Guardian Wealth Advisors as of Dec. 31, 2025
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 | 39k | 681.92 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 13.3 | $24M | 379k | 62.47 | |
| Ishares Tr Russell 2000 Etf (IWM) | 10.9 | $19M | 78k | 246.16 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.5 | $17M | 255k | 66.00 | |
| Spdr Series Trust State Street Spd (SPYV) | 6.9 | $12M | 215k | 56.81 | |
| Spdr Series Trust State Street Spd (SPYG) | 6.6 | $12M | 110k | 106.70 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $9.4M | 15k | 614.29 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.3 | $7.5M | 140k | 53.76 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.8 | $6.7M | 132k | 50.59 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.0 | $5.3M | 43k | 123.26 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 2.6 | $4.6M | 22k | 212.07 | |
| C H Robinson Worldwide Com New (CHRW) | 1.5 | $2.7M | 17k | 160.76 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.1 | $2.0M | 20k | 96.27 | |
| Ishares Tr Ultra Short Dur (ICSH) | 1.0 | $1.7M | 34k | 50.58 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.2M | 5.8k | 206.93 | |
| Abbvie (ABBV) | 0.7 | $1.2M | 5.1k | 228.47 | |
| Cardinal Health (CAH) | 0.6 | $1.1M | 5.4k | 205.49 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.6 | $1.1M | 22k | 51.10 | |
| Apple (AAPL) | 0.5 | $961k | 3.5k | 271.82 | |
| S&p Global (SPGI) | 0.5 | $957k | 1.8k | 522.50 | |
| Cincinnati Financial Corporation (CINF) | 0.5 | $956k | 5.9k | 163.32 | |
| Chevron Corporation (CVX) | 0.5 | $871k | 5.7k | 152.41 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $793k | 6.6k | 120.34 | |
| Procter & Gamble Company (PG) | 0.4 | $783k | 5.5k | 143.30 | |
| Abbott Laboratories (ABT) | 0.4 | $779k | 6.2k | 125.28 | |
| Ecolab (ECL) | 0.4 | $776k | 3.0k | 262.56 | |
| Lowe's Companies (LOW) | 0.4 | $695k | 2.9k | 241.16 | |
| Pepsi (PEP) | 0.4 | $690k | 4.8k | 143.53 | |
| Gra (GGG) | 0.4 | $621k | 7.6k | 81.97 | |
| Microsoft Corporation (MSFT) | 0.3 | $595k | 1.2k | 483.46 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $588k | 24k | 24.04 | |
| Emerson Electric (EMR) | 0.3 | $572k | 4.3k | 132.71 | |
| FactSet Research Systems (FDS) | 0.3 | $566k | 2.0k | 290.19 | |
| 3M Company (MMM) | 0.3 | $556k | 3.5k | 160.10 | |
| Fastenal Company (FAST) | 0.3 | $509k | 13k | 40.13 | |
| Genuine Parts Company (GPC) | 0.3 | $480k | 3.9k | 122.97 | |
| SYSCO Corporation (SYY) | 0.3 | $470k | 6.4k | 73.70 | |
| Consolidated Edison (ED) | 0.3 | $469k | 4.7k | 99.33 | |
| Target Corporation (TGT) | 0.3 | $460k | 4.7k | 97.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $437k | 697.00 | 626.78 | |
| Wal-Mart Stores (WMT) | 0.2 | $419k | 3.8k | 111.42 | |
| International Business Machines (IBM) | 0.2 | $396k | 1.3k | 296.30 | |
| General Mills (GIS) | 0.2 | $393k | 8.5k | 46.50 | |
| Chubb (CB) | 0.2 | $383k | 1.2k | 312.23 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $340k | 11k | 30.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $327k | 1.0k | 313.90 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $326k | 1.1k | 290.13 | |
| Air Products & Chemicals (APD) | 0.2 | $306k | 1.2k | 247.04 | |
| Expeditors International of Washington (EXPD) | 0.2 | $293k | 2.0k | 149.01 | |
| McDonald's Corporation (MCD) | 0.2 | $290k | 950.00 | 305.60 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $287k | 2.8k | 104.07 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $285k | 8.7k | 32.75 | |
| Automatic Data Processing (ADP) | 0.2 | $283k | 1.1k | 257.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $282k | 560.00 | 502.65 | |
| UnitedHealth (UNH) | 0.2 | $280k | 849.00 | 330.17 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $278k | 10k | 26.91 | |
| Medtronic SHS (MDT) | 0.2 | $275k | 2.9k | 96.06 | |
| Pentair SHS (PNR) | 0.2 | $270k | 2.6k | 104.12 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $258k | 376.00 | 684.98 | |
| Amazon (AMZN) | 0.1 | $252k | 1.1k | 230.82 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $239k | 2.0k | 120.16 | |
| Coca-Cola Company (KO) | 0.1 | $224k | 3.2k | 69.90 | |
| Boston Scientific Corporation (BSX) | 0.1 | $213k | 2.2k | 95.35 | |
| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $212k | 3.7k | 57.91 | |
| Costco Wholesale Corporation (COST) | 0.1 | $211k | 245.00 | 862.34 | |
| Cintas Corporation (CTAS) | 0.1 | $210k | 1.1k | 188.08 | |
| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $210k | 4.5k | 46.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $207k | 662.00 | 312.85 | |
| AFLAC Incorporated (AFL) | 0.1 | $207k | 1.9k | 110.27 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $201k | 7.1k | 28.48 |