Gordian Advisors LLC

Registered adviser

CIK

2011856

Location

TUCSON, AZ

Portfolio Value

Small $167,870,146

Diversification

Diversified

Filing Date

Global Rank

#7,021 / 8,827 ▼ 23 · as of Jun 2026

Top Industry

Consumer Electronics 21.5%

Period ended 38 days ago

Filed Oct 30, 2026 · 8d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 121362

Roster of Nov 1, 2026

Regulatory AUM

$265,202,910

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$265,202,910	Individuals and high net worth (98%)
Mar 2025 to Feb 2026	$228,238,536	Individuals and high net worth (98%)
Apr 2024 to Feb 2025	$215,707,261	Individuals and high net worth (98%)
May 2023 to Mar 2024	$157,224,926	Individuals and high net worth (98%)
Apr 2023	$157,224,926	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$183,316,100	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.9% of the book (60%+)

Turnover

Low turnover

2.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 83.1%; sector active share 75.4% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

60 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

22.1%

+0.2 pts

Top 5

78.5%

+0.7 pts

Top 10

89.8%

+1.0 pts

HHI

1,472

Diversified+27

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.0%	$151,137,214	30
Technology	4.9%	$8,197,411	11
Healthcare	1.2%	$1,958,530	4
Financial Services	1.1%	$1,800,170	3
Consumer Cyclical	0.8%	$1,417,066	2
Consumer Defensive	0.7%	$1,239,370	3
Industrials	0.5%	$903,782	3
Communication Services	0.4%	$705,287	2
Energy	0.3%	$511,316	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Bond Index Funds	+18,276	470,156	$34,255,566
DFAU	Dimensional US Core Equity Market ETF	+1,476	8,010	$419,403
VEA	Vanguard FTSE Developed Markets ETF	+1,135	267,917	$18,917,619
DFUV	Dimensional U.S. Marketwide Value ETF	+1,124	6,318	$347,490
IVV	iShares Core S&P 500 ETF	+1,001	2,266	$1,735,416
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	+975	5,288	$504,184
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+936	24,813	$1,916,804
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+733	79,686	$4,726,176
IWF	iShares Russell 1000 Growth ETF	+601	5,418	$678,658
IJR	iShares Core S&P Small-Cap ETF	+497	1,870	$254,394
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+384	80,721	$30,209,027
EFV	iShares MSCI EAFE Value ETF	+375	3,407	$269,629
SPY	Spdr S&P 500 ETF Trust	+324	1,490	$1,136,318
IWM	iShares Russell 2000 ETF	+200	1,087	$302,066
IWD	iShares Russell 1000 Value ETF	+187	1,188	$294,540
WMT	Walmart Inc.	+99	5,046	$524,380
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+90	7,280	$329,420
GLD	Spdr Gold Trust	+57	973	$370,557
LLY	ELI LILLY & Co	+30	286	$330,924
CAT	Caterpillar Inc	+26	447	$362,423
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+10	5,420	$439,399
CSCO	Cisco Systems, Inc.	+8	2,398	$258,096
ESGV	VANGUARD ESG U.S. STOCK ETF	+8	5,509	$746,634
AMD	Advanced Micro Devices Inc	+6	406	$248,374
GOOGL	Alphabet Inc.	+5	599	$206,103
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−10,761	1,088,031	$32,640,930
MSFT	Microsoft Corp	−6,229	4,228	$2,168,541
BNDX	Vanguard Total International Bond ETF	−1,394	4,420	$207,165
VXUS	Vanguard Total International Stock ETF	−1,113	107,866	$9,164,295
CL	Colgate Palmolive Co	−1,093	4,507	$384,537
SBUX	Starbucks Corp	−944	3,584	$336,752
SCHA	Schwab U.S. Small-Cap ETF	−819	139,176	$4,541,312
JNJ	Johnson & Johnson	−684	3,675	$972,919
EXPD	Expeditors International Of Washington Inc	−508	1,282	$236,708
CVX	Chevron Corp	−498	1,102	$225,039
DFIC	Dimensional International Core Equity 2 ETF	−228	68,624	$2,580,948
NVDA	Nvidia Corp	−170	1,542	$352,161
SIMO	Silicon Motion Technology CORP	−167	833	$233,240
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−133	16,561	$657,802
XOM	ExxonMobil Holdings Corp	−33	1,759	$286,277
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SYK	Stryker Corp	825	$259,743
HD	Home Depot, Inc.	703	$247,934
GE	General Electric Co	610	$227,975
GEV	GE Vernova Inc.	190	$223,223
