
Garde Capital, Inc. is a RIA/Wealth based in Seattle, WA led by Marshal Kerry Mcreal, reporting $2.3B in AUM as of Q3 2025 with 86% ETF concentration and 53% concentrated in top 10 holdings.
Largest long holdings in Garde Capital, Inc.'s portfolio (52.8% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $217.9M | 11.12% | -$3.5M Sold | — 454.4K shares | |
ETF ETF | $201.3M | 10.27% | +$2.7M Bought | — 1.1M shares | |
ETF ETF | $132.8M | 6.77% | -$254.9K Sold | — 431.2K shares | |
ETF ETF | $117.2M | 5.98% | +$5.5M Bought | — 1.6M shares | |
ETF ETF | $82.6M | 4.22% | -$273.4K Sold | — 251.8K shares | |
ETF ETF | $76.8M | 3.92% | +$2.3M Bought | — 962.4K shares | |
Software - Infrastructure Technology | $57.6M | 2.94% | +$3.8M Bought | 0.00% 111.2K shares | |
ETF ETF | $54.0M | 2.76% | +$1.5M Bought | — 614.8K shares | |
ETF ETF | $52.4M | 2.68% | +$2.7M Bought | — 543.5K shares | |
ETF ETF | $42.9M | 2.19% | +$584.3K Bought | — 168.7K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Garde Capital, Inc.'s latest filing
| Position | Shares Δ |
|---|---|
+209,523.81% | |
+800.0% | |
+688.49% | |
+338.35% | |
+120.49% |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Portfolio insights and performance metrics for Garde Capital, Inc.
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