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Portfolio (Quarterly) Guide ↗

Guardian Asset Advisors, LLC

· CIK 0002021272
13F Portfolio $171M AUM 102 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 29 Added 60 Reduced 9 Exited
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 4,022.0 $875K 0.51% +166.0 +4.3% $217.51 -1.7%
42 VTV VANGUARD INDEX FDS 4,280.0 $840K 0.49% -4K -49.1% $196.25 +8.0%
43 COWZ PACER FDS TR 13,038.0 $816K 0.48% +256.0 +2.0% $62.56 +2.9%
44 ITA ISHARES TR 3,583.0 $784K 0.46% $218.74 +4.7%
45 GLD SPDR GOLD TR Financial Services 1,791.0 $771K 0.45% -121.0 -6.3% $430.29 -3.8%
46 META META PLATFORMS INC Communication Services 1,312.0 $752K 0.44% -650.0 -33.1% $573.27 +6.1%
47 LNG CHENIERE ENERGY INC Energy 2,544.0 $722K 0.42% +45.0 +1.8% $283.78 -16.7%
48 SMH VANECK ETF TRUST 1,848.0 $709K 0.41% -201.0 -9.8% $383.83 +55.3%
49 VEA VANGUARD TAX-MANAGED FDS 10,839.0 $695K 0.41% -42K -79.6% $64.09 +11.6%
50 ENB ENBRIDGE INC Energy 12,098.0 $655K 0.38% $54.14 +5.0%
51 SHOP SHOPIFY INC Technology 5,452.0 $647K 0.38% -541.0 -9.0% $118.62 -11.9%
52 IVE ISHARES TR 3,020.0 $638K 0.37% $211.15 +8.0%
53 UBER UBER TECHNOLOGIES INC Technology 8,850.0 $637K 0.37% -3K -23.0% $71.93 -1.7%
54 VDC VANGUARD WORLD FD 2,634.0 $591K 0.34% $224.45 +1.1%
55 IGRO ISHARES TR 6,912.0 $579K 0.34% -90.0 -1.3% $83.77 +5.9%
56 IWS ISHARES TR 3,934.0 $573K 0.34% +264.0 +7.2% $145.78 +9.7%
57 PNC PNC FINL SVCS GROUP INC Financial Services 2,650.0 $551K 0.32% -397.0 -13.0% $208.06 +5.7%
58 T AT&T INC Communication Services 18,774.0 $544K 0.32% -310.0 -1.6% $28.99 -13.7%
59 GE GE AEROSPACE Industrials 1,907.0 $541K 0.32% -525.0 -21.6% $283.83 +9.7%
60 XLI SELECT SECTOR SPDR TR 3,235.0 $523K 0.31% +321.0 +11.0% $161.77 +7.5%
Page 3 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.4%
Consumer Cyclical 14.2%
Financial Services 14.0%
Consumer Defensive 6.1%
Healthcare 6.0%
Industrials 5.3%
Communication Services 5.2%
Utilities 2.0%
Energy 1.4%
Real Estate 1.2%