0001765380-20-000044.txt : 20200505
0001765380-20-000044.hdr.sgml : 20200505
20200505111006
ACCESSION NUMBER: 0001765380-20-000044
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200505
DATE AS OF CHANGE: 20200505
EFFECTIVENESS DATE: 20200505
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: 20847636
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
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0001729094
XXXXXXXX
03-31-2020
03-31-2020
Gryphon Financial Partners LLC
325 JOHN H. MCCONNELL BLVD. SUITE 425
COLUMBUS
OH
43215
13F HOLDINGS REPORT
028-18308
N
Andy Armstrong
Compliance Consultant
5138325385
Andy Armstrong
Cincinnati
OH
05-05-2020
0
350
271514
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INFORMATION TABLE
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Gryphon13f.xml
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COM
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SOLE
186
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
1245
8654
SH
SOLE
8654
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
568
3946
SH
SOLE
311
3635
0
ISHARES TR
RUS 1000 GRW ETF
464287614
241
1603
SH
SOLE
58
1545
0
ISHARES TR
RUS 1000 GRW ETF
464287614
56
372
SH
SOLE
372
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
340
6056
SH
SOLE
6056
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
210
3738
SH
SOLE
566
3172
0
ISHARES TR
MSCI ACWI ETF
464288257
4181
66821
SH
SOLE
66821
0
0
ISHARES TR
MSCI ACWI ETF
464288257
1743
27861
SH
SOLE
9022
18839
0
ISHARES TR
NATIONAL MUN ETF
464288414
1324
11713
SH
SOLE
11713
0
0
ISHARES TR
GLB CNSM STP ETF
464288737
240
5015
SH
SOLE
727
4288
0
ISHARES TR
CORE MSCI TOTAL
46432F834
2301
48942
SH
SOLE
48942
0
0
ISHARES TR
CORE MSCI TOTAL
46432F834
737
15683
SH
SOLE
2407
13276
0
JOHNSON & JOHNSON
COM
478160104
212
1617
SH
SOLE
1219
398
0
JOHNSON & JOHNSON
COM
478160104
151
1154
SH
OTR
0
0
1154
JOHNSON &JOHNSON
COM
478160104
314
2398
SH
SOLE
2398
0
0
JPMORGAN CHASE & CO
COM
46625H100
853
9470
SH
SOLE
4354
5116
0
JPMORGAN CHASE & CO
COM
46625H100
135
1497
SH
OTR
0
0
1497
JPMORGAN CHASE &CO
COM
46625H100
327
3634
SH
SOLE
3634
0
0
KINDER MORGAN INC DEL
COM
49456B101
366
26321
SH
SOLE
26321
0
0
KINDER MORGAN INC DEL
COM
49456B101
9
662
SH
SOLE
662
0
0
KINDER MORGAN INC DEL
COM
49456B101
6
407
SH
OTR
0
0
407
L3HARRIS TECHNOLOGIES INC
COM
502431109
165
916
SH
SOLE
916
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
59
327
SH
SOLE
327
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
40
224
SH
OTR
0
0
224
LAUDER ESTEE COS INC
CL A
518439104
236
1480
SH
SOLE
1480
0
0
LAUDER ESTEE COS INC
CL A
518439104
20
123
SH
OTR
0
0
123
LAUDER ESTEE COS INC
CL A
518439104
4
22
SH
SOLE
22
0
0
LIBERTY BROADBAND CORP
COM SER C
530307305
365
3293
SH
SOLE
3293
0
0
LIBERTY BROADBAND CORP
