GHP Investment Advisors
GHP Investment Advisors reported 1,321 stocks worth $2.7B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are SCHG (2.0%), AAPL (2.0%) and GOOG (1.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, SCHF and MDYG, trimmed AAPL, GOOG and SCHV and sold out of XOM, SPAB and PDI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $52.8M | 2.0% | 1.5M | No change | 8 of 8 | |
| 2 |  AAPL Apple Inc | $52.5M | 2.0% | 158K | −4,554 (−3%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $40.8M | 1.5% | 120K | −1,463 (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $39.4M | 1.5% | 77K | +1,062 (+1%) | 8 of 8 | |
| 5 |  SCHF Schwab International | $35.9M | 1.3% | 1.3M | +1,759 (+0%) | 8 of 8 | |
| 6 |  MDYG State Street | $35.2M | 1.3% | 337K | +690 (+0%) | 8 of 8 | |
| 7 |  SCHV Schwab US Large Cap | $34.5M | 1.3% | 1M | −2,495 (−0%) | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $34.2M | 1.3% | 485K | −12K (−2%) | 8 of 8 | |
| 9 |  IDV Ishares International Select Dividend ETF | $32.9M | 1.2% | 780K | +1,291 (+0%) | 8 of 8 | |
| 10 |  IEFA Ishares TR | $31M | 1.2% | 320K | +3,341 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $10.2M | 75K |
TEVA PHARMACEUTICAL INDS LTD | $2M | 60K |
ELECTRONIC ARTS INC | $349K | 1,703 |
 SPAB Spdr Series Trust | $82K | 3,200 |
 PDI Pimco Dynamic | $50K | 2,982 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →GHP Investment Advisors 13F FAQ
What does GHP Investment Advisors own?
GHP Investment Advisors reported 1,321 stocks worth $2.7B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are SCHG (2.0%), AAPL (2.0%) and GOOG (1.5%). The table above lists every position in the filing (the top 10 without an account).
What did GHP Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 34 new positions, 279 added to, 287 trimmed and 107 sold out. New positions include XOM. It sold all of XOM, SPAB and PDI.
When will GHP Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is GHP Investment Advisors's portfolio worth?
The Q3 2026 filing reports $2.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.