Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Gordian Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Gordian Advisors LLC (CIK 2011856) reported $170.0M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BIV ($34.7M, 20.38%), SCHX ($32.3M, 19.02%), VTI ($29.7M, 17.48%), VEA ($19.0M, 11.18%), VXUS ($9.3M, 5.48%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BIVVANGUARD BD INDEX FDS$34.7M20.38%451,880Added
2SCHXSCHWAB STRATEGIC TR$32.3M19.02%1.1MTrimmed
3VTIVANGUARD INDEX FDS$29.7M17.48%80,337Added
4VEAVANGUARD TAX-MANAGED FDS$19.0M11.18%266,782Added
5VXUSVANGUARD STAR FDS$9.3M5.48%108,979Added
6SCHASCHWAB STRATEGIC TR$5.1M2.97%139,995Trimmed
7VWOVANGUARD INTL EQUITY INDEX F$4.7M2.77%78,953Added
8MSFTMICROSOFT CORP$3.9M2.29%10,457Added
9AAPLAPPLE INC$3.1M1.84%10,822Added
10DFICDIMENSIONAL ETF TRUST$2.6M1.51%68,852Trimmed
11BNDVANGUARD BD INDEX FDS$2.2M1.29%29,976Trimmed
12VCSHVANGUARD SCOTTSDALE FDS$1.9M1.11%23,877Added
13JNJJOHNSON & JOHNSON$1.1M0.65%4,359Added
14AMZNAMAZON COM INC$1.0M0.61%4,336Hold
15IVVISHARES TR$947,6100.56%1,265Hold
16BRKBBERKSHIRE HATHAWAY INC DEL$926,7220.55%1,852Hold
17SPYSTATE STR SPDR S&P 500 ETF T$870,5940.51%1,166Added
18ESGVVANGUARD WORLD FD$727,4180.43%5,501Hold
19DFEMDIMENSIONAL ETF TRUST$678,4380.40%16,694Trimmed
20JPMJPMORGAN CHASE & CO$602,9410.35%1,842Added
21IWFISHARES TR$598,1490.35%4,817Added
22WMTWALMART INC$560,3320.33%4,947Added
23QQQINVESCO QQQ TR$522,2030.31%709Hold
24CLCOLGATE PALMOLIVE CO$513,4080.30%5,600Hold
25GOOGALPHABET INC$517,4460.30%1,464Hold

Source: SEC Form 13F filings · as of 2026-06-30