Guardian Asset Advisors, LLC: 13F holdings
CIK 20212722026Q2
| Positions | 124 |
|---|
| Reported value | $216.9m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 124 (+22 vs prior quarter) |
|---|
| Reported value | $216.9m (+26.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 87,904 | $25.4m | 11.7% |
| SPYM SPDR SERIES TRUST | 128,758 | $11.3m | 5.2% |
| NVDA NVIDIA CORPORATION | 56,448 | $11.3m | 5.2% |
| QQQM INVESCO EXCH TRADED FD TR II | 36,547 | $11.1m | 5.1% |
| AMZN AMAZON COM INC | 44,992 | $10.7m | 4.9% |
| SPIB SPDR SERIES TRUST | 233,376 | $7.8m | 3.6% |
| XMMO INVESCO EXCHANGE TRADED FD T | 36,761 | $6.3m | 2.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 11,441 | $5.7m | 2.6% |
| MSFT MICROSOFT CORP | 15,019 | $5.6m | 2.6% |
| VRT VERTIV HOLDINGS CO | 13,958 | $4.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2021272")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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