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Portfolio (Quarterly) Guide ↗

Gordian Advisors LLC

· CIK 0002011856
13F Portfolio $170M AUM 65 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 65 New
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 4,817.0 $598K 0.35% NEW $124.17 -1.1%
22 WMT WALMART INC Consumer Defensive 4,947.0 $560K 0.33% NEW $113.27 -9.0%
23 QQQ INVESCO QQQ TR Financial Services 709.0 $522K 0.31% NEW $736.53 -2.7%
24 GOOG ALPHABET INC 1,464.0 $517K 0.30% NEW $353.45
25 CL COLGATE PALMOLIVE CO Consumer Defensive 5,600.0 $513K 0.30% NEW $91.68 -1.0%
26 SBUX STARBUCKS CORP Consumer Cyclical 4,528.0 $463K 0.27% NEW $102.18 +5.5%
27 CAT CATERPILLAR INC Industrials 421.0 $448K 0.26% NEW $1064.43 -24.8%
28 VSGX VANGUARD WORLD FD 5,410.0 $445K 0.26% NEW $82.34 +1.3%
29 VANGUARD MUN BD FDS 4,313.0 $435K 0.26% NEW $100.97
30 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 800.0 $382K 0.23% NEW $477.57 -12.6%
31 IVW ISHARES TR 2,616.0 $360K 0.21% NEW $137.56 +1.8%
32 NVDA NVIDIA CORPORATION Technology 1,712.0 $342K 0.20% NEW $200.05 +8.7%
33 AMAT APPLIED MATLS INC Technology 473.0 $342K 0.20% NEW $723.00 -36.1%
34 EAGG ISHARES TR 7,190.0 $341K 0.20% NEW $47.41 -1.5%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 362.0 $339K 0.20% NEW $936.55 +1.0%
36 DFAU DIMENSIONAL ETF TRUST 6,534.0 $338K 0.20% NEW $51.69 +2.8%
37 GLD SPDR GOLD TR Financial Services 916.0 $337K 0.20% NEW $368.38 +11.0%
38 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,000.0 $333K 0.20% NEW $333.33 -26.3%
39 AMGN AMGEN INC Healthcare 859.0 $311K 0.18% NEW $362.05 +19.4%
40 RTX RTX CORPORATION Industrials 1,638.0 $311K 0.18% NEW $189.78 +11.6%
Page 2 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.3%
Financial Services 13.0%
Healthcare 11.1%
Consumer Cyclical 8.6%
Consumer Defensive 7.0%
Industrials 6.3%
Energy 2.5%
Utilities 1.1%
Communication Services 1.0%