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 55.68% of Guardian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPST, ICSH, SPY, ROP, SPYG, FDS, SPYV, SPGI, VOO, VO.
- Started 1 new stock position in ROP.
- Reduced shares in these 10 stocks: VEA, IWM, GIS, NEAR, NOBL, BSX, , CTAS, GOOGL, AFL.
- Sold out of its positions in AFL, GOOGL, BSX, CTAS, COST, GIS, NOBL.
- Guardian Wealth Advisors was a net seller of stock by $-1.5M.
- Guardian Wealth Advisors has $174M in assets under management (AUM), dropping by -1.90%.
- Central Index Key (CIK): 0001858828
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Portfolio Holdings for Guardian Wealth Advisors
Guardian Wealth Advisors holds 64 positions in its portfolio as reported in the March 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) | 14.6 | $25M | 39k | 650.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.4 | $23M | -4% | 363k | 64.08 |
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| Ishares Tr Russell 2000 Etf (IWM) | 10.9 | $19M | -2% | 76k | 248.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.8 | $17M | 253k | 67.53 |
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| Spdr Series Trust State Street Spd (SPYV) | 7.0 | $12M | 216k | 56.58 |
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| Spdr Series Trust State Street Spd (SPYG) | 6.4 | $11M | +2% | 113k | 97.91 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 5.1 | $8.9M | +32% | 175k | 50.61 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.9 | $8.6M | -2% | 15k | 577.19 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.3 | $7.5M | 139k | 54.05 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.7 | $4.6M | -3% | 41k | 113.11 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.5 | $4.4M | -2% | 21k | 211.15 |
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| C H Robinson Worldwide In Com New (CHRW) | 1.6 | $2.8M | 17k | 166.07 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.2 | $2.1M | +23% | 42k | 50.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.0 | $1.8M | -10% | 18k | 97.23 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.3M | -6% | 5.5k | 244.42 |
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| Chevron Corporation (CVX) | 0.7 | $1.2M | -2% | 5.6k | 206.88 |
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| Abbvie (ABBV) | 0.6 | $1.0M | -6% | 4.8k | 217.48 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.0M | -8% | 6.0k | 169.65 |
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| Cardinal Health (CAH) | 0.6 | $958k | -16% | 4.5k | 211.31 |
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| Cincinnati Financial Corporation (CINF) | 0.5 | $893k | -3% | 5.7k | 157.35 |
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| S&p Global (SPGI) | 0.5 | $835k | +7% | 2.0k | 425.38 |
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| Apple (AAPL) | 0.5 | $817k | -8% | 3.2k | 253.79 |
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| Procter & Gamble Company (PG) | 0.5 | $800k | 5.5k | 144.45 |
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| Pepsi (PEP) | 0.4 | $748k | 4.8k | 155.29 |
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| Ecolab (ECL) | 0.4 | $732k | -6% | 2.8k | 266.00 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.4 | $723k | -34% | 14k | 50.84 |
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| Lowe's Companies (LOW) | 0.4 | $654k | -3% | 2.8k | 236.28 |
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| Gra (GGG) | 0.4 | $641k | 7.6k | 84.65 |
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| Abbott Laboratories (ABT) | 0.4 | $619k | -2% | 6.0k | 102.68 |
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| FactSet Research Systems (FDS) | 0.4 | $617k | +45% | 2.8k | 216.99 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $579k | -4% | 23k | 24.75 |
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| Fastenal Company (FAST) | 0.3 | $572k | -2% | 12k | 46.40 |
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| Target Corporation (TGT) | 0.3 | $568k | 4.7k | 121.19 |
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| Consolidated Edison (ED) | 0.3 | $534k | 4.7k | 113.19 |
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| Emerson Electric (EMR) | 0.3 | $527k | -6% | 4.0k | 131.02 |
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| 3M Company (MMM) | 0.3 | $504k | 3.5k | 145.23 |
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| Microsoft Corporation (MSFT) | 0.3 | $452k | 1.2k | 370.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $444k | +6% | 744.00 | 597.24 |
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| SYSCO Corporation (SYY) | 0.2 | $425k | -6% | 6.0k | 71.33 |
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| Genuine Parts Company (GPC) | 0.2 | $414k | 3.9k | 105.75 |
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| Wal-Mart Stores (WMT) | 0.2 | $412k | -11% | 3.3k | 124.28 |
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| Chubb (CB) | 0.2 | $393k | 1.2k | 325.84 |
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| Roper Industries (ROP) | 0.2 | $366k | NEW | 1.0k | 353.82 |
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| Air Products & Chemicals (APD) | 0.2 | $361k | 1.2k | 290.44 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $347k | +7% | 1.2k | 287.10 |
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| International Business Machines (IBM) | 0.2 | $332k | +2% | 1.4k | 242.46 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $315k | -9% | 10k | 30.96 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $291k | 8.8k | 32.95 |
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| McDonald's Corporation (MCD) | 0.2 | $281k | -4% | 905.00 | 310.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $278k | -6% | 970.00 | 286.86 |
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| Expeditors International of Washington (EXPD) | 0.2 | $274k | -2% | 1.9k | 143.24 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $270k | 11k | 25.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $268k | 560.00 | 479.20 |
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| Coca-Cola Company (KO) | 0.2 | $261k | +7% | 3.4k | 76.04 |
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| Medtronic SHS (MDT) | 0.1 | $250k | 2.9k | 86.64 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $247k | 2.0k | 124.28 |
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| Automatic Data Processing (ADP) | 0.1 | $238k | +6% | 1.2k | 203.26 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $237k | -3% | 363.00 | 653.31 |
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| Amazon (AMZN) | 0.1 | $228k | 1.1k | 208.27 |
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| Pentair SHS (PNR) | 0.1 | $221k | -2% | 2.5k | 87.11 |
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| UnitedHealth (UNH) | 0.1 | $214k | -7% | 789.00 | 270.64 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $211k | -2% | 4.4k | 48.32 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $210k | -3% | 3.5k | 59.22 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $208k | 7.2k | 29.08 |
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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 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
- Guardian Wealth Advisors 2022 Q4 filed Feb. 3, 2023