Autumn Glory Partners, LLC
Autumn Glory Partners, LLC is a private, family-owned asset and wealth management firm headquartered in Dallas, TX, with an additional office in Tulsa, OK. Specializing in serving high net worth families, trusts, foundations, and endowments, the firm was founded in Oklahoma and is registered as an SEC investment advisor. The team consists of a small group of experienced investment professionals, with a reported employee count of 2 to 3 as of 2025. Autumn Glory Partners provides public and private markets investment management and long-term wealth preservation and appreciation strategies.
Investment Strategy
Autumn Glory Partners delivers wealth management with a focus on preservation and long-term appreciation for high net worth individuals and family entities. Their approach leverages experience across both public and private capital markets, providing a diversified portfolio tailored to the needs of each client, including individuals, charitable organizations, and corporate accounts. As a registered investment advisor, their strategy emphasizes fiduciary responsibility, individualized asset allocation, and trusted client relationships oriented toward stability, disciplined growth, and intergenerational wealth transfer.
Latest 13F Filing Activity
Autumn Glory Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 193 equity positions with a total 13F market value of $244M. The fund increased holdings in Vanguard Index FDS, Blackrock Etf Trust II, Vanguard Index FDS among other positions. Autumn Glory Partners, LLC reduced exposure to Ishares TR, Disney Walt Co., Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (193)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.65% | $13.8M | 22,457 | $452.24 | $612.38 | +$3.3M |
M MSFT | MICROSOFT CORP | 3.81% | $9.3M | 17,924 | $333.21 | $517.95 | +$374.1K |
S SPY | SPDR S&P 500 ETF TR | 3.56% | $8.7M | 12,999 | $497.33 | $666.18 | +$757.4K |
D DGRO | ISHARES TR | 3.05% | $7.4M | 109,098 | $53.64 | $68.08 | +$879.3K |
O OKE | ONEOK INC NEW | 2.49% | $6.1M | 83,132 | $62.89 | $72.97 | -$550.3K |