Institutional Investor · CIK 0001616328
GARDE CAPITAL, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
214
Total Value
$2.20B
Total Shares
23.14M
Latest Filing
Jul 31, 2026
CIK
0001616328
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,093,987 | $238.41M | 0.0946% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,670,986 | $230.08M | 0.0600% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 430,875 | $148.18M | 0.2036% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 1,807,800 | $132.71M | 0.0328% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 257,161 | $95.16M | 0.0043% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 1,046,545 | $92.66M | 0.2504% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 621,511 | $71.90M | 0.4949% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 640,024 | $60.53M | 0.1260% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 1,156,378 | $58.08M | 0.0807% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 144,563 | $53.92M | 0.0019% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 167,731 | $50.84M | 0.0262% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 1,020,835 | $47.79M | 0.2710% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 905,827 | $45.82M | 0.0921% | SH | — | View | |
Schwab US TIPS ETF(SCHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 1,471,972 | $39.01M | 0.2345% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 384,725 | $37.10M | 0.0533% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 52,059 | $35.75M | 0.0021% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 330,129 | $35.53M | 0.0758% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 486,096 | $34.63M | 0.0109% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 994,564 | $33.66M | 0.0575% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 535,023 | $31.94M | 0.0192% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 105,802 | $30.61M | 0.0007% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 110,781 | $26.40M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 35,751 | $26.33M | 0.0050% | SH | — | View | |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 232,407 | $25.60M | 0.0959% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 208,346 | $20.62M | 0.0148% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 582,638 | $20.28M | 0.1246% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 262,598 | $19.74M | 0.2336% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 252,241 | $19.09M | 0.2028% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 52,896 | $18.90M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 677,996 | $18.78M | 0.0283% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 52,558 | $18.57M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 40,289 | $14.73M | 0.0292% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 18,695 | $13.96M | 0.0018% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 57,369 | $13.57M | 0.0106% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 205,494 | $12.12M | 0.0238% | SH | — | View | |
Vanguard S&P 500 Value…(VOOV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 54,713 | $11.99M | 0.1831% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 138,788 | $11.37M | 0.4462% | SH | — | View | |
iShares ESG Aware U.S.…(EAGG) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 209,602 | $9.94M | 0.1991% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 271,769 | $9.85M | 0.0785% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 48,743 | $9.75M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 39,800 | $9.67M | 0.0144% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 14,317 | $8.06M | 0.0006% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 14,317 | $8.06M | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 63,908 | $7.94M | 0.0059% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 49,016 | $7.27M | 0.0065% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 17,363 | $7.11M | 0.0149% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 191,298 | $6.91M | 0.0266% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 116,793 | $6.73M | 0.1448% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 112,570 | $6.55M | 0.0193% | SH | — | View | |
| Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 206,709 | $6.52M | 0.0860% | SH | — | View | |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-31 | 15,239 | $6.41M | 0.0004% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 5,482 | $5.84M | 0.0012% | SH | — | View |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 5,482 | $5.84M | 0.0009% | SH | — | View |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 29,323 | $5.52M | 0.0169% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 10,718 | $5.36M | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 34,525 | $5.33M | 0.1324% | SH | — | View | |
iShares ESG Aware MSCI…(ESGD) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 49,875 | $5.13M | 0.0446% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 10,204 | $4.87M | 0.0002% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 63,769 | $4.82M | 0.0081% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 37,546 | $4.49M | 0.0032% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 94,113 | $4.24M | 0.3909% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-31 | 4,213 | $3.94M | 0.0009% | SH | — | View |
iShares ESG Aware MSCI…(ESGU) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 21,854 | $3.58M | 0.0205% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 15,042 | $3.42M | 0.0071% | SH | — | View | |
Vanguard S&P 500 Growth…(VOOG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 40,062 | $3.31M | 0.0124% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 127,494 | $3.27M | 0.3179% | SH | — | View | |
| Financial Services | Shell Companies | 2026-06-30 | 2026-07-31 | 266,790 | $3.15M | 0.7694% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,558 | $2.95M | 0.0002% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,558 | $2.95M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-07-31 | 75,113 | $2.50M | 0.0045% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 1,852 | $2.22M | 0.0002% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-31 | 6,432 | $2.11M | 0.0002% | SH | — | View |
Snowflake Inc.(SNOW) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 8,213 | $2.09M | 0.0024% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 16,176 | $2.07M | 0.0037% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 5,346 | $2.02M | 0.0001% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 5,346 | $2.02M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 10,549 | $2.01M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 4,628 | $1.97M | 0.0102% | SH | — | View | |
| Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 62,553 | $1.96M | 0.0260% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 23,682 | $1.96M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 18,679 | $1.91M | 0.0421% | SH | — | View | |
T-Mobile US, Inc.(TMUS.SW) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-31 | 11,255 | $1.89M | 0.0005% | SH | — | View |
T-Mobile US, Inc.(TM5.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-31 | 11,255 | $1.89M | 0.0010% | SH | — | View |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 19,108 | $1.76M | 0.0011% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 15,040 | $1.75M | 0.0007% | SH | — | View | |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 5,179 | $1.75M | 0.0008% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 6,771 | $1.64M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 19,399 | $1.62M | 0.0017% | SH | — | View | |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 8,771 | $1.62M | 0.0008% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 66,817 | $1.57M | 0.0137% | SH | — | View | |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 21,171 | $1.53M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 26,598 | $1.46M | 0.0096% | SH | — | View | |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 42,552 | $1.45M | 0.0033% | SH | — | View | |
Expedia Group Inc. R(E3X1.DE) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-31 | 5,538 | $1.42M | 0.0046% | SH | — | View |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 4,745 | $1.41M | 0.0005% | SH | — | View |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 6,317 | $1.37M | 0.0008% | SH | — | View |
| Consumer Cyclical | Leisure | 2026-06-30 | 2026-07-31 | 229,498 | $1.36M | 0.0550% | SH | — | View | |
Global X - Copper…(COPX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 17,213 | $1.32M | 0.0186% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,237 | $1.27M | 0.0015% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 40,897 | $1.20M | 0.0017% | SH | — | View |
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