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Garde Capital, Inc.

Diversified strategyMomentum followerSector-focused

Total reported value

$1.7B

Reporting period: 2026-03-31 · Number of holdings: 203

Garde Capital, Inc. disclosed 203 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.7B and a quarterly turnover rate of 17.4%.

Personality snowflake

Concentration
19.9
Portfolio Stability
17.43
Momentum/Contrarian
100
Sector conviction
93.13
Diversification
100
Sizing Uniformity
70.18

Recent moves

  • Trim VUG

    -2.0%　-$27.0M

  • Trim MSFT

    -6.0%　-$20.4M

  • Add VTIP

    +19.2%　$9.3M

  • Trim AAPL

    -21.2%　-$9.6M

  • Trim AMZN

    -21.5%　-$9.4M

  • Trim Z

    -3.0%　-$7.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 198 holdings (of 203 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTVVanguard Value ETFETF-Other12.69%+0.35%-0.99%
2VUGVanguard Growth ETFETF-Other11.55%-1.48%-2.03%
3VVVanguard Large-cap ETFETF-Other7.71%-0.33%-0.03%
4VGKVanguard Ftse Europe ETFETF-Other4.97%—+1.29%
5VTIVanguard Total Stock Mkt ETFETF-Other4.96%-0.12%+0.96%
6VPLVanguard Ftse Pacific ETFETF-Other3.67%+0.29%-0.69%
7IEFIshares 7-10 Year Treasury BETF-Gov Bonds3.48%+3.48%NEW
8VTIPVanguard Short-term TipsETF-Other3.29%+0.58%+19.18%
9MSFTMicrosoft CORPStock-Tech3.13%-1.17%-5.96%
10VBVanguard Small-cap ETFETF-Other2.64%—-0.97%
11VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.02%-0.11%-1.25%
12VNQVanguard Real Estate ETFETF-Other2.00%—+0.62%
13VEAVanguard Ftse Developed ETFETF-Other1.89%—-1.10%
14VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.70%—+1.25%
15AAPLApple INCStock-Tech1.60%-0.55%-21.19%
16ESGVVanguard Esg US Stock ETFETF-Other1.60%-0.06%+2.61%
17SCHGSchwab US Large-cap GrowthETF-Other1.57%-0.20%-1.80%
18IUSVIshares Core S&p U.s. ValueETF-Other1.45%—-1.63%
19VBILVanguard 0-3m T-bill ETFETF-Other1.37%+1.37%NEW
20AMZNAmazon.com INCStock-Consumer Disc1.36%-0.54%-21.46%
21QQQInvesco Qqq Trust Series 1ETF-Tech1.18%-0.37%-20.00%
22IEURIshares Core Msci Europe ETFETF-Other1.11%—-1.13%
23SCHVSchwab US Large-cap ValueETF-Other1.08%—-2.06%
24SCHFSchwab Intl Equity ETFETF-Other1.03%—-4.44%
25GOOGLAlphabet Inc-cl AStock-Comm Services0.90%-0.11%-3.91%
26GOOGAlphabet Inc-cl CStock-Comm Services0.87%-0.13%-6.57%
27VIGVanguard Dividend Apprec ETFETF-Other0.78%——
28VBRVanguard Small-cap Value ETFETF-Other0.74%—-0.47%
29VBKVanguard Small-cap Grwth ETFETF-Other0.73%—-0.24%
30VGITVanguard Intermediate-term TETF-Other0.71%+0.71%NEW
31ZZillow Group INC - CStock-Comm Services0.65%-0.44%-2.98%
32IPACIshares Core Msci Pacific EtETF-Other0.64%—-2.82%
33SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.55%—-2.67%
34VSGXVanguard Esg Intl Stock ETFETF-Other0.54%—+4.37%
35NVDANvidia CORPStock-Tech0.51%-0.09%-9.79%
36SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.44%—-1.34%
37IWFIshares Russell 1000 GrowthETF-Other0.41%-0.04%-0.75%
38CMFIshares California Muni BondETF-Other0.40%+0.40%NEW
39METAMeta Platforms Inc-class AStock-Comm Services0.37%-0.28%-33.72%
40IJRIshares Core S&p Small-cap EETF-Small Cap0.37%-0.08%-21.00%
41IWBIshares Russell 1000 ETFETF-Other0.37%—-0.45%
42VOOVVanguard S&p 500 Value ETFETF-Large Cap & Growth0.34%-0.32%-48.80%
43SCHASchwab US Small-cap ETFETF-Other0.34%—-4.99%
44IAUIshares Gold TrustETF-Commodities0.34%+0.06%+8.06%
45ICFIshares Select U.s. Reit ETFETF-Other0.33%—+1.24%
46TSLATesla INCStock-Consumer Disc0.31%-0.17%-23.11%
47BRK-BBerkshire Hathaway Inc-cl BStock-Other0.31%—+5.00%
48ESGDIshares Trust Ishares Esg AwETF-Other0.28%—+1.86%
49IUSGIshares Core S&p U.s. GrowthETF-Other0.28%—+0.84%
50SUSAIshares Esg Optimized Msci UETF-Other0.27%—+7.48%
1–50 of 198

Holding changes this quarter

Garde Capital, Inc.'s most significant position changes for 2026-03-31: New buy: Ishares 7-10 Year Treasury B (IEF); New buy: Vanguard 0-3m T-bill ETF (VBIL); New buy: Vanguard Intermediate-term T (VGIT); New buy: Ishares California Muni Bond (CMF); New buy: Schwab (charles) CORP (SCHW).

