0001729094-18-000002.txt : 20181106 0001729094-18-000002.hdr.sgml : 20181106 20181106121508 ACCESSION NUMBER: 0001729094-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181106 DATE AS OF CHANGE: 20181106 EFFECTIVENESS DATE: 20181106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gryphon Financial Partners LLC CENTRAL INDEX KEY: 0001729094 IRS NUMBER: 465122160 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18308 FILM NUMBER: 181162183 BUSINESS ADDRESS: STREET 1: 325 JOHN H. MCCONNELL BLVD. SUITE 425 CITY: COLUMBUS STATE: OH ZIP: 43215 BUSINESS PHONE: 614-929-2880 MAIL ADDRESS: STREET 1: 325 JOHN H. MCCONNELL BLVD. SUITE 425 CITY: COLUMBUS STATE: OH ZIP: 43215 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001729094 XXXXXXXX 09-30-2018 09-30-2018 Gryphon Financial Partners LLC

325 JOHN H. MCCONNELL BLVD. SUITE 425 COLUMBUS OH 43215

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18241 SH SOLE 1690 16551 0 ISHARES TR RUS MDCP VAL ETF 464287473 375 4156 SH SOLE 0 4156 0 ISHARES TR RUS 1000 GRW ETF 464287614 241 1545 SH SOLE 0 1545 0 ISHARES TR RUS 1000 VAL ETF 464287598 75 589 SH SOLE 0 589 0 ISHARES TR RUS 1000 VAL ETF 464287598 151 1195 SH OTR 0 0 1195 ISHARES TR S&P 500 GRWT ETF 464287309 634 3577 SH SOLE 0 3577 0 ISHARES TR CORE S&P500 ETF 464287200 43389 148221 SH SOLE 11712 136251 258 ISHARES TR CORE S&P500 ETF 464287200 520 1777 SH OTR 0 0 1777 ISHARES TR S&P 500 VAL ETF 464287408 477 4120 SH SOLE 0 4120 0 ISHARES TR CORE S&P TTL STK 464287150 339 5095 SH SOLE 0 5095 0 ISHARES TR CORE S&P SCP ETF 464287804 312 3571 SH SOLE 443 3128 0 ISHARES TR CORE S&P MCP ETF 464287507 379 1882 SH SOLE 292 1590 0 ISHARES TR N AMER TECH ETF 464287549 304 1450 SH SOLE 0 1450 0 ISHARES TR CORE MSCI EAFE 46432F842 287 4480 SH SOLE 0 4480 0 ISHARES TR CORE MSCI EAFE 46432F842 113 1769 SH OTR 0 0 1769 ISHARES TR MSCI EAFE ETF 464287465 11838 174120 SH SOLE 15659 158105 355 ISHARES TR MSCI EAFE ETF 464287465 440 6469 SH OTR 0 0 6469 ISHARES TR MSCI EMG MKT ETF 464287234 835 19463 SH SOLE 996 18467 0 ISHARES TR SELECT DIVID ETF 464287168 410 4106 SH SOLE 900 3206 0 ISHARES TR SELECT DIVID ETF 464287168 111 1116 SH OTR 0 0 1116 ISHARES TR CORE US AGGBD ET 464287226 746 7070 SH SOLE 817 6253 0 ISHARES TR MSCI ACWI ETF 464288257 2030 27340 SH SOLE 2592 24748 0 ISHARES TR CORE MSCI TOTAL 46432F834 2814 46663 SH SOLE 46663 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1774 8813 SH SOLE 8813 0 0 ISHARES TR CORE S&P SCP ETF 464287804 482 5529 SH SOLE 5529 0 0 ISHARES TR CORE S&P500 ETF 464287200 260 887 SH SOLE 887 0 0 ISHARES TR CORE US AGGBD ET 464287226 575 5449 SH SOLE 5449 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1219 11296 SH SOLE 11296 0 0 ISHARES TR TIPS BD ETF 464287176 1643 14853 SH SOLE 14853 0 0 JOHNSON & JOHNSON COM 478160104 180 1304 SH OTR 0 0 1304 JOHNSON & JOHNSON COM 478160104 347 2512 SH SOLE 2005 507 0 JOHNSON &JOHNSON COM 478160104 242 1755 SH SOLE 1755 0 0 JPMORGAN CHASE & CO COM 46625H100 203 1796 SH OTR 0 0 1796 JPMORGAN CHASE & CO COM 46625H100 684 6061 SH SOLE 1320 4741 0 JPMORGAN CHASE & CO COM 46625H100 355 3149 SH SOLE 3149 0 0 KENNAMETAL INC COM 489170100 343 7884 SH SOLE 7884 0 0 KINDER MORGAN INC DEL COM 49456B101 8 426 SH OTR 0 0 426 KINDER MORGAN INC DEL COM 49456B101 676 38127 SH SOLE 38127 0 0 L3 TECHNOLOGIES INC COM 502413107 34 160 SH OTR 0 0 160 L3 TECHNOLOGIES INC COM 502413107 142 668 SH SOLE 668 0 0 L3 TECHNOLOGIES INC COM 502413107 5 25 SH SOLE 25 0 0 LOWES COS INC COM 548661107 28 246 SH OTR 0 0 246 LOWES COS INC COM 548661107 10 88 SH SOLE 0 88 0 LOWES COS INC COM 548661107 660 5745 SH SOLE 5745 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4 42 SH OTR 0 0 42 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1889 18425 SH SOLE 0 18425 