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Portfolio (Quarterly) Guide ↗

Guardian Asset Advisors, LLC

· CIK 0002021272
13F Portfolio $217M AUM 132 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 60 Added 35 Reduced 6 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 87,904.0 $25.4M 11.73% +2K +2.7% $289.45 +12.3%
2 SPYM SPDR SERIES TRUST 128,758.0 $11.3M 5.22% +9K +7.6% $87.88 +2.0%
3 NVDA NVIDIA CORPORATION Technology 56,448.0 $11.3M 5.21% +3K +6.5% $200.11 +8.7%
4 AMZN AMAZON COM INC Consumer Cyclical 44,992.0 $10.7M 4.95% +2K +5.0% $238.34 +7.0%
5 SPIB SPDR SERIES TRUST 233,376.0 $7.8M 3.60% +23K +11.0% $33.46 -1.8%
6 BERKSHIRE HATHAWAY INC DEL 11,441.0 $5.7M 2.64% +6K +124.5% $500.39
7 MSFT MICROSOFT CORP Technology 15,019.0 $5.6M 2.59% +2K +16.6% $373.66 +34.1%
8 VRT VERTIV HOLDINGS CO Industrials 13,958.0 $4.7M 2.16% +2K +18.0% $335.04 -23.6%
9 WMT WALMART INC Consumer Defensive 40,399.0 $4.6M 2.11% +6K +19.1% $113.30 -6.5%
10 USMV ISHARES TR 45,280.0 $4.4M 2.01% +42K +1504.5% $96.46 +4.8%
11 BKLN INVESCO EXCH TRADED FD TR II 186,120.0 $3.8M 1.75% +19K +11.7% $20.37 +0.9%
12 VCSH VANGUARD SCOTTSDALE FDS 46,778.0 $3.7M 1.71% +6K +16.0% $79.03 -1.2%
13 PLTR PALANTIR TECHNOLOGIES INC Technology 29,846.0 $3.5M 1.61% +5K +21.5% $116.67 +54.2%
14 IVV ISHARES TR 4,112.0 $3.1M 1.42% +2K +79.0% $748.79 +2.2%
15 GEV GE VERNOVA INC Utilities 2,492.0 $2.9M 1.35% +912.0 +57.7% $1175.11 -23.5%
16 SCHG SCHWAB STRATEGIC TR 82,953.0 $2.8M 1.29% +45K +116.9% $33.84 +4.2%
17 SHYG ISHARES TR 59,397.0 $2.5M 1.16% +2K +3.1% $42.41 -1.1%
18 TSLA TESLA INC Consumer Cyclical 5,278.0 $2.2M 1.02% +512.0 +10.7% $420.60 -15.3%
19 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,963.0 $2.2M 1.02% +675.0 +29.5% $747.20 +2.0%
20 BND VANGUARD BD INDEX FDS 28,230.0 $2.1M 0.96% +6K +26.3% $73.41 -2.2%
Page 1 of 3  ·  60 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 47.9%
Consumer Cyclical 14.3%
Financial Services 9.2%
Industrials 7.3%
Healthcare 6.6%
Consumer Defensive 5.6%
Utilities 3.6%
Communication Services 2.4%
Real Estate 1.8%
Energy 1.1%