Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Guardian Asset Advisors, LLC (CIK 2021272) reported $171.2M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($21.7M, 12.70%), NVDA ($9.2M, 5.40%), SPLG ($9.2M, 5.35%), QQQM ($8.9M, 5.22%), AMZN ($8.9M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $21.7M | 12.70% | 85,593 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $9.2M | 5.40% | 53,027 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $9.2M | 5.35% | 119,639 | Trimmed |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $8.9M | 5.22% | 37,610 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $8.9M | 5.22% | 42,865 | Trimmed |
| 6 | SPIB | SPDR SERIES TRUST | $7.1M | 4.12% | 210,299 | Trimmed |
| 7 | IJH | ISHARES TR | $6.2M | 3.63% | 91,912 | Added |
| 8 | DIA | STATE STR SPDR DOW JONES IND | $6.1M | 3.54% | 13,075 | Added |
| 9 | MSFT | MICROSOFT CORP | $4.8M | 2.79% | 12,875 | Trimmed |
| 10 | WMT | WALMART INC | $4.2M | 2.46% | 33,907 | Trimmed |
| 11 | GOOG | ALPHABET INC | $3.7M | 2.16% | 12,868 | Added |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $3.6M | 2.10% | 24,572 | Trimmed |
| 13 | BKLN | INVESCO EXCH TRADED FD TR II | $3.4M | 1.99% | 166,701 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $3.2M | 1.87% | 40,323 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $3.0M | 1.77% | 3,295 | Trimmed |
| 16 | VRT | VERTIV HOLDINGS CO | $3.0M | 1.73% | 11,826 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.43% | 5,097 | Trimmed |
| 18 | SHYG | ISHARES TR | $2.4M | 1.42% | 57,598 | Trimmed |
| 19 | IJR | ISHARES TR | $2.3M | 1.37% | 18,848 | Added |
| 20 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 1.21% | 67,320 | Added |
| 21 | XLC | SELECT SECTOR SPDR TR | $2.0M | 1.16% | 17,959 | Trimmed |
| 22 | XLF | SELECT SECTOR SPDR TR | $1.9M | 1.12% | 38,861 | Added |
| 23 | TSLA | TESLA INC | $1.8M | 1.04% | 4,766 | Trimmed |
| 24 | PPA | INVESCO EXCHANGE TRADED FD T | $1.7M | 0.98% | 10,133 | Trimmed |
| 25 | IGV | ISHARES TR | $1.7M | 0.97% | 20,746 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31