COM SER C
530307305
13
118
SH
OTR
0
0
118
LIBERTY BROADBAND CORP
COM SER A
530307107
3
26
SH
OTR
0
0
26
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
305
19403
SH
SOLE
19403
0
0
LOCKHEED MARTIN CORP
COM
539830109
246
725
SH
SOLE
676
49
0
LOCKHEED MARTIN CORP
COM
539830109
49
144
SH
SOLE
144
0
0
LOCKHEED MARTIN CORP
COM
539830109
14
40
SH
OTR
0
0
40
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
816
16447
SH
SOLE
13027
3420
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
18
372
SH
SOLE
372
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
3
55
SH
OTR
0
0
55
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
307
8417
SH
SOLE
8417
0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
63
1725
SH
SOLE
1725
0
0
MARRIOTT INTL INC NEW
CL A
571903202
470
6281
SH
SOLE
6281
0
0
MARRIOTT INTL INC NEW
CL A
571903202
10
137
SH
OTR
0
0
137
MARRIOTT INTL INC NEW
CL A
571903202
1
16
SH
SOLE
16
0
0
MASTERCARD INC
CL A
57636Q104
1212
5019
SH
SOLE
3919
1100
0
MASTERCARD INC
CL A
57636Q104
69
285
SH
OTR
0
0
285
MASTERCARD INC
CL A
57636Q104
64
263
SH
SOLE
263
0
0
MEDTRONIC PLC
SHS
G5960L103
155
1724
SH
SOLE
1724
0
0
MEDTRONIC PLC
SHS
G5960L103
52
577
SH
OTR
0
0
577
MEDTRONIC PLC
SHS
G5960L103
40
439
SH
SOLE
373
66
0
MERCADOLIBRE INC
COM
58733R102
430
880
SH
SOLE
880
0
0
MERCK & CO. INC
COM
58933Y105
192
2498
SH
SOLE
542
1956
0
MERCK & CO. INC
COM
58933Y105
79
1033
SH
OTR
0
0
1033
MERCK &CO. INC
COM
58933Y105
235
3056
SH
SOLE
3056
0
0
MICROSOFT CORP
COM
594918104
2437
15453
SH
SOLE
15453
0
0
MICROSOFT CORP
COM
594918104
1214
7700
SH
SOLE
4270
3430
0
MICROSOFT CORP
COM
594918104
439
2781
SH
OTR
0
0
2781
MORGAN STANLEY
COM NEW
617446448
278
8175
SH
SOLE
8175
0
0
MORGAN STANLEY
COM NEW
617446448
19
549
SH
SOLE
104
445
0
MORGAN STANLEY
COM NEW
617446448
15
437
SH
OTR
0
0
437
NETFLIX INC
COM
64110L106
647
1724
SH
SOLE
1724
0
0
NETFLIX INC
COM
64110L106
90
239
SH
SOLE
53
186
0
NETFLIX INC
COM
64110L106
62
165
SH
OTR
0
0
165
NEXTERA ENERGY INC
COM
65339F101
319
1326
SH
SOLE
286
1040
0
NEXTERA ENERGY INC
COM
65339F101
74
306
SH
OTR
0
0
306
NEXTERA ENERGY INC
COM
65339F101
28
115
SH
SOLE
115
0
0
NIKE INC
CL B
654106103
732
8848
SH
SOLE
8848
0
0
NIKE INC
CL B
654106103
192
2319
SH
SOLE
2255
64
0
NIKE INC
CL B
654106103
33
397
SH
OTR
0
0
397
NVIDIA CORP
COM
67066G104
840
3188
SH
SOLE
3188
0
0
NVIDIA CORP
COM
67066G104
102
387
SH
SOLE
157
230
0
NVIDIA CORP
COM
67066G104
58
219
SH
OTR
0
0
219
ONEOK INC NEW
COM
682680103
270
12361
SH
SOLE
12361
0
0
ONEOK INC NEW
COM
682680103
5
244
SH
SOLE
244
0
0
ONEOK INC NEW
COM
682680103
4
184
SH
OTR
0
0
184
ORACLE CORP
COM
68389X105
133
2762
SH
SOLE
2762
0
0
ORACLE CORP
COM
68389X105
69
1418
SH
SOLE
808
610
0
ORACLE CORP
COM
68389X105
44
902
SH
OTR
0
0
902
PAYPAL HLDGS INC
COM
70450Y103
404
4220
SH
