Loading…
CIK 0002110760 • 4 13F filings • Feb 12, 2026 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("guardsman-private-capital-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $388K | 0.3% | 1,785 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $599K | 0.5% | 5,419 SH | |
| APPLE INC | COM | $1.6M | 1.2% | 6,128 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 1.1% | 2 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.3M | 4.9% | 13,129 SH | |
| FRANKLIN STR PPTYS CORP | COM | $1.9M | 1.5% | 2,869,173 SH | |
| ISHARES TR | CORE MSCI TOTAL | $4.9M | 3.9% | 56,955 SH | |
| ISHARES TR | CORE S&P TTL STK | $11.9M | 9.3% | 83,341 SH | |
| ISHARES TR | CORE S&P500 ETF | $378K | 0.3% | 578 SH | |
| ISHARES TR | ESG AWRE 1 5 YR | $357K | 0.3% | 14,231 SH | |
| ISHARES TR | ESG OPTIMIZED | $516K | 0.4% | 3,906 SH | |
| ISHARES TR | MSCI ACWI EX US | $366K | 0.3% | 5,351 SH | |
| ISHARES TR | MSCI EAFE ETF | $260K | 0.2% | 2,676 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $577K | 0.5% | 1,353 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $500K | 0.4% | 2,016 SH | |
| MICROSOFT CORP | COM | $528K | 0.4% | 1,427 SH | |
| MOOG INC | CL A | $347K | 0.3% | 1,187 SH | |
| ORACLE CORP | COM | $235K | 0.2% | 1,600 SH | |
| PHILIP MORRIS INTL INC | COM | $215K | 0.2% | 1,301 SH | |
| PROCTER & GAMBLE CO | COM | $248K | 0.2% | 1,717 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $2.7M | 2.1% | 25,348 SH | |
| SAFEHOLD INC | COM | $143K | 0.1% | 10,602 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $501K | 0.4% | 5,117 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.5M | 2.7% | 5,411 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $622K | 0.5% | 7,932 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $385K | 0.3% | 5,231 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $2.3M | 1.8% | 5,253 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.8% | 1,728 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.5M | 2.8% | 16,211 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 1.0% | 5,130 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $41.2M | 32.2% | 128,515 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $2.0M | 1.5% | 10,088 SH | |
| VANGUARD INSTL INDEX FD | ULTRA-SHORT TREA | $1.1M | 0.9% | 14,952 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.9M | 1.5% | 25,040 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $636K | 0.5% | 12,750 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $14.1M | 11.0% | 240,856 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1M | 0.9% | 5,251 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $7.6M | 5.9% | 98,516 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.6M | 5.1% | 102,296 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $642K | 0.5% | 8,949 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $626K | 0.5% | 5,580 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $925K | 0.7% | 1,325 SH |
| 13F-HR |
| 0001420506-26-001293 |
| $142.7M |
| View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000786 | $128.0M | View |