Guardian Capital, LLC
All 13F Filings
- Location
- Wexford, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 104,524
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 81 | 104,524 | 13F-HR | Guardian Capital, LLC |
| Q4 2025 | 2/5/2026 | 88 | 111,687 | 13F-HR | Guardian Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.44 K | 36.8% | 0 | 49.47 K | -49.47 K |
| ETFs | 65.53 K | 62.7% | 41.74 K | 0 | 41.74 K |
| Debt | 554 | 0.5% | 554 | 0 | 554 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
104,524
Holdings
81
QoQ value change ($000)
-7,163
(-6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.