GW
Guidant Wealth Advisors Historical SEC 13F Holdings & Archive (Q3 2019)
Guidant Wealth AdvisorsCIK: 0001689024
Diversified strategySector-focusedMomentum follower
Total reported value
$269.1M
Reporting period: 2019-09-30 · Number of holdings: 256
Guidant Wealth Advisors disclosed 256 holdings in its latest 13F filing for the period ending 2019-09-30, with total reported value of $269.1M and a quarterly turnover rate of 18.3%.
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Personality snowflake
- Concentration
- 10.96
- Portfolio Stability
- 18.33
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 75.43
Guidant Wealth Advisors's disclosed holdings carry a Herfindahl concentration index of 0.027 — mathematically equivalent to about 37 equally-sized positions, well below its 256 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.46), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim JNK
-89.4% -$7.8M
Add TLT
+974.4% $7.3M
Add IBDP
+881.2% $3.7M
Trim PFF
-78.9% -$2.6M
Add TLT
+10087.0% $2.6M
Add 46434VBA7
+38.5% $1.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.22% | +0.11% | +11.49% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.81% | +0.17% | +8.25% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.04% | +0.19% | +5.13% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 3.55% | +0.13% | +7.68% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.31% | +0.14% | +10.99% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.29% | +0.13% | +8.98% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.28% | +0.12% | +7.03% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.25% | +0.09% | +6.03% | |
| 9 | ✓ | Ishares Tr | Stock-Other | 3.07% | +0.30% | +14.92% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 2.98% | +2.69% | +974.37% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.89% | +0.27% | +13.03% | |
| 12 | UBS | UBS Group AG | Stock-Financials | 2.80% | -0.46% | -9.06% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.71% | +0.19% | +12.89% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.28% | -0.43% | -10.79% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.24% | +0.08% | +6.70% | |
| 16 | ✓ | Ishares Tr | Stock-Other | 2.19% | -0.13% | -1.59% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | — | +1.93% | |
| 18 | ✓ | Ishares Ibonds Dec 2022 Term C | Stock-Other | 1.81% | +0.46% | +38.48% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.73% | -0.12% | -3.31% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | -0.18% | -7.37% | |
| 21 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.54% | +1.38% | +881.20% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.52% | +0.04% | +7.93% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.42% | +0.11% | +5.79% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.36% | — | +4.63% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.23% | -0.13% | -1.40% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.20% | -0.11% | -0.00% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.20% | — | -0.20% | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.14% | — | -0.23% | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.96% | +0.95% | +10087.01% | |
| 30 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.91% | — | -2.90% | |
| 31 | ✓ | Ishares Ibonds Sep 2020 Amt | Stock-Other | 0.81% | +0.09% | +18.09% | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.75% | +0.24% | +52.29% | |
| 33 | ✓ | Ishares Tr | Stock-Other | 0.71% | +0.42% | +155.76% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.69% | — | — | |
| 35 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.66% | — | -0.07% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.06% | -5.44% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | — | -2.31% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | — | — | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.53% | — | +7.40% | |
| 40 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.49% | — | -1.32% | |
| 41 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.49% | — | — | |
| 42 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.45% | — | — | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.44% | — | +0.06% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | — | — | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.39% | — | -0.39% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.36% | — | -2.01% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.35% | — | -2.60% | |
| 48 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.34% | -3.03% | -89.41% | |
| 49 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.34% | — | +100.00% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.31% | — | — |
1–50 of 200
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Guidant Wealth Advisors's most significant position changes for 2019-09-30: Sold out: Ishares Ibonds Sep 2019 Term (IBMHEUR); Sold out: Wisdomtree; New buy: Invesco Qqq Trust Series 1 (QQQ); Sold out: ; Sold out: Ss Spdr N Ice Hy Muni ETF (HYMB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | iShares 20+ Year Treasury Bond ETF | +2.7% | +974.37% | Add |
