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 55.64% of Guardian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPST, SPY, VLO, VO, MMM, INTC, SPYV, MSFT, VWO, ROP.
- Started 2 new stock positions in VLO, INTC.
- Reduced shares in these 10 stocks: ICSH, IWM, SPYG, IVW, NEAR, IVE, JNJ, CAH, TGT, CINF.
- Guardian Wealth Advisors was a net buyer of stock by $4.1M.
- Guardian Wealth Advisors has $200M in assets under management (AUM), dropping by 14.90%.
- Central Index Key (CIK): 0001858828
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Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 15.0 | $30M | +2% | 40k | 746.77 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 12.9 | $26M | 363k | 71.25 |
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| Ishares Tr Russell 2000 Etf (IWM) | 11.3 | $23M | 75k | 300.45 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.8 | $20M | 254k | 77.11 |
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| Spdr Series Trust St Str P500val (SPYV) | 6.7 | $13M | 220k | 60.79 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 6.6 | $13M | -2% | 110k | 118.99 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.8 | $12M | +31% | 231k | 50.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.5 | $11M | 15k | 736.39 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.2 | $8.4M | 141k | 59.69 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.8 | $5.6M | 40k | 137.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.3 | $4.7M | 21k | 227.06 |
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| C H Robinson Worldwide In Com New (CHRW) | 1.6 | $3.1M | 17k | 188.34 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $2.0M | 18k | 110.32 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.8 | $1.6M | -23% | 32k | 50.58 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.3M | -3% | 5.3k | 253.97 |
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| Abbvie (ABBV) | 0.6 | $1.2M | 4.8k | 251.64 |
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| Cardinal Health (CAH) | 0.5 | $1.0M | -3% | 4.4k | 237.55 |
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| Cincinnati Financial Corporation (CINF) | 0.5 | $1.0M | -2% | 5.5k | 185.14 |
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| Apple (AAPL) | 0.5 | $925k | 3.2k | 289.36 |
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| Chevron Corporation (CVX) | 0.5 | $902k | -2% | 5.4k | 165.76 |
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| Procter & Gamble Company (PG) | 0.4 | $851k | +4% | 5.8k | 146.64 |
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| S&p Global (SPGI) | 0.4 | $815k | 2.0k | 407.28 |
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| 3M Company (MMM) | 0.4 | $811k | +44% | 5.0k | 161.90 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $798k | -2% | 5.8k | 136.73 |
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| Ecolab (ECL) | 0.4 | $780k | 2.8k | 278.66 |
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| FactSet Research Systems (FDS) | 0.4 | $701k | +7% | 3.0k | 230.10 |
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| Pepsi (PEP) | 0.3 | $659k | 4.9k | 135.39 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $649k | 23k | 27.70 |
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| Microsoft Corporation (MSFT) | 0.3 | $649k | +42% | 1.7k | 372.98 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.3 | $637k | -11% | 13k | 50.66 |
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| Abbott Laboratories (ABT) | 0.3 | $620k | +13% | 6.8k | 90.74 |
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| Fastenal Company (FAST) | 0.3 | $614k | +3% | 13k | 48.03 |
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| Lowe's Companies (LOW) | 0.3 | $607k | 2.8k | 220.52 |
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| Target Corporation (TGT) | 0.3 | $583k | -4% | 4.5k | 130.60 |
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| Emerson Electric (EMR) | 0.3 | $579k | 4.0k | 143.14 |
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| Gra (GGG) | 0.3 | $572k | 7.6k | 75.61 |
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| Consolidated Edison (ED) | 0.3 | $525k | 4.7k | 110.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $518k | 754.00 | 686.46 |
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| SYSCO Corporation (SYY) | 0.2 | $493k | 5.9k | 83.58 |
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| Roper Industries (ROP) | 0.2 | $462k | +32% | 1.4k | 338.37 |
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| Genuine Parts Company (GPC) | 0.2 | $459k | 3.9k | 117.97 |
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| Chubb (CB) | 0.2 | $428k | +4% | 1.3k | 340.70 |
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| International Business Machines (IBM) | 0.2 | $390k | 1.4k | 281.14 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $390k | +299% | 4.8k | 80.56 |
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| Wal-Mart Stores (WMT) | 0.2 | $378k | 3.3k | 113.27 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $377k | 10k | 36.87 |
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| Air Products & Chemicals (APD) | 0.2 | $376k | +3% | 1.3k | 293.20 |
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| Valero Energy Corporation (VLO) | 0.2 | $343k | NEW | 1.3k | 260.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $343k | 970.00 | 353.33 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $319k | 8.8k | 36.26 |
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| UnitedHealth (UNH) | 0.2 | $316k | -3% | 759.00 | 415.71 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $310k | 11k | 29.43 |
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| Expeditors International of Washington (EXPD) | 0.2 | $306k | 1.9k | 162.95 |
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| Automatic Data Processing (ADP) | 0.1 | $290k | +10% | 1.3k | 224.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $289k | -2% | 1.9k | 148.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $280k | 560.00 | 500.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $279k | +2% | 372.00 | 749.11 |
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| Coca-Cola Company (KO) | 0.1 | $275k | 3.4k | 81.27 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $263k | 7.3k | 36.13 |
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| Amazon (AMZN) | 0.1 | $261k | 1.1k | 238.34 |
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| McDonald's Corporation (MCD) | 0.1 | $252k | +3% | 933.00 | 270.19 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $250k | 4.3k | 57.67 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.1 | $240k | 3.5k | 67.56 |
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| Intel Corporation (INTC) | 0.1 | $214k | NEW | 1.5k | 139.63 |
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| Pentair SHS (PNR) | 0.1 | $212k | +8% | 2.8k | 76.65 |
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| Medtronic SHS (MDT) | 0.1 | $208k | -7% | 2.7k | 78.24 |
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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 2026 Q2 filed Aug. 6, 2026
- Guardian Wealth Advisors 2026 Q1 filed May 1, 2026
- 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