GHP INVESTMENT ADVISORS INC
Q3 2024 Form 13-F
DENVER, COLORADO
CIK 0001401561
· CRD 107563
· SEC-registered investment adviser
$2.2B Reported Value Total
GHP INVESTMENT ADVISORS INC reports 4,299 total accounts under management (AUM). There are 4,032 discretionary accounts valued at $2,637,719,075, and 267 non-discretionary accounts valued at $85,412,205.
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
$2.2B
Quarter over quarter
+7.9%
Holdings
968
Top-10 concentration
13.2%
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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Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | October 24, 2024 |
| Form | 13F-HR |
| Reported value | $2.2B |
| Positions | 968 |
| Change in reported value | +9.0% |
| New positions | 128 |
| Exited positions | 130 |
| Position turnover | 23.5% |
| Top-10 concentration | 13.2% |
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 · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $39.4M | 1.81% |
| 2 | SCHG SCHWAB STRATEGIC TR | $38.2M | 1.75% |
| 3 | MSFT MICROSOFT CORP | $31.7M | 1.45% |
| 4 | FICO FAIR ISAAC CORP | $28.8M | 1.32% |
| 5 | VEA VANGUARD TAX-MANAGED FDS | $27.2M | 1.25% |
| 6 | SCHV SCHWAB STRATEGIC TR | $25.2M | 1.15% |
| 7 | MDYG SPDR SER TR | $24.8M | 1.14% |
| 8 | BRK-B BERKSHIRE HATHAWAY INC DEL | $24.4M | 1.12% |
| 9 | SCHF SCHWAB STRATEGIC TR | $24.3M | 1.11% |
| 10 | IVW ISHARES TR | $23.1M | 1.06% |
| 11 | IJT ISHARES TR | $23.1M | 1.06% |
| 12 | IJS ISHARES TR | $22.4M | 1.03% |
| 13 | SLYG SPDR SER TR | $21.6M | 0.99% |
| 14 | MDYV SPDR SER TR | $21.6M | 0.99% |
| 15 | IEFA ISHARES TR | $21.3M | 0.98% |
| 16 | IWF ISHARES TR | $20.4M | 0.94% |
| 17 | HLI HOULIHAN LOKEY INC | $20.3M | 0.93% |
| 18 | FNDC SCHWAB STRATEGIC TR | $20.2M | 0.92% |
| 19 | IVE ISHARES TR | $19.9M | 0.91% |
| 20 | IDV ISHARES TR | $19.9M | 0.91% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.