Gordian Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$150.1M
Q ending 2026-03-31
Prior quarter
$150.9M
Q ending 2025-12-31
Change
-0.6% QoQ · +19.3% YoY
Positions
55
reported holdings

Largest positions

All 55 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Bd Index FdsBIVShares$33.0M427K
Schwab Strategic TrSCHXShares$28.3M1.1M
Vanguard Index FdsVTIShares$24.8M77K
Vanguard Tax-Managed FdsVEAShares$17.1M266K
Vanguard Star FdsVXUSShares$8.1M105K
Vanguard Intl Equity Index FVWOShares$4.2M78K
Schwab Strategic TrSCHAShares$4.1M140K
Microsoft CorpMSFTShares$3.9M10K
Apple IncAAPLShares$2.7M11K
Dimensional Etf TrustDFICShares$2.5M69K
Vanguard Bd Index FdsBNDShares$2.2M31K
Vanguard Scottsdale FdsVCSHShares$1.9M23K
Johnson & JohnsonJNJShares$1.1M4K
Amazon Com IncAMZNShares$903K4K
Berkshire Hathaway Inc DelBRK/BShares$887K2K
Ishares TrIVVShares$826K1K
State Str Spdr S&P 500 Etf TSPYShares$758K1K
Vanguard World FdESGVShares$618K6K
Walmart IncWMTShares$614K5K
Dimensional Etf TrustDFEMShares$598K17K
Jpmorgan Chase & CoJPMShares$542K2K
Ishares TrIWFShares$514K1K
Colgate Palmolive CoCLShares$477K6K
Vanguard Mun Bd FdsVTEIShares$431K4K
Alphabet IncGOOGShares$420K1K
Invesco Qqq TrQQQShares$409K709
Starbucks CorpSBUXShares$406K5K
Spdr Gold TrGLDShares$394K916
Vanguard World FdVSGXShares$387K5K
Nvidia CorporationNVDAShares$386K2K
Costco Wholesale CorporationCOSTShares$361K362
Ishares TrEAGGShares$339K7K
Chevron CorporationCVXShares$331K2K
Rtx CorporationRTXShares$316K2K
Exxon Mobil CorpXOMShares$307K2K
Amgen IncAMGNShares$301K856
Caterpillar IncCATShares$298K420
Ishares TrIVWShares$296K3K
Dimensional Etf TrustDFAUShares$295K7K
Broadcom IncAVGOShares$278K898
Vanguard Charlotte FdsBNDXShares$277K6K
Stryker CorporationSYKShares$271K825
Taiwan Semiconductor ManufacTSMShares$270K800
IntuitINTUShares$259K600
International Business MachsIBMShares$256K1K
Expeditors Intl Wash IncEXPDShares$256K2K
Dimensional Etf TrustDFUVShares$251K5K
Fifth Third BancorpFITBShares$247K5K
Merck & Co IncMRKShares$241K2K
Eli Lilly & CoLLYShares$235K256
Home Depot IncHDShares$231K703
Ishares TrIWMShares$220K887
Lockheed Martin CorpLMTShares$215K356
Ishares TrIWDShares$214K1K
Ge AerospaceGEShares$211K745

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.