Guardian Capital, LLC

CIK 0002083963 • 3 13F filings • Feb 5, 2026 – Aug 7, 2026

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Filer information

Filed by: Guardian Capital, LLC, Chief Compliance Officer
Address: 109 VIP DR, WEXFORD, PA, 15090-6929
Phone: 7249343050
AUM: $111.7M

AUM over time

$122.3M latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $111.7M86 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$339K	0.3%	2,703 SH	New
ABBVIE INC	COM	$355K	0.3%Prev: 0.2%	1,556 SH	Increased+601 SH
ADVANCED MICRO DEVICES INC	COM	$600K	0.5%Prev: 0.9%	2,801 SH	Decreased+880 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM BUF 15	$358K	0.3%Prev: 0.5%	12,730 SH	Decreased-8,905 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$4.2M	3.8%	111,008 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 APR	$2.1M	1.9%	60,476 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 JUL	$2.1M	1.9%	53,938 SH	New
ALPHABET INC	CAP STK CL A	$595K	0.5%Prev: 0.5%	1,900 SH	Decreased+106 SH
ALPHABET INC	CAP STK CL C	$767K	0.7%Prev: 0.5%	2,443 SH	Increased+552 SH
AMAZON COM INC	COM	$3.1M	2.8%Prev: 1.7%	13,632 SH	Increased+4,959 SH
AMERICAN EXPRESS CO	COM	$290K	0.3%	785 SH	New
APPLE INC	COM	$5.4M	4.9%Prev: 2.7%	19,948 SH	Increased+8,515 SH
AUTOMATIC DATA PROCESSING IN	COM	$286K	0.3%	1,112 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$801K	0.7%Prev: 0.2%	1,594 SH	Increased+1,089 SH
BROADCOM INC	COM	$3.6M	3.2%Prev: 1.4%	10,299 SH	Increased+5,750 SH
CATERPILLAR INC	COM	$234K	0.2%Prev: 0.3%	408 SH	Decreased+112 SH
CHUBB LIMITED	COM	$653K	0.6%Prev: 0.3%	2,091 SH	Increased+1,183 SH
COSTCO WHSL CORP NEW	COM	$2.5M	2.3%	2,944 SH	New
CURTISS WRIGHT CORP	COM	$743K	0.7%Prev: 0.8%	1,348 SH	Decreased-1 SH
DEERE & CO	COM	$226K	0.2%Prev: 0.2%	486 SH	Increased+150 SH
DICKS SPORTING GOODS INC	COM	$1.3M	1.2%Prev: 0.7%	6,605 SH	Increased+2,991 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$857K	0.8%Prev: 0.8%	8,720 SH	Decreased+930 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.1M	1.0%	10,569 SH	New
GE VERNOVA INC	COM	$525K	0.5%Prev: 0.5%	803 SH	Decreased+255 SH
GLOBAL X FDS	US INFR DEV ETF	$393K	0.4%Prev: 0.4%	8,220 SH	Decreased+720 SH
GOLDMAN SACHS GROUP INC	COM	$358K	0.3%Prev: 0.2%	407 SH	Increased+202 SH
HOME DEPOT INC	COM	$2.7M	2.4%Prev: 1.3%	7,895 SH	Increased+3,248 SH
HOWMET AEROSPACE INC	COM	$486K	0.4%Prev: 0.5%	2,369 SH	Decreased+165 SH
INTERNATIONAL BUSINESS MACHS	COM	$291K	0.3%	982 SH	New
INTUIT	COM	$309K	0.3%	466 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.1M	1.0%Prev: 0.7%	9,225 SH	Increased+3,860 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$566K	0.5%Prev: 0.6%	3,615 SH	Decreased-280 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$3.0M	2.7%	26,674 SH	New
INVESCO QQQ TR	UNIT SER 1	$7.8M	7.0%Prev: 10.6%	12,700 SH	Decreased-4,946 SH
ISHARES GOLD TR	ISHARES NEW	$3.0M	2.7%	36,901 SH	New
ISHARES TR	CORE DIV GRWTH	$711K	0.6%Prev: 0.6%	10,235 SH	Increased+870 SH
ISHARES TR	CORE S&P500 ETF	$412K	0.4%Prev: 0.5%	601 SH	Decreased-178 SH
ISHARES TR	DOW JONES US ETF	$787K	0.7%Prev: 0.4%	4,747 SH	Increased+1,788 SH
ISHARES TR	IBOXX HI YD ETF	$2.3M	2.1%Prev: 1.7%	28,543 SH	Increased+2,454 SH
ISHARES TR	RUSSELL 2000 ETF	$471K	0.4%Prev: 0.2%	1,915 SH	Increased+919 SH
ISHARES TR	S&P 500 GRWT ETF	$396K	0.4%Prev: 0.2%	3,210 SH	Increased+1,537 SH
ISHARES TR	TOP 20 U S STOCK	$250K	0.2%	8,000 SH	New
JOHNSON & JOHNSON	COM	$210K	0.2%	1,015 SH	New
JPMORGAN CHASE & CO.	COM	$551K	0.5%	1,709 SH	New
LINDE PLC	SHS	$296K	0.3%	695 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$492K	0.4%	17,520 SH	New
