Gridiron Partners, LLC

Wexford, PA · CIK 1910867 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2020 · limited liability company

Assets managed$285.8m
Staff2 · 2 in investment roles
Main clients (by assets)Pension plans 61%, State and local governments 19%, Charities 7%
Websitegridironpartners.com
Form ADV · 2026-03-24SEC adviser record

Kindinstitutions
Others nearbyWexford, PA

$190.5m reported value +16.4% vs Q1 2026

51positions

83.4%in top 10

4 new 22 added 17 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE US AGGBD ET AGG	AGG	523,975	$51.7m27.13%	27.13%	Added +56.3k	+56,314 12.0%
2	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	660,080	$48.3m25.35%	25.35%	Added +70.4k	+70,414 11.9%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	24,484	$18.3m9.60%	9.60%	Added +44	+44 0.2%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	27,534	$10.2m5.35%	5.35%	Added +54	+54 0.2%
5	ISHARES TR JPMORGAN USD EMG EMB	EMB	85,221	$8.2m4.30%	4.30%	Added +42.7k	+42,720 100.5%
6	PIMCO MUN INCOME FD II COM PML	PML	830,828	$6.3m3.32%	3.32%	Added +193.6k	+193,558 30.4%
7	DOUBLELINE OPPORTUNISTIC CR COM DBL	DBL	346,451	$5.0m2.62%	2.62%	Added +191.7k	+191,741 123.9%
8	EATON VANCE SR FLTNG RTE TR COM XEFRX	XEFRX	433,896	$4.6m2.41%	2.41%	Added +364.4k	+364,446 524.8%
9	INVESCO SR INCOME TR COM VVR	VVR	1,176,682	$3.5m1.85%	1.85%	Added +986.4k	+986,397 518.4%
10	ISHARES TR RUSSELL 2000 ETF IWM	IWM	9,353	$2.8m1.48%	1.48%	Added +18	+18 0.2%
11	FLAHERTY & CRUMRINE PFD SECS COM XFFCX	XFFCX	170,995	$2.8m1.46%	1.46%	Added +35.3k	+35,253 26.0%
12	BNY MELLON STRATEGIC MUNS IN COM LEO	LEO	404,971	$2.6m1.37%	1.37%	Added +64.2k	+64,209 18.8%
13	GUGGENHEIM STRATEGIC OPPORTU COM SBI GOF	GOF	226,477	$2.5m1.30%	1.30%	New
14	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,123	$2.2m1.15%	1.15%	Unchanged
15	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	27,048	$1.9m1.01%	1.01%	Added +73	+73 0.3%
16	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	30,866	$1.8m0.97%	0.97%	Unchanged
17	COHEN & STEERS SELECT PFD & COM PSF	PSF	84,339	$1.7m0.89%	0.89%	Added +50.3k	+50,253 147.4%
18	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	19,467	$1.7m0.87%	0.87%	Added +40	+40 0.2%
19	MICROSOFT CORP COM MSFT	MSFT	4,265	$1.6m0.84%	0.84%	Unchanged
20	DOUBLELINE INCOME SOLUTIONS COM DSL	DSL	97,146	$1.1m0.56%	0.56%	Added +72.9k	+72,898 300.6%
21	NUVEEN MUN HIGH INCOME OPPOR COM NMZ	NMZ	101,622	$1.1m0.56%	0.56%	Reduced -218.2k	-218,213 -68.2%
22	BLACKROCK MUN TARGET TERM TR COM SHS BEN IN BTT	BTT	45,646	$1.0m0.55%	0.55%	Reduced -21.7k	-21,713 -32.2%
23	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	10,961	$863.1k0.45%	0.45%	Unchanged
