Guardsman Private Capital Management

Latest statistics and disclosures from Guardsman Private Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VGSH, ITOT, VXUS, VEA, and represent 63.26% of Guardsman Private Capital Management's stock portfolio.
  • Added to shares of these 9 stocks: VUG, NOBL, VGT, VBIL, VCRB, IWF, VEU, SPY, ESGV.
  • Started 2 new stock positions in VBIL, VCRB.
  • Reduced shares in these 8 stocks: VXUS, IXUS, ITOT, VTI, VTEB, VIG, VGSH, AVUV.
  • Guardsman Private Capital Management was a net buyer of stock by $5.9M.
  • Guardsman Private Capital Management has $143M in assets under management (AUM), dropping by 11.49%.
  • Central Index Key (CIK): 0002110760

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Portfolio Holdings for Guardsman Private Capital Management

Guardsman Private Capital Management holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 33.2 $47M 128k 370.04
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 9.8 $14M 239k 58.20
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Ishares Tr Core S&p Ttl Stk (ITOT) 9.5 $14M 82k 164.27
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.7 $8.2M -3% 96k 85.49
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $7.3M 102k 71.25
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $6.6M 13k 500.39
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Ishares Tr Core Msci Total (IXUS) 3.6 $5.2M -4% 54k 95.44
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.8 $4.0M 5.4k 746.80
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.8 $3.9M 16k 242.99
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Proshares Tr S&p 500 Dv Arist (NOBL) 2.0 $2.8M +100% 51k 56.16
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Vanguard Index Fds Growth Etf (VUG) 1.9 $2.7M +499% 32k 86.14
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Vanguard Index Fds Value Etf (VTV) 1.5 $2.2M 10k 217.92
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $2.1M 25k 83.75
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Apple (AAPL) 1.2 $1.8M 6.1k 289.37
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Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.6M 5.1k 303.14
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $1.5M 2.00 748850.00
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Franklin Street Properties (FSP) 1.0 $1.5M 2.9M 0.52
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Vanguard World Inf Tech Etf (VGT) 0.9 $1.3M +700% 11k 119.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.2M 1.7k 686.81
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $1.1M -8% 4.8k 236.61
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Vanguard Instl Index Ultr Shor Tr Etf (VGUS) 0.8 $1.1M 15k 75.66
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Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.7 $1.0M NEW 13k 75.68
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.6 $852k NEW 11k 77.23
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Vanguard World Esg Us Stk Etf (ESGV) 0.5 $739k 5.6k 132.24
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $737k 8.9k 82.34
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $672k +300% 5.4k 124.18
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $618k 7.9k 77.91
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $609k -9% 4.9k 124.76
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Spdr Series Trust ST STR P500GRW (SPYG) 0.4 $609k 5.1k 118.99
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $606k 2.0k 300.52
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Ishares Tr Esg Optimized (SUSA) 0.4 $603k 3.9k 154.30
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Microsoft Corporation (MSFT) 0.4 $533k 1.4k 373.13
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Moog Cl A (MOG.A) 0.4 $503k 1.2k 423.84
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $501k -22% 9.9k 50.58
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Abbvie (ABBV) 0.3 $449k 1.8k 251.69
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $433k 578.00 749.17
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $407k 5.4k 76.11
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $384k 5.2k 73.41
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $356k 14k 24.99
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $278k 2.7k 103.88
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Procter & Gamble Company (PG) 0.2 $252k 1.7k 146.64
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Philip Morris International (PM) 0.2 $235k 1.3k 180.91
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Oracle Corporation (ORCL) 0.2 $235k 1.6k 146.55
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Safehold (SAFE) 0.1 $167k 11k 15.70
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Past Filings by Guardsman Private Capital Management

SEC 13F filings are viewable for Guardsman Private Capital Management going back to 2026