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
AAPLApple Inc.
12.7%Trimmed −2%
NVDANVIDIA Corp
5.7%
AMZNAmazon.com Inc
5.0%
QQQMInvesco Exch Traded Fd Tr II
4.6%Trimmed −7%
SPYMSPDR Series Trust
4.1%Trimmed −21%
MSFTMicrosoft Corp
3.4%
SPIBSPDR Series Trust
3.2%Trimmed −5%
BRK-BBerkshire Hathaway Inc
2.9%Added +15%
PLTRPalantir Technologies Inc.
2.5%
WMTWalmart Inc.
1.9%
VCSHVanguard Scottsdale FDS
1.8%+10%
XMMOInvesco Exchange Traded Fd T
1.7%−27%
AAPLApple Inc.
12.7%Trimmed −2%
NVDANVIDIA Corp
5.7%
AMZNAmazon.com Inc
5.0%
QQQMInvesco Exch Traded Fd Tr II
4.6%
SPYMSPDR Series Trust
4.1%−21%
MSFTMicrosoft Corp
3.4%
SPIBSPDR Series Trust
3.2%
BRK-BBerkshire Hathaway Inc
2.9%
PLTR2.5%WMTVCSH
XMMO
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% HeldSPIB 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% HeldVCSH 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
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