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Latest Garde Capital, Inc. Stock Portfolio

Garde Capital, Inc. Performance:
2025 Q3: 5.88%YTD: 11.02%2024: 10.62%
Performance for 2025 Q3 is 5.88%, and YTD is 11.02%, and 2024 is 10.62%.

About Garde Capital, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Garde Capital, Inc. reported an equity portfolio of $2.1 Billions as of 30 Sep, 2025.

The top stock holdings of Garde Capital, Inc. are VB, VB, VB. The fund has invested 10.6% of it's portfolio in VANGUARD INDEX FDS and 9.8% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off TRANE TECHNOLOGIES PLC (TT), BONDBLOXX ETF TRUST (XHYC) and GOLDMAN SACHS ETF TR (GBIL) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), ISHARES TR (AAXJ) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to SNAP INC (SNAP), DUOLINGO INC (DUOL) and VANGUARD SCOTTSDALE FDS (BNDW).

Garde Capital, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Garde Capital, Inc. made a return of 5.88% in the last quarter. In trailing 12 months, it's portfolio return was 5.44%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Garde Capital, Inc.

Additions

Ticker% Inc.
snap inc209,524
duolingo inc800
vanguard scottsdale fds688
ishares ethereum tr338
vanguard scottsdale fds120
ishares tr101
advanced micro devices inc44.75
vanguard instl index fd29.47
Additions to existing portfolio by Garde Capital, Inc.

Reductions

Ticker% Reduced
broadcom inc-64.16
ishares tr-56.1
berkshire hathaway inc del-50.00
vanguard whitehall fds-48.95
southern co-46.43
ishares tr-46.08
palantir technologies inc-45.19
docusign inc-33.22
Garde Capital, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-121,046
pfizer inc-105,469
toast inc-185,088
ssga active tr-104,280
fidelis insurance holdings l-63,320
sony group corp-91,756
schwab strategic tr-78,845
pacer fds tr-60,941
Garde Capital, Inc. got rid off the above stocks

Sector Distribution

Garde Capital, Inc. has about 87.4% of it's holdings in Others sector.

Sector%
Others87.4
Technology5.8
Consumer Cyclical2
Communication Services1.9
Real Estate1.5

Market Cap. Distribution

Garde Capital, Inc. has about 12.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED87.4
MEGA-CAP9.2
LARGE-CAP3.1

Stocks belong to which Index?

About 10.3% of the stocks held by Garde Capital, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others89.5
S&P 50010.3
Top 5 Winners (%)%
TLRY
tilray brands inc
317.5 %
PI
impinj inc
62.7 %
BABA
alibaba group hldg ltd
53.8 %
deswell inds inc
48.7 %
GOOG
alphabet inc
37.4 %
Top 5 Winners ($)$
VB
vanguard index fds
18.9 M
VB
vanguard index fds
10.5 M
VB
vanguard index fds
9.7 M
VB
vanguard index fds
6.1 M
AAPL
apple inc
5.4 M
Top 5 Losers (%)%
CMG
chipotle mexican grill inc
-30.1 %
FTNT
fortinet inc
-20.5 %
ELV
elevance health inc
-16.9 %
AR
antero resources corp
-16.7 %
DUOL
duolingo inc
-13.2 %
Top 5 Losers ($)$
CMG
chipotle mexican grill inc
-0.7 M
CRM
salesforce inc
-0.6 M
COST
costco whsl corp new
-0.3 M
AR
antero resources corp
-0.2 M
NFLX
netflix inc
-0.1 M

Garde Capital, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Garde Capital, Inc.

Garde Capital, Inc. has 204 stocks in it's portfolio. About 50.4% of the portfolio is in top 10 stocks. CMG proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Garde Capital, Inc. last quarter.

Last Reported on: 16 Dec, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions