DOSSIER · 13F-HR · Q3 2026

GHP Investment Advisors, Inc.

$2.7B in tracked AUM across 1,566 positions as of Q3 2026.

GI
CIK 0001401561 · last filed Sep 30, 2026
Total AUM
$2.7B
as of Q3 2026
Holdings
1,566
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

GHP Investment Advisors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$53M1.5M2.0%
02
AAPL
APPLE INC
$53M158K2.0%
03
GOOG
ALPHABET INC
$41M120K1.5%
04
MSFT
MICROSOFT CORP
$39M77K1.5%
05
SCHF
SCHWAB STRATEGIC TR
$36M1.3M1.3%
06
MDYG
SPDR SERIES TRUST
$35M337K1.3%
07
SCHV
SCHWAB STRATEGIC TR
$35M1.0M1.3%
08
VEA
VANGUARD TAX-MANAGED FDS
$34M485K1.3%
09
IDV
ISHARES TR
$33M780K1.2%
10
IEFA
ISHARES TR
$31M320K1.2%

Filing history

2026Q3Sep 30
$2.7B▼ 1.5%
1,566 positionsView →
2026Q2Jun 30
$2.7B▲ 12.0%
1,639 positionsView →
2026Q1Mar 31
$2.4B▼ 0.0%
1,637 positionsView →
2025Q4Dec 31
$2.4B▲ 2.1%
1,187 positionsView →
2025Q3Sep 30
$2.4B▲ 5.4%
1,156 positionsLocked
2025Q2Jun 30
$2.3B▲ 8.5%
1,155 positionsLocked
2025Q1Mar 31
$2.1B▼ 2.9%
1,173 positionsLocked
2024Q4Dec 31
$2.1B▼ 1.7%
1,178 positionsLocked
2024Q3Sep 30
$2.2B▲ 9.0%
1,145 positionsLocked
2024Q2Jun 30
$2.0B▼ 0.8%
1,082 positionsLocked
2024Q1Mar 31
$2.0B▲ 9.1%
839 positionsLocked
2023Q4Dec 31
$1.9B▲ 12.4%
846 positionsLocked
Showing 12 of 74