SOLE
4220
0
0
PAYPAL HLDGS INC
COM
70450Y103
38
394
SH
OTR
0
0
394
PAYPAL HLDGS INC
COM
70450Y103
13
134
SH
SOLE
134
0
0
PEPSICO INC
COM
713448108
202
1681
SH
SOLE
1182
499
0
PEPSICO INC
COM
713448108
127
1055
SH
SOLE
1055
0
0
PEPSICO INC
COM
713448108
62
513
SH
OTR
0
0
513
PFIZER INC
COM
717081103
331
10142
SH
SOLE
3304
6838
0
PFIZER INC
COM
717081103
211
6462
SH
SOLE
6462
0
0
PFIZER INC
COM
717081103
95
2898
SH
OTR
0
0
2898
PHILLIPS 66 PARTNERS LP
COM UNIT REP INT
718549207
168
4600
SH
SOLE
4600
0
0
PHILLIPS 66 PARTNERS LP
COM UNIT REP INT
718549207
80
2204
SH
SOLE
2204
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
742
7498
SH
SOLE
6779
719
0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
119
22520
SH
SOLE
22520
0
0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
19
3509
SH
SOLE
3509
0
0
PPG INDS INC
COM
693506107
385
4608
SH
SOLE
4008
600
0
PPG INDS INC
COM
693506107
37
440
SH
SOLE
440
0
0
PPG INDS INC
COM
693506107
6
72
SH
OTR
0
0
72
PROCTER & GAMBLE CO
COM
742718109
11026
100236
SH
SOLE
11233
89003
0
PROCTER & GAMBLE CO
COM
742718109
88
796
SH
OTR
0
0
796
PROCTER &GAMBLE CO
COM
742718109
387
3518
SH
SOLE
3518
0
0
RAYMOND JAMES FINANCIAL INC
COM
754730109
373
5908
SH
SOLE
0
5908
0
RAYMOND JAMES FINANCIAL INC
COM
754730109
0
4
SH
OTR
0
0
4
S&P GLOBAL INC
COM
78409V104
294
1199
SH
SOLE
1199
0
0
S&P GLOBAL INC
COM
78409V104
22
90
SH
OTR
0
0
90
S&P GLOBAL INC
COM
78409V104
8
33
SH
SOLE
33
0
0
SALESFORCE COM INC
COM
79466L302
510
3540
SH
SOLE
3540
0
0
SALESFORCE COM INC
COM
79466L302
235
1630
SH
SOLE
1630
0
0
SALESFORCE COM INC
COM
79466L302
39
270
SH
OTR
0
0
270
SCHWAB CHARLES CORP
COM
808513105
244
7255
SH
SOLE
7255
0
0
SCHWAB CHARLES CORP
COM
808513105
19
579
SH
OTR
0
0
579
SCHWAB CHARLES CORP
COM
808513105
4
110
SH
SOLE
110
0
0
SCRIPPS E W CO OHIO
CL A NEW
811054402
2087
276753
SH
SOLE
0
276753
0
SCRIPPS E W CO OHIO
CL A NEW
811054402
951
126170
SH
OTR
0
0
126170
SCRIPPS E W CO OHIO
CL A NEW
811054402
4
565
SH
SOLE
565
0
0
SERVICENOW INC
COM
81762P102
383
1337
SH
SOLE
1337
0
0
SERVICENOW INC
COM
81762P102
13
47
SH
OTR
0
0
47
SERVICENOW INC
COM
81762P102
3
9
SH
SOLE
9
0
0
SIX FLAGS ENTMT CORP NEW
COM
83001A102
301
24000
SH
SOLE
16000
8000
0
SIX FLAGS ENTMT CORP NEW
COM
83001A102
6
455
SH
SOLE
455
0
0
SNAP INC
CL A
83304A106
167
14047
SH
SOLE
14047
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
823
5559
SH
SOLE
5375
184
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
2329
97283
SH
SOLE
97283
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5558
21563
SH
SOLE
21563
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2593
10058
SH
SOLE
6536
3522
0
SPDR SER TR
S&P TRANSN ETF
78464A532
209
4800
SH
SOLE
2200
2600
0
SPDR SER TR
S&P BIOTECH
78464A870
201
2590
SH
SOLE
2290
300
0
TARGA RES CORP
COM
87612G101