LOWES COS INC	COM	$555K	0.5%Prev: 0.2%	2,302 SH	Increased+984 SH
MASTERCARD INCORPORATED	CL A	$1.8M	1.6%Prev: 0.8%	3,171 SH	Increased+1,242 SH
MCDONALDS CORP	COM	$738K	0.7%Prev: 0.2%	2,415 SH	Increased+1,401 SH
MERCK & CO INC	COM	$505K	0.5%Prev: 0.2%	4,796 SH	Increased+2,436 SH
META PLATFORMS INC	CL A	$3.0M	2.7%Prev: 1.1%	4,535 SH	Increased+2,191 SH
MICROSOFT CORP	COM	$2.6M	2.4%Prev: 0.9%	5,447 SH	Increased+2,436 SH
NETFLIX INC	COM	$884K	0.8%	9,432 SH	New
NVIDIA CORPORATION	COM	$7.5M	6.7%Prev: 3.8%	40,052 SH	Increased+16,704 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.9M	1.7%Prev: 0.5%	10,841 SH	Increased+5,532 SH
PAYPAL HLDGS INC	COM	$401K	0.4%	6,871 SH	New
PEPSICO INC	COM	$379K	0.3%Prev: 0.2%	2,640 SH	Increased+1,129 SH
PROSHARES TR	S&P 500 DV ARIST	$328K	0.3%Prev: 0.2%	3,148 SH	Increased-1,389 SH
QUALCOMM INC	COM	$292K	0.3%	1,709 SH	New
ROSS STORES INC	COM	$307K	0.3%	1,703 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.0M	0.9%	7,075 SH	New
SOFI TECHNOLOGIES INC	COM	$541K	0.5%	20,660 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$800K	0.7%	1,665 SH	New
SPDR GOLD TR	GOLD SHS	$2.0M	1.8%Prev: 1.7%	5,096 SH	Decreased-462 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	1.0%	1,652 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.5M	1.3%	16,014 SH	New
STRYKER CORPORATION	COM	$217K	0.2%	616 SH	New
T-MOBILE US INC	COM	$694K	0.6%	3,417 SH	New
TESLA INC	COM	$767K	0.7%Prev: 0.3%	1,706 SH	Increased+815 SH
UNITEDHEALTH GROUP INC	COM	$1.3M	1.1%Prev: 0.3%	3,797 SH	Increased+2,813 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$618K	0.6%Prev: 0.3%	5,967 SH	Increased+2,476 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$4.2M	3.8%Prev: 7.1%	11,800 SH	Decreased-1,392 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$404K	0.4%Prev: 0.4%	1,204 SH	Decreased-27 SH
VANGUARD INDEX FDS	VALUE ETF	$754K	0.7%Prev: 0.9%	3,949 SH	Decreased-1,227 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$383K	0.3%Prev: 0.3%	2,667 SH	Decreased+93 SH
VANGUARD WORLD FD	CONSUM STP ETF	$1.2M	1.1%Prev: 0.6%	5,736 SH	Increased+2,445 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.3M	1.1%Prev: 0.4%	4,367 SH	Increased+2,693 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$347K	0.3%Prev: 0.2%	1,162 SH	Increased+479 SH
VANGUARD WORLD FD	INF TECH ETF	$2.9M	2.6%Prev: 1.6%	3,786 SH	Increased-12,392 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.1M	0.9%Prev: 0.6%	2,546 SH	Increased-6,127 SH
VANGUARD WORLD FD	UTILITIES ETF	$319K	0.3%Prev: 0.2%	1,723 SH	Increased+680 SH
VISA INC	COM CL A	$1.8M	1.6%Prev: 0.6%	5,209 SH	Increased+3,115 SH
WALMART INC	COM	$1.8M	1.6%Prev: 1.0%	16,519 SH	Increased+5,717 SH
WASTE CONNECTIONS INC	COM	$556K	0.5%	3,170 SH	New
WASTE MGMT INC DEL	COM	$2.3M	2.1%Prev: 1.1%	10,618 SH	Increased+4,663 SH
WEC ENERGY GROUP INC	COM	$435K	0.4%Prev: 0.2%	4,124 SH	Increased+1,871 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $5.6M
AIM ETF PRODUCTS TRUST — $5.6M
AIM ETF PRODUCTS TRUST — $11.2M
CORNING INC — $222K
COSTCO WHOLESALE CORPORATION — $1.7M
FIRST TR EXCHANGE-TRADED FD — $282K
INVESCO EXCHANGE TRADED FD T — $3.9M
ISHARES TR — $302K
ISHARES TR — $4.3M
ISHARES TR — $8.2M
ISHARES TR — $1.3M
ISHARES TR — $260K
JPMORGAN CHASE & CO — $235K
LITMAN GREGORY FDS TR — $944K
MICRON TECHNOLOGY INC — $318K
NETFLIX INC. — $429K
SELECT SECTOR SPDR TR — $1.1M
SPDR SERIES TRUST — $5.8M
STATE STR SPDR DOW JONES IND — $892K
STATE STR SPDR S&P 500 ETF T — $512K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0002083963-26-000003	$111.7M	View
Aug 7, 2026	Q2 2026	13F-HR	0002083963-26-000007	$122.3M	View
May 11, 2026	Q1 2026