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 74.11% of Gordian Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV, IVV, VTI, GLD, BNDX, DFUV, LMT, ESGV, VSGX, EAGG.
Started 4 new stock positions in LMT, BNDX, DFUV, GLD.
Reduced shares in these 10 stocks: GOOGL, VEA, SCHX, DFAU, DFIC, AMZN, VXUS, BND, VWO, SCHA.
Sold out of its position in GOOGL.
Gordian Advisors was a net buyer of stock by $2.7M.
Gordian Advisors has $150M in assets under management (AUM), dropping by -0.55%.
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 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	22.0	$33M	+3%	427k	77.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	18.8	$28M		1.1M	25.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	16.5	$25M		77k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.4	$17M		266k	64.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.4	$8.1M		105k	77.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$4.2M		78k	54.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.7	$4.1M		140k	29.08	View chart
Microsoft Corporation (MSFT)	2.6	$3.9M		11k	370.16	View chart
Apple (AAPL)	1.8	$2.7M		11k	253.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.6	$2.5M	-2%	69k	35.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$2.2M		31k	73.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$1.9M		23k	79.27	View chart
Johnson & Johnson (JNJ)	0.7	$1.1M		4.4k	244.43	View chart
Amazon (AMZN)	0.6	$903k	-4%	4.3k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$888k		1.9k	479.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$826k	+279%	1.3k	653.11	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$758k		1.2k	650.34	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$618k	+19%	5.5k	112.26	View chart
Wal-Mart Stores (WMT)	0.4	$614k		4.9k	124.29	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$598k	+4%	17k	34.55	View chart
JPMorgan Chase & Co. (JPM)	0.4	$542k		1.8k	294.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$514k		1.2k	426.52	View chart
Colgate-Palmolive Company (CL)	0.3	$477k		5.6k	85.23	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$431k		4.3k	99.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$420k		1.5k	286.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$409k		709.00	577.29	View chart
Starbucks Corporation (SBUX)	0.3	$406k		4.5k	89.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$394k	NEW	916.00	430.29	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$387k	+16%	5.4k	71.73	View chart
NVIDIA Corporation (NVDA)	0.3	$386k	+6%	2.2k	174.44	View chart
Costco Wholesale Corporation (COST)	0.2	$361k		362.00	997.36	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$339k	+18%	7.1k	47.55	View chart
Chevron Corporation (CVX)	0.2	$331k		1.6k	206.90	View chart
Raytheon Technologies Corp (RTX)	0.2	$316k		1.6k	192.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$307k		1.8k	169.66	View chart
Amgen (AMGN)	0.2	$301k		856.00	351.68	View chart
Caterpillar (CAT)	0.2	$298k		420.00	708.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$296k		2.6k	113.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$295k	-31%	6.5k	45.12	View chart
Broadcom (AVGO)	0.2	$278k		898.00	309.65	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$277k	NEW	5.8k	48.05	View chart
Stryker Corporation (SYK)	0.2	$271k		825.00	328.59	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$270k		800.00	337.95	View chart
Intuit (INTU)	0.2	$259k		600.00	432.38	View chart
International Business Machines (IBM)	0.2	$256k		1.1k	242.34	View chart
Expeditors International of Washington (EXPD)	0.2	$256k		1.8k	143.23	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$252k	NEW	5.2k	48.46	View chart
Fifth Third Ban (FITB)	0.2	$247k		5.3k	46.46	View chart
Merck & Co (MRK)	0.2	$241k		2.0k	120.30	View chart
Eli Lilly & Co. (LLY)	0.2	$235k		256.00	918.61	View chart
Home Depot (HD)	0.2	$231k		703.00	328.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$220k		887.00	248.00	View chart
Lockheed Martin Corporation (LMT)	0.1	$215k	NEW	356.00	604.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$214k		1.0k	213.57	View chart
Ge Aerospace Com New (GE)	0.1	$211k		745.00	283.77	View chart

Past Filings by Gordian Advisors

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

Gordian Advisors 2026 Q1 filed April 27, 2026
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

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