Gryphon Financial Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Gryphon Financial Partners LLC reported 323 stock positions worth $877.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.9% of the portfolio, followed by Apple (AAPL, 4.8%) and VG Morningstar TS MKT ETF-US (VTI, 4.3%). Compared with Q2 2025, it opened 33 new positions, sold out of 14, added to 158 and reduced 106. The biggest buy was Unitedhealth (UNH, shares +313%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0001729094
- Portfolio Value
- $877.1M (Q3 2025)
- SEC Filing
- 0001729094-25-000003 ↗ filed Nov 12, 2025
Holdings Value
Holdings 323 stocks · $877.1M
| IVV iShares Core S&P 500 ETF | 22.93% | 300,431 | $201.1M | Reduce -0.0% |
| AAPL Apple Inc. | 4.77% | 164,242 | $41.8M | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.29% | 114,619 | $37.6M | Add +19.5% |
| MSFT Microsoft Corp. | 3.00% | 50,847 | $26.3M | Add +3.9% |
| NVDA Nvidia Corp. | 2.91% | 136,774 | $25.5M | Add +17.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.65% | 34,896 | $23.2M | Add +29.9% |
| SHOP Shopify Inc. Class A | 2.50% | 147,556 | $21.9M | Add +1.5% |
| META Meta Platforms Inc. Class A | 2.40% | 28,720 | $21.1M | Add +1.6% |
| WBD Warner Bros Discovery Inc. | 2.40% | 1,076,404 | $21.0M | Add +0.0% |
| ABBV Abbvie Inc. | 2.32% | 87,935 | $20.4M | Reduce -3.8% |
| ACWI iShares MSCI Acwi ETF | 1.86% | 118,258 | $16.3M | Add +32.7% |
| ABT Abbott Laboratories | 1.81% | 118,644 | $15.9M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.58% | 63,225 | $13.9M | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.57% | 27,376 | $13.8M | Add +4.4% |
| TRGP Targa Resources Corp. | 1.22% | 63,680 | $10.7M | Reduce 0.0% |
| PG The Procter & Gamble Co. | 1.20% | 68,417 | $10.5M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 1.18% | 30,063 | $10.4M | Add +312.9% |
| GOOGL Alphabet Inc. Class A | 1.14% | 41,301 | $10.0M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 1.07% | 29,783 | $9.4M | Reduce -4.6% |
| AVGO Broadcom Inc. | 0.91% | 24,300 | $8.0M | Add +5.1% |
| IVW iShares S&P 500 Growth ETF | 0.85% | 61,886 | $7.5M | Reduce -0.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.74% | 331,295 | $6.5M | No change |
| WMT Walmart Inc. | 0.71% | 60,475 | $6.2M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 0.57% | 8,823 | $5.0M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.57% | 76,392 | $5.0M | Add +1.5% |
| TSLA Tesla Inc. | 0.56% | 10,968 | $4.9M | Add +5.7% |
| COST Costco Wholesale Corp. | 0.50% | 4,767 | $4.4M | Add +6.2% |
| GOOG Alphabet Inc. Class C | 0.49% | 17,659 | $4.3M | Reduce -2.7% |
| V Visa Inc. Class A | 0.49% | 12,472 | $4.3M | Add +22.4% |
| EFA iShares MSCI Eafe ETF | 0.48% | 44,810 | $4.2M | Reduce -8.9% |
| IXUS iShares Core Intl Stock ETF | 0.47% | 50,108 | $4.1M | Add +1.4% |
| JNJ Johnson & Johnson | 0.44% | 20,672 | $3.8M | Add +4.1% |
| LLY Eli Lilly & Co. | 0.43% | 4,979 | $3.8M | Add +17.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 5 | $3.8M | No change |
| HD Home Depot Inc. | 0.43% | 9,290 | $3.8M | Reduce -0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.43% | 38,806 | $3.7M | Reduce -14.2% |
| NFLX Netflix Inc. | 0.39% | 2,843 | $3.4M | Add +26.9% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 28,484 | $3.4M | Add +4.1% |
| AEP American Electric Power | 0.38% | 29,521 | $3.3M | Reduce -43.4% |
