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Portfolio (Quarterly) Guide ↗

Guardian Asset Advisors, LLC

· CIK 0002021272
13F Portfolio $192M AUM 108 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 1,625.0 $562K 0.29% NEW $346.11 +21.9%
62 VDC VANGUARD WORLD FD 2,645.0 $558K 0.29% NEW $211.00 +7.3%
63 IWS ISHARES TR 3,670.0 $517K 0.27% NEW $141.00 +13.6%
64 CRWD CROWDSTRIKE HLDGS INC Technology 1,091.0 $511K 0.27% NEW $468.76 +43.3%
65 LNG CHENIERE ENERGY INC Energy 2,499.0 $486K 0.25% NEW $194.32 +20.4%
66 T AT&T INC Communication Services 19,084.0 $474K 0.25% NEW $24.84 +0.7%
67 SPHQ INVESCO EXCHANGE TRADED FD T 6,147.0 $461K 0.24% NEW $75.02 +14.2%
68 XLI SELECT SECTOR SPDR TR 2,914.0 $452K 0.23% NEW $155.18 +12.3%
69 IWB ISHARES TR 1,152.0 $430K 0.22% NEW $373.69 +9.6%
70 IWR ISHARES TR 4,449.0 $428K 0.22% NEW $96.27 +11.0%
71 CRM SALESFORCE INC Technology 1,605.0 $426K 0.22% NEW $265.69 -32.6%
72 PLD PROLOGIS INC. Real Estate 3,185.0 $407K 0.21% NEW $127.67 +15.1%
73 IJR ISHARES TR 3,367.0 $405K 0.21% NEW $120.16 +16.2%
74 VRTX VERTEX PHARMACEUTICALS INC Healthcare 885.0 $401K 0.21% NEW $453.36 -3.8%
75 BUG GLOBAL X FDS 12,927.0 $394K 0.20% NEW $30.47 +13.4%
76 XLU SELECT SECTOR SPDR TR 8,947.0 $382K 0.20% NEW $42.69 +6.2%
77 XLE SELECT SECTOR SPDR TR 8,433.0 $377K 0.20% NEW $44.71 +29.4%
78 VST VISTRA CORP Utilities 2,336.0 $377K 0.20% NEW $161.40 -3.2%
79 SLV ISHARES SILVER TR Financial Services 5,839.0 $376K 0.20% NEW $64.42 +8.2%
80 ITB ISHARES TR 3,892.0 $375K 0.20% NEW $96.45 -4.5%
Page 4 of 6  ·  108 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 49.4%
Consumer Cyclical 15.1%
Financial Services 9.5%
Healthcare 6.3%
Communication Services 5.8%
Consumer Defensive 5.6%
Industrials 3.9%
Utilities 2.1%
Real Estate 1.2%
Energy 1.0%