Gordian Advisors LLC 13F Holdings · Q2 2026
Gordian Advisors LLC reported 65 securities worth $170.02M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BIV (20.38%), SCHX (19.02%), VTI (17.48%). Among its top 25 positions this quarter: 13 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $34.7M | 20.38% | 451,880 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $32.3M | 19.02% | 1.1M | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $29.7M | 17.48% | 80,337 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $19.0M | 11.18% | 266,782 | Added |
| 5 | VXUS | VANGUARD STAR FDS | $9.3M | 5.48% | 108,979 | Added |
| 6 | SCHA | SCHWAB STRATEGIC TR | $5.1M | 2.97% | 139,995 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $4.7M | 2.77% | 78,953 | Added |
| 8 | MSFT | MICROSOFT CORP | $3.9M | 2.29% | 10,457 | Added |
| 9 | AAPL | APPLE INC | $3.1M | 1.84% | 10,822 | Added |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $2.6M | 1.51% | 68,852 | Trimmed |
| 11 | BND | VANGUARD BD INDEX FDS | $2.2M | 1.29% | 29,976 | Trimmed |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $1.9M | 1.11% | 23,877 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $1.1M | 0.65% | 4,359 | Added |
| 14 | AMZN | AMAZON COM INC | $1.0M | 0.61% | 4,336 | Hold |
| 15 | IVV | ISHARES TR | $947,610 | 0.56% | 1,265 | Hold |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $926,722 | 0.55% | 1,852 | Hold |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $870,594 | 0.51% | 1,166 | Added |
| 18 | ESGV | VANGUARD WORLD FD | $727,418 | 0.43% | 5,501 | Hold |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $678,438 | 0.40% | 16,694 | Trimmed |
| 20 | IWF | ISHARES TR | $598,149 | 0.35% | 4,817 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $602,941 | 0.35% | 1,842 | Added |
| 22 | WMT | WALMART INC | $560,332 | 0.33% | 4,947 | Added |
| 23 | QQQ | INVESCO QQQ TR | $522,203 | 0.31% | 709 | Hold |
| 24 | CL | COLGATE PALMOLIVE CO | $513,408 | 0.30% | 5,600 | Hold |
| 25 | GOOG | ALPHABET INC | $517,446 | 0.30% | 1,464 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR