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Courtney Lawson

Autumn Glory Partners, Llc

Assets Managed
$272.291M
Holdings
204
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-4.57%(2Q avg: 6.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Autumn Glory Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 204 positions.

Assets under management

The assets under management (AUM) of Autumn Glory Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 272.291M in assets, with a quarterly growth rate of -4.57% and a 2-quarter average growth rate of 6.3%. The portfolio is managed by Courtney Lawson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 39.05%
10.31%
$28.051M
46,944 shares@ $597.56 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 52.6%
4.02%
$10.921M
34,041 shares@ $320.82 avg price
OKE
Oneok Inc
Recent Activity
Increased 12.08%
3.07%
$8.347M
92,340 shares@ $90.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -4.86%
2.97%
$8.064M
12,399 shares@ $650.36 avg price
VTV
Vanguard Value Etf
Recent Activity
2.82%
$7.67M
39,091 shares@ $196.2 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 0.03%
2.82%
$7.661M
109,167 shares@ $70.18 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 104.32%
2.24%
$6.098M
117,430 shares@ $51.94 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -8.33%
1.71%
$4.638M
72,382 shares@ $64.09 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
New Position
1.58%
$4.279M
37,234 shares@ $114.92 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -39.5%
1.51%
$4.09M
11,049 shares@ $370.18 avg price

1-10 of 204