Guardian Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Guardian Wealth Advisors, LLCInvestment ActivityGuardian 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 Holdings SPDR S&P 500 ETF Trust $29,884,105Vanguard FTSE Developed Markets ETF $25,873,770iShares Russell 2000 ETF $22,487,883iShares Core S&P Mid-Cap ETF $19,591,520SPDR Portfolio S&P 500 Value ETF $13,356,530 Largest New Holdings this Quarter 91913Y100 - Valero Energy $343,260 Holding458140100 - 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 TimeMap of 500 Largest Holdings ofGuardian Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$29,884,105$721,377 â–²2.5%40,01815.0%ETFVEAVanguard FTSE Developed Markets ETF$25,873,770$15,746 â–²0.1%363,14112.9%ETFIWMiShares Russell 2000 ETF$22,487,883$379,771 â–¼-1.7%74,84711.3%ETFIJHiShares Core S&P Mid-Cap ETF$19,591,520$101,323 â–²0.5%254,0729.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$13,356,530$203,646 â–²1.5%219,7166.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$13,126,504$319,607 â–¼-2.4%110,3166.6%ETFJPSTJPMorgan Ultra-Short Income ETF$11,666,316$2,818,473 â–²31.9%230,6965.8%ETFQQQInvesco QQQ$10,978,834$5,155 â–²0.0%14,9095.5%ETFVWOVanguard FTSE Emerging Markets ETF$8,433,007$133,348 â–²1.6%141,2804.2%ETFIVWiShares S&P 500 Growth ETF$5,560,288$90,081 â–¼-1.6%40,4302.8%ETFIVEiShares S&P 500 Value ETF$4,678,930$58,580 â–¼-1.2%20,6072.3%ETFCHRWC.H. Robinson Worldwide$3,144,5250.0%16,6961.6%IndustrialsIWRiShares Russell Mid-Cap ETF$2,000,104$18,313 â–¼-0.9%18,1301.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,634,734$488,802 â–¼-23.0%32,3200.8%ETFJNJJohnson & Johnson$1,341,220$46,985 â–¼-3.4%5,2810.7%HealthcareABBVAbbVie$1,212,644$9,562 â–²0.8%4,8190.6%HealthcareCAHCardinal Health$1,044,732$32,544 â–¼-3.0%4,3980.5%HealthcareCINFCincinnati Financial$1,026,625$23,884 â–¼-2.3%5,5450.5%FinanceAAPLApple$925,377$5,787 â–¼-0.6%3,1980.5%TechnologyCVXChevron$902,415$22,710 â–¼-2.5%5,4440.5%EnergyPGProcter & Gamble$850,656$38,420 â–²4.7%5,8010.4%Consumer StaplesSPGIS&P Global$814,556$15,069 â–²1.9%2,0000.4%FinanceMMM3M$810,951$249,162 â–²44.4%5,0090.4%IndustrialsXOMExxonMobil$797,542$22,971 â–¼-2.8%5,8330.4%EnergyECLEcolab$779,961$13,654 â–²1.8%2,7990.4%MaterialsFDSFactSet Research Systems$701,344$47,170 â–²7.2%3,0480.4%FinancePEPPepsiCo$658,527$6,769 â–²1.0%4,8640.3%Consumer StaplesSCHFSchwab International Equity ETF$649,138$803 â–²0.1%23,4350.3%ETFMSFTMicrosoft$648,977$193,201 â–²42.4%1,7400.3%TechnologyNEARiShares Short Duration Bond Active ETF$636,954$83,387 â–¼-11.6%12,5730.3%ETFABTAbbott Laboratories$619,922$72,500 â–²13.2%6,8320.3%HealthcareFASTFastenal$613,904$22,189 â–²3.8%12,7820.3%IndustrialsLOWLowe's Companies$607,088$3,528 â–¼-0.6%2,7530.3%Consumer DiscretionaryTGTTarget$582,468$30,038 â–¼-4.9%4,4600.3%Consumer StaplesEMREmerson Electric$578,574$2,433 â–²0.4%4,0420.3%IndustrialsGGGGraco$572,4170.0%7,5710.3%IndustrialsEDConsolidated Edison$524,622$2,766 â–²0.5%4,7420.3%UtilitiesVOOVanguard S&P 500 ETF$517,590$6,865 â–²1.3%7540.3%ETFSYYSysco$492,546$4,848 â–¼-1.0%5,8930.2%Consumer StaplesROPER TECHNOLOGIES INC$461,534$112,000 â–²32.0%1,3640.2%COMGPCGenuine Parts$458,654$3,421 â–¼-0.7%3,8880.2%Consumer DiscretionaryCBChubb$428,259$17,376 â–²4.2%1,2570.2%FinanceIBMInternational Business Machines$389,938$5,342 â–²1.4%1,3870.2%TechnologyVOVanguard Mid-Cap ETF$389,689$292,206 â–²299.8%4,8370.2%ETFWALMART INC$377,759$2,039 â–²0.5%3,3350.2%COMSCHMSchwab U.S. Mid-Cap ETF$376,967$1,475 â–²0.4%10,2240.2%ETFAPDAir Products and Chemicals$376,172$11,435 â–²3.1%1,2830.2%MaterialsVLOValero Energy$343,260$343,260 â–²New Holding1,3180.2%EnergyGOOGAlphabet$342,7300.0%9700.2%Communication ServicesSCHESchwab Emerging Markets Equity ETF$318,450$1,849 â–¼-0.6%8,7820.2%ETFUNHUnitedHealth Group$315,527$12,471 â–¼-3.8%7590.2%HealthcareSCHXSchwab US Large-Cap ETF$309,7310.0%10,5240.2%ETFEXPDExpeditors International of Washington$306,343$4,888 â–¼-1.6%1,8800.2%IndustrialsADPAutomatic Data Processing$290,344$27,556 â–²10.5%1,2960.1%IndustrialsIJRiShares Core S&P Small-Cap ETF$288,490$6,230 â–¼-2.1%1,9450.1%ETFBRK.BBerkshire Hathaway$280,2180.0%5600.1%FinanceIVViShares Core S&P 500 ETF$278,668$6,742 â–²2.5%3720.1%ETFKOCocaCola$275,029$4,145 â–¼-1.5%3,3840.1%Consumer StaplesSCHASchwab US Small-Cap ETF$262,479$3,902 â–²1.5%7,2650.1%ETFAMZNAmazon.com$260,5060.0%1,0930.1%Consumer DiscretionaryMCDMcDonald's$252,086$7,565 â–²3.1%9330.1%Consumer DiscretionarySPSMSPDR Portfolio S&P 600 Small Cap ETF$249,999$1,269 â–¼-0.5%4,3350.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$239,5000.0%3,5450.1%ETFINTCIntel$214,332$214,332 â–²New Holding1,5350.1%TechnologyPNRPentair$212,022$17,247 â–²8.9%2,7660.1%IndustrialsMDTMedtronic$207,965$17,917 â–¼-7.9%2,6580.1%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.