Garde Capital Portfolio holdings
Garde Capital is a wealth management firm that builds client portfolios mainly from low-cost exchange-traded funds spread across global stocks, bonds and commodities. Thomas Owens, Richard Severs, Marshal McReal and Jeffery Lippens created the firm in 2009 and still own most of it. Lippens is its president and chief investment officer. Its investing blends modern portfolio theory with research on how investors behave.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$7.66M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
+$2.7M |
| 3 |
Vanguard Morningstar Growth ETF
VUG
|
+$1.35M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$1.16M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$711K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$133M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$60.5M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$58.1M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$47.8M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$45.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 84.94% |
| 2 | Technology | 7.58% |
| 3 | Communication Services | 3.03% |
| 4 | Consumer Discretionary | 2.18% |
| 5 | Financials | 0.99% |
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Similar funds
Garde Capital's Q3 2026 Portfolio in Review
As of Q3 2026, Garde Capital held 262 positions worth $1.8B, down 19% from $2.23B the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Garde Capital withdrew a net $463M in Q3 2026, closing 46 positions and reducing 73 holdings. Its most notable exit was Vanguard Total Bond Market, an estimated $133M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, down from 89% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Garde Capital opened a new position in Cisco worth $258K.
- Garde Capital's largest Q3 2026 buy was Cisco: 2,399 shares worth $258K.
- Garde Capital added most to Vanguard 0-3 Month Treasury Bill ETF in Q3 2026, an estimated $7.66M increase.
- Garde Capital's biggest Q3 2026 reduction was Microsoft, cutting an estimated $5.84M.
- Garde Capital fully exited Vanguard Total Bond Market in Q3 2026, selling an estimated $133M.
- Garde Capital's ten largest holdings make up 59% of its $1.8B portfolio in Q3 2026.
- Garde Capital opened 13 new positions and closed 46 in Q3 2026.
- Garde Capital's portfolio value fell 19% quarter-over-quarter to $1.8B.
Based on Garde Capital's 13F filing for Q3 2026, filed 29 Oct 2026.