Institutional Fund
Ghp Investment Advisors, Inc.
Denver, COCIK 14015615 filings on record
Portfolio Value
$2.43B
Q1 2026
Holdings
1,437
Reported positions
New Buys
481
Opened this quarter
QoQ Change
-0.0%
from $2.43B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr1.8%
- Apple Inc1.7%
- Alphabet Inc1.4%
- Ishares Tr1.3%
- Vanguard Tax-Managed Fds1.3%
- Schwab Strategic Tr1.3%
- Other91.2%
Portfolio Holdings
1,437 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.46M | $42.59M | 1.8% | +7.4K | Added |
| 2 | Apple Inc | 162.3K | $41.19M | 1.7% | −775 | Reduced |
| 3 | Alphabet Inc | 119.7K | $34.34M | 1.4% | +3.2K | Added |
| 4 | Ishares Tr | 759.9K | $32.34M | 1.3% | +4.3K | Added |
| 5 | Vanguard Tax-Managed Fds | 504.5K | $32.33M | 1.3% | −2.3K | Reduced |
| 6 | Schwab Strategic Tr | 1.29M | $31.81M | 1.3% | +561 | Added |
| 7 | Spdr Series Trust | 330.1K | $31.68M | 1.3% | +6.0K | Added |
| 8 | Schwab Strategic Tr | 1.02M | $31.26M | 1.3% | +18.6K | Added |
| 9 | Ishares Tr | 309.5K | $28.02M | 1.2% | +2.7K | Added |
| 10 | Schwab Strategic Tr | 600.2K | $27.83M | 1.1% | +4.8K | Added |
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