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Disclosed positions
Guardian Asset Advisors, LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $25,443,538
- Reported amount
- 87,904
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002021272-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | COM | $25,443,538 | 87,904 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $11,315,684 | 128,758 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $11,295,776 | 56,448 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $11,082,790 | 36,547 | SH | None |
| AMAZON COM INC | AMZN | COM | $10,723,510 | 44,992 | SH | None |
| SPDR SERIES TRUST | SPIB | ST INTER BD ETF | $7,808,847 | 233,376 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMMO | S&P MDCP MOMNTUM | $6,255,060 | 36,761 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,725,002 | 11,441 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,612,073 | 15,019 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $4,676,517 | 13,958 | SH | None |
| WALMART INC | WMT | COM | $4,577,008 | 40,399 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $4,367,606 | 45,280 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,845,934 | 3,207 | SH | None |
| INVESCO EXCH TRADED FD TR II | BKLN | SR LN ETF | $3,791,210 | 186,120 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $3,696,855 | 46,778 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,679,688 | 10,399 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $3,482,137 | 29,846 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $3,406,178 | 28,498 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,079,030 | 4,112 | SH | None |
| GE VERNOVA INC | GEV | COM | $2,928,363 | 2,492 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $2,807,395 | 82,953 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $2,519,038 | 59,397 | SH | None |
| TESLA INC | TSLA | COM | $2,219,927 | 5,278 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,213,952 | 2,963 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | CIBR | NASDAQ CYB ETF | $2,200,159 | 24,486 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $2,072,466 | 28,230 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,019,852 | 6,156 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,010,972 | 1,888 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,885,552 | 8,652 | SH | None |
| ISHARES TR | IGV | EXPANDED TECH | $1,848,545 | 20,400 | SH | None |
| INVESCO EXCHANGE TRADED FD T | PPA | AEROSPACE DEFN | $1,770,455 | 10,027 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $1,709,261 | 18,519 | SH | None |
| ISHARES TR | IVLU | MSCI INTL VLU FT | $1,687,698 | 40,354 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $1,386,251 | 2,109 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,385,601 | 5,460 | SH | None |
| MCDONALDS CORP | MCD | COM | $1,362,526 | 5,023 | SH | None |
| SPDR SERIES TRUST | CWB | ST STR CONV ETF | $1,360,339 | 12,615 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,347,986 | 1,168 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,340,833 | 18,820 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $1,298,123 | 40,938 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,227,368 | 1,666 | SH | None |
| IRON MTN INC DEL | IRM | COM | $1,202,536 | 9,524 | SH | None |
| HOME DEPOT INC | HD | COM | $1,169,745 | 3,318 | SH | None |
| META PLATFORMS INC | META | CL A | $1,076,233 | 1,907 | SH | None |
| SELECT SECTOR SPDR TR | XLC | ST STR SVC ETF | $988,591 | 9,227 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $984,585 | 1,882 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $946,736 | 12,277 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $935,610 | 1,226 | SH | None |
| SPDR SERIES TRUST | SPBO | ST STR CORPO ETF | $917,952 | 31,610 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $903,998 | 11,220 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.