GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

Est. AUM

$128.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$41.2M	128515	32.21%	SOLE
2	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$14.1M	240856	11.02%	SOLE
3	ISHARES TR	CORE S&P TTL STK	$11.9M	83341	9.27%	SOLE
4	VANGUARD STAR FDS	VG TL INTL STK F	$7.6M	98516	5.94%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.6M	102296	5.12%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.3M	13129	4.92%	SOLE
7	ISHARES TR	CORE MSCI TOTAL	$4.9M	56955	3.86%	SOLE
8	VANGUARD INDEX FDS	SM CP VAL ETF	$3.5M	16211	2.75%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	5411	2.75%	SOLE
10	PROSHARES TR	S&P 500 DV ARIST	$2.7M	25348	2.10%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$2.3M	5253	1.79%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$2.0M	10088	1.55%	SOLE
13	FRANKLIN STR PPTYS CORP	COM	$1.9M	2869173	1.49%	SOLE
14	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.9M	25040	1.47%	SOLE
15	APPLE INC	COM	$1.6M	6128	1.21%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	1.12%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	5130	1.05%	SOLE
18	VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$1.1M	14952	0.88%	SOLE
19	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	5251	0.88%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	1728	0.81%	SOLE
21	VANGUARD WORLD FD	INF TECH ETF	$925K	1325	0.72%	SOLE
22	VANGUARD WORLD FD	ESG INTL STK ETF	$642K	8949	0.50%	SOLE
23	VANGUARD MUN BD FDS	TAX EXEMPT BD	$636K	12750	0.50%	SOLE
24	VANGUARD WORLD FD	ESG US STK ETF	$626K	5580	0.49%	SOLE
25	VANGUARD BD INDEX FDS	SHORT TRM BOND	$622K	7932	0.49%	SOLE
26	AMERICAN CENTY ETF TR	US SML CP VALU	$599K	5419	0.47%	SOLE
27	ISHARES TR	RUS 1000 GRW ETF	$577K	1353	0.45%	SOLE
28	MICROSOFT CORP	COM	$528K	1427	0.41%	SOLE
29	ISHARES TR	ESG OPTIMIZED	$516K	3906	0.40%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$501K	5117	0.39%	SOLE
31	ISHARES TR	RUSSELL 2000 ETF	$500K	2016	0.39%	SOLE
32	ABBVIE INC	COM	$388K	1785	0.30%	SOLE
33	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$385K	5231	0.30%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$378K	578	0.30%	SOLE
35	ISHARES TR	MSCI ACWI EX US	$366K	5351	0.29%	SOLE
36	ISHARES TR	ESG AWRE 1 5 YR	$357K	14231	0.28%	SOLE
37	MOOG INC	CL A	$347K	1187	0.27%	SOLE
38	ISHARES TR	MSCI EAFE ETF	$260K	2676	0.20%	SOLE
39	PROCTER & GAMBLE CO	COM	$248K	1717	0.19%	SOLE
40	ORACLE CORP	COM	$235K	1600	0.18%	SOLE
41	PHILIP MORRIS INTL INC	COM	$215K	1301	0.17%	SOLE
42	SAFEHOLD INC	COM	$143K	10602	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.