Guardian Wealth Advisors

Guardian Wealth Advisors as of June 30, 2026

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 40k 746.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.9 $26M 363k 71.25
Ishares Tr Russell 2000 Etf (IWM) 11.3 $23M 75k 300.45
Ishares Tr Core S&p Mcp Etf (IJH) 9.8 $20M 254k 77.11
Spdr Series Trust St Str P500val (SPYV) 6.7 $13M 220k 60.79
Spdr Series Trust ST STR P500GRW (SPYG) 6.6 $13M 110k 118.99
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.8 $12M 231k 50.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.5 $11M 15k 736.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $8.4M 141k 59.69
Ishares Tr S&p 500 Grwt Etf (IVW) 2.8 $5.6M 40k 137.53
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $4.7M 21k 227.06
C H Robinson Worldwide In Com New (CHRW) 1.6 $3.1M 17k 188.34
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $2.0M 18k 110.32
Ishares Tr Ultra Short Dur (ICSH) 0.8 $1.6M 32k 50.58
Johnson & Johnson (JNJ) 0.7 $1.3M 5.3k 253.97
Abbvie (ABBV) 0.6 $1.2M 4.8k 251.64
Cardinal Health (CAH) 0.5 $1.0M 4.4k 237.55
Cincinnati Financial Corporation (CINF) 0.5 $1.0M 5.5k 185.14
Apple (AAPL) 0.5 $925k 3.2k 289.36
Chevron Corporation (CVX) 0.5 $902k 5.4k 165.76
Procter & Gamble Company (PG) 0.4 $851k 5.8k 146.64
S&p Global (SPGI) 0.4 $815k 2.0k 407.28
3M Company (MMM) 0.4 $811k 5.0k 161.90
Exxon Mobil Corporation (XOM) 0.4 $798k 5.8k 136.73
Ecolab (ECL) 0.4 $780k 2.8k 278.66
FactSet Research Systems (FDS) 0.4 $701k 3.0k 230.10
Pepsi (PEP) 0.3 $659k 4.9k 135.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $649k 23k 27.70
Microsoft Corporation (MSFT) 0.3 $649k 1.7k 372.98
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.3 $637k 13k 50.66
Abbott Laboratories (ABT) 0.3 $620k 6.8k 90.74
Fastenal Company (FAST) 0.3 $614k 13k 48.03
Lowe's Companies (LOW) 0.3 $607k 2.8k 220.52
Target Corporation (TGT) 0.3 $583k 4.5k 130.60
Emerson Electric (EMR) 0.3 $579k 4.0k 143.14
Gra (GGG) 0.3 $572k 7.6k 75.61
Consolidated Edison (ED) 0.3 $525k 4.7k 110.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $518k 754.00 686.46
SYSCO Corporation (SYY) 0.2 $493k 5.9k 83.58
Roper Industries (ROP) 0.2 $462k 1.4k 338.37
Genuine Parts Company (GPC) 0.2 $459k 3.9k 117.97
Chubb (CB) 0.2 $428k 1.3k 340.70
International Business Machines (IBM) 0.2 $390k 1.4k 281.14
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $390k 4.8k 80.56
Wal-Mart Stores (WMT) 0.2 $378k 3.3k 113.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $377k 10k 36.87
Air Products & Chemicals (APD) 0.2 $376k 1.3k 293.20
Valero Energy Corporation (VLO) 0.2 $343k 1.3k 260.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $343k 970.00 353.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $319k 8.8k 36.26
UnitedHealth (UNH) 0.2 $316k 759.00 415.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $310k 11k 29.43
Expeditors International of Washington (EXPD) 0.2 $306k 1.9k 162.95
Automatic Data Processing (ADP) 0.1 $290k 1.3k 224.03
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $289k 1.9k 148.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $280k 560.00 500.39
Ishares Tr Core S&p500 Etf (IVV) 0.1 $279k 372.00 749.11
Coca-Cola Company (KO) 0.1 $275k 3.4k 81.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $263k 7.3k 36.13
Amazon (AMZN) 0.1 $261k 1.1k 238.34
McDonald's Corporation (MCD) 0.1 $252k 933.00 270.19
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $250k 4.3k 57.67
Spdr Series Trust St Str P400mid (SPMD) 0.1 $240k 3.5k 67.56
Intel Corporation (INTC) 0.1 $214k 1.5k 139.63
Pentair SHS (PNR) 0.1 $212k 2.8k 76.65
Medtronic SHS (MDT) 0.1 $208k 2.7k 78.24