Institutions / Guardian Asset Advisors, LLC
Guardian Asset Advisors, LLC
CIK 2021272 · Institution · as of Dec 31, 2025
Portfolio value
$192.27M
Positions
108
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 108 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $23.46M | 12.2% |
| SPDR Series Trust | $11.17M | 5.8% |
| NVIDIA Corp | $10.40M | 5.4% |
| Amazon.com Inc | $10.16M | 5.3% |
| Invesco Exch Traded Fd Tr II | $9.54M | 5.0% |
| iShares MSCI UAE ETF | $7.88M | 4.1% |
| SPDR Series Trust | $7.12M | 3.7% |
| Microsoft Corp | $6.58M | 3.4% |
| Invesco Exchange Traded Fd T | $6.04M | 3.1% |
| Palantir Technologies Inc | $5.25M | 2.7% |
| Invesco Exch Traded Fd Tr II | $4.42M | 2.3% |
| Walmart Inc. | $4.16M | 2.2% |
| ELI LILLY & Co | $3.65M | 1.9% |
| Vanguard Scottsdale Fds | $3.42M | 1.8% |
| Vanguard Tax-Managed Fds | $3.32M | 1.7% |
| Alphabet Inc. | $3.14M | 1.6% |
| Warren E. Buffett | $3.04M | 1.6% |
| iShares Tr | $2.66M | 1.4% |
| Tesla Inc | $2.36M | 1.2% |
| iShares Tr | $2.35M | 1.2% |
| Select Sector SPDR Tr | $2.14M | 1.1% |
| SPDR S&P 500 ETF Tr | $1.99M | 1.0% |
| Vertiv Holdings Co | $1.92M | 1.0% |
| Schwab Charles Corp | $1.88M | 1.0% |
| JPMorgan Chase & Co | $1.72M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.