Free Trial

Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Guardian Wealth Advisors, LLC

Investment Activity

  • Guardian Wealth Advisors, LLC has $201.43 million in total holdings as of September 30, 2026.
  • Guardian Wealth Advisors, LLC owns shares of 67 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 5.02% of the portfolio was purchased this quarter.
  • About 4.06% of the portfolio was sold this quarter.
  • This quarter, Guardian Wealth Advisors, LLC has purchased 66 new stocks and bought additional shares in 12 stocks.
  • Guardian Wealth Advisors, LLC sold shares of 42 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

46436E718 - ISHARES TR
$793,358 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$605,689 Holding
78464A854 - SPDR Portfolio S&P 500 ETF
$509,353 Holding
02079K305 - Alphabet
$277,584 Holding
78468R390 - SPDR SERIES TRUST
$274,852 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
76,970 shares (about $3.88M)
Vanguard FTSE Developed Markets ETF
14,509 shares (about $1.01M)
ISHARES TR
7,880 shares (about $793.36K)
SPDR Portfolio S&P 500 Value ETF
11,767 shares (about $753.79K)
SPDR Portfolio S&P 500 Growth ETF
5,803 shares (about $699.61K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
961 shares (about $739.64K)
iShares Ultra Short-Term Bond Active ETF
8,921 shares (about $449.88K)
Invesco QQQ
597 shares (about $430.60K)
3M
1,666 shares (about $285.82K)
iShares Russell 2000 ETF
979 shares (about $274.30K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGuardian Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$30,060,556$739,642 ▼-2.4%39,05714.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$26,390,171$1,013,888 ▲4.0%377,65013.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$20,696,262$274,295 ▼-1.3%73,86810.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$18,737,484$134,359 ▲0.7%255,9079.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$15,497,152$3,876,983 ▲33.4%307,6667.7%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$14,828,819$753,795 ▲5.4%231,4837.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$13,999,292$699,609 ▲5.3%116,1196.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,322,871$430,600 ▼-4.0%14,3125.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,258,403$229,479 ▲2.9%145,3184.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,406,083$223,774 ▼-4.0%38,8232.7%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,716,088$213,628 ▼-4.3%19,7142.3%ETF
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$2,397,3790.0%16,6961.2%Industrials
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,815,484$184,803 ▼-9.2%16,4550.9%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,228,528$190,513 ▼-13.4%4,5720.6%Healthcare
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$1,180,000$449,882 ▼-27.6%23,3990.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,156,437$223,669 ▼-16.2%4,0380.6%Healthcare
Apple Inc. stock logo
AAPL
Apple
$1,092,676$17,355 ▼-1.6%3,1480.5%Technology
Chevron Corporation stock logo
CVX
Chevron
$1,080,378$162,034 ▼-13.0%4,7340.5%Energy
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$903,751$180,159 ▼-16.6%3,6670.4%Healthcare
Cincinnati Financial Corporation stock logo
CINF
Cincinnati Financial
$901,741$104,124 ▼-10.4%4,9710.4%Finance
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$849,834$93,807 ▼-9.9%2,7450.4%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$834,594$63,302 ▼-7.1%1,8590.4%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$818,773$104,934 ▼-11.4%5,1420.4%Consumer Staples
ISHARES TR
$793,358$793,358 ▲New Holding7,8800.4%0-3 MTH TREASURY
Ecolab Inc. stock logo
ECL
Ecolab
$752,611$62,620 ▼-7.7%2,5840.4%Materials
Microsoft Corporation stock logo
MSFT
Microsoft
$671,531$252,887 ▼-27.4%1,2640.3%Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$637,277$67,120 ▼-9.5%6,1810.3%Healthcare
EXXONMOBIL HOLDINGS CORP
$605,689$605,689 ▲New Holding3,3670.3%COM SHS
PepsiCo, Inc. stock logo
PEP
PepsiCo
$599,571$49,797 ▼-7.7%4,4910.3%Consumer Staples
Target Corporation stock logo
TGT
Target
$598,751$61,429 ▼-9.3%4,0450.3%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$595,600$76,487 ▼-11.4%3,5820.3%Industrials
ROPER TECHNOLOGIES INC
$591,310$1,303 ▼-0.2%1,3610.3%COM
3M Company stock logo
MMM
3M
$573,533$285,823 ▼-33.3%3,3430.3%Industrials
Fastenal Company stock logo
FAST
Fastenal
$562,312$96,605 ▼-14.7%10,9080.3%Industrials
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$541,992$93,786 ▼-14.8%19,9780.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$534,990$10,502 ▼-1.9%2,7000.3%Consumer Discretionary
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$509,353$509,353 ▲New Holding5,6220.3%ETF
Graco Inc. stock logo
GGG
Graco
$503,1460.0%7,5710.2%Industrials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$476,813$56,595 ▼-10.6%6740.2%ETF
Chubb Limited stock logo
CB
Chubb
$473,105$25,294 ▲5.6%1,3280.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$462,627$158,553 ▲52.1%8520.2%Finance
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$457,708$87,769 ▼-16.1%3,9790.2%Utilities
Genuine Parts Company stock logo
GPC
Genuine Parts
$454,258$19,242 ▼-4.1%3,7300.2%Consumer Discretionary
Sysco Corporation stock logo
SYY
Sysco
$442,155$42,882 ▼-8.8%5,3720.2%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$403,563$56,544 ▲16.3%1,6130.2%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$393,9450.0%4,8370.2%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$359,151$35,024 ▼-8.9%1,1690.2%Materials
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$347,968$8,436 ▼-2.4%9,9820.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$342,444$65,806 ▲23.8%1,3530.2%Consumer Discretionary
WALMART INC
$341,137$56,797 ▼-14.3%2,8590.2%COM
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$324,489$55,401 ▼-14.6%1,1070.2%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$304,157$3,168 ▼-1.0%9600.2%Communication Services
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$277,912$6,284 ▲2.3%1,9900.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$277,584$277,584 ▲New Holding8660.1%Communication Services
SPDR SERIES TRUST
$274,852$274,852 ▲New Holding11,2460.1%STATE STREET SPD
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$274,613$36,943 ▼-11.9%6690.1%Healthcare
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$262,629$24,718 ▼-8.6%3400.1%ETF
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$245,087$130,128 ▼-34.7%1,2280.1%Industrials
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$240,628$595 ▲0.2%7,2830.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$235,3470.0%4,3350.1%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$232,770$75,766 ▼-24.6%2,5530.1%Consumer Staples
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$227,3760.0%3,5450.1%ETF
Cintas Corporation stock logo
CTAS
Cintas
$224,914$224,914 ▲New Holding1,0470.1%Industrials
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$217,944$89,178 ▼-29.0%6,2320.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$207,863$24,954 ▼-10.7%8330.1%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$205,625$205,625 ▲New Holding2,4950.1%Utilities
NVIDIA Corporation stock logo
NVDA
NVIDIA
$201,595$201,595 ▲New Holding9250.1%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$797,542 ▼-100.0%00.0%Energy
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$0$636,954 ▼-100.0%00.0%ETF
Valero Energy Corporation stock logo
VLO
Valero Energy
$0$343,260 ▼-100.0%00.0%Energy
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$0$309,731 ▼-100.0%00.0%ETF
Intel Corporation stock logo
INTC
Intel
$0$214,332 ▼-100.0%00.0%Technology
Pentair plc stock logo
PNR
Pentair
$0$212,022 ▼-100.0%00.0%Industrials
Medtronic PLC stock logo
MDT
Medtronic
$0$207,965 ▼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data