Guardian Wealth Advisors
Latest statistics and disclosures from Guardian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VEA, IWM, IJH, SPYV, and represent 55.42% of Guardian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPST, SPYV, GOOGL, IJH, VWO, ICSH, PG, FDS, CB, TGT.
- Started 1 new stock position in GOOGL.
- Reduced shares in these 10 stocks: SPY, , IVW, IVE, IWM, QQQ, NEAR, PFF, KMB, .
- Sold out of its positions in CLX, PFF, KMB, GLD, SJNK.
- Guardian Wealth Advisors was a net seller of stock by $-3.0M.
- Guardian Wealth Advisors has $177M in assets under management (AUM), dropping by 0.50%.
- Central Index Key (CIK): 0001858828
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Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.8 | $26M | -2% | 39k | 681.92 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.3 | $24M | 379k | 62.47 |
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| Ishares Tr Russell 2000 Etf (IWM) | 10.9 | $19M | -2% | 78k | 246.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.5 | $17M | 255k | 66.00 |
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| Spdr Series Trust State Street Spd (SPYV) | 6.9 | $12M | +4% | 215k | 56.81 |
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| Spdr Series Trust State Street Spd (SPYG) | 6.6 | $12M | 110k | 106.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $9.4M | -3% | 15k | 614.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.3 | $7.5M | 140k | 53.76 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.8 | $6.7M | +37% | 132k | 50.59 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.0 | $5.3M | -9% | 43k | 123.26 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.6 | $4.6M | -8% | 22k | 212.07 |
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| C H Robinson Worldwide Com New (CHRW) | 1.5 | $2.7M | 17k | 160.76 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.1 | $2.0M | 20k | 96.27 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.0 | $1.7M | +2% | 34k | 50.58 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.2M | -7% | 5.8k | 206.93 |
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| Abbvie (ABBV) | 0.7 | $1.2M | -11% | 5.1k | 228.47 |
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| Cardinal Health (CAH) | 0.6 | $1.1M | -11% | 5.4k | 205.49 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.6 | $1.1M | -20% | 22k | 51.10 |
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| Apple (AAPL) | 0.5 | $961k | -5% | 3.5k | 271.82 |
|
| S&p Global (SPGI) | 0.5 | $957k | +2% | 1.8k | 522.50 |
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| Cincinnati Financial Corporation (CINF) | 0.5 | $956k | -5% | 5.9k | 163.32 |
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| Chevron Corporation (CVX) | 0.5 | $871k | -8% | 5.7k | 152.41 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $793k | -8% | 6.6k | 120.34 |
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| Procter & Gamble Company (PG) | 0.4 | $783k | +5% | 5.5k | 143.30 |
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| Abbott Laboratories (ABT) | 0.4 | $779k | 6.2k | 125.28 |
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| Ecolab (ECL) | 0.4 | $776k | 3.0k | 262.56 |
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| Lowe's Companies (LOW) | 0.4 | $695k | 2.9k | 241.16 |
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| Pepsi (PEP) | 0.4 | $690k | 4.8k | 143.53 |
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| Gra (GGG) | 0.4 | $621k | 7.6k | 81.97 |
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| Microsoft Corporation (MSFT) | 0.3 | $595k | 1.2k | 483.46 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $588k | 24k | 24.04 |
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| Emerson Electric (EMR) | 0.3 | $572k | -2% | 4.3k | 132.71 |
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| FactSet Research Systems (FDS) | 0.3 | $566k | +8% | 2.0k | 290.19 |
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| 3M Company (MMM) | 0.3 | $556k | 3.5k | 160.10 |
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| Fastenal Company (FAST) | 0.3 | $509k | 13k | 40.13 |
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| Genuine Parts Company (GPC) | 0.3 | $480k | +4% | 3.9k | 122.97 |
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| SYSCO Corporation (SYY) | 0.3 | $470k | -4% | 6.4k | 73.70 |
