Data as of Q4 2025 (Dec 31, 2025)

Gordian Advisors LLC

•CIK: 2011856•Filing: Q4 2025

**Gordian Advisors LLC** manages $151M across a diversified portfolio of 52 positions. The fund exhibits significant concentration in core market indices, notably allocating $32.3M to BIV and $29.8M to SCHX. Further substantial exposure is maintained in broad market ETFs, including VTI ($25.5M) and VEA ($16.8M). The top holdings also feature technology and international exposure with positions in MSFT ($5.1M) and VXUS ($7.9M).

Total AUM
$150.9M
QoQ Performance
+1.4%
Positions
41
Top 10 Concentration
86.7%
Latest Filing
Q4 2025

Top Holdings Allocation

BIV
SCHX
VTI
VEA
VXUS
BIV21.4%
SCHX19.8%
VTI16.9%
VEA11.1%
VXUS5.3%
MSFT3.4%
VWO2.8%
SCHA2.7%

📈 Biggest Buys

BIV
VANGUARD BD INDEX FDS
+4.3%
21.4% of portfolio
LLY
ELI LILLY & CO
NEW
0.2% of portfolio
CAT
CATERPILLAR INC
NEW
0.2% of portfolio
MRK
MERCK & CO INC
NEW
0.1% of portfolio
GOOGL
ALPHABET INC
NEW
0.1% of portfolio

📉 Biggest Sells

SCHX
SCHWAB STRATEGIC TR
-3.8%
19.8% of portfolio
VTI
VANGUARD INDEX FDS
-2.2%
16.9% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-2.8%
11.1% of portfolio
VXUS
VANGUARD STAR FDS
-1.8%
5.3% of portfolio
COST
COSTCO WHSL CORP NEW
-22.8%
0.2% of portfolio

Sector Breakdown

Other88.0%
Technology6.7%
Consumer1.7%
Financial1.2%
Healthcare1.1%
ETF0.7%
Industrial0.5%
Energy0.1%

🚪 Exited Positionssold since Q3 2025

ORCL
ORACLE CORP
SOLD
$225.0K

Changes from Q3 2025

NEW4 new positions
↑15 increased
↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BIV21.4%
VANGUARD BD INDEX FDS
$32.3M
SCHX19.8%
SCHWAB STRATEGIC TR
$29.8M
VTI16.9%
VANGUARD INDEX FDS
$25.5M
VEA11.1%
VANGUARD TAX-MANAGED FDS
$16.8M
VXUS5.3%
VANGUARD STAR FDS
$7.9M

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