GHP INVESTMENT ADVISORS INC
Q4 2023 Form 13-F
DENVER, COLORADO
CIK 0001401561
· CRD 107563
· SEC-registered investment adviser
$1.9B Reported Value Total
GHP INVESTMENT ADVISORS INC reports 4,024 total accounts under management (AUM). There are 3,758 discretionary accounts valued at $2,368,217,940, and 266 non-discretionary accounts valued at $68,357,433.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $10.1M gross asset value
Hedge Fund: $10.1M
Source: Form ADV filed 2026-03-24
Reported value
$1.9B
Quarter over quarter
+11.2%
Holdings
844
Top-10 concentration
13.1%
Key People
Form ADV owners & control persons
Brian Jay Friedman
PRESIDENT
Michael Thomas Sullivan
VICE PRESIDENT OF WEALTH MANAGEMENT
Carin Dawn Wagner
VICE PRESIDENT OF WEALTH MANAGEMENT
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | January 26, 2024 |
| Form | 13F-HR |
| Reported value | $1.9B |
| Positions | 844 |
| Change in reported value | +12.4% |
| New positions | 26 |
| Exited positions | 119 |
| Position turnover | 15.1% |
| Top-10 concentration | 13.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 15, 2026
|
1,321 | $2.7B |
|
Q2 2026 13F
Filed Jul 20, 2026
|
1,394 | $2.7B |
|
Q1 2026 13F
Filed Apr 21, 2026
|
1,437 | $2.4B |
|
Q4 2025 13F
Filed Jan 27, 2026
|
985 | $2.4B |
|
Q3 2025 13F
Filed Oct 31, 2025
|
942 | $2.4B |
|
Q2 2025 13F
Filed Aug 5, 2025
|
943 | $2.3B |
|
Q1 2025 13F
Filed Apr 23, 2025
|
954 | $2.1B |
|
Q4 2024 13F
Filed Jan 27, 2025
|
973 | $2.1B |
|
Q3 2024 13F
Filed Oct 24, 2024
|
968 | $2.2B |
|
Q2 2024 13F
Filed Aug 8, 2024
|
970 | $2.0B |
|
Q1 2024 13F
Filed Apr 25, 2024
|
839 | $2.0B |
|
Q4 2023 13F
Filed Jan 26, 2024
|
844 | $1.9B |
|
Q3 2023 13F
Filed Oct 17, 2023
|
936 | $1.6B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
914 | $1.7B |
|
Q1 2023 13F
Filed Apr 21, 2023
|
917 | $1.6B |
|
Q4 2022 13F
Filed Feb 16, 2023
|
928 | $1.5B |
|
Q3 2022 13F
Filed Oct 28, 2022
|
849 | $1.3B |
|
Q2 2022 13F
Filed Aug 11, 2022
|
869 | $1.3B |
|
Q1 2022 13F
Filed Apr 28, 2022
|
906 | $1.5B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
322 | $1.4B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $35.4M | 1.91% |
| 2 | SCHG SCHWAB STRATEGIC TR | $29.9M | 1.62% |
| 3 | MSFT MICROSOFT CORP | $28.6M | 1.55% |
| 4 | VEA VANGUARD TAX-MANAGED FDS | $23.2M | 1.25% |
| 5 | IJS ISHARES TR | $22.3M | 1.21% |
| 6 | SCHF SCHWAB STRATEGIC TR | $21.7M | 1.17% |
| 7 | IJT ISHARES TR | $21.1M | 1.14% |
| 8 | SCHV SCHWAB STRATEGIC TR | $20.9M | 1.13% |
| 9 | MDYG SPDR SER TR | $20.4M | 1.1% |
| 10 | IVW ISHARES TR | $19.3M | 1.04% |
| 11 | MDYV SPDR SER TR | $19.2M | 1.04% |
| 12 | FICO FAIR ISAAC CORP | $19.0M | 1.03% |
| 13 | BRK-B BERKSHIRE HATHAWAY INC DEL | $19.0M | 1.03% |
| 14 | SLYG SPDR SER TR | $18.7M | 1.01% |
| 15 | EWU ISHARES TR | $18.6M | 1.0% |
| 16 | IVE ISHARES TR | $18.1M | 0.98% |
| 17 | LECO LINCOLN ELEC HLDGS INC | $17.3M | 0.94% |
| 18 | IWF ISHARES TR | $16.8M | 0.91% |
| 19 | SCHC SCHWAB STRATEGIC TR | $16.3M | 0.88% |
| 20 | GOOG ALPHABET INC | $16.3M | 0.88% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.