TR | 93.8K | $6.3M | $7.1M | 0.64% | +2.9K | 2026-03-31 |
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