GARDE CAPITAL, INC.

Filed: 4/29/2026ACC: 0001616328-26-000002

📋 What this filing means

GARDE CAPITAL, INC. filed this quarterly 13F‑HR report disclosing 198 equity positions with a total reported market value of $1.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

198

Positions

$1.67B

Total AUM (reported)

15.09M

Total Shares

Allocation by class

VALUE ETF$211.79M12.7%

GROWTH ETF$192.89M11.6%

COM$163.00M9.8%

LARGE CAP ETF$128.77M7.7%

FTSE EUROPE ETF$83.01M5.0%

TOTAL STK MKT$82.87M5.0%

FTSE PACIFIC ETF$61.27M3.7%

Portfolio Concentration

Top 3$533.46M32.0%

4–10$436.64M26.2%

11–25$365.12M21.9%

Rest$334.32M20.0%

Top 3 weight

32.0%

Top 10 weight

58.1%

Voting Authority Distribution

Total shares with voting rights: 15.09M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

15.09M

% of voting shares100.0%

Investment Discretion (by position count)

Sole198

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings198

Rows:

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares1.08M

TypeSH

Market value$211.79M

12.69%

Sole

0.00

Shared

0.00

None

1.08M

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares441.62K

TypeSH

Market value$192.89M

11.55%

Sole

0.00

Shared

0.00

None

441.62K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares430.90K

TypeSH

Market value$128.77M

7.71%

Sole

0.00

Shared

0.00

None

430.90K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares1.01M

TypeSH

Market value$83.01M

4.97%

Sole

0.00

Shared

0.00

None

1.01M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares258.32K

TypeSH

Market value$82.87M

4.96%

Sole

0.00

Shared

0.00

None

258.32K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares626.98K

TypeSH

Market value$61.27M

3.67%

Sole

0.00

Shared

0.00

None

626.98K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares609.27K

TypeSH

Market value$58.15M

3.48%

Sole

0.00

Shared

0.00

None

609.27K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares1.10M

TypeSH

Market value$54.98M

3.29%

Sole

0.00

Shared

0.00

None

1.10M

MICROSOFT CORP

SOLE

COM

Shares141.22K

TypeSH

Market value$52.28M

3.13%

Sole

0.00

Shared

0.00

None

141.22K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares168.31K

TypeSH

Market value$44.08M

2.64%

Sole

0.00

Shared

0.00

None

168.31K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares56.53K

TypeSH

Market value$33.78M

2.02%

Sole

0.00

Shared

0.00

None

56.53K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares375.87K

TypeSH

Market value$33.34M

2.00%

Sole

0.00

Shared

0.00

None

375.87K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares493.40K

TypeSH

Market value$31.62M

1.89%

Sole

0.00

Shared

0.00

None

493.40K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares524.56K

TypeSH

Market value$28.35M

1.70%

Sole

0.00

Shared

0.00

None

524.56K

APPLE INC

SOLE

COM

Shares105.33K

TypeSH

Market value$26.73M

1.60%

Sole

0.00

Shared

0.00

None

105.33K

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares237.75K

TypeSH

Market value$26.69M

1.60%

Sole

0.00

Shared

0.00

None

237.75K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares901.34K

TypeSH

Market value$26.26M

1.57%

Sole

0.00

Shared

0.00

None

901.34K

ISHARES TR

SOLE

CORE S&P US VLU

Shares237.43K

TypeSH

Market value$24.28M

1.45%

Sole

0.00

Shared

0.00

None

237.43K

VANGUARD INSTL INDEX FD

SOLE

0-3 MO TREAS BIL

Shares302.79K

TypeSH

Market value$22.91M

1.37%

Sole

0.00

Shared

0.00

None

302.79K

AMAZON COM INC

SOLE

COM

Shares109.31K

TypeSH

Market value$22.77M

1.36%

Sole

0.00

Shared

0.00

None

109.31K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares34.13K

TypeSH

Market value$19.70M

1.18%

Sole

0.00

Shared

0.00

None

34.13K

ISHARES TR

SOLE

CORE MSCI EURO

Shares263.56K

TypeSH

Market value$18.52M

1.11%

Sole

0.00

Shared

0.00

None

263.56K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares590.65K

TypeSH

Market value$18.01M

1.08%

Sole

0.00

Shared

0.00

None

590.65K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares693.30K

TypeSH

Market value$17.16M

1.03%

Sole

0.00

Shared

0.00

None

693.30K

ALPHABET INC

SOLE

CAP STK CL A

Shares52.19K

TypeSH

Market value$15.01M

0.90%

Sole

0.00

Shared

0.00

None

52.19K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	VALUE ETF	1.08M	SH	$211.79M 12.69%	1.08M
VANGUARD INDEX FDSSOLE	GROWTH ETF	441.62K	SH	$192.89M 11.55%	441.62K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	430.90K	SH	$128.77M 7.71%	430.90K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	1.01M	SH	$83.01M 4.97%	1.01M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	258.32K	SH	$82.87M 4.96%	258.32K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	626.98K	SH	$61.27M 3.67%	626.98K
ISHARES TRSOLE	7-10 YR TRSY BD	609.27K	SH	$58.15M 3.48%	609.27K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	1.10M	SH	$54.98M 3.29%	1.10M
MICROSOFT CORPSOLE	COM	141.22K	SH	$52.28M 3.13%	141.22K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	168.31K	SH	$44.08M 2.64%	168.31K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	56.53K	SH	$33.78M 2.02%	56.53K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	375.87K	SH	$33.34M 2.00%	375.87K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	493.40K	SH	$31.62M 1.89%	493.40K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	524.56K	SH	$28.35M 1.70%	524.56K
APPLE INCSOLE	COM	105.33K	SH	$26.73M 1.60%	105.33K
VANGUARD WORLD FDSOLE	ESG US STK ETF	237.75K	SH	$26.69M 1.60%	237.75K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	901.34K	SH	$26.26M 1.57%	901.34K
ISHARES TRSOLE	CORE S&P US VLU	237.43K	SH	$24.28M 1.45%	237.43K
VANGUARD INSTL INDEX FDSOLE	0-3 MO TREAS BIL	302.79K	SH	$22.91M 1.37%	302.79K
AMAZON COM INCSOLE	COM	109.31K	SH	$22.77M 1.36%	109.31K
INVESCO QQQ TRSOLE	UNIT SER 1	34.13K	SH	$19.70M 1.18%	34.13K
ISHARES TRSOLE	CORE MSCI EURO	263.56K	SH	$18.52M 1.11%	263.56K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	590.65K	SH	$18.01M 1.08%	590.65K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	693.30K	SH	$17.16M 1.03%	693.30K
ALPHABET INCSOLE	CAP STK CL A	52.19K	SH	$15.01M 0.90%	52.19K

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