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Gordian Advisors LLC Top Holdings and 13F Report (2026)

About Gordian Advisors LLC

Investment Activity

  • Gordian Advisors LLC has $150.10 million in total holdings as of March 31, 2026.
  • Gordian Advisors LLC owns shares of 55 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 2.35% of the portfolio was purchased this quarter.
  • About 0.55% of the portfolio was sold this quarter.
  • This quarter, Gordian Advisors LLC has purchased 52 new stocks and bought additional shares in 19 stocks.
  • Gordian Advisors LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

78463V107 - SPDR Gold Shares
$394,146 Holding
92203J407 - Vanguard Total International Bond ETF
$277,398 Holding
25434V724 - Dimensional US Marketwide Value ETF
$251,475 Holding
539830109 - Lockheed Martin
$215,051 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Bond ETF
12,954 shares (about $999.79K)
iShares Core S&P 500 ETF
932 shares (about $608.70K)
Vanguard Total Stock Market ETF
1,483 shares (about $475.76K)
SPDR Gold Shares
916 shares (about $394.15K)
Vanguard Total International Bond ETF
5,773 shares (about $277.40K)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF
2,551 shares (about $163.47K)
Schwab US Large-Cap ETF
5,296 shares (about $135.79K)
Dimensional US Core Equity Market ETF
2,971 shares (about $134.06K)
Dimensional International Core Equity 2 ETF
1,421 shares (about $50.49K)
Amazon.com
216 shares (about $44.99K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGordian Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$32,966,174$999,789 3.1%427,13422.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$28,292,459$135,789 -0.5%1,103,45018.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$24,839,236$475,759 2.0%77,42716.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$17,056,221$163,468 -0.9%266,17111.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$8,083,983$28,068 -0.3%104,8375.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,202,641$19,890 -0.5%77,7552.8%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4,080,706$12,737 -0.3%140,3272.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,870,035$4,812 -0.1%10,4552.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$2,746,166$254 0.0%10,8211.8%Computer and Technology
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$2,451,990$50,488 -2.0%69,0121.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,247,493$27,468 -1.2%30,5201.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,855,099$19,421 1.1%23,4021.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,064,719$14,177 1.3%4,3560.7%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$903,059$44,986 -4.7%4,3360.6%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$887,4780.0%1,8520.6%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$826,187$608,701 279.9%1,2650.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$757,646$9,755 1.3%1,1650.5%Finance
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$617,560$99,465 19.2%5,5010.4%ETF
WALMART INC
$614,254$249 0.0%4,9420.4%COM
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$597,509$27,122 4.8%17,2940.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$541,6810.0%1,8410.4%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$513,5360.0%1,2040.3%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$477,2880.0%5,6000.3%Consumer Staples
VANGUARD MUN BD FDS
$431,0250.0%4,3130.3%INTERMEDIATE TRM
Alphabet Inc. stock logo
GOOG
Alphabet
$420,029$4,877 -1.1%1,4640.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$409,2960.0%7090.3%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$405,5920.0%4,5270.3%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$394,146$394,146 New Holding9160.3%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$387,030$54,583 16.4%5,3960.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$385,505$22,677 6.3%2,2100.3%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$361,0460.0%3620.2%Retail/Wholesale
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$338,776$54,014 19.0%7,1250.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$331,0400.0%1,6000.2%Energy
RTX Corporation stock logo
RTX
RTX
$315,608$386 0.1%1,6360.2%Aerospace
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$307,4240.0%1,8120.2%Energy
Amgen Inc. stock logo
AMGN
Amgen
$301,035$1,407 0.5%8560.2%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$297,603$709 0.2%4200.2%Industrials
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$295,9500.0%2,6160.2%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$294,734$134,056 -31.3%6,5320.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$278,0680.0%8980.2%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$277,398$277,398 New Holding5,7730.2%ETF
Stryker Corporation stock logo
SYK
Stryker
$271,0870.0%8250.2%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$270,3600.0%8000.2%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$259,4280.0%6000.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$256,396$727 0.3%1,0580.2%Computer and Technology
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$256,3820.0%1,7900.2%Transportation
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$251,475$251,475 New Holding5,1890.2%ETF
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$246,7030.0%5,3100.2%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$241,2080.0%2,0050.2%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$235,164$919 0.4%2560.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$231,047$329 0.1%7030.2%Retail/Wholesale
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$219,9760.0%8870.1%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$215,051$215,051 New Holding3560.1%Aerospace
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$213,7820.0%1,0010.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$211,4090.0%7450.1%Aerospace
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$203,073 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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