| 2 | IBDP | Ishares Ibonds Dec 2024 Term | +1.4% | +881.20% | Add |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | +1% | +10087.01% | Add |
| 4 | ✓ | Ishares Ibonds Dec 2022 Term C | +0.5% | +38.48% | Add |
| 5 | ✓ | Ishares Tr | +0.4% | +155.76% | Add |
| 6 | ✓ | Ishares Tr | +0.3% | +14.92% | Add |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.3% | +13.03% | Add |
| 8 | TLT | iShares 20+ Year Treasury Bond ETF | +0.2% | +52.29% | Add |
| 9 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +5.13% | Add |
| 10 | VBR | Vanguard Small-cap Value ETF | +0.2% | +12.89% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +8.25% | Add |
| 12 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +10.99% | Add |
| 13 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +7.68% | Add |
| 14 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +8.98% | Add |
| 15 | SCHG | Schwab US Large-cap Growth | +0.1% | +7.03% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +11.49% | Add |
| 17 | VNQ | Vanguard Real Estate ETF | +0.1% | +5.79% | Add |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +194.22% | Add |
| 19 | TIP | Ishares Tips Bond ETF | +0.1% | +6.03% | Add |
| 20 | ✓ | Ishares Ibonds Sep 2020 Amt | +0.1% | +18.09% | Add |
| 21 | SCHV | Schwab US Large-cap Value | +0.1% | +6.70% | Add |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | +7.93% | Add |
| 23 | AAPL | Apple Inc | 0% | +0.14% | Add |
| 24 | NEE | Nextera Energy Inc | 0% | +0.11% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 26 | EFA | Ishares Msci Eafe ETF | — | +4.63% | Add |
| 27 | ICF | Ishares Select U.s. Reit ETF | — | -1.32% | Trim |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -5.44% | Trim |
| 29 | PSK | Ss Spdr Ice Pref Sec ETF | -0.1% | -34.87% | Trim |
| 30 | GSG | Ishares S&p Gsci Commodity I | -0.1% | -25.18% | Trim |
| 31 | EEM | Ishares Msci Emerging Market | -0.1% | -0.00% | Trim |
| 32 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -3.31% | Trim |
| 33 | IWO | Ishares Russell 2000 Growth | -0.1% | -1.40% | Trim |
| 34 | ✓ | Ishares Tr | -0.1% | -1.59% | Trim |
| 35 | VOO | Vanguard S&p 500 ETF | -0.2% | -7.37% | Trim |
| 36 | BEN | Franklin Resources Inc | -0.3% | -69.31% | Trim |
| 37 | VXF | Vanguard Extended Market ETF | -0.4% | -10.79% | Trim |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.5% | -69.16% | Trim |
| 39 | UBS | UBS Group AG | -0.5% | -9.06% | Trim |
| 40 | PFF | Ishares Preferred & Income S | -1% | -78.92% | Trim |
| 41 | JNK | Ss Spdr Bb High Yield Bond | -3% | -89.41% | Trim |
| 42 | IBMHEUR | Ishares Ibonds Sep 2019 Term | — | EXIT | Sold out |
| 43 | ✓ | Wisdomtree | — | EXIT | Sold out |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 45 | ✓ | — | EXIT | Sold out | |
| 46 | HYMB | Ss Spdr N Ice Hy Muni ETF | — | EXIT | Sold out |
| 47 | ✓ | Invesco Exchng Traded Fund Tr | — | EXIT | Sold out |
| 48 | PSCH | Invesco S&p Smallcap Health | — | NEW | New buy |
| 49 | ✓ | TotalEnergies SE | — | EXIT | Sold out |
| 50 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
Filing History
FAQ
What is Guidant Wealth Advisors and what type of investor is it?
Guidant Wealth Advisors is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2019-09-30), the firm manages a tracked equity portfolio valued at approximately $269.1M, spread across 256 disclosed positions.
What are Guidant Wealth Advisors's largest equity positions?
Based on the latest 13F filing, Guidant Wealth Advisors's top holdings by market value are:
1. Vanguard Ftse Emerging Marke (VWO) — $19.4M (7.2%)
2. Vanguard Ftse Developed ETF (VEA) — $18.3M (6.8%)
3. Vanguard Total Intl Bond ETF (BNDX) — $13.6M (5.0%)
4. iShares 20+ Year Treasury Bond ETF (TLT) — $9.6M (3.5%)
5. Vanguard Small-cap Grwth ETF (VBK) — $8.9M (3.3%)
What changes did Guidant Wealth Advisors make in its most recent portfolio filing?
In the latest reported quarter, Guidant Wealth Advisors made 49 notable position adjustments: 3 new positions were initiated, 25 existing holdings were added to, 15 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Ishares Ibonds Sep 2019 Term (IBMHEUR); Sold out: Wisdomtree; New buy: Invesco Qqq Trust Series 1 (QQQ); Sold out: ; Sold out: Ss Spdr N Ice Hy Muni ETF (HYMB)
What sectors does Guidant Wealth Advisors focus on?
Guidant Wealth Advisors is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 55.6%
• Communication Services: 13.1%
• Health Care: 10.3%
• Information Technology: 8.3%
• Consumer Staples: 5.9%
• Consumer Discretionary: 3.0%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Guidant Wealth Advisors's portfolio is broadly diversified and long-term-holding, with 55.6% of the portfolio concentrated in Financials.
It has added to its TLT position over the past two quarters (+$7.3M, now $8.0M), while trimming PFF over the same stretch (-$2.6M, still holding $704.0K).
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Developer Access
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