GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
CIK 2110760 · Holdings on Sep 30, 2026 · First reported Oct 19, 2026
Top ten holdings
Q3 2026- VTI33.31%
- ITOT9.52%
- VGSH9.33%
- VXUS5.58%
- VEA5.02%
- BRK.B4.54%
- IXUS3.58%
- SPY2.87%
- VBR2.60%
- VUG1.93%
Share classes counted separately78.28%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VGUSWeight increased · +0.80 pp0.79% → 1.59%Shares +15.27K (+102.11%)
- VGSHWeight decreased · -0.43 pp9.76% → 9.33%Shares -6.12K (-2.56%)
- FSPWeight decreased · -0.29 pp1.04% → 0.75%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USMRNGSTR TTL STK View history and evidence | $47.95M | 33.31% | 128.11K shares | 33.21% → 33.31%+0.10 pp +58 (+0.05%) | Added | ↗▾ |
| 02 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $13.70M | 9.52% | 82.41K shares | 9.46% → 9.52%+0.06 pp +224 (+0.27%) | Added | ↗▾ |
| 03 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $13.42M | 9.33% | 233.23K shares | 9.76% → 9.33%-0.43 pp -6.12K (-2.56%) | Reduced | ↗▾ |
| 04 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $8.03M | 5.58% | 94.49K shares | 5.72% → 5.58%-0.14 pp -1.02K (-1.07%) | Reduced | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $7.22M | 5.02% | 102.30K shares | 5.11% → 5.02%-0.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $6.54M | 4.54% | 13.14K shares | 4.60% → 4.54%-0.06 pp +8 (+0.06%) | Added | ↗▾ |
| 07 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $5.16M | 3.58% | 54.28K shares | 3.63% → 3.58%-0.05 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $4.14M | 2.87% | 5.42K shares | 2.84% → 2.87%+0.03 pp +6 (+0.11%) | Added | ↗▾ |
| 09 | VBRVNGRD MRNGST SL-CP VAL ETF-UMRNGSTR SML CP V View history and evidence | $3.75M | 2.60% | 16.21K shares | 2.76% → 2.60%-0.16 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIMRNGSTR GRWT ETF View history and evidence | $2.78M | 1.93% | 30.90K shares | 1.90% → 1.93%+0.03 pp -610 (-1.94%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SAFE SAFEHOLD INC | Non-derivative | -10,602 | -$166.45K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2110760 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 19, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 143955112
}Research all 43 reported holdings.
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