Guardian Wealth Advisors

Guardian Wealth Advisors as of March 31, 2026

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