Q2 2026 13F · SEC CIK 1858828

Guardian Wealth Advisors, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $199.8M
Reported positions: 66
Top holdings a year, 3 yrs: +17.0%
Assets under management: $300.2M

Guardian Wealth Advisors, LLC is a wealth manager that reported 66 positions worth $199.8M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 15.0%), Vanguard Tax-Managed Fds (VEA, 12.9%), Ishares (IWM, 11.3%). A portfolio copying its top holdings returned 17.0% a year over the last 3 years, against 20.4% for the S&P 500.

Guardian Wealth Advisors, LLC holdings largest 50 of 66 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Guardian Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	15.0%	14.6%	40,018	+2.5%	$29.9M
VEAVanguard Tax-Managed Fds	12.9%	13.4%	363,141	+0.1%	$25.9M
IWMIshares	11.3%	10.9%	74,847	-1.7%	$22.5M
IJHIshares Tr	9.8%	9.8%	254,072	+0.5%	$19.6M
SPYVSpdr Series Trust	6.7%	7.0%	219,716	+1.5%	$13.4M
SPYGSpdr Series Trust	6.6%	6.4%	110,316	-2.4%	$13.1M
JPSTJ P Morgan Exchange Traded Fd	5.8%	5.1%	230,696	+31.9%	$11.7M
QQQInvesco Qqq Tr	5.5%	4.9%	14,909	+0.0%	$11.0M
VWOVanguard Intl Equity Index F	4.2%	4.3%	141,280	+1.6%	$8.4M
IVWIshares	2.8%	2.7%	40,430	-1.6%	$5.6M
IVEIshares S&p 500 Value ETF	2.3%	2.5%	20,607	-1.2%	$4.7M
CHRWC H Robinson Worldwide in	1.6%	1.6%	16,696	+0.0%	$3.1M
IWRIshares Russell Midcap ETF	1.0%	1.0%	18,130	-0.9%	$2.0M
ICSHIshares Tr	0.8%	1.2%	32,320	-23.0%	$1.6M
JNJJohnson & Johnson	0.7%	0.8%	5,281	-3.4%	$1.3M
ABBVAbbvie Inc	0.6%	0.6%	4,819	+0.8%	$1.2M
CAHCardinal Health Inc	0.5%	0.6%	4,398	-3.0%	$1.0M
CINFCincinnati Financial Corporation	0.5%	0.5%	5,545	-2.3%	$1.0M
AAPLApple Inc	0.5%	0.5%	3,198	-0.6%	$925K
CVXChevron Corp New	0.5%	0.7%	5,444	-2.5%	$902K
PGProcter & Gamble Co Com	0.4%	0.5%	5,801	+4.7%	$851K
SPGIS&P Global Inc.	0.4%	0.5%	2,000	+1.9%	$815K
MMM3m Co Com	0.4%	0.3%	5,009	+44.4%	$811K
XOMExxon Mobil Corp	0.4%	0.6%	5,833	-2.8%	$798K
ECLEcolab Inc	0.4%	0.4%	2,799	+1.8%	$780K
FDSFactset Resh Sys Inc	0.4%	0.4%	3,048	+7.2%	$701K
PEPPepsico Inc	0.3%	0.4%	4,864	+1.0%	$659K
SCHFSchwab Intl Equity	0.3%	0.3%	23,435	+0.1%	$649K
MSFTMicrosoft Corp	0.3%	0.3%	1,740	+42.4%	$649K
NEARIshares Short Duration Bond Active ETF	0.3%	0.4%	12,573	-11.6%	$637K
ABTAbbott Laboratories	0.3%	0.4%	6,832	+13.2%	$620K
FASTFastenal Co	0.3%	0.3%	12,782	+3.8%	$614K
LOWLowes Cos Inc	0.3%	0.4%	2,753	-0.6%	$607K
TGTTarget Corp Com	0.3%	0.3%	4,460	-4.9%	$582K
EMREmerson Elec Co Com	0.3%	0.3%	4,042	+0.4%	$579K
GGGGraco Inc	0.3%	0.4%	7,571	+0.0%	$572K
EDConsolidated Edison Inc	0.3%	0.3%	4,742	+0.5%	$525K
VOOVanguard S&p 500 ETF	0.3%	0.3%	754	+1.3%	$518K
SYYSysco Corp	0.2%	0.2%	5,893	-1.0%	$493K
ROPRoper Technologies Inc Com	0.2%	0.2%	1,364	+32.0%	$462K
GPCGenuine Parts Co Com	0.2%	0.2%	3,888	-0.7%	$459K
CBChubb Limited Com	0.2%	0.2%	1,257	+4.2%	$428K
IBMInternational Business Machs	0.2%	0.2%	1,387	+1.4%	$390K
VOVanguard Index Fds	0.2%	0.2%	4,837	+299.8%	$390K
WMTWalmart Inc	0.2%	0.2%	3,335	+0.5%	$378K
SCHMSchwab Strategic Tr	0.2%	0.2%	10,224	+0.4%	$377K
APDAir Products and Chemicals Inc	0.2%	0.2%	1,283	+3.1%	$376K
VLOValero Energy Corp	0.2%	—	1,318	—	$343K
GOOGAlphabet Inc	0.2%	0.2%	970	+0.0%	$343K
SCHESchwab Strategic Tr	0.2%	0.2%	8,782	-0.6%	$318K

What Guardian Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.1% /yr; S&P 500 +20.1%
3 years: +17.0% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$199.8M	66
Q1 2026	$173.9M	64
Q4 2025	$177.3M	70
Q3 2025	$176.4M	74
Q2 2025	$168.9M	74
Q1 2025	$155.9M	73
Q4 2024	$156.0M	74
Q3 2024	$162.0M	82
Q2 2024	$153.7M	80
Q1 2024	$153.9M	80
Q4 2023	$143.4M	74
Q3 2023	$130.5M	72

Questions about Guardian Wealth Advisors, LLC's portfolio

What stocks does Guardian Wealth Advisors, LLC own?

Guardian Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 66 positions worth $199.8M. The largest are Spdr S&p 500 ETF Tr (SPY) at 15.0%, Vanguard Tax-Managed Fds (VEA) at 12.9%, Ishares (IWM) at 11.3%, Ishares Tr (IJH) at 9.8% and Spdr Series Trust (SPYV) at 6.7%.

What did Guardian Wealth Advisors, LLC buy last quarter?

In Q2 2026, Guardian Wealth Advisors, LLC added Vanguard Index Fds (VO) (+299.8% shares), 3m Co Com (MMM) (+44.4% shares) and Microsoft Corp (MSFT) (+42.4% shares), compared with its Q1 2026 filing.

What did Guardian Wealth Advisors, LLC sell last quarter?

In Q2 2026, Guardian Wealth Advisors, LLC cut from its top 50 Mcdonalds Corp Com (MCD), Ishares Tr (ICSH) (-23.0% shares) and Ishares Short Duration Bond Active ETF (NEAR) (-11.6% shares), compared with its Q1 2026 filing.

How has Guardian Wealth Advisors, LLC's portfolio performed?

A portfolio copying Guardian Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.1% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is Guardian Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Guardian Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Guardian Wealth Advisors, LLC manage?

Guardian Wealth Advisors, LLC reported $300.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $199.8M.