Guardian Capital, Llc

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

Reported value
$104.5M
Q ending 2026-03-31
Prior quarter
$111.7M
Q ending 2025-12-31
Change
-6.4% QoQ
Positions
81
reported holdings

Largest positions

All 81 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
Vaneck Etf TrustSMHShares$9.0M23K
Invesco Qqq TrQQQShares$6.7M12K
Nvidia CorporationNVDAShares$4.7M27K
Spdr Gold TrGLDShares$4.7M11K
Spdr Series TrustCWBShares$4.1M45K
Invesco Exchange Traded Fd TRPGShares$3.9M84K
Aim Etf Products TrustOCTWShares$3.8M99K
Aim Etf Products TrustJANWShares$3.8M104K
Aim Etf Products TrustAPRWShares$3.7M106K
Aim Etf Products TrustJULWShares$3.7M95K
Apple IncAAPLShares$3.5M14K
Ishares TrMTUMShares$2.7M11K
Amazon Com IncAMZNShares$2.2M11K
Costco Wholesale CorporationCOSTShares$2.1M2K
Vanguard World FdVGTShares$2.1M3K
Home Depot IncHDShares$2.1M6K
Broadcom IncAVGOShares$1.9M6K
Waste Mgmt Inc DelWMShares$1.7M8K
Walmart IncWMTShares$1.6M13K
Ishares TrHYGShares$1.6M20K
Meta Platforms IncMETAShares$1.6M3K
Litman Gregory Fds TrDBMFShares$1.4M47K
Microsoft CorpMSFTShares$1.4M4K
Vanguard Index FdsVTVShares$1.3M7K
Mastercard IncorporatedMAShares$1.1M2K
First Tr Exchange Traded FdAIRRShares$1.0M9K
Palantir Technologies IncPLTRShares$989K7K
Visa IncVShares$983K3K
Vanguard World FdVDCShares$958K4K
Curtiss Wright CorpCWShares$918K1K
Dicks Sporting Goods IncDKSShares$912K5K
State Str Spdr Dow Jones IndDIAShares$883K2K
Invesco Exchange Traded Fd TPPAShares$876K5K
Select Sector Spdr TrXLKShares$841K6K
Vanguard World FdMGKShares$806K2K
Invesco Exch Traded Fd Tr IiSPMOShares$755K7K
Ishares TrDGROShares$750K11K
Aim Etf Products TrustSPBUShares$688K25K
Vanguard World FdVHTShares$687K3K
Pacer Fds TrCOWZShares$674K11K
Netflix Inc.NFLXShares$666K7K
Ishares TrIYYShares$632K4K
Ge Vernova IncGEVShares$579K663
Alphabet IncGOOGLShares$568K2K
Ishares TrFLOTShares$554K11K
Howmet Aerospace IncHWMShares$546K2K
Alphabet IncGOOGShares$542K2K
State Str Spdr S&P 500 Etf TSPYShares$518K797
Vanguard Whitehall FdsVYMShares$507K3K
Vaneck Etf TrustMOATShares$491K5K
Advanced Micro Devices IncAMDShares$489K2K
Global X FdsPAVEShares$430K8K
Berkshire Hathaway Inc DelBRK/BShares$426K890
Vanguard Index FdsVTIShares$424K1K
Tesla IncTSLAShares$411K1K
Lowes Cos IncLOWShares$388K2K
Merck & Co IncMRKShares$378K3K
Ishares TrIVVShares$377K576
Mcdonalds CorpMCDShares$361K1K
Chubb Ltd SwitzShares$348K1K
Unitedhealth Group IncUNHShares$333K1K
Jpmorgan Chase & CoJPMShares$331K1K
Wec Energy Group IncWECShares$313K3K
Ishares TrPFFShares$312K10K
Vanguard World FdVISShares$307K984
Ishares TrHEFAShares$306K7K
Pepsico IncPEPShares$300K2K
Proshares TrNOBLShares$291K3K
Ishares TrIWMShares$272K1K
Caterpillar IncCATShares$271K383
Goldman Sachs Group IncGSShares$260K308
Ishares TrTOPTShares$260K9K
Spdr Series TrustXMEShares$258K2K
Spdr Series TrustSPYVShares$257K5K
First Tr Exchange-Traded FdGRIDShares$249K2K
Ishares TrIVWShares$246K2K
Lockheed Martin CorpLMTShares$239K395
Vanguard World FdVPUShares$226K1K
Deere & CoDEShares$217K385
Ross Stores IncROSTShares$216K996
Abbvie IncABBVShares$207K950

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.