Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 74.77% of Gordian Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV, ORCL, TSM, XOM, AAPL, VCSH, VWO, NVDA, DFEM, EAGG.
Started 3 new stock positions in ORCL, XOM, TSM.
Reduced shares in these 6 stocks: DFIC, VEA, SCHX, VTI, SCHA, CL.
Gordian Advisors was a net buyer of stock by $1.1M.
Gordian Advisors has $149M in assets under management (AUM), dropping by 6.50%.
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 49 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	20.8	$31M		397k	78.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	20.4	$30M		1.2M	26.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	17.1	$26M		78k	328.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.1	$17M		277k	59.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.3	$7.9M		107k	73.46	View chart
Microsoft Corporation (MSFT)	3.6	$5.4M		11k	517.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$4.3M		79k	54.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.6	$3.9M		141k	27.90	View chart
Apple (AAPL)	1.9	$2.8M		11k	254.62	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.5	$2.3M	-3%	70k	32.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$2.3M		31k	74.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$1.8M		23k	79.93	View chart
Amazon (AMZN)	0.7	$1000k		4.6k	219.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$931k		1.9k	502.74	View chart
Johnson & Johnson (JNJ)	0.5	$815k		4.4k	185.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$766k		1.2k	666.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$564k		1.2k	468.41	View chart
JPMorgan Chase & Co. (JPM)	0.4	$545k		1.7k	315.41	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$533k		17k	32.07	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$519k		4.4k	118.43	View chart
Wal-Mart Stores (WMT)	0.3	$509k		4.9k	103.06	View chart
NVIDIA Corporation (NVDA)	0.3	$463k	+4%	2.5k	186.61	View chart
Colgate-Palmolive Company (CL)	0.3	$448k	-3%	5.6k	79.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$435k		9.5k	45.76	View chart
Costco Wholesale Corporation (COST)	0.3	$434k		469.00	924.89	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$433k		4.3k	100.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$426k		710.00	600.03	View chart
Intuit (INTU)	0.3	$410k		600.00	682.91	View chart
Starbucks Corporation (SBUX)	0.3	$383k		4.5k	84.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$361k		1.5k	243.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$316k		2.6k	120.74	View chart
Stryker Corporation (SYK)	0.2	$305k		825.00	369.67	View chart
International Business Machines (IBM)	0.2	$297k		1.1k	282.24	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$289k		4.2k	69.36	View chart
Home Depot (HD)	0.2	$285k		702.00	405.32	View chart
Raytheon Technologies Corp (RTX)	0.2	$273k		1.6k	167.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$263k		1.3k	203.52	View chart
Broadcom (AVGO)	0.2	$262k		795.00	329.91	View chart
Chevron Corporation (CVX)	0.2	$249k		1.6k	155.29	View chart
Ge Aerospace Com New (GE)	0.2	$244k		812.00	300.82	View chart
Amgen (AMGN)	0.2	$240k		849.00	282.24	View chart
Fifth Third Ban (FITB)	0.2	$237k		5.3k	44.55	View chart
Oracle Corporation (ORCL)	0.2	$225k	NEW	800.00	281.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$224k		927.00	241.96	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$223k	NEW	800.00	279.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$223k		333.00	668.38	View chart
Expeditors International of Washington (EXPD)	0.1	$219k		1.8k	122.59	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$212k		4.4k	48.03	View chart
Exxon Mobil Corporation (XOM)	0.1	$204k	NEW	1.8k	112.75	View chart

Past Filings by Gordian Advisors

SEC 13F filings are viewable for Gordian Advisors going back to 2024

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z