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

About Guardian Wealth Advisors, LLC

Investment Activity

  • Guardian Wealth Advisors, LLC has $199.83 million in total holdings as of June 30, 2026.
  • Guardian Wealth Advisors, LLC owns shares of 66 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 2.87% of the portfolio was purchased this quarter.
  • About 0.84% of the portfolio was sold this quarter.
  • This quarter, Guardian Wealth Advisors, LLC has purchased 64 new stocks and bought additional shares in 33 stocks.
  • Guardian Wealth Advisors, LLC sold shares of 24 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

91913Y100 - Valero Energy
$343,260 Holding
458140100 - Intel
$214,332 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
55,734 shares (about $2.82M)
SPDR S&P 500 ETF Trust
966 shares (about $721.38K)
Valero Energy
1,318 shares (about $343.26K)
Vanguard Mid-Cap ETF
3,627 shares (about $292.21K)
3M
1,539 shares (about $249.16K)

Largest Sales this Quarter

iShares Ultra Short-Term Bond Active ETF
9,664 shares (about $488.80K)
iShares Russell 2000 ETF
1,264 shares (about $379.77K)
SPDR Portfolio S&P 500 Growth ETF
2,686 shares (about $319.61K)
iShares S&P 500 Growth ETF
655 shares (about $90.08K)
iShares Short Duration Bond Active ETF
1,646 shares (about $83.39K)

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
$29,884,105$721,377 â–²2.5%40,01815.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$25,873,770$15,746 â–²0.1%363,14112.9%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$22,487,883$379,771 â–¼-1.7%74,84711.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$19,591,520$101,323 â–²0.5%254,0729.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$13,356,530$203,646 â–²1.5%219,7166.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$13,126,504$319,607 â–¼-2.4%110,3166.6%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$11,666,316$2,818,473 â–²31.9%230,6965.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,978,834$5,155 â–²0.0%14,9095.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,433,007$133,348 â–²1.6%141,2804.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,560,288$90,081 â–¼-1.6%40,4302.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,678,930$58,580 â–¼-1.2%20,6072.3%ETF
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$3,144,5250.0%16,6961.6%Industrials
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,000,104$18,313 â–¼-0.9%18,1301.0%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$1,634,734$488,802 â–¼-23.0%32,3200.8%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,341,220$46,985 â–¼-3.4%5,2810.7%Healthcare
AbbVie Inc. stock logo
ABBV
AbbVie
$1,212,644$9,562 â–²0.8%4,8190.6%Healthcare
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$1,044,732$32,544 â–¼-3.0%4,3980.5%Healthcare
Cincinnati Financial Corporation stock logo
CINF
Cincinnati Financial
$1,026,625$23,884 â–¼-2.3%5,5450.5%Finance
Apple Inc. stock logo
AAPL
Apple
$925,377$5,787 â–¼-0.6%3,1980.5%Technology
Chevron Corporation stock logo
CVX
Chevron
$902,415$22,710 â–¼-2.5%5,4440.5%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$850,656$38,420 â–²4.7%5,8010.4%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$814,556$15,069 â–²1.9%2,0000.4%Finance
3M Company stock logo
MMM
3M
$810,951$249,162 â–²44.4%5,0090.4%Industrials
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$797,542$22,971 â–¼-2.8%5,8330.4%Energy
Ecolab Inc. stock logo
ECL
Ecolab
$779,961$13,654 â–²1.8%2,7990.4%Materials
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$701,344$47,170 â–²7.2%3,0480.4%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$658,527$6,769 â–²1.0%4,8640.3%Consumer Staples
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$649,138$803 â–²0.1%23,4350.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$648,977$193,201 â–²42.4%1,7400.3%Technology
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$636,954$83,387 â–¼-11.6%12,5730.3%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$619,922$72,500 â–²13.2%6,8320.3%Healthcare
Fastenal Company stock logo
FAST
Fastenal
$613,904$22,189 â–²3.8%12,7820.3%Industrials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$607,088$3,528 â–¼-0.6%2,7530.3%Consumer Discretionary
Target Corporation stock logo
TGT
Target
$582,468$30,038 â–¼-4.9%4,4600.3%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$578,574$2,433 â–²0.4%4,0420.3%Industrials
Graco Inc. stock logo
GGG
Graco
$572,4170.0%7,5710.3%Industrials
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$524,622$2,766 â–²0.5%4,7420.3%Utilities
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$517,590$6,865 â–²1.3%7540.3%ETF
Sysco Corporation stock logo
SYY
Sysco
$492,546$4,848 â–¼-1.0%5,8930.2%Consumer Staples
ROPER TECHNOLOGIES INC
$461,534$112,000 â–²32.0%1,3640.2%COM
Genuine Parts Company stock logo
GPC
Genuine Parts
$458,654$3,421 â–¼-0.7%3,8880.2%Consumer Discretionary
Chubb Limited stock logo
CB
Chubb
$428,259$17,376 â–²4.2%1,2570.2%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$389,938$5,342 â–²1.4%1,3870.2%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$389,689$292,206 â–²299.8%4,8370.2%ETF
WALMART INC
$377,759$2,039 â–²0.5%3,3350.2%COM
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$376,967$1,475 â–²0.4%10,2240.2%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$376,172$11,435 â–²3.1%1,2830.2%Materials
Valero Energy Corporation stock logo
VLO
Valero Energy
$343,260$343,260 â–²New Holding1,3180.2%Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$342,7300.0%9700.2%Communication Services
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$318,450$1,849 â–¼-0.6%8,7820.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$315,527$12,471 â–¼-3.8%7590.2%Healthcare
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$309,7310.0%10,5240.2%ETF
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$306,343$4,888 â–¼-1.6%1,8800.2%Industrials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$290,344$27,556 â–²10.5%1,2960.1%Industrials
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$288,490$6,230 â–¼-2.1%1,9450.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$280,2180.0%5600.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$278,668$6,742 â–²2.5%3720.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$275,029$4,145 â–¼-1.5%3,3840.1%Consumer Staples
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$262,479$3,902 â–²1.5%7,2650.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$260,5060.0%1,0930.1%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$252,086$7,565 â–²3.1%9330.1%Consumer Discretionary
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$249,999$1,269 â–¼-0.5%4,3350.1%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$239,5000.0%3,5450.1%ETF
Intel Corporation stock logo
INTC
Intel
$214,332$214,332 â–²New Holding1,5350.1%Technology
Pentair plc stock logo
PNR
Pentair
$212,022$17,247 â–²8.9%2,7660.1%Industrials
Medtronic PLC stock logo
MDT
Medtronic
$207,965$17,917 â–¼-7.9%2,6580.1%Healthcare

Showing largest 100 holdings. View all holdings.
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