# GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.: Form 13F holdings

An institutional investment manager in SARASOTA, FL. SEC CIK 2110760.

- Quarter ended: 2026-06-30
- Filed: 2026-07-27
- Reported value: $142.7m
- Positions: 44 (44 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2110760/000142050626001293/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD INDEX FDS | TOTAL STK MKT | $47.4m | 33.2% | 128,055 |  | Reduced −460 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $13.9m | 9.8% | 239,350 |  | Reduced −1,506 |
| ISHARES TR | CORE S&P TTL STK | $13.5m | 9.5% | 82,189 |  | Reduced −1,152 |
| VANGUARD STAR FDS | VG TL INTL STK F | $8.2m | 5.7% | 95,514 |  | Reduced −3,002 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.3m | 5.1% | 102,296 |  | Unchanged |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $6.6m | 4.6% | 13,129 |  | Unchanged |
| ISHARES TR | CORE MSCI TOTAL | $5.2m | 3.6% | 54,282 |  | Reduced −2,673 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $4.0m | 2.8% | 5,417 |  | Added +6 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.9m | 2.8% | 16,211 |  | Unchanged |
| PROSHARES TR | S&P 500 DV ARIST | $2.8m | 2.0% | 50,696 |  | Added +25,348 |
| VANGUARD INDEX FDS | GROWTH ETF | $2.7m | 1.9% | 31,514 |  | Added +26,261 |
| VANGUARD INDEX FDS | VALUE ETF | $2.2m | 1.5% | 10,088 |  | Unchanged |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.1m | 1.5% | 25,322 |  | Added +282 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $1.8m | 1.2% | 6,128 |  | Unchanged |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.6m | 1.1% | 5,130 |  | Unchanged |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $1.5m | 1.0% | 2 |  | Unchanged |
| [FRANKLIN STR PPTYS CORP (FSP)](/companies/fsp.md) | COM | $1.5m | 1.0% | 2,869,173 |  | Unchanged |
| VANGUARD WORLD FD | INF TECH ETF | $1.3m | 0.9% | 10,613 |  | Added +9,288 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2m | 0.8% | 1,728 |  | Unchanged |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.1m | 0.8% | 4,782 |  | Reduced −469 |
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | $1.1m | 0.8% | 14,952 |  | Unchanged |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $1.0m | 0.7% | 13,293 |  | New +13,293 |
| VANGUARD MALVERN FDS | CORE BD ETF | $851.9k | 0.6% | 11,030 |  | New +11,030 |
| VANGUARD WORLD FD | ESG US STK ETF | $738.9k | 0.5% | 5,588 |  | Added +8 |
| VANGUARD WORLD FD | ESG INTL STK ETF | $736.9k | 0.5% | 8,949 |  | Unchanged |
| ISHARES TR | RUS 1000 GRW ETF | $672.1k | 0.5% | 5,412 |  | Added +4,059 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $618.0k | 0.4% | 7,932 |  | Unchanged |
| AMERICAN CENTY ETF TR | US SML CP VALU | $609.3k | 0.4% | 4,884 |  | Reduced −535 |
| SPDR SERIES TRUST | ST STR P500GRW | $608.9k | 0.4% | 5,117 |  | Unchanged |
| ISHARES TR | RUSSELL 2000 ETF | $605.8k | 0.4% | 2,016 |  | Unchanged |
| ISHARES TR | ESG OPTIMIZED | $602.7k | 0.4% | 3,906 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $532.5k | 0.4% | 1,427 |  | Unchanged |
| [MOOG INC (MOG-A)](/companies/mog-a.md) | CL A | $503.1k | 0.4% | 1,187 |  | Unchanged |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $501.2k | 0.4% | 9,910 |  | Reduced −2,840 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $449.3k | 0.3% | 1,785 |  | Unchanged |
| ISHARES TR | CORE S&P500 ETF | $433.0k | 0.3% | 578 |  | Unchanged |
| ISHARES TR | MSCI ACWI EX US | $407.3k | 0.3% | 5,351 |  | Unchanged |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $384.0k | 0.3% | 5,231 |  | Unchanged |
| ISHARES TR | ESG AWRE 1 5 YR | $355.6k | 0.2% | 14,231 |  | Unchanged |
| ISHARES TR | MSCI EAFE ETF | $278.0k | 0.2% | 2,676 |  | Unchanged |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $251.8k | 0.2% | 1,717 |  | Unchanged |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $235.4k | 0.2% | 1,301 |  | Unchanged |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $234.5k | 0.2% | 1,600 |  | Unchanged |
| [SAFEHOLD INC (SAFE)](/companies/safe.md) | COM | $166.5k | 0.1% | 10,602 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001293. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.