1y return+14.4%S&P 500 +20.9%
3y return+50.6%S&P 500 +68.5%
5y return+42.8%S&P 500 +74.5%
10y return+149.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $250 against $357 in the S&P 500.2
Garde Capital, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTVVanguard Index Fds | $238.4M | 10.7% | +1.3% |
| VUGVanguard Index Fds | $230.1M | 10.3% | |
| VVVanguard Index Fds | $148.2M | 6.6% | |
| BNDVanguard Bd Index Fds | $132.7M | 5.9% | New |
| VTIVanguard Index Fds | $95.2M | 4.3% | |
| VGKVanguard Intl Equity Index F | $92.7M | 4.2% | +3.9% |
| VPLVanguard Intl Equity Index F | $71.9M | 3.2% | |
| IEFIshares Tr | $60.5M | 2.7% | +5.0% |
| VTIPVanguard Malvern Fds | $58.1M | 2.6% | +5.1% |
| MSFTMicrosoft Corp | $53.9M | 2.4% | +2.4% |
| VBVanguard Index Fds | $50.8M | 2.3% | |
| VMBSVanguard Scottsdale Fds | $47.8M | 2.1% | New |
| VTEBVanguard Mun Bd Fds | $45.8M | 2.1% | New |
| SCHPSchwab Strategic Tr | $39.0M | 1.7% | New |
| VNQVanguard Index Fds | $37.1M | 1.7% | +2.4% |
| VOOVanguard Index Fds | $35.8M | 1.6% | −7.9% |
| MUBIshares Tr | $35.5M | 1.6% | New |
| VEAVanguard Tax-managed Fds | $34.6M | 1.6% | −1.5% |
| SCHGSchwab Strategic Tr | $33.7M | 1.5% | +10.3% |
| VWOVanguard Intl Equity Index F | $31.9M | 1.4% | +2.0% |
| ESGVVanguard World Fd | $31.1M | 1.4% | −1.2% |
| AAPLApple Inc | $30.6M | 1.4% | |
| AMZNAmazon Com Inc | $26.4M | 1.2% | +1.3% |
| QQQInvesco Qqq Tr | $26.3M | 1.2% | +4.7% |
| IUSVIshares Tr | $25.6M | 1.1% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $18.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $18.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $30.6M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $26.3M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $33.7M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $230.1M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $14.0M |
| VVVanguard Index Fds | June 30, 2020 | +140.5% | $148.2M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $95.2M |
| ESGVVanguard World Fd | June 30, 2020 | +134.5% | $31.1M |
Sold off last quarter
- BABAAlibaba Group Hldg Ltd was $297K
- NKENike Inc was $245K
- ABTAbbott Laboratories was $238K
- SCHHSchwab Strategic Tr was $226K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +8.7% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +6.5% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Garde Capital, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1616328&type=13F-HR&dateb=&owner=include&count=40CIK 1616328
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1616328/000161632826000003/Filed July 31, 2026 · accession 0001616328-26-000003