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Gordian Advisors LLC
Gordian Advisors LLC is an independent, fee-only financial planning and investment advisory firm headquartered in Tucson, Arizona. Founded in 2005, the firm offers comprehensive services including investment management, retirement planning, estate planning, tax planning, and insurance analysis. With a focus on straightforward advice and client education, Gordian Advisors acts as fiduciaries for individuals and families, emphasizing a collaborative and transparent approach to personal finance. The firm serves clients nationally and is led by certified financial planners. Employee count is under ten, with a boutique, client-focused ethos.
Investment Strategy
Gordian Advisors offers both discretionary and non-discretionary portfolio management as part of its broader financial planning services. The firm emphasizes simple, transparent and common-sense strategies tailored to individual client needs, avoiding complex or high-cost products. Recommendations are made after thorough portfolio analysis and alignment with client objectives, and the firm does not receive incentives from financial products or third parties. Gordian seeks to reduce financial anxiety by integrating investments with overall planning goals and maintaining constant monitoring and review of client portfolios.
Latest 13F Filing Activity
Gordian Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 45 equity positions with a total 13F market value of $140M. The fund increased holdings in Vanguard Index FDS, Vanguard Tax-managed FDS, Schwab Strategic TR among other positions. Gordian Advisors LLC reduced exposure to Vanguard BD Index FDS, Berkshire Hathaway Inc. Del, Apple Inc. among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD BD INDEX FDS | 21.56% | $30.1M | 389,565 | $76.40 | $77.34 | +$987.6K |
S SCHX | SCHWAB STRATEGIC TR | 20.19% | $28.2M | 1,154,264 | $18.80 | $24.44 | +$2.0M |
V VTI | VANGUARD INDEX FDS | 16.92% | $23.6M | 77,813 | $246.30 | $303.93 | +$3.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.33% | $15.8M | 277,715 | $48.84 | $57.01 | +$2.3M |
V VXUS | VANGUARD STAR FDS | 5.30% | $7.4M | 107,136 | $58.75 | $69.09 | +$673.3K |
Industry Allocation
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