Terminal · Institutions

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

Guardian Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Guardian Capital, LLC (CIK 2083963) reported $122.3M across 79 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($13.0M, 10.63%), SMH ($8.7M, 7.08%), MTUM ($8.2M, 6.75%), CWB ($5.8M, 4.78%), APRW ($5.6M, 4.57%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR$13.0M10.63%17,646Added
2SMHVANECK ETF TRUST$8.7M7.08%13,192Trimmed
3MTUMISHARES TR$8.2M6.75%24,056Added
4CWBSPDR SERIES TRUST$5.8M4.78%54,212Added
5APRWAIM ETF PRODUCTS TRUST$5.6M4.57%150,342Added
6JULWAIM ETF PRODUCTS TRUST$5.6M4.57%136,855Added
7OCTWAIM ETF PRODUCTS TRUST$5.6M4.57%136,626Added
8JANWAIM ETF PRODUCTS TRUST$5.6M4.57%144,365Added
9NVDANVIDIA CORPORATION$4.7M3.82%23,348Trimmed
10SOXXISHARES TR$4.3M3.55%6,782New
11RPGINVESCO EXCHANGE TRADED FD T$3.9M3.23%61,765Trimmed
12AAPLAPPLE INC$3.3M2.71%11,433Trimmed
13HYGISHARES TR$2.1M1.71%26,089Added
14AMZNAMAZON COM INC$2.1M1.69%8,673Trimmed
15GLDSPDR GOLD TR$2.0M1.67%5,558Trimmed
16VGTVANGUARD WORLD FD$1.9M1.58%16,178Added
17AVGOBROADCOM INC$1.7M1.41%4,549Trimmed
18COSTCOSTCO WHOLESALE CORPORATION$1.7M1.38%1,799Trimmed
19HDHOME DEPOT INC$1.6M1.34%4,647Trimmed
20PFFISHARES TR$1.3M1.10%44,048Added
21WMWASTE MGMT INC DEL$1.3M1.09%5,955Trimmed
22METAMETA PLATFORMS INC$1.3M1.08%2,344Trimmed
23WMTWALMART INC$1.2M1.00%10,802Trimmed
24VTVVANGUARD INDEX FDS$1.1M0.92%5,176Trimmed
25MSFTMICROSOFT CORP$1.1M0.92%3,011Trimmed

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