account_balance

Investment manager · 13F filer · SEC CIK 2021272

Guardian Asset Advisors, LLC

Reported value$224Mas of Sep 30, 2026
Positions127 7 new, 4 sold out
Top 10 weight46.1%AAPL alone is 13%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 12.7% Trimmed −2%NVDA NVIDIA Corp 5.7% HeldAMZN Amazon.com Inc 5.0% Held
QQQM Invesco Exch Traded Fd Tr II 4.6% Trimmed −7%
SPYM SPDR Series Trust 4.1% Trimmed −21%
MSFT Microsoft Corp 3.4% Held
SPIB SPDR Series Trust 3.2% Trimmed −5%
BRK-B Berkshire Hathaway Inc 2.9% Added +15%PLTR Palantir Technologies Inc. 2.5% HeldWMT Walmart Inc. 1.9% Held
VCSH Vanguard Scottsdale FDS 1.8% Added +10%
XMMO Invesco Exchange Traded Fd T 1.7% Trimmed −27%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • FLQL $2.2M
  • VTIP $1.07M
  • JEPI $492K
  • MRK $225K
arrow_upwardAdded
  • USFR +269%
  • SPDW +225%
  • VO +138%
  • SCHD +95%
arrow_downwardTrimmed
  • IGV −31%
  • CIBR −29%
  • USMV −29%
  • XMMO −27%
remove_circleSold out
  • ITB $270K
  • FIX $232K
  • MUB $210K
  • XSMO $208K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist