Autumn Glory Partners, LLC
RIA/Wealth
Autumn Glory Partners, LLC is a RIA/Wealth based in Dallas, TX led by Peter Jonathan Adamson, reporting $552.9M in AUM as of Q3 2025 with 37% ETF concentration.
PresidentPeter Jonathan Adamson
- Portfolio Value
- $243.5M
- Positions
- 193
- Top Holding
- VOO at 5.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Autumn Glory Partners, LLC's portfolio (28.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.8M | 5.65% | +$2.5M Bought | — 22.5K shares | |
Software - Infrastructure Technology | $9.3M | 3.81% | +$6.2K Bought | 0.00% 17.9K shares | |
ETF ETF | $8.7M | 3.56% | +$139.2K Bought | — 13.0K shares | |
ETF ETF | $7.4M | 3.05% | +$455.4K Bought | — 109.1K shares | |
Oil & Gas Midstream Energy | $6.1M | 2.49% | +$151.6K Bought | 0.01% 83.1K shares | |
Insurance - Diversified Financial Services | $5.8M | 2.38% | +$454.5K Bought | 0.00% 11.5K shares | |
Internet Content & Information Communication Services | $5.4M | 2.20% | +$258.9K Bought | 0.00% 22.1K shares | |
ETF ETF | $5.3M | 2.17% | +$1.8M Bought | — 16.1K shares | |
Drug Manufacturers - General Healthcare | $4.4M | 1.81% | -$11.9K Sold | 0.00% 23.8K shares | |
Unknown Unknown | $3.8M | 1.57% | +$3.1K Bought | — 64.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Autumn Glory Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Autumn Glory Partners, LLC
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