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 59 575 SH SOLE 575 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 107 1585 SH SOLE 1385 200 0 MAGELLAN 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NVIDIA CORP COM 67066G104 756 2690 SH SOLE 2690 0 0 OLD DOMINION FGHT LINES INC COM 679580100 65 405 SH OTR 0 0 405 OLD DOMINION FGHT LINES INC COM 679580100 241 1494 SH SOLE 1494 0 0 ONEOK INC NEW COM 682680103 136 2002 SH OTR 0 0 2002 ONEOK INC NEW COM 682680103 1222 18027 SH SOLE 18027 0 0 PARK NATL CORP COM 700658107 221 2096 SH SOLE 346 1750 0 PEPSICO INC COM 713448108 63 561 SH OTR 0 0 561 PEPSICO INC COM 713448108 196 1756 SH SOLE 900 856 0 PEPSICO INC COM 713448108 49 436 SH SOLE 436 0 0 PFIZER INC COM 717081103 135 3053 SH OTR 0 0 3053 PFIZER INC COM 717081103 424 9614 SH SOLE 3340 6274 0 PFIZER INC COM 717081103 347 7885 SH SOLE 7885 0 0 PHILLIPS 66 COM 718546104 11 99 SH OTR 0 0 99 PHILLIPS 66 COM 718546104 55 489 SH SOLE 464 25 0 PHILLIPS 66 COM 718546104 135 1199 SH SOLE 1199 0 0 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 108 2110 SH SOLE 1910 200 0 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 87 1707 SH OTR 0 0 1707 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 307 6000 SH SOLE 6000 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 23475 231004 SH SOLE 14952 215887 165 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1201 11823 SH OTR 0 0 11823 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 27 261 SH SOLE 261 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 62 2495 SH SOLE 2495 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 176 7036 SH OTR 0 0 7036 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 414 16540 SH SOLE 16540 0 0 PPG INDS INC COM 693506107 8 73 SH OTR 0 0 73 PPG INDS INC COM 693506107 502 4603 SH SOLE 0 4603 0 PPG INDS INC COM 693506107 98 902 SH SOLE 902 0 0 PROCTER AND GAMBLE CO COM 742718109 69 825 SH OTR 0 0 825 PROCTER AND GAMBLE CO COM 742718109 12249 147172 SH SOLE 23487 123685 0 PROCTER AND GAMBLE CO COM 742718109 282 3390 SH SOLE 3390 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 663 7208 SH SOLE 0 7208 0 SALESFORCE COM INC COM 79466L302 33 207 SH OTR 0 0 207 SALESFORCE COM INC COM 79466L302 45 284 SH SOLE 0 284 0 SALESFORCE COM INC COM 79466L302 627 3943 SH SOLE 3943 0 0 SCHEIN HENRY INC COM 806407102 2 20 SH OTR 0 0 20 SCHEIN HENRY INC COM 806407102 212 2499 SH SOLE 0 2499 0 SCHWAB CHARLES CORP NEW COM 808513105 32 655 SH OTR 0 0 655 SCHWAB CHARLES CORP NEW COM 808513105 2 32 SH SOLE 0 32 0 SCHWAB CHARLES CORP NEW COM 808513105 453 9226 SH SOLE 9226 0 0 SCRIPPS E W CO OHIO CL A NEW 811054402 4566 276753 SH SOLE 0 276753 0 SCRIPPS E W CO OHIO CL A NEW 811054402 2082 126170 SH OTR 0 0 126170 SCRIPPS E W CO OHIO CL A NEW 811054402 13 764 SH SOLE 764 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 302 3948 SH SOLE 3948 0 0 SERVICENOW INC COM 81762P102 280 1429 SH SOLE 1429 0 0 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 10 450 SH SOLE 0 450 0 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 61 2875 SH OTR 0 0 2875 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 239 11200 SH SOLE 11200 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 3 33 SH OTR 0 0 33 SKYWORKS SOLUTIONS INC COM 83088M102 1 6 SH SOLE 0 6 0 SKYWORKS SOLUTIONS INC COM 83088M102 709 7819 SH SOLE 7819 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1051 3617 SH SOLE 44 3573 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6467 22245 SH SOLE 22245 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 333 906 SH SOLE 0 906 0 SPDR SERIES TRUST S&P TRANSN ETF 78464A532 322 4800 SH SOLE 0 4800 0 STEEL DYNAMICS INC COM 858119100 297 6569 SH SOLE 6569 0 0 SUPERNUS PHARMACEUTICALS INC COM 868459108 51 1003 SH OTR 0 0 1003 SUPERNUS PHARMACEUTICALS