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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XMMO INVESCO EXCHANGE TRADED FD T 36,761.0 $6.3M 2.88% NEW $170.15 -11.3%
2 VGT VANGUARD WORLD FD 28,498.0 $3.4M 1.57% NEW $119.52 -0.5%
3 CIBR FIRST TR EXCHANGE-TRADED FD 24,486.0 $2.2M 1.01% NEW $89.85 +7.1%
4 IVLU ISHARES TR 40,354.0 $1.7M 0.78% NEW $41.82 +5.4%
5 CRWD CROWDSTRIKE HLDGS INC Technology 1,226.0 $936K 0.43% NEW $190.79 +12.7%
6 SPBO SPDR SERIES TRUST 31,610.0 $918K 0.42% NEW $29.04 -2.9%
7 VO VANGUARD INDEX FDS 11,220.0 $904K 0.42% NEW $80.57 +0.9%
8 ARTY ISHARES TR 9,648.0 $735K 0.34% NEW $76.17 -3.9%
9 NFLX NETFLIX INC. Communication Services 10,252.0 $732K 0.34% NEW $71.40 +13.2%
10 SPSM SPDR SERIES TRUST 10,259.0 $592K 0.27% NEW $57.67 -3.6%
11 SPDW SPDR INDEX SHS FDS 11,138.0 $561K 0.26% NEW $50.39 +1.5%
12 PLD PROLOGIS INC. Real Estate 3,968.0 $538K 0.25% NEW $135.46 +3.1%
13 GOOGL ALPHABET INC Communication Services 1,263.0 $452K 0.21% NEW $357.48 -6.3%
14 XLU SELECT SECTOR SPDR TR 9,218.0 $418K 0.19% NEW $45.34 -6.1%
15 FPAG INVESTMENT MANAGERS SER TR I 10,326.0 $414K 0.19% NEW $40.14 +4.7%
16 NEE NEXTERA ENERGY INC Utilities 4,704.0 $413K 0.19% NEW $87.76 -5.5%
17 IBM INTERNATIONAL BUSINESS MACHS Technology 1,231.0 $346K 0.16% NEW $281.24 -17.7%
18 USFR WISDOMTREE TR 6,561.0 $330K 0.15% NEW $50.36 +0.0%
19 AMD ADVANCED MICRO DEVICES INC Technology 550.0 $320K 0.15% NEW $580.91 -20.9%
20 SPACE EXPLORATION TECHN CORP 1,630.0 $279K 0.13% NEW $170.86
Page 1 of 2  ·  28 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%