13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001616328
Total reported value
$2.2B
$2.2B
817 檔
31.4%
According to the latest 13F quarterly dataset, Garde Capital, Inc. managed an equity portfolio of $2.2B at the end of Q2 2025, spanning 817 distinct U.S. exchange-listed positions.
Garde Capital, Inc. executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 71 positions.
Showing top 200 holdings (of 817 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.57% | -1.24% | -2.69% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.83% | -2.01% | -3.04% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 6.44% | -1.07% | +0.15% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.78% | +5.95% | NEW | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.01% | -0.70% | +0.01% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.78% | -0.82% | -6.73% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.71% | +2.95% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.58% | -0.77% | -1.89% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.56% | -0.45% | -5.15% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.28% | +2.05% | NEW | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.06% | -0.36% | -4.64% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.96% | -0.69% | +17.43% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | -0.42% | -19.99% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.74% | +2.14% | NEW | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.18% | +0.60% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.61% | +1.59% | NEW | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.61% | -0.34% | -2.85% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.60% | -0.23% | +8.71% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.49% | -0.34% | +4.80% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.46% | +1.75% | NEW | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.42% | -0.21% | +7.07% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.42% | -0.06% | -0.44% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | -0.27% | -4.81% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.21% | -0.30% | +3.63% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | — | -0.11% | |
| 26 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.19% | -0.51% | +302.37% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.04% | +0.92% | NEW | |
| 28 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.02% | -0.36% | -1.40% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.92% | -0.23% | -0.42% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.89% | -0.17% | -2.49% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.86% | -0.19% | -1.00% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.17% | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.60% | -0.31% | -0.34% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.59% | -0.07% | -0.39% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.59% | -0.17% | +10.21% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.01% | -5.75% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.02% | +6.56% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.52% | -0.08% | +119.35% | |
| 39 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.51% | -0.13% | +0.64% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.05% | +1.05% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.04% | +3.41% | |
| 42 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.48% | +0.45% | NEW | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.11% | -2.23% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.44% | -0.05% | -0.21% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.07% | -6.06% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | -0.05% | -0.44% | |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.39% | -0.10% | +4.39% | |
| 48 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.38% | -0.15% | +0.02% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.05% | +5.08% | |
| 50 | CMF | Ishares California Muni Bond | ETF-Other | 0.35% | -0.10% | -2.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +0.9% | +302.37% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.7% | -2.69% | Trim |
| 3 | MSFT | Microsoft CORP | +0.6% | +2.95% | Add |
| 4 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +119.35% | Add |
| 5 | VV | Vanguard Large-cap ETF | +0.2% | +0.15% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.2% | +6.56% | Add |
| 7 | VTIP | Vanguard Short-term Tips | +0.2% | +17.43% | Add |
| 8 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +7.07% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.80% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.60% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +31.42% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.01% | Add |
| 13 | SCHG | Schwab US Large-cap Growth | +0.1% | -0.44% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.11% | Trim |
| 15 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +13.82% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | -6.06% | Trim |
| 17 | META | Meta Platforms Inc-class A | +0.1% | -5.75% | Trim |
| 18 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +48.48% | Add |
| 19 | SNOW | Snowflake Inc | +0.1% | -1.20% | Trim |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +13.94% | Add |
| 21 | GOOG | Alphabet Inc-cl C | 0% | +3.41% | Add |
| 22 | TSLA | Tesla Inc | 0% | +6.68% | Add |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +100.00% | Add |
| 24 | SCHF | Schwab Intl Equity ETF | 0% | -1.00% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +1.05% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | -0.44% | Trim |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +4.39% | Add |
| 28 | VGT | Vanguard Info Tech ETF | 0% | +10.08% | Add |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +11.99% | Add |
| 30 | ORCL | Oracle CORP | 0% | -8.03% | Trim |
| 31 | VGIT | Vanguard Intermediate-term T | 0% | +10.21% | Add |
| 32 | IUSG | Ishares Core S&p U.s. Growth | 0% | +0.47% | Add |
| 33 | UBER | Uber Technologies Inc | 0% | -0.93% | Trim |
| 34 | WDAY | Workday Inc-class A | 0% | +36.64% | Add |
| 35 | IEUR | Ishares Core Msci Europe ETF | 0% | -0.42% | Trim |
| 36 | VBK | Vanguard Small-cap Grwth ETF | 0% | -0.39% | Trim |
| 37 | IPAC | Ishares Core Msci Pacific Et | 0% | +0.64% | Add |
| 38 | IWB | Ishares Russell 1000 ETF | 0% | -0.21% | Trim |
| 39 | IAU | Ishares Gold Trust | 0% | +11.66% | Add |
| 40 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +0.31% | Add |
| 42 | CAT | Caterpillar Inc | 0% | +0.04% | Add |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | Unchanged |
| 44 | VEU | Vanguard Ftse All-world Ex-u | 0% | +17.53% | Add |
| 45 | XLK | Ss Technology Select Sector | 0% | -0.46% | Trim |
| 46 | PM | Philip Morris International | 0% | +8.71% | Add |
| 47 | BA | Boeing Co/the | 0% | -0.05% | Trim |
| 48 | JPM | Jpmorgan Chase & Co | 0% | -0.70% | Trim |
| 49 | MDB | Mongodb Inc | 0% | +20000.00% | Add |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Garde Capital, Inc. reported a total U.S. public equity portfolio value of $2.2B across 817 disclosed positions in Q2 2025.
During Q2 2025, Garde Capital, Inc.'s top holdings by market value included VUG (10.6%)、VTV (9.8%)、VV (6.4%). The largest single position, VUG, represented 10.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VV) accounted for 31.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
ALLW
市值: $104.3K
Top Position Liquidated / Trimmed
HGTY
前期市值: $939.8K
In Q2 2025, Garde Capital, Inc. made 162 total portfolio adjustments, initiating 6 new buys, adding to 80 positions, trimming 71 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.