Garde Capital, Inc.

Q2 2026 13F-HR Holdings

Location
Seattle, WA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
246
Total value ($000)
$2,231,604
Net value change ($000)
+562,061 (33.7%)
New positions
29
Sold out positions
4
Turnover %
15.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 132,711 NEW
VMBS 47,785 NEW
VTEB 45,817 NEW
SCHP 39,007 NEW
MUB 35,528 NEW
VUG 33,102 17.2%
VTV 25,573 12.1%
AGG 20,622 NEW
VV 19,408 15.1%
VTI 12,287 14.8%
Top Reduces (Value $000, Stocks/ETFs)
ZG -4,319 -39.9%
VBIL -3,816 -16.7%
VBR -2,761 -22.2%
ZG -2,103 -51.7%
TMUS -1,714 -47.6%
IBIT -991 -31.8%
IAU -800 -14.2%
CRM -584 -45.9%
ETHA -441 -33.7%
NFLX -383 -32.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type