| EEM iShares MSCI Emerging Market | 0.38% | 61,664 | $3.3M | Add +2.2% |
| IWF iShares Russell 1000 Growth | 0.37% | 6,918 | $3.2M | Reduce -2.5% |
| AGG iShares Core U.S. Aggregate | 0.36% | 31,865 | $3.2M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.36% | 28,195 | $3.2M | Add +3.8% |
| IVE iShares S&P 500 Value ETF | 0.34% | 14,351 | $3.0M | Add +0.1% |
| CVX Chevron Corp. | 0.32% | 17,808 | $2.8M | Add +7.3% |
| RIVN Rivian Automotive Inc. Class A | 0.31% | 186,874 | $2.7M | Reduce -0.5% |
| QUAL iShares MSCI USA Quality Fac | 0.31% | 13,882 | $2.7M | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 14,693 | $2.7M | Add +1.0% |
| NXH Neighborhood Intelligence Inc. filed as BED BATH & BEYOND INC | 0.30% | 270,709 | $2.7M | No change |
| FCF First Commonwealth Finl Corp. | 0.30% | 154,121 | $2.6M | New |
| IWB iShares Russell 1000 ETF | 0.30% | 7,138 | $2.6M | Reduce -1.5% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 8,616 | $2.6M | Add +4.0% |
| MCD McDonald's Corp. | 0.29% | 8,399 | $2.6M | Reduce -5.5% |
| FMAO Farmers & Merchants Banco | 0.29% | 100,185 | $2.5M | No change |
| AMT American Tower Corp. | 0.28% | 12,593 | $2.4M | Add +1.8% |
| ORCL Oracle Corp. | 0.27% | 8,351 | $2.3M | Add +3.6% |
| IEMG iShares Core MSCI Emerging | 0.26% | 34,602 | $2.3M | Add +3.6% |
| MYRG MYR Group Inc./Delaware | 0.26% | 10,901 | $2.3M | Add +0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 8,119 | $2.3M | Add +10.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 3,654 | $2.2M | No change |
| VEA Vanguard Ftse Developed ETF | 0.24% | 35,627 | $2.1M | Add +1.8% |
| PANW Palo Alto Networks Inc. | 0.24% | 10,471 | $2.1M | Add +6.9% |
| NEE Nextera Energy Inc. | 0.24% | 27,441 | $2.1M | Add +6.9% |
| NOW ServiceNow Inc. | 0.23% | 2,230 | $2.1M | Add +42.2% |
| DVY iShares Select Dividend ETF | 0.23% | 14,441 | $2.1M | Reduce -14.1% |
| VGT Vanguard Info Tech ETF | 0.22% | 2,527 | $1.9M | Add +3.1% |
| IWM iShares Russell 2000 ETF | 0.21% | 7,484 | $1.8M | Reduce -38.1% |
| CSCO Cisco Systems Inc. | 0.21% | 26,463 | $1.8M | Reduce -4.4% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 12,217 | $1.8M | Add +0.0% |
| VNQ Vanguard Real Estate ETF | 0.20% | 19,310 | $1.8M | Reduce -6.2% |
| WM Waste Management Inc. | 0.20% | 7,982 | $1.8M | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 6,896 | $1.8M | Add +6.8% |
| WFC Wells Fargo & Co. | 0.20% | 20,858 | $1.7M | Add +30.8% |
| IWD iShares Russell 1000 Value E | 0.19% | 8,383 | $1.7M | Add +2.5% |
| BSCQ Invesco Bulletshares 2026 CB | 0.19% | 85,350 | $1.7M | No change |
| MS Morgan Stanley | 0.18% | 10,111 | $1.6M | Add +4.3% |
| CRWV Coreweave Inc. Class A | 0.18% | 11,693 | $1.6M | New |
| BND Vanguard Total Bond Market | 0.18% | 21,015 | $1.6M | Add +6.6% |
| LIN Linde PLC | 0.17% | 3,186 | $1.5M | Add +8.0% |
| HBAN Huntington Bancshares Inc. | 0.17% | 86,945 | $1.5M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 28,986 | $1.5M | Add +1.5% |
| SPGI S&P Global Inc. | 0.17% | 3,056 | $1.5M | Add +26.9% |
| FITB Fifth Third Bancorp | 0.17% | 33,282 | $1.5M | Add +364.6% |
| LMT Lockheed Martin Corp. | 0.17% | 2,931 | $1.5M | Reduce -4.1% |
| MPC Marathon Petroleum Corp. | 0.16% | 7,431 | $1.4M | Add +6.6% |
| PH Parker Hannifin Corp. | 0.16% | 1,881 | $1.4M | Add +6.9% |
| HON Honeywell International Inc. | 0.16% | 6,769 | $1.4M | Reduce -4.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 1,469 | $1.4M | Add +68.1% |