24	BLACKROCK LTD DURATION INCOM COM SHS BLW	BLW	62,941	$786.1k0.41%	0.41%	New
25	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	10,041	$779.7k0.41%	0.41%	Added +48	+48 0.5%
26	KKR & CO INC COM KKR	KKR	7,716	$708.2k0.37%	0.37%	Unchanged
27	BLACKSTONE INC COM BX	BX	4,454	$524.1k0.28%	0.28%	Unchanged
28	FIRST TR INTER DURATN PFD & COM FPF	FPF	26,558	$478.8k0.25%	0.25%	Added +7.2k	+7,213 37.3%
29	DOUBLELINE YIELD OPPORTUNITI COM DLY	DLY	32,714	$460.3k0.24%	0.24%	Added +4.3k	+4,318 15.2%
30	ABRDN ASIA PACIFIC INCOME FU COM NEW FAX	FAX	29,986	$441.1k0.23%	0.23%	Added +3.7k	+3,668 13.9%
31	NUVEEN AMT FREE QLTY MUN INC COM XNEAX	XNEAX	31,618	$371.2k0.19%	0.19%	Reduced -108.2k	-108,230 -77.4%
32	NUVEEN MUN CR OPPORTUNITIES COM NMCO	NMCO	31,128	$339.0k0.18%	0.18%	Reduced -66.0k	-65,968 -67.9%
33	SABA CAPITAL INCOME & OPPORT COM NEW SABA	SABA	40,182	$333.1k0.17%	0.17%	Added +1.5k	+1,527 4.0%
34	PPG INDS INC COM PPG	PPG	2,709	$328.6k0.17%	0.17%	Unchanged
35	NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT NZF	NZF	24,134	$306.0k0.16%	0.16%	Reduced -139.4k	-139,367 -85.2%
36	INVESCO TR INVT GRADE MUNS COM VGM	VGM	27,029	$286.5k0.15%	0.15%	Reduced -102.7k	-102,697 -79.2%
37	INTEL CORP COM INTC	INTC	2,000	$279.3k0.15%	0.15%	New
38	INVESCO MUN OPPORTUNITY TR COM VMO	VMO	27,298	$269.4k0.14%	0.14%	Reduced -51.3k	-51,307 -65.3%
39	BLACKROCK TAX MUNICPAL BD TR SHS BBN	BBN	16,587	$268.2k0.14%	0.14%	Reduced -11.2k	-11,179 -40.3%
40	NUVEEN AMT FREE MUN CR INC F COM NVG	NVG	20,449	$261.7k0.14%	0.14%	Reduced -145.8k	-145,835 -87.7%
41	PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS PDO	PDO	15,000	$198.3k0.10%	0.10%	Reduced -11.4k	-11,433 -43.2%
42	NUVEEN TAXABLE MUNICPAL INM COM NBB	NBB	11,055	$174.4k0.09%	0.09%	Reduced -4.3k	-4,315 -28.1%
43	INVESCO VALUE MUN INCOME TR COM IIM	IIM	13,456	$171.3k0.09%	0.09%	Reduced -11.8k	-11,777 -46.7%
44	BROOKFIELD REAL ASSETS INCOM SHS BEN INT RA	RA	13,384	$170.8k0.09%	0.09%	Reduced -12.6k	-12,640 -48.6%
45	SABA CAPITAL INCOME & OPRNT SHS NEW BRW	BRW	25,723	$166.9k0.09%	0.09%	Reduced -29.1k	-29,129 -53.1%
46	NUVEEN PFD & INCOME OPPORTUN COM JPC	JPC	21,023	$165.7k0.09%	0.09%	Reduced -22.3k	-22,333 -51.5%
47	TEMPLETON EMERGING MKTS INCO COM TEI	TEI	17,486	$117.9k0.06%	0.06%	Reduced -8.0k	-8,030 -31.5%
48	EATON VANCE MUNI INCOME TRUS SH BEN INT EVN	EVN	10,324	$116.2k0.06%	0.06%	Reduced -22.8k	-22,811 -68.8%
49	BLACKROCK FLOATING RATE INC COM BGT	BGT	10,132	$108.0k0.06%	0.06%	New
50	PIMCO INCOME STRATEGY FD II COM PFN	PFN	11,907	$84.9k0.04%	0.04%	Added +1.1k	+1,129 10.5%
51	VIRTUS TOTAL RETURN FD INC COM ZTR	ZTR	12,282	$83.9k0.04%	0.04%	Unchanged