GHP Investment Advisors, Inc.: 13F holdings
CIK 14015612026Q2
| Positions | 1,394 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 1,394 (-43 vs prior quarter) |
|---|
| Reported value | $2.7bn (+12.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 1,468,755 | $49.7m | 1.8% |
| AAPL APPLE INC | 162,262 | $47.0m | 1.7% |
| GOOG ALPHABET INC | 121,282 | $42.9m | 1.6% |
| MDYG SPDR SERIES TRUST | 336,389 | $37.7m | 1.4% |
| SCHF SCHWAB STRATEGIC TR | 1,305,738 | $36.2m | 1.3% |
| SCHV SCHWAB STRATEGIC TR | 1,038,715 | $36.2m | 1.3% |
| VEA VANGUARD TAX-MANAGED FDS | 496,567 | $35.4m | 1.3% |
| IDV ISHARES TR | 778,589 | $32.3m | 1.2% |
| ESE ESCO TECHNOLOGIES INC | 91,295 | $32.0m | 1.2% |
| IEFA ISHARES TR | 317,111 | $30.6m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1401561")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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