| AMGN Amgen Inc. | 0.16% | 4,959 | $1.4M | Reduce -3.1% |
| UBER Uber Technologies Inc. | 0.16% | 13,914 | $1.4M | Add +0.5% |
| CAT Caterpillar Inc. | 0.15% | 2,816 | $1.3M | Add +4.3% |
| GEV GE Vernova Inc. | 0.15% | 2,135 | $1.3M | Add +102.6% |
| IQLT iShares MSCI International Q | 0.15% | 29,485 | $1.3M | Add +1.3% |
| BLK BlackRock Inc. | 0.15% | 1,101 | $1.3M | Add +8.6% |
| KO The Coca-Cola Co. | 0.15% | 19,295 | $1.3M | Reduce -5.5% |
| MDY State Street SPDR S&P Midcap | 0.15% | 2,136 | $1.3M | Reduce -3.0% |
| COP Conocophillips | 0.14% | 13,320 | $1.3M | Reduce -16.3% |
| PEP Pepsico Inc. | 0.14% | 8,931 | $1.3M | Add +1.8% |
| ALL Allstate Corp. | 0.14% | 5,843 | $1.3M | Add +0.9% |
| AMD Advanced Micro Devices | 0.14% | 7,564 | $1.2M | Add +22.9% |
Portfolio Sells Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Reduce -0.0% | 22.93% | −1.44 |
| ABT Abbott Laboratories | Reduce -1.7% | 1.81% | −0.33 |
| AEP American Electric Power | Reduce -43.4% | 0.38% | −0.33 |
| TRGP Targa Resources Corp. | Reduce 0.0% | 1.22% | −0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -83.9% | 0.03% | −0.16 |
| IWM iShares Russell 2000 ETF | Reduce -38.1% | 0.21% | −0.13 |
| IWR iShares Russell Mid-Cap ETF | Reduce -14.2% | 0.43% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -4.6% | 1.07% | −0.11 |
| UPST Upstart Holdings Inc. | Sold out | 0.00% | −0.10 |
| GLD SPDR Gold Shares | Reduce -80.7% | 0.02% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -8.9% | 0.48% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -32.1% | 0.10% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -16.0% | 0.13% | −0.07 |
| WMT Walmart Inc. | Reduce -1.3% | 0.71% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -66.2% | 0.03% | −0.07 |
| VXUS Vanguard Total Intl Stock | Reduce -71.6% | 0.02% | −0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.06 |
| DVY iShares Select Dividend ETF | Reduce -14.1% | 0.23% | −0.06 |
| ACN Accenture PLC Class A | Reduce -7.8% | 0.11% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -1.9% | 0.36% | −0.06 |
| HON Honeywell International Inc. | Reduce -4.8% | 0.16% | −0.05 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -5.5% | 0.29% | −0.05 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -56.8% | 0.03% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -4.4% | 0.21% | −0.04 |
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.04 |
| COP Conocophillips | Reduce -16.3% | 0.14% | −0.04 |
| KO The Coca-Cola Co. | Reduce -5.5% | 0.15% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 0.85% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -31.6% | 0.06% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -6.2% | 0.20% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.03 |
| SAP Sap SE-Sponsored ADR | Reduce -14.6% | 0.06% | −0.03 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.03 |
| EMLP First Trust North American E | Reduce -24.4% | 0.06% | −0.03 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.03 |
| AER Aercap Holdings NV | Reduce -22.0% | 0.07% | −0.03 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.03 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.03 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.03 |
| CSL Carlisle Cos Inc. | Reduce -24.1% | 0.04% | −0.03 |
| AMGN Amgen Inc. | Reduce -3.1% | 0.16% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -12.7% | 0.09% | −0.03 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.6% | 0.31% | −0.03 |
