Gryphon Financial Partners LLC

Key Holdings

• IVV (iShares S&P 500 ETF): $204.05M (21.83%). This is the dominant holding and functions as the portfolio’s core market exposure. Its size creates substantial implicit exposure to S&P 500 constituents (including many names held separately).
• Large-cap technology positions: AAPL $45.55M (4.87%), MSFT $26.04M (2.79%), NVDA $26.59M (2.84%) and SHOP $23.77M (2.54%). These are material active bets outside the ETF sleeve and together with other tech names represent a clear growth/technology tilt.
• Additional broad-market ETFs: VTI $38.03M (4.07%), SPY $26.21M (2.80%), ACWI $16.80M (1.80%) and sector/size ETFs (IWM, IJR, IVW, IWF, etc.). These increase overlap with IVV/VTI exposures and broaden market-cap/region coverage.
• Concentrated non-tech active positions: WBD $30.98M (3.31%) — a large media/communication-services holding (it was a significant net reduction this quarter) — and meaningful healthcare and financial positions such as ABBV $20.33M (2.18%), ABT $15.07M (1.61%), and BRK/B $14.09M (1.51%).

Practical implication: investors replicating Gryphon’s stance would be heavily long broad U.S. equities via IVV/VTI and carry an incremental, concentrated exposure to mega-cap tech and select active ideas.