Garde Capital, Inc. — 13F Holdings & Portfolio
CIK 1616328 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.67B
Long-equity book
Holdings
203
Distinct positions
Period
2026-03-31
Filed 2026-04-29
Q/Q Activity
+25 / −8 / ↑40 / ↓68
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD MALVERN FDS$9.3M +20.4%
- VANGUARD INTL EQUITY INDEX F$4.2M +7.4%
- AMERICAN EXCEPTIONALISM ACQU$1.2M +91.5%
- CATERPILLAR INC$928.2K +31.6%
- ISHARES GOLD TR$830.8K +17.4%
Top Trims
- VANGUARD INDEX FDS-$27.0M -12.3%
- MICROSOFT CORP-$20.4M -28.0%
- APPLE INC-$9.6M -26.4%
- AMAZON COM INC-$9.4M -29.1%
- ZILLOW GROUP INC-$7.6M -41.2%
New Positions
- ISHARES TR$58.1M
- VANGUARD INSTL INDEX FD$22.9M
- VANGUARD SCOTTSDALE FDS$11.8M
- ISHARES TR$6.7M
- SCHWAB CHARLES CORP$1.9M
Exited Positions
- ISHARES TR$1.1M
- WORKDAY INC$707.9K
- SCHWAB STRATEGIC TR$664.5K
- BP PLC$428.7K
- ISHARES INC$291.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTV | 922908744 | $211.8M | 12.69% | 1,079,480 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $192.9M | 11.55% | 441,618 | SH |
| 3 | VANGUARD INDEX FDS | VV | 922908637 | $128.8M | 7.71% | 430,897 | SH |
| 4 | VANGUARD INDEX FDS | VTI | 922908769 | $82.9M | 4.96% | 258,323 | SH |
| 5 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $82.2M | 4.92% | 997,177 | SH |
| 6 | VANGUARD INTL EQUITY INDEX F | VPL | 922042866 | $60.7M | 3.63% | 620,935 | SH |
| 7 | ISHARES TR | IEF | 464287440 | $58.1M | 3.48% | 609,268 | SH |
| 8 | VANGUARD MALVERN FDS | VTIP | 922020805 | $55.0M | 3.29% | 1,100,702 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $52.3M | 3.13% | 141,220 | SH |
| 10 | VANGUARD INDEX FDS | VB | 922908751 | $43.7M | 2.62% | 166,965 | SH |
| 11 | VANGUARD INDEX FDS | VOO | 922908363 | $33.8M | 2.02% | 56,535 | SH |
| 12 | VANGUARD INDEX FDS | VNQ | 922908553 | $33.1M | 1.98% | 373,341 | SH |
| 13 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $31.6M | 1.89% | 493,403 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $28.1M | 1.68% | 519,973 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $26.7M | 1.60% | 105,333 | SH |
| 16 | VANGUARD WORLD FD | ESGV | 921910733 | $26.7M | 1.60% | 237,746 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $26.3M | 1.57% | 901,340 | SH |
| 18 | ISHARES TR | IUSV | 464287663 | $24.3M | 1.45% | 237,433 | SH |
| 19 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $22.9M | 1.37% | 302,794 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $22.8M | 1.36% | 109,309 | SH |
| 21 | INVESCO QQQ TR | QQQ | 46090E103 | $19.7M | 1.18% | 34,131 | SH |
| 22 | ISHARES TR | IEUR | 46434V738 | $18.5M | 1.11% | 263,562 | SH |
| 23 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $18.0M | 1.08% | 590,652 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $17.2M | 1.03% | 693,302 | SH |
| 25 | ALPHABET INC | GOOGL | 02079K305 | $15.0M | 0.90% | 52,191 | SH |
| 26 | ALPHABET INC | GOOG | 02079K107 | $14.5M | 0.87% | 50,400 | SH |
| 27 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $13.1M | 0.78% | 60,904 | SH |
| 28 | VANGUARD INDEX FDS | VBR | 922908611 | $12.4M | 0.74% | 57,225 | SH |
| 29 | VANGUARD INDEX FDS | VBK | 922908595 | $12.3M | 0.73% | 40,543 | SH |
| 30 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $11.8M | 0.71% | 198,392 | SH |
| 31 | ZILLOW GROUP INC | Z | 98954M200 | $10.8M | 0.65% | 261,824 | SH |
| 32 | ISHARES TR | IPAC | 46434V696 | $10.7M | 0.64% | 140,283 | SH |
| 33 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $9.1M | 0.55% | 276,480 | SH |
| 34 | VANGUARD WORLD FD | VSGX | 921910725 | $9.0M | 0.54% | 125,484 | SH |
| 35 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.5M | 0.51% | 48,645 | SH |
| 36 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.4M | 0.44% | 11,373 | SH |
| 37 | ISHARES TR | IWF | 464287614 | $6.8M | 0.41% | 16,019 | SH |
| 38 | ISHARES TR | CMF | 464288356 | $6.7M | 0.40% | 118,101 | SH |
| 39 | META PLATFORMS INC | META | 30303M102 | $6.3M | 0.37% | 10,929 | SH |
| 40 | ISHARES TR | IJR | 464287804 | $6.2M | 0.37% | 50,147 | SH |
| 41 | ISHARES TR | IWB | 464287622 | $6.2M | 0.37% | 17,408 | SH |
| 42 | VANGUARD ADMIRAL FDS INC | VOOV | 921932703 | $5.7M | 0.34% | 28,013 | SH |
| 43 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $5.6M | 0.34% | 193,329 | SH |
| 44 | ISHARES GOLD TR | IAU | 464285204 | $5.6M | 0.34% | 63,686 | SH |
| 45 | ISHARES TR | ICF | 464287564 | $5.4M | 0.33% | 87,898 | SH |
| 46 | TESLA INC | TSLA | 88160R101 | $5.3M | 0.31% | 14,146 | SH |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.1M | 0.31% | 10,700 | SH |
| 48 | ISHARES TR | ESGD | 46435G516 | $4.7M | 0.28% | 49,452 | SH |
| 49 | ISHARES TR | IUSG | 464287671 | $4.7M | 0.28% | 30,001 | SH |
| 50 | ISHARES TR | SUSA | 464288802 | $4.6M | 0.27% | 34,665 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $1.67B | 203 | 0001616328-26-000002 |
| 2025-12-31 | 2026-02-10 | $1.69B | 217 | 0001616328-26-000001 |