Guardsman Private Capital Management, Inc.
- SEC CIK
- 0002110760
- Latest filing
- Jul 27, 2026
The latest 13F from Guardsman Private Capital Management, Inc. covers Q2 2026 (filed Jul 27, 2026): 44 long positions worth $142.7M. The top 10 holdings make up 79.1% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 33.2%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 2
- Est. +$1.86M
- Added
- 3
- Est. +$29.2K
- Reduced
- 8
- Est. −$1.28M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Total Stock Market ETF92290876933.2%$47.4M
- Vanguard Scottsdale FDS92206C1029.8%$13.9M
- iShares Tr4642871509.5%$13.5M
- Vanguard Star FDS9219097685.7%$8.17M
- Vanguard Ftse Developed Markets ETF9219438585.1%$7.29M
Share of portfolio
Top 5 holdings and the other 39 positions, by share of portfolio value
- Vanguard Morningstar Total Stock Market ETF33.2%
- Vanguard Scottsdale FDS9.8%
- iShares Tr9.5%
- Vanguard Star FDS5.7%
- Vanguard Ftse Developed Markets ETF5.1%
- Other 39 positions36.7%
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Instl Index FD922040845+$1.01MNew
- Vanguard Malvern FDS922020748+$851.9KNew
- Vanguard Ftse All-World Ex-US Index Fund922042775+$23.6KAdded
- SPYSPDR S&P 500 ETF Trust
- Vanguard World FD921910733+$1.06KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Instl Index FD922040845+0.71 pp0.0% → 0.7%
- Vanguard Malvern FDS922020748+0.60 pp0.0% → 0.6%
- SPYSPDR S&P 500 ETF Trust
- Vanguard World FD921910733+0.03 pp0.5% → 0.5%
- Vanguard Ftse All-World Ex-US Index Fund922042775+0.02 pp1.5% → 1.5%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Star FDS921909768−$256.6KReduced
- iShares Core MSCI Total International Stock ETF46432F834−$255.1KReduced
- iShares Tr464287150−$189.2KReduced
- Vanguard Morningstar Total Stock Market ETF922908769−$170.2KReduced
- Vanguard Mun BD FDS922907746−$143.6KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Scottsdale FDS92206C102−1.25 pp11.0% → 9.8%
- iShares Core MSCI Total International Stock ETF46432F834−0.22 pp3.9% → 3.6%
- Vanguard Star FDS921909768−0.21 pp5.9% → 5.7%
- Vanguard Mun BD FDS922907746−0.15 pp0.5% → 0.4%
- Vanguard Dividend Appreciation ETF921908844−0.09 pp0.9% → 0.8%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $142.7M
- +$14.7M (+11.5%) vs. prior quarter
- Positions
- 44
- +2 vs. prior quarter
- Top 10 concentration
- 79.1%
- Top 10 as share of value
- Turnover
- 0.9%
- Q2 2026, one quarter
- Average holding period
- 3.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $142.7M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 27, 2026 | 44 | $142.7M | Vanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSiShares Tr | vs. Q1 2026 | SEC |
| Q1 2026 | May 4, 2026 | 42 | $128.0M | Vanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSiShares Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 12, 2026 | 40 | $125.5M | Vanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSiShares Tr | – | SEC |