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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 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHG SCHWAB STRATEGIC TR 82,953.0 $2.8M 1.29% +45K +116.9% $33.84 +4.5%
22 SHYG ISHARES TR 59,397.0 $2.5M 1.16% +2K +3.1% $42.41 -1.0%
23 TSLA TESLA INC Consumer Cyclical 5,278.0 $2.2M 1.02% +512.0 +10.7% $420.60 -16.5%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,963.0 $2.2M 1.02% +675.0 +29.5% $747.20 +2.4%
25 CIBR FIRST TR EXCHANGE-TRADED FD 24,486.0 $2.2M 1.01% NEW $89.85 +4.1%
26 BND VANGUARD BD INDEX FDS 28,230.0 $2.1M 0.96% +6K +26.3% $73.41 -2.2%
27 JPM JPMORGAN CHASE & CO Financial Services 6,156.0 $2.0M 0.93% +1K +27.2% $328.11 +10.0%
28 CAT CATERPILLAR INC Industrials 1,888.0 $2.0M 0.93% +32.0 +1.7% $1065.13 -26.4%
29 VTV VANGUARD INDEX FDS 8,652.0 $1.9M 0.87% +4K +102.2% $217.93 +3.5%
30 IGV ISHARES TR 20,400.0 $1.8M 0.85% -346.0 -1.7% $90.61 +14.7%
31 PPA INVESCO EXCHANGE TRADED FD T 10,027.0 $1.8M 0.82% -106.0 -1.1% $176.57 -7.0%
32 SCHW SCHWAB CHARLES CORP Financial Services 18,519.0 $1.7M 0.79% +2K +12.8% $92.30 +18.9%
33 IVLU ISHARES TR 40,354.0 $1.7M 0.78% NEW $41.82 +5.9%
34 SMH VANECK ETF TRUST 2,109.0 $1.4M 0.64% +261.0 +14.1% $657.30 -16.6%
35 JNJ JOHNSON & JOHNSON Healthcare 5,460.0 $1.4M 0.64% +276.0 +5.3% $253.77 +8.3%
36 MCD MCDONALDS CORP Consumer Cyclical 5,023.0 $1.4M 0.63% -158.0 -3.0% $271.26 -3.5%
37 CWB SPDR SERIES TRUST 12,615.0 $1.4M 0.63% +8K +149.7% $107.83 -6.7%
38 MU MICRON TECHNOLOGY INC Technology 1,168.0 $1.3M 0.62% +368.0 +46.0% $1154.10 -18.8%
39 VEA VANGUARD TAX-MANAGED FDS 18,820.0 $1.3M 0.62% +8K +73.6% $71.25 +1.7%
40 SCHD SCHWAB STRATEGIC TR 40,938.0 $1.3M 0.60% -26K -39.2% $31.71 +10.4%
Page 2 of 7  ·  124 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%