GHP Investment Advisors, Inc.
CIK: 1401561SEC EDGAR →
Portfolio Value
$778.5B
Holdings
1,437
As of
Q1 2026
New Positions
1,437
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,462,216 | $42.6B | 5.47% |
| 2 | ISHARES TR | 759,919 | $32.3B | 4.15% |
| 3 | VANGUARD TAX-MANAGED FDS | 504,486 | $32.3B | 4.15% |
| 4 | SCHWAB STRATEGIC TR | 1,285,163 | $31.8B | 4.09% |
| 5 | SPDR SERIES TRUST | 330,087 | $31.7B | 4.07% |
| 6 | SCHWAB STRATEGIC TR | 1,024,923 | $31.3B | 4.02% |
| 7 | ISHARES TR | 309,514 | $28.0B | 3.60% |
| 8 | SCHWAB STRATEGIC TR | 600,222 | $27.8B | 3.57% |
| 9 | FRANKLIN TEMPLETON ETF TR | 800,187 | $27.8B | 3.57% |
| 10 | SPDR SERIES TRUST | 285,050 | $24.3B | 3.12% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 466 | $495.0B | 63.6% |
| Technology | 188 | $73.3B | 9.4% |
| Unknown | 86 | $71.2B | 9.1% |
| Industrials | 185 | $63.9B | 8.2% |
| Consumer Cyclical | 104 | $18.7B | 2.4% |
| Healthcare | 124 | $18.5B | 2.4% |
| Communication Services | 46 | $17.8B | 2.3% |
| Consumer Defensive | 46 | $13.5B | 1.7% |
| Basic Materials | 45 | $3.9B | 0.5% |
| Utilities | 38 | $1.6B | 0.2% |
| Energy | 54 | $1.0B | 0.1% |
| Real Estate | 55 | $143.4M | 0.0% |