Position changes disclosed by Garde Capital, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VTIPVanguard Short-term Tips+0.6%+19.18%Add
2VTVVanguard Value ETF+0.4%-0.99%Trim
3VPLVanguard Ftse Pacific ETF+0.3%-0.69%Trim
4✓ American Exceptionalism Acqu+0.1%+101.42%Add
5CATCaterpillar INC+0.1%+6.39%Add
6IAUIshares Gold Trust+0.1%+8.06%Add
7COSTCostco Wholesale CORP0%+1.50%Add
8COPXGlobal X Copper Miners ETF0%+73.70%Add
9IWFIshares Russell 1000 Growth0%-0.75%Trim
10UBERUber Technologies INC0%-21.43%Trim
11ESGVVanguard Esg US Stock ETF-0.1%+2.61%Add
12SCHXSchwab US Large-cap ETF-0.1%-44.39%Trim
13AVGOBroadcom INC-0.1%-37.43%Trim
14ETHAIshares Ethereum Trust ETF-0.1%-31.78%Trim
15IJRIshares Core S&p Small-cap E-0.1%-21.00%Trim
16VOOGVanguard S&p 500 Growth ETF-0.1%-38.94%Trim
17NVDANvidia CORP-0.1%-9.79%Trim
18SNOWSnowflake INC-0.1%-34.08%Trim
19VOOVanguard S&p 500 ETF-0.1%-1.25%Trim
20GOOGLAlphabet Inc-cl A-0.1%-3.91%Trim
21VTIVanguard Total Stock Mkt ETF-0.1%+0.96%Add
22GOOGAlphabet Inc-cl C-0.1%-6.57%Trim
23TSLATesla INC-0.2%-23.11%Trim
24SCHGSchwab US Large-cap Growth-0.2%-1.80%Trim
25CRMSalesforce INC-0.2%-61.45%Trim
26PLTRPalantir Technologies Inc-a-0.2%-60.73%Trim
27ZGZillow Group INC - A-0.2%-9.12%Trim
28IBITIshares Bitcoin Trust ETF-0.3%-48.33%Trim
29METAMeta Platforms Inc-class A-0.3%-33.72%Trim
30VOOVVanguard S&p 500 Value ETF-0.3%-48.80%Trim
31VVVanguard Large-cap ETF-0.3%-0.03%Trim
32QQQInvesco Qqq Trust Series 1-0.4%-20.00%Trim
33ZZillow Group INC - C-0.4%-2.98%Trim
34AMZNAmazon.com INC-0.5%-21.46%Trim
35AAPLApple INC-0.6%-21.19%Trim
36MSFTMicrosoft CORP-1.2%-5.96%Trim
37VUGVanguard Growth ETF-1.5%-2.03%Trim
38IEFIshares 7-10 Year Treasury B—NEWNew buy
39VBILVanguard 0-3m T-bill ETF—NEWNew buy
40VGITVanguard Intermediate-term T—NEWNew buy
41CMFIshares California Muni Bond—NEWNew buy
42SCHWSchwab (charles) CORP—NEWNew buy
43HYGWIshares Hy CORP Bd Buywr ETF—EXITSold out
44IGSBIshares 1-5y Inv Grade CORP—NEWNew buy
45FLOTIshares Floating Rate Bond E—NEWNew buy
46VCITVanguard Int-term Corporate—NEWNew buy
47WDAYWorkday Inc-class A—EXITSold out
48SCHZSchwab US Aggregate Bond ETF—EXITSold out
49GLDMSpdr Gold Minishares Trust—NEWNew buy
50VIGIVanguard Int Div App Indx Fd—NEWNew buy

FAQ

What is Garde Capital, Inc. and what type of investor is it?
Garde Capital, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.7B, spread across 203 disclosed positions.
What are Garde Capital, Inc.'s largest equity positions?
Based on the latest 13F filing, Garde Capital, Inc.'s top holdings by market value are: 1. Vanguard Value ETF (VTV) — $211.8M (12.7%) 2. Vanguard Growth ETF (VUG) — $192.9M (11.6%) 3. Vanguard Large-cap ETF (VV) — $128.8M (7.7%) 4. Vanguard Ftse Europe ETF (VGK) — $83.0M (5.0%) 5. Vanguard Total Stock Mkt ETF (VTI) — $82.9M (5.0%)
What changes did Garde Capital, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Garde Capital, Inc. made 50 notable position adjustments: 10 new positions were initiated, 8 existing holdings were added to, 29 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Ishares 7-10 Year Treasury B (IEF); New buy: Vanguard 0-3m T-bill ETF (VBIL); New buy: Vanguard Intermediate-term T (VGIT); New buy: Ishares California Muni Bond (CMF); New buy: Schwab (charles) CORP (SCHW)
What sectors does Garde Capital, Inc. focus on?
Garde Capital, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 49.0% • Communication Services: 19.6% • Consumer Discretionary: 16.1% • Financials: 5.7% • Industrials: 4.0% • Consumer Staples: 2.9%