| SSP Ew Scripps Co./the-A | Reduce -0.1% | 0.07% | −0.03 |
| RIVN Rivian Automotive Inc. Class A | Reduce -0.5% | 0.31% | −0.02 |
| COF Capital One Financial Corp. | Reduce -8.2% | 0.10% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Add +312.9% | 1.18% | +0.89 |
| WBD Warner Bros Discovery Inc. | Add +0.0% | 2.40% | +0.79 |
| NVDA Nvidia Corp. | Add +17.3% | 2.91% | +0.50 |
| AAPL Apple Inc. | Add +2.8% | 4.77% | +0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +29.9% | 2.65% | +0.48 |
| VTI VG Morningstar TS MKT ETF-US | Add +19.5% | 4.29% | +0.48 |
| ACWI iShares MSCI Acwi ETF | Add +32.7% | 1.86% | +0.37 |
| SHOP Shopify Inc. Class A | Add +1.5% | 2.50% | +0.31 |
| FCF First Commonwealth Finl Corp. | New | 0.30% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +7.5% | 1.14% | +0.26 |
| CRWV Coreweave Inc. Class A | New | 0.18% | +0.18 |
| FITB Fifth Third Bancorp | Add +364.6% | 0.17% | +0.13 |
| TSLA Tesla Inc. | Add +5.7% | 0.56% | +0.13 |
| NEM Newmont Corp. | New | 0.09% | +0.09 |
| GD General Dynamics Corp. | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +5.1% | 0.91% | +0.08 |
| GEV GE Vernova Inc. | Add +102.6% | 0.15% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +68.1% | 0.16% | +0.07 |
| VST Vistra Corp. | New | 0.06% | +0.06 |
| BX Blackstone Inc. | New | 0.05% | +0.05 |
| HUM Humana Inc. | New | 0.05% | +0.05 |
| SNPS Synopsys Inc. | Add +112.8% | 0.11% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +1.0% | 0.31% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.04% | +0.04 |
| OKE Oneok Inc. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.4% | 0.26% | +0.04 |
| JNJ Johnson & Johnson | Add +4.1% | 0.44% | +0.04 |
| ABNB Airbnb Inc. Class A | New | 0.04% | +0.04 |
| MSCI MSCI Inc. | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | Add +3.6% | 0.27% | +0.04 |
| FICO Fair Isaac Corp. | New | 0.04% | +0.04 |
| SM SM Energy Co. | New | 0.04% | +0.04 |
| URI United Rentals Inc. | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | New | 0.03% | +0.03 |
| WFC Wells Fargo & Co. | Add +30.8% | 0.20% | +0.03 |
| TBBK The Bancorp Inc. | New | 0.03% | +0.03 |
| AZO AutoZone Inc. | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | Add +4.4% | 0.12% | +0.03 |
| CRH CRH PLC | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | Add +121.1% | 0.06% | +0.03 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.03% | +0.03 |
| CBLL Ceribell Inc. | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| AEO American Eagle Outfitters | New | 0.03% | +0.03 |
| EME Emcor Group Inc. | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +22.9% | 0.14% | +0.03 |
| CME Cme Group Inc. | New | 0.02% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| CPRT Copart Inc. | Add +101.9% | 0.06% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 381 | $1.1B | IVV, AAPL, VTI, NVDA, WBD |
| Q1 2026 | 360 | $954.3M | IVV, AAPL, VTI, WBD, NVDA |
| Q4 2025 | 332 | $934.7M | IVV, AAPL, VTI, WBD, NVDA |
| Q3 2025 | 323 | $877.1M | IVV, AAPL, VTI, MSFT, NVDA |
| Q2 2025 | 304 | $765.8M | IVV, AAPL, VTI, MSFT, META |
| Q1 2025 | 275 | $675.9M | IVV, AAPL, VTI, ABBV, MSFT |
| Q4 2024 | 248 | $695.5M | IVV, AAPL, DY, VTI, MSFT |
| Q3 2024 | 283 | $724.7M | IVV, AAPL, VTI, DY, SPY |
| Q2 2024 | 266 | $667.9M | IVV, VTI, AAPL, DY, SPY |
| Q1 2024 | 251 | $588.1M | IVV, AAPL, DY, SPY, MSFT |