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CIK: 0001616328
Total reported value
$2.2B
$2.2B
198 檔
31.3%
As reported in its official Q1 2026 Form 13F filing, Garde Capital, Inc.'s tracked investment portfolio stood at $2.2B with 198 total positions.
Garde Capital, Inc. executed strategic sector rebalancing during Q1 2026, establishing 25 new positions while fully exiting 8 holdings and trimming 68 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VV) accounted for 31.3% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 12.69% | -2.01% | -0.99% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.55% | -1.24% | -2.03% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.71% | -1.07% | -0.03% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.97% | -0.82% | +1.29% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.96% | -0.70% | +0.96% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.67% | -0.45% | -0.69% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.48% | -0.77% | — | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.29% | -0.69% | +19.18% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.13% | -0.71% | -5.96% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.64% | -0.36% | -0.97% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.02% | -0.42% | -1.25% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.00% | -0.34% | +0.62% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.89% | -0.34% | -1.10% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.70% | -0.27% | +1.25% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.60% | -0.23% | -21.19% | |
| 16 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.60% | -0.21% | +2.61% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.57% | -0.06% | -1.80% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.45% | -0.30% | -1.63% | |
| 19 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.37% | -0.51% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | -0.18% | -21.46% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.18% | — | -20.00% | |
| 22 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.11% | -0.23% | -1.13% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.08% | -0.17% | -2.06% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.03% | -0.19% | -4.44% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | -0.05% | -3.91% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | -0.04% | -6.57% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | -0.17% | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.74% | -0.31% | -0.47% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.73% | -0.07% | -0.24% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.71% | -0.17% | — | |
| 31 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.65% | -0.36% | -2.98% | |
| 32 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.64% | -0.13% | -2.82% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.55% | -0.11% | -2.67% | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.54% | -0.10% | +4.37% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.07% | -9.79% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.19% | -1.34% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | -0.05% | -0.75% | |
| 38 | CMF | Ishares California Muni Bond | ETF-Other | 0.40% | -0.10% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.01% | -33.72% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | -0.04% | -21.00% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.37% | -0.05% | -0.45% | |
| 42 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | +0.20% | -48.80% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.34% | -0.03% | -4.99% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.34% | -0.12% | +8.06% | |
| 45 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.33% | -0.06% | +1.24% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.03% | -23.11% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.07% | +5.00% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.28% | -0.05% | +1.86% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.28% | -0.03% | +0.84% | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.27% | -0.03% | +7.48% |
According to official SEC Form 13F filings, Garde Capital, Inc. reported a total U.S. public equity portfolio value of $2.2B across 198 disclosed positions in Q1 2026.
During Q1 2026, Garde Capital, Inc.'s top holdings by market value included VTV (12.7%)、VUG (11.6%)、VV (7.7%). The largest single position, VTV, represented 12.7% of total portfolio value.
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Top New Position Initiated
IEF
市值: $58.1M
Top Position Liquidated / Trimmed
HYGW
前期市值: $1.1M
In Q1 2026, Garde Capital, Inc. made 161 total portfolio adjustments, initiating 25 new buys, adding to 60 positions, trimming 68 holdings, and fully liquidating 8 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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