Gordian Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Gordian Advisors LLC reported 52 stock positions worth $150.9 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 21.4% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 19.8%) and VG Morningstar TS MKT ETF-US (VTI, 16.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 1, added to 15 and reduced 14. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +4%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- TUCSON, AZ
- CIK
- 0002011856
- Portfolio Value
- $150.9M (Q4 2025)
- SEC Filing
- 0002011856-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 52 stocks · $150.9M
| BIV Vanguard Intermediate-Term B | 21.37% | 414,180 | $32.3M | Add +4.3% |
| SCHX Schwab US Large-Cap ETF | 19.77% | 1,108,746 | $29.8M | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 16.87% | 75,944 | $25.5M | Reduce -2.2% |
| VEA Vanguard Ftse Developed ETF | 11.12% | 268,722 | $16.8M | Reduce -2.8% |
| VXUS Vanguard Total Intl Stock | 5.26% | 105,201 | $7.9M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.35% | 10,468 | $5.1M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 2.78% | 78,123 | $4.2M | Reduce -0.5% |
| SCHA Schwab US Small-Cap ETF | 2.66% | 140,765 | $4.0M | Reduce -0.2% |
| AAPL Apple Inc. | 1.95% | 10,820 | $2.9M | Add +0.0% |
| DFIC Dimensional International Co. | 1.61% | 70,433 | $2.4M | Add +0.5% |
| BND Vanguard Total Bond Market | 1.52% | 30,893 | $2.3M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 1.22% | 23,157 | $1.8M | Add +1.1% |
| AMZN Amazon.com Inc. | 0.70% | 4,552 | $1.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 1,852 | $931K | No change |
| JNJ Johnson & Johnson | 0.59% | 4,298 | $889K | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 1,150 | $784K | No change |
| JPM JPMorgan Chase & Co. | 0.39% | 1,841 | $593K | Add +6.6% |
| IWF iShares Russell 1000 Growth | 0.38% | 1,204 | $570K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.37% | 4,615 | $558K | Add +5.4% |
| WMT Walmart Inc. | 0.36% | 4,940 | $550K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.36% | 16,509 | $546K | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.31% | 1,481 | $465K | No change |
| DFAU Dimensional US Core Equity M | 0.29% | 9,503 | $445K | Add +0.0% |
| CL Colgate-Palmolive Co. | 0.29% | 5,600 | $443K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 709 | $436K | Reduce -0.1% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.29% | 4,313 | $435K | No change |
| INTU Intuit Inc. | 0.26% | 600 | $397K | No change |
| NVDA Nvidia Corp. | 0.26% | 2,080 | $388K | Reduce -16.1% |
| SBUX Starbucks Corp. | 0.25% | 4,527 | $381K | Add +0.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.22% | 4,635 | $332K | Add +11.4% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 2,616 | $323K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,055 | $312K | Add +0.3% |
| COST Costco Wholesale Corp. | 0.21% | 362 | $312K | Reduce -22.8% |
| AVGO Broadcom Inc. | 0.21% | 898 | $311K | Add +13.0% |
| RTX RTX Corp. | 0.20% | 1,634 | $300K | Add +0.1% |
| SYK Stryker Corp. | 0.19% | 825 | $290K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.19% | 5,989 | $287K | Add +35.7% |
| AMGN Amgen Inc. | 0.18% | 852 | $279K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.18% | 255 | $274K | New |
| EXPD Expeditors Intl Wash Inc. | 0.18% | 1,790 | $267K | No change |
| FITB Fifth Third Bancorp | 0.16% | 5,310 | $249K | No change |
| CVX Chevron Corp. | 0.16% | 1,600 | $244K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 800 | $243K | No change |
| HD Home Depot Inc. | 0.16% | 702 | $242K | No change |
| CAT Caterpillar Inc. | 0.16% | 419 | $240K | New |
| GE General Electric filed as GE AEROSPACE | 0.15% | 745 | $229K | Reduce -8.3% |
| IVV iShares Core S&P 500 ETF | 0.15% | 333 | $228K | No change |
| IWM iShares Russell 2000 ETF | 0.14% | 887 | $218K | Reduce -4.3% |
| XOM Exxon Mobil Corp. | 0.14% | 1,812 | $218K | No change |
| MRK Merck & Co. Inc. | 0.14% | 2,005 | $211K | New |
| IWD iShares Russell 1000 Value E | 0.14% | 1,001 | $210K | Reduce -22.6% |
| GOOGL Alphabet Inc. Class A | 0.13% | 649 | $203K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SCHX Schwab US Large-Cap ETF | Reduce -3.8% | 19.77% | −0.62 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.2% | 16.87% | −0.25 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -22.8% | 0.21% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.5% | 2.78% | −0.07 |
| NVDA Nvidia Corp. | Reduce -16.1% | 0.26% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -22.6% | 0.14% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -1.8% | 5.26% | −0.03 |
| GE General Electric | Reduce -8.3% | 0.15% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.8% | 11.12% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -4.3% | 0.14% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.29% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.6% | 0.36% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.2% | 2.66% | +0.01 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.59% | +0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| BIV Vanguard Intermediate-Term B | Add +4.3% | 21.37% | +0.53 |
| LLY Eli Lilly & Co. | New | 0.18% | +0.18 |
| CAT Caterpillar Inc. | New | 0.16% | +0.16 |
| MRK Merck & Co. Inc. | New | 0.14% | +0.14 |
| GOOGL Alphabet Inc. Class A | New | 0.13% | +0.13 |
| AAPL Apple Inc. | Add +0.0% | 1.95% | +0.10 |
| DFIC Dimensional International Co. | Add +0.5% | 1.61% | +0.06 |
| EAGG iShares ESG Aware US Aggrega | Add +35.7% | 0.19% | +0.05 |
| AVGO Broadcom Inc. | Add +13.0% | 0.21% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +6.6% | 0.39% | +0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Add +11.4% | 0.22% | +0.03 |
| AMGN Amgen Inc. | Add +0.3% | 0.18% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +5.4% | 0.37% | +0.02 |
| RTX RTX Corp. | Add +0.1% | 0.20% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.21% | +0.01 |
| DFAU Dimensional US Core Equity M | Add +0.0% | 0.29% | +0.00 |
| SBUX Starbucks Corp. | Add +0.0% | 0.25% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 1.22% | −0.01 |
| MSFT Microsoft Corp. | Add +0.0% | 3.35% | −0.29 |
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 |