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, SPYG, and represent 54.85% of Guardian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPST, SPYV, IJH, SPYG, FDS, AAPL, GOOG, GLD, IJR, AFL.
- Started 5 new stock positions in IJR, GOOG, AFL, GLD, SCHA.
- Reduced shares in these 10 stocks: SJNK, PFF, NEAR, IVW, IVE, QQQ, HYG, , VEA, VO.
- Sold out of its positions in HRL, HYG, IGSB, TROW, SHW.
- Guardian Wealth Advisors was a net seller of stock by $-4.2M.
- Guardian Wealth Advisors has $176M in assets under management (AUM), dropping by 4.43%.
- Central Index Key (CIK): 0001858828
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Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 74 positions in its portfolio as reported in the September 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) | 15.0 | $26M | 40k | 666.19 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 12.9 | $23M | 380k | 59.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 11.0 | $19M | 80k | 241.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.4 | $17M | +4% | 253k | 65.26 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 6.6 | $12M | +6% | 112k | 104.51 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 6.4 | $11M | +12% | 205k | 55.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $9.5M | -6% | 16k | 600.37 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.2 | $7.5M | +2% | 138k | 54.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.2 | $5.7M | -16% | 47k | 120.72 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.8 | $4.9M | +105% | 96k | 50.73 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.8 | $4.9M | -14% | 24k | 206.51 |
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| C H Robinson Worldwide Com New (CHRW) | 1.3 | $2.2M | 17k | 132.40 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.1 | $2.0M | -8% | 21k | 96.55 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.9 | $1.7M | -12% | 33k | 50.75 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.8 | $1.4M | -47% | 27k | 51.28 |
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| Abbvie (ABBV) | 0.8 | $1.3M | -3% | 5.8k | 231.52 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.2M | 6.3k | 185.42 |
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| Cincinnati Financial Corporation (CINF) | 0.6 | $977k | 6.2k | 158.11 |
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| Chevron Corporation (CVX) | 0.5 | $968k | 6.2k | 155.29 |
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| Cardinal Health (CAH) | 0.5 | $959k | -8% | 6.1k | 156.96 |
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| Apple (AAPL) | 0.5 | $953k | +35% | 3.7k | 254.63 |
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| S&p Global (SPGI) | 0.5 | $872k | 1.8k | 486.59 |
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| Abbott Laboratories (ABT) | 0.5 | $827k | -3% | 6.2k | 133.94 |
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| Ecolab (ECL) | 0.5 | $822k | -6% | 3.0k | 273.90 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $816k | 7.2k | 112.75 |
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| Procter & Gamble Company (PG) | 0.5 | $794k | +14% | 5.2k | 153.66 |
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| Lowe's Companies (LOW) | 0.4 | $717k | 2.9k | 251.33 |
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| Pepsi (PEP) | 0.4 | $673k | +5% | 4.8k | 140.45 |
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| Microsoft Corporation (MSFT) | 0.4 | $644k | +8% | 1.2k | 517.75 |
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| Gra (GGG) | 0.4 | $643k | 7.6k | 84.96 |
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| Fastenal Company (FAST) | 0.4 | $624k | +6% | 13k | 49.04 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.3 | $602k | -82% | 24k | 25.60 |
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| Emerson Electric (EMR) | 0.3 | $578k | -2% | 4.4k | 131.17 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $576k | -3% | 25k | 23.28 |
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| SYSCO Corporation (SYY) | 0.3 | $548k | 6.7k | 82.34 |
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| Consolidated Edison (ED) | 0.3 | $544k | -4% | 5.4k | 100.52 |
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| 3M Company (MMM) | 0.3 | $539k | -2% | 3.5k | 155.18 |
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| Genuine Parts Company (GPC) | 0.3 | $518k | +4% | 3.7k | 138.60 |
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| FactSet Research Systems (FDS) | 0.3 | $517k | +261% | 1.8k | 286.49 |
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| International Business Machines (IBM) | 0.3 | $516k | -2% | 1.8k | 282.20 |
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| General Mills (GIS) | 0.2 | $441k | +10% | 8.7k | 50.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $425k | -10% | 694.00 | 612.04 |
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| Target Corporation (TGT) | 0.2 | $399k | +8% | 4.4k | 89.70 |
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| Wal-Mart Stores (WMT) | 0.2 | $389k | -3% | 3.8k | 103.05 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $367k | -42% | 1.3k | 293.69 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $363k | +2% | 12k | 29.64 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $358k | 535.00 | 669.28 |
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| Medtronic SHS (MDT) | 0.2 | $351k | 3.7k | 95.25 |
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| Air Products & Chemicals (APD) | 0.2 | $349k | 1.3k | 272.69 |
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| Automatic Data Processing (ADP) | 0.2 | $335k | 1.1k | 293.50 |
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| Chubb (CB) | 0.2 | $315k | +6% | 1.1k | 282.29 |
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| McDonald's Corporation (MCD) | 0.2 | $307k | 1.0k | 304.03 |
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| UnitedHealth (UNH) | 0.2 | $297k | 860.00 | 345.36 |
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| Amazon (AMZN) | 0.2 | $296k | +39% | 1.3k | 219.57 |
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| Pentair SHS (PNR) | 0.2 | $290k | -6% | 2.6k | 110.76 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $289k | 8.6k | 33.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $282k | -8% | 560.00 | 502.74 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $278k | 2.7k | 103.06 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $273k | 10k | 26.34 |
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| Cintas Corporation (CTAS) | 0.2 | $270k | 1.3k | 205.25 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $260k | -85% | 8.2k | 31.62 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $259k | -3% | 2.1k | 124.31 |
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| Expeditors International of Washington (EXPD) | 0.1 | $251k | -2% | 2.0k | 122.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $251k | NEW | 1.0k | 243.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $238k | NEW | 668.00 | 355.47 |
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| Costco Wholesale Corporation (COST) | 0.1 | $227k | +11% | 245.00 | 925.63 |
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| Clorox Company (CLX) | 0.1 | $224k | -26% | 1.8k | 123.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $222k | NEW | 1.9k | 118.82 |
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| Boston Scientific Corporation (BSX) | 0.1 | $218k | 2.2k | 97.63 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $216k | -5% | 4.7k | 46.32 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $213k | -3% | 3.7k | 57.19 |
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| Coca-Cola Company (KO) | 0.1 | $212k | -2% | 3.2k | 66.32 |
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| AFLAC Incorporated (AFL) | 0.1 | $210k | NEW | 1.9k | 111.70 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $201k | NEW | 7.2k | 27.90 |
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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 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
- Guardian Wealth Advisors 2022 Q2 filed Aug. 12, 2022