Gordian Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Gordian Advisors LLC reported 38 stock positions worth $125.9 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 23.2% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 20.8%) and VG Morningstar TS MKT ETF-US (VTI, 16.4%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 14 and reduced 8. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +3%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0002011856
- Portfolio Value
- $125.9M (Q1 2025)
- SEC Filing
- 0002011856-25-000003 ↗ filed Apr 30, 2025
Holdings Value
Holdings 38 stocks · $125.9M
| BIV Vanguard Intermediate-Term B | 23.15% | 380,584 | $29.1M | Add +2.7% |
| SCHX Schwab US Large-Cap ETF | 20.81% | 1,185,982 | $26.2M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 16.43% | 75,222 | $20.7M | Reduce -1.6% |
| VEA Vanguard Ftse Developed ETF | 10.72% | 265,333 | $13.5M | Add +3.5% |
| VXUS Vanguard Total Intl Stock | 5.35% | 108,353 | $6.7M | Reduce -4.8% |
| MSFT Microsoft Corp. | 3.12% | 10,462 | $3.9M | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 2.77% | 148,881 | $3.5M | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 2.70% | 74,984 | $3.4M | Add +0.7% |
| BND Vanguard Total Bond Market | 1.89% | 32,410 | $2.4M | Reduce -6.9% |
| AAPL Apple Inc. | 1.79% | 10,156 | $2.3M | Reduce -0.7% |
| DFIC Dimensional International Co. | 1.70% | 76,969 | $2.1M | Add +5.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.43% | 22,738 | $1.8M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 1,831 | $975K | Add +0.5% |
| AMZN Amazon.com Inc. | 0.51% | 3,359 | $639K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,123 | $628K | New |
| JNJ Johnson & Johnson | 0.45% | 3,386 | $561K | Add +0.1% |
| CL Colgate-Palmolive Co. | 0.43% | 5,800 | $543K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.39% | 18,373 | $486K | Add +0.3% |
| SBUX Starbucks Corp. | 0.35% | 4,501 | $441K | No change |
| IWF iShares Russell 1000 Growth | 0.35% | 1,204 | $435K | No change |
| COST Costco Wholesale Corp. | 0.34% | 454 | $429K | No change |
| WMT Walmart Inc. | 0.34% | 4,881 | $429K | Add +0.1% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.34% | 4,313 | $426K | No change |
| JPM JPMorgan Chase & Co. | 0.34% | 1,727 | $424K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.33% | 4,189 | $410K | Add +0.0% |
| INTU Intuit Inc. | 0.29% | 600 | $368K | No change |
| SYK Stryker Corp. | 0.24% | 825 | $307K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 628 | $294K | Add +25.1% |
| CVX Chevron Corp. | 0.21% | 1,600 | $268K | No change |
| AMGN Amgen Inc. | 0.21% | 842 | $262K | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,047 | $260K | Add +0.3% |
| EXPD Expeditors Intl Wash Inc. | 0.20% | 2,145 | $258K | Reduce -7.3% |
| NVDA Nvidia Corp. | 0.20% | 2,372 | $257K | No change |
| IWD iShares Russell 1000 Value E | 0.19% | 1,293 | $243K | No change |
| IVW iShares S&P 500 Growth ETF | 0.19% | 2,616 | $243K | No change |
| GOOG Alphabet Inc. Class C | 0.18% | 1,480 | $231K | Add +0.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.18% | 3,910 | $231K | No change |
| FITB Fifth Third Bancorp | 0.17% | 5,310 | $208K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 16.43% | −1.11 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.1% | 20.81% | −0.97 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.2% | 2.77% | −0.31 |
| AAPL Apple Inc. | Reduce -0.7% | 1.79% | −0.23 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.17 |
| BND Vanguard Total Bond Market | Reduce -6.9% | 1.89% | −0.09 |
| EXPD Expeditors Intl Wash Inc. | Reduce -7.3% | 0.20% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.0% | 1.43% | +0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -4.8% | 5.35% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| BIV Vanguard Intermediate-Term B | Add +2.7% | 23.15% | +1.24 |
| VEA Vanguard Ftse Developed ETF | Add +3.5% | 10.72% | +1.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.50% | +0.50 |
| DFIC Dimensional International Co. | Add +5.8% | 1.70% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.77% | +0.12 |
| VWO Vanguard Ftse Emerging Marke | Add +0.7% | 2.70% | +0.10 |
| JNJ Johnson & Johnson | Add +0.1% | 0.45% | +0.06 |
| AMGN Amgen Inc. | Add +0.4% | 0.21% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +25.1% | 0.23% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.21% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +0.3% | 0.39% | +0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.34% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +0.0% | 0.33% | −0.02 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.18% | −0.04 |
| MSFT Microsoft Corp. | Add +0.0% | 3.12% | −0.37 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 65 | $170.0M | BIV, SCHX, VTI, VEA, VXUS |
| Q1 2026 | 55 | $150.1M | BIV, SCHX, VTI, VEA, VXUS |
| Q4 2025 | 52 | $150.9M | BIV, SCHX, VTI, VEA, VXUS |
| Q3 2025 | 49 | $148.8M | BIV, SCHX, VTI, VEA, VXUS |
| Q2 2025 | 46 | $139.7M | BIV, SCHX, VTI, VEA, VXUS |
| Q1 2025 | 38 | $125.9M | BIV, SCHX, VTI, VEA, VXUS |
| Q4 2024 | 38 | $126.4M | BIV, SCHX, VTI, VEA, VXUS |
| Q3 2024 | 40 | $125.4M | SCHX, BIV, VTI, VEA, VXUS |
| Q2 2024 | 27 | $103.8M | SCHX, BIV, VTI, VEA, VXUS |
| Q1 2024 | 29 | $108.6M | SCHX, BIV, VTI, VEA, VXUS |