Gordian Advisors
Latest statistics and disclosures from Gordian Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIV, SCHX, VTI, VEA, VXUS, and represent 74.39% of Gordian Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIV, LLY, CAT, MRK, GOOGL, EAGG, JPM, AVGO, VSGX, ESGV.
- Started 4 new stock positions in LLY, CAT, GOOGL, MRK.
- Reduced shares in these 10 stocks: SCHX, VTI, VEA, , VXUS, COST, NVDA, IWD, GE, JNJ.
- Sold out of its position in ORCL.
- Gordian Advisors was a net seller of stock by $-400k.
- Gordian Advisors has $151M in assets under management (AUM), dropping by 1.42%.
- Central Index Key (CIK): 0002011856
Tip: Access up to 7 years of quarterly data
Positions held by Gordian Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Gordian Advisors
Gordian Advisors holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Intermed Term (BIV) | 21.4 | $32M | +4% | 414k | 77.88 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 19.8 | $30M | -3% | 1.1M | 26.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 16.9 | $26M | -2% | 76k | 335.27 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.1 | $17M | -2% | 269k | 62.47 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.3 | $7.9M | 105k | 75.44 |
|
|
| Microsoft Corporation (MSFT) | 3.4 | $5.1M | 11k | 483.60 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $4.2M | 78k | 53.76 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.7 | $4.0M | 141k | 28.48 |
|
|
| Apple (AAPL) | 1.9 | $2.9M | 11k | 271.85 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.6 | $2.4M | 70k | 34.46 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $2.3M | 31k | 74.07 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $1.8M | 23k | 79.73 |
|
|
| Amazon (AMZN) | 0.7 | $1.1M | 4.6k | 230.82 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $931k | 1.9k | 502.65 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $889k | -2% | 4.3k | 206.94 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $784k | 1.2k | 681.92 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $593k | +6% | 1.8k | 322.20 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $570k | 1.2k | 473.35 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $558k | +5% | 4.6k | 120.96 |
|
| Wal-Mart Stores (WMT) | 0.4 | $550k | 4.9k | 111.41 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.4 | $546k | 17k | 33.08 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $465k | 1.5k | 313.79 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.3 | $445k | 9.5k | 46.80 |
|
|
| Colgate-Palmolive Company (CL) | 0.3 | $443k | 5.6k | 79.02 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $436k | 709.00 | 614.26 |
|
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.3 | $435k | 4.3k | 100.83 |
|
|
| Intuit (INTU) | 0.3 | $398k | 600.00 | 662.42 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $388k | -16% | 2.1k | 186.54 |
|
| Starbucks Corporation (SBUX) | 0.3 | $381k | 4.5k | 84.20 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $332k | +11% | 4.6k | 71.62 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $323k | 2.6k | 123.28 |
|
|
| International Business Machines (IBM) | 0.2 | $312k | 1.1k | 296.14 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $312k | -22% | 362.00 | 862.98 |
|
| Broadcom (AVGO) | 0.2 | $311k | +12% | 898.00 | 346.17 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $300k | 1.6k | 183.42 |
|
|
| Stryker Corporation (SYK) | 0.2 | $290k | 825.00 | 351.47 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $287k | +35% | 6.0k | 47.85 |
|
| Amgen (AMGN) | 0.2 | $279k | 852.00 | 327.50 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $274k | NEW | 255.00 | 1075.86 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $267k | 1.8k | 149.01 |
|
|
| Fifth Third Ban (FITB) | 0.2 | $249k | 5.3k | 46.81 |
|
|
| Chevron Corporation (CVX) | 0.2 | $244k | 1.6k | 152.41 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $243k | 800.00 | 303.89 |
|
|
| Home Depot (HD) | 0.2 | $242k | 702.00 | 344.27 |
|
|
| Caterpillar (CAT) | 0.2 | $240k | NEW | 419.00 | 573.18 |
|
| Ge Aerospace Com New (GE) | 0.2 | $230k | -8% | 745.00 | 308.03 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $228k | 333.00 | 685.47 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $218k | -4% | 887.00 | 246.16 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $218k | 1.8k | 120.34 |
|
|
| Merck & Co (MRK) | 0.1 | $211k | NEW | 2.0k | 105.27 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $211k | -22% | 1.0k | 210.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $203k | NEW | 649.00 | 312.90 |
|
Past Filings by Gordian Advisors
SEC 13F filings are viewable for Gordian Advisors going back to 2024
- Gordian Advisors 2025 Q4 filed Feb. 9, 2026
- Gordian Advisors 2025 Q3 filed Oct. 31, 2025
- Gordian Advisors 2025 Q2 filed July 25, 2025
- Gordian Advisors 2025 Q1 filed April 30, 2025
- Gordian Advisors 2024 Q4 filed Feb. 5, 2025
- Gordian Advisors 2024 Q3 filed Oct. 30, 2024
- Gordian Advisors 2024 Q2 filed Aug. 7, 2024
- Gordian Advisors 2024 Q1 filed April 24, 2024