Q	Qnity Electronics, Inc.	1,281	$209,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 tracked positions · $167,870,146 total · filing declares 60 positions · $167,869,877 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BIV	Vanguard Bond Index Funds	Added	470,156	+18,276	$34,255,566	−1.2%	20.41%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	1,088,031	-10,761	$32,640,930	+0.9%	19.44%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	80,721	+384	$30,209,027	+1.6%	18.00%
VEA	Vanguard FTSE Developed Markets ETF	Added	267,917	+1,135	$18,917,619	−0.5%	11.27%
VXUS	Vanguard Total International Stock ETF	Reduced	107,866	-1,113	$9,164,295	−1.6%	5.46%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	79,686	+733	$4,726,176	+0.3%	2.82%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	139,176	-819	$4,541,312	−10.2%	2.71%
AAPL	Apple Inc. Technology	Held	10,822	0	$3,603,942	+15.1%	2.15%
DFIC	Dimensional International Core Equity 2 ETF	Reduced	68,624	-228	$2,580,948	+0.6%	1.54%
MSFT	Microsoft Corp Technology	Reduced	4,228	-6,229	$2,168,541	−44.4%	1.29%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Held	29,976	0	$2,102,816	−4.4%	1.25%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	24,813	+936	$1,916,804	+1.6%	1.14%
IVV	iShares Core S&P 500 ETF	Added	2,266	+1,001	$1,735,416	+83.2%	1.03%
SPY	Spdr S&P 500 ETF Trust	Added	1,490	+324	$1,136,318	+30.5%	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,336	0	$1,080,314	+4.5%	0.64%
JNJ	Johnson & Johnson Healthcare	Reduced	3,675	-684	$972,919	−12.1%	0.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,852	0	$922,203	−0.5%	0.55%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	5,509	+8	$746,634	+2.6%	0.44%
IWF	iShares Russell 1000 Growth ETF	Added	5,418	+601	$678,658	+13.5%	0.40%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	16,561	-133	$657,802	−3.0%	0.39%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,842	0	$609,388	+1.1%	0.36%
QQQ	Invesco Qqq Trust, Series 1	Held	709	0	$524,496	+0.5%	0.31%
WMT	Walmart Inc. Consumer Defensive	Added	5,046	+99	$524,380	−6.4%	0.31%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Added	5,288	+975	$504,184	+15.8%	0.30%
GOOG	Alphabet Inc. Communication Services	Added	1,465	+1	$499,184	−3.5%	0.30%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Added	5,420	+10	$439,399	−1.4%	0.26%
DFAU	Dimensional US Core Equity Market ETF	Added	8,010	+1,476	$419,403	+24.2%	0.25%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	4,507	-1,093	$384,537	−25.1%	0.23%
IVW	iShares S&P 500 Growth ETF	Held	2,616	0	$372,152	+3.4%	0.22%
GLD	Spdr Gold Trust	Added	973	+57	$370,557	+9.8%	0.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	800	0	$364,952	−4.5%	0.22%
AMGN	Amgen Inc Healthcare	Added	862	+3	$363,341	+16.8%	0.22%
CAT	Caterpillar Inc Industrials	Added	447	+26	$362,423	−19.2%	0.22%
NVDA	Nvidia Corp Technology	Reduced	1,542	-170	$352,161	+2.8%	0.21%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	6,318	+1,124	$347,490	+21.6%	0.21%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,584	-944	$336,752	−27.2%	0.20%
LLY	ELI LILLY & Co Healthcare	Added	286	+30	$330,924	+7.8%	0.20%
COST	Costco Wholesale Corp Consumer Defensive	Added	363	+1	$330,453	−2.4%	0.20%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Added	7,280	+90	$329,420	−3.4%	0.20%
RTX	RTX Corp Industrials	Added	1,641	+3	$304,651	−2.0%	0.18%
IWM	iShares Russell 2000 ETF	Added	1,087	+200	$302,066	+13.3%	0.18%
IWD	iShares Russell 1000 Value ETF	Added	1,188	+187	$294,540	+21.4%	0.18%
MRK	Merck & Co., Inc. Healthcare	Held	2,005	0	$291,346	+13.1%	0.17%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,759	-33	$286,277	+16.8%	0.17%
AVGO	Broadcom Inc. Technology	Held	795	0	$279,196	−7.0%	0.17%
EFV	iShares MSCI EAFE Value ETF	Added	3,407	+375	$269,629	+16.2%	0.16%
FITB	Fifth Third Bancorp Financial Services	Held	5,310	0	$268,579	−10.3%	0.16%
CSCO	Cisco Systems, Inc. Technology	Added	2,398	+8	$258,096	−8.1%	0.15%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Held	2,358	0	$256,314	+2.2%	0.15%
IJR	iShares Core S&P Small-Cap ETF	Added	1,870	+497	$254,394	+24.9%	0.15%

Showing the top 50 of 60 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.