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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001616328
Total reported value
$2.2B
$2.2B
181 檔
32.8%
According to the latest 13F quarterly dataset, Garde Capital, Inc. managed an equity portfolio of $2.2B at the end of Q4 2025, spanning 181 distinct U.S. exchange-listed positions.
In Q4 2025, Garde Capital, Inc. adopted a defensive or profit-taking posture, trimming 77 positions and completely liquidating 31 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.03% | -1.24% | -2.48% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 12.34% | -2.01% | +0.57% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 8.04% | -1.07% | -0.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.08% | -0.70% | +1.62% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.93% | -0.82% | +3.30% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -0.71% | +27.40% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.38% | -0.45% | +2.69% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.71% | -0.69% | +11.53% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.60% | -0.36% | +0.34% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.15% | -0.23% | -7.54% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | -0.42% | -0.87% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.96% | -0.34% | +4.35% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | -0.18% | -3.39% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.85% | -0.34% | +0.59% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.77% | -0.06% | -0.73% | |
| 16 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.66% | -0.21% | -3.98% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.65% | -0.27% | +5.27% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | — | -2.53% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.47% | -0.30% | -0.26% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.12% | -0.23% | +0.31% | |
| 21 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.09% | -0.36% | -3.46% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.06% | -0.17% | -1.21% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.03% | -0.19% | -3.71% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | -0.05% | +0.67% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | -0.04% | -0.28% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | -0.17% | +0.55% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.73% | -0.07% | -0.30% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.72% | -0.31% | -0.51% | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | +0.20% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.01% | -0.96% | |
| 31 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.63% | -0.13% | +0.85% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | -0.07% | +1.09% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.55% | -0.11% | -2.19% | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.51% | -0.10% | +2.49% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.03% | +7.00% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.19% | +1.01% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.46% | -0.08% | -7.00% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.05% | -1.31% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | -0.04% | -1.06% | |
| 40 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.44% | -0.15% | +0.23% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | -0.05% | -0.31% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.34% | -0.03% | -4.75% | |
| 43 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.31% | -0.06% | -0.54% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.07% | +0.25% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.30% | -0.02% | -26.09% | |
| 46 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.30% | -0.03% | -12.27% | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.28% | -0.12% | +11.02% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.05% | -27.84% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.27% | -0.05% | +15.55% | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.27% | -0.03% | +1.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +2.5% | +0.57% | Add |
| 2 | VUG | Vanguard Growth ETF | +2.2% | -2.48% | Trim |
| 3 | VV | Vanguard Large-cap ETF | +1.6% | -0.04% | Trim |
| 4 | MSFT | Microsoft CORP | +1.3% | +27.40% | Add |
| 5 | VGK | Vanguard Ftse Europe ETF | +1.2% | +3.30% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | +1.62% | Add |
| 7 | VPL | Vanguard Ftse Pacific ETF | +0.8% | +2.69% | Add |
| 8 | VTIP | Vanguard Short-term Tips | +0.7% | +11.53% | Add |
| 9 | VB | Vanguard Small-cap ETF | +0.5% | +0.34% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.4% | -0.87% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.4% | +0.59% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.67% | Add |
| 13 | VNQ | Vanguard Real Estate ETF | +0.4% | +4.35% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.4% | -0.28% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.4% | -3.39% | Trim |
| 16 | AAPL | Apple Inc | +0.4% | -7.54% | Trim |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +5.27% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | +0.3% | -0.73% | Trim |
| 19 | IUSV | Ishares Core S&p U.s. Value | +0.3% | -0.26% | Trim |
| 20 | ESGV | Vanguard Esg US Stock ETF | +0.3% | -3.98% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -2.53% | Trim |
| 22 | IEUR | Ishares Core Msci Europe ETF | +0.2% | +0.31% | Add |
| 23 | SCHV | Schwab US Large-cap Value | +0.2% | -1.21% | Trim |
| 24 | SCHF | Schwab Intl Equity ETF | +0.2% | -3.71% | Trim |
| 25 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +0.55% | Add |
| 26 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -0.30% | Trim |
| 27 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | — | Unchanged |
| 28 | VBR | Vanguard Small-cap Value ETF | +0.1% | -0.51% | Trim |
| 29 | TSLA | Tesla Inc | +0.1% | +7.00% | Add |
| 30 | NVDA | Nvidia CORP | +0.1% | +1.09% | Add |
| 31 | IPAC | Ishares Core Msci Pacific Et | +0.1% | +0.85% | Add |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +2.49% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.01% | Add |
| 34 | IAU | Ishares Gold Trust | +0.1% | +11.02% | Add |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +15.55% | Add |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | -2.19% | Trim |
| 37 | IWB | Ishares Russell 1000 ETF | +0.1% | -0.31% | Trim |
| 38 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.31% | Trim |
| 39 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.06% | Trim |
| 40 | SUSA | Ishares Esg Optimized Msci U | +0.1% | +1.88% | Add |
| 41 | META | Meta Platforms Inc-class A | +0.1% | -0.96% | Trim |
| 42 | ZG | Zillow Group Inc - A | +0.1% | +0.23% | Add |
| 43 | CAT | Caterpillar Inc | +0.1% | +0.23% | Add |
| 44 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +2.54% | Add |
| 45 | ICF | Ishares Select U.s. Reit ETF | +0.1% | -0.54% | Trim |
| 46 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.16% | Trim |
| 47 | SCHA | Schwab US Small-cap ETF | +0.1% | -4.75% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.25% | Add |
| 49 | Z | Zillow Group Inc - C | 0% | -3.46% | Trim |
| 50 | LLY | Eli Lilly & Co | 0% | -1.72% | Trim |
According to official SEC Form 13F filings, Garde Capital, Inc. reported a total U.S. public equity portfolio value of $2.2B across 181 disclosed positions in Q4 2025.
During Q4 2025, Garde Capital, Inc.'s top holdings by market value included VUG (13.0%)、VTV (12.3%)、VV (8.0%). The largest single position, VUG, represented 13.0% 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 32.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWV
市值: $2.1M
Top Position Liquidated / Trimmed
BND
前期市值: $117.2M
In Q4 2025, Garde Capital, Inc. made 166 total portfolio adjustments, initiating 8 new buys, adding to 50 positions, trimming 77 holdings, and fully liquidating 31 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.
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