StockDriftsStockDriftsTop 50 Guardian Asset Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.73% | 87.9K | $25.4M | +2.70%(+2.31K) | $184.28(+66.41%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.22% | 128.8K | $11.3M | +7.62%(+9.12K) | $64.61(+40.92%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.21% | 56.4K | $11.3M | +6.45%(+3.42K) | $71.97(+206.34%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.11% | 36.5K | $11.1M | -2.83%(-1.06K) | $200.30(+48.10%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.94% | 45.0K | $10.7M | +4.96%(+2.13K) | $147.01(+87.03%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 3.6% | 233.4K | $7.8M | +10.97%(+23.08K) | $32.51(+1.88%) | 2026-06-30 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2.88% | 36.8K | $6.3M | new | $132.05(+23.17%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.64% | 11.4K | $5.7M | +124.47%(+6.34K) | $440.43(+18.83%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.59% | 15.0K | $5.6M | +16.65%(+2.14K) | $360.13(+39.60%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 2.16% | 14.0K | $4.7M | +18.03%(+2.13K) | $125.04(+123.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +43.78% |
Guardian Asset Advisors, LLC reports $216.87M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.7%), SPYM (5.2%) and NVDA (5.2%). The top 20 holdings account for 63.07% of reported assets. Its disclosed equity book has returned +47.05% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Guardian Asset Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021272). View Guardian Asset Advisors, LLC’s 13F filings on SEC