StockDriftsStockDriftsTop 50 Guardian Asset Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 12.73% | 85.8K | $28.6M | -2.40%(-2.11K) | $184.28(+86.09%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.74% | 56.5K | $12.9M | +0.01%(+3) | $71.97(+201.62%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.02% | 45.2K | $11.3M | +0.52%(+236) | $147.52(+77.91%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.6% | 33.9K | $10.3M | -7.26%(-2.65K) | $200.30(+47.67%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 4.08% | 102.1K | $9.2M | -20.69%(-26.64K) | $64.61(+39.66%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.4% | 14.9K | $7.6M | -1.09%(-163) | $360.13(+48.15%) | 2026-09-30 | |
| SPIB | SPDR SERIES TRUST | 3.2% | 222.7K | $7.2M | -4.56%(-10.65K) | $32.51(-0.40%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.91% | 13.1K | $6.5M | +14.82%(+1.70K) | $448.01(+18.80%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.49% | 29.9K | $5.6M | +0.15%(+46) | $85.64(+126.71%) | 2026-09-30 | |
| WMT | WALMART INC | 1.87% | 40.3K | $4.2M | -0.29%(-117) | $73.88(+60.67%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +56.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.59% |
Guardian Asset Advisors LLC reports $224.45M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (12.7%), NVDA (5.7%) and AMZN (5.0%). The top 20 holdings account for 61.9% of reported assets. Its disclosed equity book has returned +56.26% cumulatively over 11 quarters. Figures reflect the Q3 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