Gryphon Financial Partners LLC
Annual return '25
+23.7%
SPY '25
+17.7%
Alpha
+6.0ptsvs SPY
Invested
$1.9B
Holdings
359
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 7.8% (2.8k → 2.6k shares)
20.0%
02
$AAPL
APPLE INC
Q4 2025: New position (33.6k shares)
4.7%
03
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +17.2% (1.3k → 1.5k shares)
3.7%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 42.3% (20.4k → 11.8k shares)
3.6%
05
$WBD
WARNER BROS DISCOVERY INC
Held since at least Q1 2024
3.1%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 1.9% (18.0k → 17.7k shares)
3.0%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 15.4% (8.8k → 7.5k shares)
2.3%
08
$ABBV
ABBVIE INC
Q1 2026: Increased +38.4% (2.3k → 3.2k shares)
2.1%
09
$SHOP
SHOPIFY INC
Held since at least Q1 2024
1.9%
10
$META
META PLATFORMS INC
Q1 2026: Sold 16.0% (1.2k → 969 shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:24 UTC.