INC COM 868459108 153 3034 SH SOLE 3034 0 0 TARGA RES CORP COM 87612G101 3729 66216 SH SOLE 434 65782 0 TARGA RES CORP COM 87612G101 51 898 SH OTR 0 0 898 TOTAL SYS SVCS INC COM 891906109 87 879 SH OTR 0 0 879 TOTAL SYS SVCS INC COM 891906109 0 4 SH SOLE 0 4 0 TOTAL SYS SVCS INC COM 891906109 163 1651 SH SOLE 1651 0 0 TRAVELERS COMPANIES INC COM 89417E109 58 449 SH OTR 0 0 449 TRAVELERS COMPANIES INC COM 89417E109 159 1222 SH SOLE 1152 70 0 TRAVELERS COMPANIES INC COM 89417E109 104 803 SH SOLE 803 0 0 UNION PAC CORP COM 907818108 12 76 SH SOLE 0 76 0 UNION PAC CORP COM 907818108 58 359 SH OTR 0 0 359 UNION PAC CORP COM 907818108 161 989 SH SOLE 989 0 0 UNITED PARCEL SERVICE INC CL B 911312106 27 228 SH OTR 0 0 228 UNITED PARCEL SERVICE INC CL B 911312106 101 862 SH SOLE 0 862 0 UNITED PARCEL SERVICE INC CL B 911312106 137 1175 SH SOLE 1175 0 0 UNITED RENTALS INC COM 911363109 91 558 SH OTR 0 0 558 UNITED RENTALS INC COM 911363109 0 3 SH SOLE 0 3 0 UNITED RENTALS INC COM 911363109 154 941 SH SOLE 941 0 0 UNITED TECHNOLOGIES CORP COM 913017109 55 394 SH OTR 0 0 394 UNITED TECHNOLOGIES CORP COM 913017109 63 451 SH SOLE 0 451 0 UNITED TECHNOLOGIES CORP COM 913017109 188 1347 SH SOLE 1347 0 0 UNITEDHEALTH GROUP INC COM 91324P102 163 612 SH OTR 0 0 612 UNITEDHEALTH GROUP INC COM 91324P102 32 121 SH SOLE 0 121 0 UNITEDHEALTH GROUP INC COM 91324P102 457 1718 SH SOLE 1718 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1118 7470 SH SOLE 860 6610 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 363 4500 SH SOLE 0 4500 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 373 2675 SH SOLE 0 2675 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 26154 174768 SH SOLE 174768 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 10087 193790 SH SOLE 193790 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 103 1908 SH SOLE 0 1908 0 VANGUARD STAR FD VG TL INTL STK F 921909768 19453 360248 SH SOLE 360248 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 721 10400 SH SOLE 0 10400 0 VEEVA SYS INC CL A COM 922475108 103 948 SH OTR 0 0 948 VEEVA SYS INC CL A COM 922475108 128 1173 SH SOLE 1173 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 65 1210 SH OTR 0 0 1210 VERIZON COMMUNICATIONS INC COM 92343V104 459 8598 SH SOLE 80 8518 0 VERIZON COMMUNICATIONS INC COM 92343V104 322 6033 SH SOLE 6033 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 42 216 SH OTR 0 0 216 VERTEX PHARMACEUTICALS INC COM 92532F100 3 16 SH SOLE 0 16 0 VERTEX PHARMACEUTICALS INC COM 92532F100 382 1980 SH SOLE 1980 0 0 VISA INC COM CL A 92826C839 136 909 SH OTR 0 0 909 VISA INC COM CL A 92826C839 152 1016 SH SOLE 0 1016 0 VISA INC COM CL A 92826C839 709 4722 SH SOLE 4722 0 0 VULCAN MATLS CO COM 929160109 6 50 SH OTR 0 0 50 VULCAN MATLS CO COM 929160109 1 11 SH SOLE 0 11 0 VULCAN MATLS CO COM 929160109 649 5834 SH SOLE 5834 0 0 WABTEC CORP COM 929740108 517 4932 SH SOLE 4932 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 35 485 SH OTR 0 0 485 WALGREENS BOOTS ALLIANCE INC COM 931427108 710 9745 SH SOLE 9595 150 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 17 229 SH SOLE 229 0 0 WELLS FARGO CO NEW COM 949746101 121 2299 SH OTR 0 0 2299 WELLS FARGO CO NEW COM 949746101 269 5116 SH SOLE 470 4646 0 WELLS FARGO CO NEW COM 949746101 310 5895 SH SOLE 5895 0 0 WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 113 2591 SH OTR 0 0 2591 WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 109 2500 SH SOLE 2500 0 0 WILLIAMS COS INC DEL COM 969457100 169 6217 SH OTR 0 0 6217 WILLIAMS COS INC DEL COM 969457100 35 1274 SH SOLE 1068 206 0 WILLIAMS COS INC DEL COM 969457100 725 26675 SH SOLE 26675 0 0 ZOETIS INC CL A 98978V103 29 312 SH OTR 0 0 312 ZOETIS INC CL A 98978V103 133 1456 SH SOLE 0 1456 0 ZOETIS INC CL A 98978V103 198 2167 SH SOLE 2167 0 0