Filed: 7/27/2026ACC: 0001420506-26-001293
📋 What this filing means
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $142.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$142.69M
Total AUM (reported)
3.89M
Total Shares
Allocation by class
TOTAL STK MKT$47.39M33.2%
SHORT TERM TREAS$13.93M9.8%
CORE S&P TTL STK$13.50M9.5%
VG TL INTL STK F$8.17M5.7%
VAN FTSE DEV MKT$7.29M5.1%
CL B NEW$6.57M4.6%
CORE MSCI TOTAL$5.18M3.6%
Portfolio Concentration
Top 3$74.82M52.4%
4–10$38.04M26.7%
11–25$21.39M15.0%
Rest$8.45M5.9%
Top 3 weight
52.4%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 3.89M
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
3.89M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings44
Rows:
VANGUARD INDEX FDS
SOLEShares128.06K
TypeSH
Market value$47.39M
33.21%
Sole
0.00
Shared
0.00
None
128.06K
VANGUARD SCOTTSDALE FDS
SOLEShares239.35K
TypeSH
Market value$13.93M
9.76%
Sole
0.00
Shared
0.00
None
239.35K
ISHARES TR
SOLEShares82.19K
TypeSH
Market value$13.50M
9.46%
Sole
0.00
Shared
0.00
None
82.19K
VANGUARD STAR FDS
SOLEShares95.51K
TypeSH
Market value$8.17M
5.72%
Sole
0.00
Shared
0.00
None
95.51K
VANGUARD TAX-MANAGED FDS
SOLEShares102.30K
TypeSH
Market value$7.29M
5.11%
Sole
0.00
Shared
0.00
None
102.30K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.13K
TypeSH
Market value$6.57M
4.60%
Sole
0.00
Shared
0.00
None
13.13K
ISHARES TR
SOLEShares54.28K
TypeSH
Market value$5.18M
3.63%
Sole
0.00
Shared
0.00
None
54.28K
STATE STR SPDR S&P 500 ETF T
SOLEShares5.42K
TypeSH
Market value$4.05M
2.84%
Sole
0.00
Shared
0.00
None
5.42K
VANGUARD INDEX FDS
SOLEShares16.21K
TypeSH
Market value$3.94M
2.76%
Sole
0.00
Shared
0.00
None
16.21K
PROSHARES TR
SOLEShares50.70K
TypeSH
Market value$2.85M
2.00%
Sole
0.00
Shared
0.00
None
50.70K
VANGUARD INDEX FDS
SOLEShares31.51K
TypeSH
Market value$2.71M
1.90%
Sole
0.00
Shared
0.00
None
31.51K
VANGUARD INDEX FDS
SOLEShares10.09K
TypeSH
Market value$2.20M
1.54%
Sole
0.00
Shared
0.00
None
10.09K
VANGUARD INTL EQUITY INDEX F
SOLEShares25.32K
TypeSH
Market value$2.12M
1.49%
Sole
0.00
Shared
0.00
None
25.32K
APPLE INC
SOLEShares6.13K
TypeSH
Market value$1.77M
1.24%
Sole
0.00
Shared
0.00
None
6.13K
VANGUARD INDEX FDS
SOLEShares5.13K
TypeSH
Market value$1.56M
1.09%
Sole
0.00
Shared
0.00
None
5.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.50M
1.05%
Sole
0.00
Shared
0.00
None
2.00
FRANKLIN STR PPTYS CORP
SOLEShares2.87M
TypeSH
Market value$1.48M
1.04%
Sole
0.00
Shared
0.00
None
2.87M
VANGUARD WORLD FD
SOLEShares10.61K
TypeSH
Market value$1.27M
0.89%
Sole
0.00
Shared
0.00
None
10.61K
VANGUARD INDEX FDS
SOLEShares1.73K
TypeSH
Market value$1.19M
0.83%
Sole
0.00
Shared
0.00
None
1.73K
VANGUARD SPECIALIZED FUNDS
SOLEShares4.78K
TypeSH
Market value$1.13M
0.79%
Sole
0.00
Shared
0.00
None
4.78K
VANGUARD INSTL INDEX FD
SOLEShares14.95K
TypeSH
Market value$1.13M
0.79%
Sole
0.00
Shared
0.00
None
14.95K
VANGUARD INSTL INDEX FD
SOLEShares13.29K
TypeSH
Market value$1.01M
0.71%
Sole
0.00
Shared
0.00
None
13.29K
VANGUARD MALVERN FDS
SOLEShares11.03K
TypeSH
Market value$851.9K
0.60%
Sole
0.00
Shared
0.00
None
11.03K
VANGUARD WORLD FD
SOLEShares5.59K
TypeSH
Market value$738.9K
0.52%
Sole
0.00
Shared
0.00
None
5.59K
VANGUARD WORLD FD
SOLEShares8.95K
TypeSH
Market value$736.9K
0.52%
Sole
0.00
Shared
0.00
None
8.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 128.06K | SH | $47.39M 33.21% | 0.00 | 0.00 | 128.06K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 239.35K | SH | $13.93M 9.76% | 0.00 | 0.00 | 239.35K |
ISHARES TRSOLE | CORE S&P TTL STK | 82.19K | SH | $13.50M 9.46% | 0.00 | 0.00 | 82.19K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 95.51K | SH | $8.17M 5.72% | 0.00 | 0.00 | 95.51K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 102.30K | SH | $7.29M 5.11% | 0.00 | 0.00 | 102.30K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.13K | SH | $6.57M 4.60% | 0.00 | 0.00 | 13.13K |
ISHARES TRSOLE | CORE MSCI TOTAL | 54.28K | SH | $5.18M 3.63% | 0.00 | 0.00 | 54.28K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.42K | SH | $4.05M 2.84% | 0.00 | 0.00 | 5.42K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 16.21K | SH | $3.94M 2.76% | 0.00 | 0.00 | 16.21K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 50.70K | SH | $2.85M 2.00% | 0.00 | 0.00 | 50.70K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 31.51K | SH | $2.71M 1.90% | 0.00 | 0.00 | 31.51K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.09K | SH | $2.20M 1.54% | 0.00 | 0.00 | 10.09K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 25.32K | SH | $2.12M 1.49% | 0.00 | 0.00 | 25.32K |
APPLE INCSOLE | COM | 6.13K | SH | $1.77M 1.24% | 0.00 | 0.00 | 6.13K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.13K | SH | $1.56M 1.09% | 0.00 | 0.00 | 5.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.50M 1.05% | 0.00 | 0.00 | 2.00 |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.87M | SH | $1.48M 1.04% | 0.00 | 0.00 | 2.87M |
VANGUARD WORLD FDSOLE | INF TECH ETF | 10.61K | SH | $1.27M 0.89% | 0.00 | 0.00 | 10.61K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.73K | SH | $1.19M 0.83% | 0.00 | 0.00 | 1.73K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.78K | SH | $1.13M 0.79% | 0.00 | 0.00 | 4.78K |
VANGUARD INSTL INDEX FDSOLE | ULTR SHOR TR ETF | 14.95K | SH | $1.13M 0.79% | 0.00 | 0.00 | 14.95K |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 13.29K | SH | $1.01M 0.71% | 0.00 | 0.00 | 13.29K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 11.03K | SH | $851.9K 0.60% | 0.00 | 0.00 | 11.03K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 5.59K | SH | $738.9K 0.52% | 0.00 | 0.00 | 5.59K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 8.95K | SH | $736.9K 0.52% | 0.00 | 0.00 | 8.95K |
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