Gryphon Financial Partners LLC

Q3 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
323
Total value ($000)
$877,095
Net value change ($000)
+111,305 (14.5%)
New positions
33
Sold out positions
14
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 1/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 14,462 7.7%
AAPL 9,056 27.6%
WBD 8,691 70.5%
VTI 8,468 29.1%
UNH 8,110 357.1%
NVDA 7,089 38.5%
SPY 6,656 40.1%
SHOP 5,158 30.8%
ACWI 4,885 42.6%
ABBV 3,401 20.1%
Top Reduces (Value $000, Stocks/ETFs)
AEP -2,089 -38.6%
SPYG -1,181 -82.4%
IWM -796 -30.5%
UPST -776 -100.0%
GLD -737 -77.5%
TXN -591 -39.9%
ABT -532 -3.2%
SPDW -489 -100.0%
VXUS -472 -69.8%
APD -471 -67.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type