Guardian Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Guardian Wealth Advisors, LLC held in its portfolio 67 assets valued at $177,288,839 (i.e. $177.29M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($26.24M), SPDR SERIES TRUST ($24.37M), and VANGUARD TAX-MANAGED FDS ($23.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Guardian Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 38481 | 26241043 | TR UNIT |
| SPDR SERIES TRUST | 333248 | 24369222 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 378824 | 23665163 | VAN FTSE DEV MKT |
| ISHARES TR | 78359 | 19288800 | RUSSELL 2000 ETF |
| ISHARES TR | 255053 | 16833517 | CORE S&P MCP ETF |
| INVESCO QQQ TR | 15248 | 9366753 | UNIT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 140332 | 7544252 | FTSE EMR MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 132105 | 6683192 | ULTRA SHRT ETF |
| ISHARES TR | 42665 | 5258851 | S&P 500 GRWT ETF |
| ISHARES TR | 21497 | 4558936 | S&P 500 VAL ETF |
| C H ROBINSON WORLDWIDE INC | 16696 | 2684049 | COM NEW |
| ISHARES TR | 20378 | 1961773 | RUS MID CAP ETF |
| ISHARES TR | 33963 | 1717837 | ULTRA SHORT DUR |
| JOHNSON & JOHNSON | 5820 | 1204346 | COM |
| ABBVIE INC | 5130 | 1172062 | COM |
| CARDINAL HEALTH INC | 5423 | 1114385 | COM |
| ISHARES U S ETF TR | 21667 | 1107184 | SHORT DURATION B |
| APPLE INC | 3535 | 960891 | COM |
| S&P GLOBAL INC | 1831 | 956701 | COM |
| CINCINNATI FINL CORP | 5854 | 956097 | COM |
| CHEVRON CORP NEW | 5716 | 871163 | COM |
| EXXON MOBIL CORP | 6586 | 792582 | COM |
| PROCTER AND GAMBLE CO | 5466 | 783304 | COM |
| ABBOTT LABS | 6218 | 778997 | COM |
| ECOLAB INC | 2954 | 775612 | COM |
| LOWES COS INC | 2881 | 694771 | COM |
| PEPSICO INC | 4810 | 690393 | COM |
| GRACO INC | 7571 | 620567 | COM |
| MICROSOFT CORP | 1230 | 594653 | COM |
| SCHWAB STRATEGIC TR | 24441 | 587553 | INTL EQTY ETF |
| EMERSON ELEC CO | 4312 | 572228 | COM |
| FACTSET RESH SYS INC | 1951 | 566161 | COM |
| 3M CO | 3470 | 555538 | COM |
| FASTENAL CO | 12695 | 509440 | COM |
| GENUINE PARTS CO | 3904 | 480063 | COM |
| SYSCO CORP | 6372 | 469589 | COM |
| CONSOLIDATED EDISON INC | 4722 | 469014 | COM |
| TARGET CORP | 4706 | 460019 | COM |
| VANGUARD INDEX FDS | 697 | 436868 | S&P 500 ETF SHS |
| WALMART INC | 3762 | 419170 | COM |
| INTERNATIONAL BUSINESS MACHS | 1335 | 395557 | COM |
| GENERAL MLS INC | 8458 | 393290 | COM |
| CHUBB LIMITED | 1226 | 382797 | COM |
| SCHWAB STRATEGIC TR | 11308 | 340017 | US MID-CAP ETF |
| ALPHABET INC | 1042 | 327086 | CAP STK CL C |
| VANGUARD INDEX FDS | 1122 | 325525 | MID CAP ETF |
| AIR PRODS & CHEMS INC | 1237 | 305591 | COM |
| EXPEDITORS INTL WASH INC | 1969 | 293406 | COM |
| MCDONALDS CORP | 950 | 290324 | COM |
| PROSHARES TR | 2758 | 287030 | S&P 500 DV ARIST |
| SCHWAB STRATEGIC TR | 8708 | 285177 | EMRG MKTEQ ETF |
| AUTOMATIC DATA PROCESSING IN | 1102 | 283400 | COM |
| BERKSHIRE HATHAWAY INC DEL | 560 | 281484 | CL B NEW |
| UNITEDHEALTH GROUP INC | 849 | 280314 | COM |
| SCHWAB STRATEGIC TR | 10346 | 278420 | US LRG CAP ETF |
| MEDTRONIC PLC | 2862 | 274925 | SHS |
| PENTAIR PLC | 2597 | 270403 | SHS |
| ISHARES TR | 376 | 257554 | CORE S&P500 ETF |
| AMAZON COM INC | 1093 | 252286 | COM |
| ISHARES TR | 1985 | 238509 | CORE S&P SCP ETF |
| COCA COLA CO | 3199 | 223614 | COM |
| BOSTON SCIENTIFIC CORP | 2234 | 213012 | COM |
| COSTCO WHSL CORP NEW | 245 | 211273 | COM |
| CINTAS CORP | 1116 | 209902 | COM |
| ALPHABET INC | 662 | 207109 | CAP STK CL A |
| AFLAC INC | 1877 | 206972 | COM |
| SCHWAB STRATEGIC TR | 7062 | 201123 | US SML CAP ETF |
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