Filed: 5/4/2026ACC: 0001420506-26-000786
๐ What this filing means
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. filed this quarterly 13FโHR report disclosing 42 equity positions with a total reported market value of $127.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$127.99M
Total AUM (reported)
3.82M
Total Shares
Allocation by class
TOTAL STK MKT$41.23M32.2%
SHORT TERM TREAS$14.10M11.0%
CORE S&P TTL STK$11.87M9.3%
VG TL INTL STK F$7.60M5.9%
VAN FTSE DEV MKT$6.56M5.1%
CL B NEW$6.29M4.9%
COM$5.22M4.1%
Portfolio Concentration
Top 3$67.20M52.5%
4โ10$35.11M27.4%
11โ25$19.14M15.0%
Rest$6.54M5.1%
Top 3 weight
52.5%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings42
Rows:
VANGUARD INDEX FDS
SOLEShares128.51K
TypeSH
Market value$41.23M
32.21%
Sole
0.00
Shared
0.00
None
128.51K
VANGUARD SCOTTSDALE FDS
SOLEShares240.86K
TypeSH
Market value$14.10M
11.02%
Sole
0.00
Shared
0.00
None
240.86K
ISHARES TR
SOLEShares83.34K
TypeSH
Market value$11.87M
9.27%
Sole
0.00
Shared
0.00
None
83.34K
VANGUARD STAR FDS
SOLEShares98.52K
TypeSH
Market value$7.60M
5.94%
Sole
0.00
Shared
0.00
None
98.52K
VANGUARD TAX-MANAGED FDS
SOLEShares102.30K
TypeSH
Market value$6.56M
5.12%
Sole
0.00
Shared
0.00
None
102.30K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.13K
TypeSH
Market value$6.29M
4.92%
Sole
0.00
Shared
0.00
None
13.13K
ISHARES TR
SOLEShares56.95K
TypeSH
Market value$4.93M
3.86%
Sole
0.00
Shared
0.00
None
56.95K
VANGUARD INDEX FDS
SOLEShares16.21K
TypeSH
Market value$3.52M
2.75%
Sole
0.00
Shared
0.00
None
16.21K
STATE STR SPDR S&P 500 ETF T
SOLEShares5.41K
TypeSH
Market value$3.52M
2.75%
Sole
0.00
Shared
0.00
None
5.41K
PROSHARES TR
SOLEShares25.35K
TypeSH
Market value$2.69M
2.10%
Sole
0.00
Shared
0.00
None
25.35K
VANGUARD INDEX FDS
SOLEShares5.25K
TypeSH
Market value$2.29M
1.79%
Sole
0.00
Shared
0.00
None
5.25K
VANGUARD INDEX FDS
SOLEShares10.09K
TypeSH
Market value$1.98M
1.55%
Sole
0.00
Shared
0.00
None
10.09K
FRANKLIN STR PPTYS CORP
SOLEShares2.87M
TypeSH
Market value$1.91M
1.49%
Sole
0.00
Shared
0.00
None
2.87M
VANGUARD INTL EQUITY INDEX F
SOLEShares25.04K
TypeSH
Market value$1.88M
1.47%
Sole
0.00
Shared
0.00
None
25.04K
APPLE INC
SOLEShares6.13K
TypeSH
Market value$1.56M
1.22%
Sole
0.00
Shared
0.00
None
6.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.44M
1.12%
Sole
0.00
Shared
0.00
None
2.00
VANGUARD INDEX FDS
SOLEShares5.13K
TypeSH
Market value$1.34M
1.05%
Sole
0.00
Shared
0.00
None
5.13K
VANGUARD INSTL INDEX FD
SOLEShares14.95K
TypeSH
Market value$1.13M
0.88%
Sole
0.00
Shared
0.00
None
14.95K
VANGUARD SPECIALIZED FUNDS
SOLEShares5.25K
TypeSH
Market value$1.13M
0.88%
Sole
0.00
Shared
0.00
None
5.25K
VANGUARD INDEX FDS
SOLEShares1.73K
TypeSH
Market value$1.03M
0.81%
Sole
0.00
Shared
0.00
None
1.73K
VANGUARD WORLD FD
SOLEShares1.32K
TypeSH
Market value$924.8K
0.72%
Sole
0.00
Shared
0.00
None
1.32K
VANGUARD WORLD FD
SOLEShares8.95K
TypeSH
Market value$641.9K
0.50%
Sole
0.00
Shared
0.00
None
8.95K
VANGUARD MUN BD FDS
SOLEShares12.75K
TypeSH
Market value$636.1K
0.50%
Sole
0.00
Shared
0.00
None
12.75K
VANGUARD WORLD FD
SOLEShares5.58K
TypeSH
Market value$626.5K
0.49%
Sole
0.00
Shared
0.00
None
5.58K
VANGUARD BD INDEX FDS
SOLEShares7.93K
TypeSH
Market value$621.9K
0.49%
Sole
0.00
Shared
0.00
None
7.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 128.51K | SH | $41.23M 32.21% | 0.00 | 0.00 | 128.51K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 240.86K | SH | $14.10M 11.02% | 0.00 | 0.00 | 240.86K |
ISHARES TRSOLE | CORE S&P TTL STK | 83.34K | SH | $11.87M 9.27% | 0.00 | 0.00 | 83.34K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 98.52K | SH | $7.60M 5.94% | 0.00 | 0.00 | 98.52K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 102.30K | SH | $6.56M 5.12% | 0.00 | 0.00 | 102.30K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.13K | SH | $6.29M 4.92% | 0.00 | 0.00 | 13.13K |
ISHARES TRSOLE | CORE MSCI TOTAL | 56.95K | SH | $4.93M 3.86% | 0.00 | 0.00 | 56.95K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 16.21K | SH | $3.52M 2.75% | 0.00 | 0.00 | 16.21K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.41K | SH | $3.52M 2.75% | 0.00 | 0.00 | 5.41K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 25.35K | SH | $2.69M 2.10% | 0.00 | 0.00 | 25.35K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.25K | SH | $2.29M 1.79% | 0.00 | 0.00 | 5.25K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.09K | SH | $1.98M 1.55% | 0.00 | 0.00 | 10.09K |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.87M | SH | $1.91M 1.49% | 0.00 | 0.00 | 2.87M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 25.04K | SH | $1.88M 1.47% | 0.00 | 0.00 | 25.04K |
APPLE INCSOLE | COM | 6.13K | SH | $1.56M 1.22% | 0.00 | 0.00 | 6.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 1.12% | 0.00 | 0.00 | 2.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.13K | SH | $1.34M 1.05% | 0.00 | 0.00 | 5.13K |
VANGUARD INSTL INDEX FDSOLE | ULTRA-SHORT TREA | 14.95K | SH | $1.13M 0.88% | 0.00 | 0.00 | 14.95K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.25K | SH | $1.13M 0.88% | 0.00 | 0.00 | 5.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.73K | SH | $1.03M 0.81% | 0.00 | 0.00 | 1.73K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 1.32K | SH | $924.8K 0.72% | 0.00 | 0.00 | 1.32K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 8.95K | SH | $641.9K 0.50% | 0.00 | 0.00 | 8.95K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 12.75K | SH | $636.1K 0.50% | 0.00 | 0.00 | 12.75K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 5.58K | SH | $626.5K 0.49% | 0.00 | 0.00 | 5.58K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 7.93K | SH | $621.9K 0.49% | 0.00 | 0.00 | 7.93K |
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