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| Consolidated Edison (ED) | 0.3 | $469k | -12% | 4.7k | 99.33 |
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| Target Corporation (TGT) | 0.3 | $460k | +5% | 4.7k | 97.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $437k | 697.00 | 626.78 |
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| Wal-Mart Stores (WMT) | 0.2 | $419k | 3.8k | 111.42 |
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| International Business Machines (IBM) | 0.2 | $396k | -26% | 1.3k | 296.30 |
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| General Mills (GIS) | 0.2 | $393k | -3% | 8.5k | 46.50 |
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| Chubb (CB) | 0.2 | $383k | +10% | 1.2k | 312.23 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $340k | -7% | 11k | 30.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $327k | 1.0k | 313.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $326k | -10% | 1.1k | 290.13 |
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| Air Products & Chemicals (APD) | 0.2 | $306k | -3% | 1.2k | 247.04 |
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| Expeditors International of Washington (EXPD) | 0.2 | $293k | -3% | 2.0k | 149.01 |
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| McDonald's Corporation (MCD) | 0.2 | $290k | -5% | 950.00 | 305.60 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $287k | +2% | 2.8k | 104.07 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $285k | 8.7k | 32.75 |
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| Automatic Data Processing (ADP) | 0.2 | $283k | -3% | 1.1k | 257.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $282k | 560.00 | 502.65 |
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| UnitedHealth (UNH) | 0.2 | $280k | 849.00 | 330.17 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $278k | 10k | 26.91 |
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| Medtronic SHS (MDT) | 0.2 | $275k | -22% | 2.9k | 96.06 |
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| Pentair SHS (PNR) | 0.2 | $270k | 2.6k | 104.12 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $258k | -29% | 376.00 | 684.98 |
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| Amazon (AMZN) | 0.1 | $252k | -18% | 1.1k | 230.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $239k | +6% | 2.0k | 120.16 |
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| Coca-Cola Company (KO) | 0.1 | $224k | 3.2k | 69.90 |
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| Boston Scientific Corporation (BSX) | 0.1 | $213k | 2.2k | 95.35 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $212k | 3.7k | 57.91 |
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| Costco Wholesale Corporation (COST) | 0.1 | $211k | 245.00 | 862.34 |
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| Cintas Corporation (CTAS) | 0.1 | $210k | -15% | 1.1k | 188.08 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $210k | -3% | 4.5k | 46.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $207k | NEW | 662.00 | 312.85 |
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| AFLAC Incorporated (AFL) | 0.1 | $207k | 1.9k | 110.27 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $201k | 7.1k | 28.48 |
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Past Filings by Guardian Wealth Advisors
SEC 13F filings are viewable for Guardian Wealth Advisors going back to 2021
- Guardian Wealth Advisors 2025 Q4 filed Feb. 2, 2026
- Guardian Wealth Advisors 2025 Q3 filed Oct. 30, 2025
- Guardian Wealth Advisors 2025 Q2 filed July 31, 2025
- Guardian Wealth Advisors 2025 Q1 filed May 2, 2025
- Guardian Wealth Advisors 2024 Q4 filed Jan. 28, 2025
- Guardian Wealth Advisors 2024 Q3 filed Nov. 7, 2024
- Guardian Wealth Advisors 2024 Q2 filed Aug. 8, 2024
- Guardian Wealth Advisors 2024 Q1 filed April 29, 2024
- Guardian Wealth Advisors 2023 Q4 filed Feb. 9, 2024
- Guardian Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Guardian Wealth Advisors 2023 Q2 filed Aug. 8, 2023
- Guardian Wealth Advisors 2023 Q1 restated filed May 18, 2023
- Guardian Wealth Advisors 2022 Q3 restated filed May 18, 2023
- Guardian Wealth Advisors 2023 Q1 filed May 3, 2023
- Guardian Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- Guardian Wealth Advisors 2022 Q3 filed Nov. 9, 2022