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GHP Investment Advisors, Inc.
GHP Investment Advisors, Inc. is an independent investment advisory and wealth management firm headquartered in Denver, Colorado. The firm was founded in 1995 and provides personalized financial planning and investment management services, focusing on holistic and fiduciary-oriented client relationships. Serving individuals, high-net-worth individuals, and select institutions, GHPIA collaborates with clients’ attorneys, accountants, and other professionals to achieve financial freedom. The firm employs approximately 25 professionals.
Investment Strategy
GHP Investment Advisors, Inc. follows a holistic, client-focused investment strategy rooted in fiduciary responsibility. The firm designs diversified, customized portfolios aligned with each client's goals, collaborating with their tax, legal, and insurance advisors as needed. GHPIA does not accept commissions for selling investment products, ensuring an objective approach to asset allocation and security selection. The strategy integrates financial planning, risk management, and ongoing client communication to optimize long-term financial outcomes.
Latest 13F Filing Activity
GHP Investment Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 935 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Curtiss Wright Corp., Oracle Corp. among other positions. GHP Investment Advisors, Inc. reduced exposure to Synaptics Inc., Unitedhealth Group Inc., Icf Intl Inc. among others.
Top Holdings
Equity Positions (935)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 1.90% | $42.8M | 1,465,966 | $9.76 | $29.21 | +$6.3M |
M MSFT | MICROSOFT CORP | 1.63% | $36.8M | 74,038 | $76.37 | $497.41 | +$9.3M |
A AAPL | APPLE INC | 1.45% | $32.8M | 160,104 | $37.92 | $205.17 | -$3.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 1.30% | $29.3M | 513,518 | $39.82 | $57.01 | +$3.3M |
S SCHF | SCHWAB STRATEGIC TR | 1.22% | $27.6M | 1,250,086 | $16.57 | $22.10 | +$3.3M |
Industry Allocation
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