442
64016
SH
SOLE
54961
9055
0
TARGET CORP
COM
87612E106
154
1654
SH
SOLE
1654
0
0
TARGET CORP
COM
87612E106
37
394
SH
OTR
0
0
394
TARGET CORP
COM
87612E106
16
169
SH
SOLE
126
43
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
240
848
SH
SOLE
845
3
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
51
181
SH
OTR
0
0
181
THERMO FISHER SCIENTIFIC INC
COM
883556102
29
102
SH
SOLE
102
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
833
3339
SH
SOLE
3339
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
119
479
SH
OTR
0
0
479
UNITEDHEALTH GROUP INC
COM
91324P102
49
196
SH
SOLE
106
90
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
22832
177113
SH
SOLE
177113
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
963
7470
SH
SOLE
6520
950
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
314
4500
SH
SOLE
3000
1500
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
5313
129528
SH
SOLE
129528
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
9534
227220
SH
SOLE
227220
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
76
1803
SH
SOLE
0
1803
0
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
426
8400
SH
SOLE
5600
2800
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
848
4000
SH
SOLE
4000
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
499
3004
SH
SOLE
3000
4
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
2
40
SH
SOLE
0
40
0
VERIZON COMMUNICATIONS INC
COM
92343V104
432
8036
SH
SOLE
1278
6758
0
VERIZON COMMUNICATIONS INC
COM
92343V104
316
5874
SH
SOLE
5874
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
74
1369
SH
OTR
0
0
1369
VERTEX PHARMACEUTICALS INC
COM
92532F100
428
1799
SH
SOLE
1799
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
54
229
SH
OTR
0
0
229
VERTEX PHARMACEUTICALS INC
COM
92532F100
6
26
SH
SOLE
26
0
0
VISA INC
COM CL A
92826C839
1194
7409
SH
SOLE
7409
0
0
VISA INC
COM CL A
92826C839
251
1558
SH
SOLE
614
944
0
VISA INC
COM CL A
92826C839
136
842
SH
OTR
0
0
842
WALMART INC
COM
931142103
162
1430
SH
SOLE
206
1224
0
WALMART INC
COM
931142103
70
616
SH
SOLE
616
0
0
WALMART INC
COM
931142103
60
532
SH
OTR
0
0
532
WASTE MGMT INC DEL
COM
94106L109
233
2518
SH
SOLE
2266
252
0
WASTE MGMT INC DEL
COM
94106L109
66
715
SH
SOLE
715
0
0
WASTE MGMT INC DEL
COM
94106L109
9
101
SH
OTR
0
0
101
WELLS FARGO CO NEW
COM
949746101
402
14004
SH
SOLE
14004
0
0
WELLS FARGO CO NEW
COM
949746101
128
4477
SH
SOLE
26
4451
0
WELLS FARGO CO NEW
COM
949746101
61
2117
SH
OTR
0
0
2117
WILLIAMS COS INC
COM
969457100
259
18331
SH
SOLE
18331
0
0
WILLIAMS COS INC
COM
969457100
10
732
SH
SOLE
732
0
0
WILLIAMS COS INC
COM
969457100
8
542
SH
OTR
0
0
542
ZOETIS INC
CL A
98978V103
180
1529
SH
SOLE
104
1425
0
ZOETIS INC
CL A
98978V103
89
752
SH
SOLE
752
0
0
ZOETIS INC
CL A
98978V103
33
280
SH
OTR
0
0
280