Guardsman Private Capital Management, Inc.
Guardsman Private Capital Management, Inc. reported 43 holdings worth US$144M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 19, 2026
Guardsman Private Capital Management, Inc. reported 43 holdings worth US$144M as of Sep 30, 2026. Largest: Vanguard Morningstar Total Stock Market ETF, iShares Core S&P Total U.S. Stock Market ETF and Vanguard Short-Term Treasury ETF. Filed Oct 19, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$144M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Vanguard Morningstar Total Stock Market ETF | 128K | US$47.9M | 33.3% |
| iShares Core S&P Total U.S. Stock Market ETF | 82,413 | US$13.7M | 9.5% |
| Vanguard Short-Term Treasury ETF | 233K | US$13.4M | 9.3% |
| Berkshire Hathaway Inc. | 13,139 | US$8.04M | 5.6% |
| Vanguard Total International Stock ETF | 94,492 | US$8.03M | 5.6% |
| Vanguard FTSE Developed Markets ETF | 102K | US$7.22M | 5.0% |
| iShares Core MSCI Total International Stock ETF | 54,282 | US$5.16M | 3.6% |
| State Street SPDR S&P 500 ETF | 5,423 | US$4.14M | 2.9% |
| Vanguard Morningstar Small-Cap Value ETF | 16,211 | US$3.75M | 2.6% |
| Vanguard Morningstar Growth ETF | 30,904 | US$2.78M | 1.9% |
| ProShares S&P 500 Dividend Aristocrats ETF | 50,696 | US$2.74M | 1.9% |
| Vanguard Ultra-Short Treasury ETF | 30,219 | US$2.29M | 1.6% |
| Vanguard Morningstar Value ETF | 9,933 | US$2.15M | 1.5% |
| Vanguard FTSE All-World ex-US Index Fund | 25,180 | US$2.09M | 1.5% |
| Apple Inc | 6,151 | US$2.05M | 1.4% |
| Vanguard Morningstar Small-Cap ETF | 5,110 | US$1.45M | 1.0% |
| Vanguard Information Technology ETF | 10,625 | US$1.34M | 0.93% |
| Vanguard 0-3 Month Treasury Bill ETF | 16,075 | US$1.22M | 0.85% |
| Vanguard Core Bond ETF | 16,460 | US$1.21M | 0.84% |
| Vanguard S&P 500 ETF | 1,728 | US$1.21M | 0.84% |
| Vanguard Dividend Appreciation ETF | 4,701 | US$1.1M | 0.76% |
| Franklin Street Properties Corp. | 2.87M | US$1.08M | 0.75% |
| Microsoft Corp. | 1,475 | US$757K | 0.53% |
| Vanguard ESG U.S. Stock ETF | 5,551 | US$752K | 0.52% |
| Vanguard ESG International Stock ETF | 8,999 | US$730K | 0.51% |
| iShares Russell 1000 Growth ETF | 5,332 | US$668K | 0.46% |
| State Street SPDR Portfolio S&P 500 Growth ETF | 5,117 | US$630K | 0.44% |
| iShares ESG Optimized MSCI USA ETF | 3,915 | US$609K | 0.42% |
| Vanguard Short-Term Bond ETF | 7,932 | US$606K | 0.42% |
| Avantis U.S. Small Cap Value ETF | 4,884 | US$575K | 0.40% |
| iShares Russell 2000 ETF | 2,016 | US$560K | 0.39% |
| Abbvie Inc. | 1,795 | US$470K | 0.33% |
| Vanguard Tax-Exempt Bond ETF | 9,910 | US$469K | 0.33% |
| Moog Inc. | 1,187 | US$453K | 0.31% |
| iShares Core S&P 500 ETF | 590 | US$452K | 0.31% |
| iShares MSCI ACWI ex U.S. ETF | 5,351 | US$405K | 0.28% |
| Vanguard Total Bond Market ETF | 5,268 | US$370K | 0.26% |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF | 14,341 | US$350K | 0.24% |
| iShares MSCI EAFE ETF | 2,676 | US$278K | 0.19% |
| Philip Morris International Inc | 1,315 | US$251K | 0.17% |
| Procter & Gamble Company (the) | 1,717 | US$249K | 0.17% |
| Oracle Corporation | 1,600 | US$220K | 0.15% |
| Safehold Inc. New | 0 | US$0 | 0.00% |
Source
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