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CIK: 0002083963
Total reported value
$122.3M
$122.3M
88 檔
23.3%
As reported in its official Q4 2025 Form 13F filing, Guardian Capital, LLC's tracked investment portfolio stood at $122.3M with 88 total positions.
During Q4 2025, Guardian Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, NVDA, AAPL) accounted for 23.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.99% | +4.19% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.69% | -0.65% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.86% | -0.64% | — | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.80% | -1.53% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.19% | -0.38% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | -0.42% | — | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.72% | — | — | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.68% | — | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.68% | -0.43% | — | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.56% | -0.40% | — | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.43% | -0.62% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.44% | — | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.27% | -0.67% | — | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.09% | -0.57% | — | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.06% | +0.18% | — | |
| 16 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 1.89% | +1.04% | — | |
| 17 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 1.89% | +0.94% | — | |
| 18 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 1.89% | +0.99% | — | |
| 19 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 1.89% | +0.91% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.81% | -2.79% | — | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.73% | -0.44% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.65% | -0.57% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | -0.35% | — | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.62% | -0.21% | — | |
| 25 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.17% | -0.20% | — | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 1.13% | -0.25% | — | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | +0.01% | — | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.10% | +0.87% | — | |
| 29 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.08% | -0.31% | — | |
| 30 | FIW | First Trust Water ETF | ETF-Other | 1.03% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | -0.08% | — | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.99% | -0.01% | — | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.94% | -0.15% | — | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.91% | +0.10% | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.29% | — | |
| 36 | AIRR | First Trust Rba American Ind | ETF-Other | 0.77% | -0.15% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.20% | — | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.72% | -0.11% | — | |
| 39 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.70% | -0.16% | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.08% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.03% | — | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | -0.32% | — | |
| 43 | CW | Curtiss-wright CORP | Stock-Industrials | 0.67% | -0.04% | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.13% | — | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.64% | -0.14% | — | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | — | — | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.58% | -0.08% | — | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.55% | -0.17% | — | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.44% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | -0.02% | — |
According to official SEC Form 13F filings, Guardian Capital, LLC reported a total U.S. public equity portfolio value of $122.3M across 88 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2025, Guardian Capital, LLC's top holdings by market value included QQQ (7.0%)、NVDA (6.7%)、AAPL (4.9%). The largest single position, QQQ, represented 7.0% of total portfolio value.
In Q4 2025, Guardian Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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