Guardian Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1858828 · latest 13F-HR filed 2026-05-01
Guardian Wealth Advisors, LLC manages $173.9M in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (14.60%), VEA (13.37%), IWM (10.85%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 7, added to 13, and trimmed 28.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$173.9M
Long-equity book
64
Distinct positions
2026-03-31
Filed 2026-05-01
+1 / −7 / ↑13 / ↓28
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- J P MORGAN EXCHANGE TRADED F$2.2M +32.5%
- ISHARES TR$407.4K +23.7%
- CHEVRON CORPORATION$283.5K +32.5%
- EXXON MOBIL CORP$225.5K +28.5%
- JOHNSON & JOHNSON$131.7K +10.9%
Top Trims
- INVESCO QQQ TR-$765.4K -8.2%
- SPDR SERIES TRUST-$651.5K -5.6%
- ISHARES TR-$611.7K -11.6%
- ISHARES U S ETF TR-$384.4K -34.7%
- ISHARES TR-$182.9K -9.3%
Exited Positions
- GENERAL MLS INC$393.3K
- PROSHARES TR$287.0K
- BOSTON SCIENTIFIC CORP$213.0K
- COSTCO WHSL CORP NEW$211.3K
- CINTAS CORP$209.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $25.4M | 14.60% | 39,052 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $23.3M | 13.37% | 362,920 | SH |
| 3 | ISHARES TR | IWM | 464287655 | $18.9M | 10.85% | 76,111 | SH |
| 4 | ISHARES TR | IJH | 464287507 | $17.1M | 9.81% | 252,758 | SH |
| 5 | SPDR SERIES TRUST | SPYV | 78464A508 | $12.2M | 7.04% | 216,366 | SH |
| 6 | SPDR SERIES TRUST | SPYG | 78464A409 | $11.1M | 6.36% | 113,002 | SH |
| 7 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $8.9M | 5.09% | 174,962 | SH |
| 8 | INVESCO QQQ TR | QQQ | 46090E103 | $8.6M | 4.95% | 14,902 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $7.5M | 4.32% | 139,046 | SH |
| 10 | ISHARES TR | IVW | 464287309 | $4.6M | 2.67% | 41,085 | SH |
| 11 | ISHARES TR | IVE | 464287408 | $4.4M | 2.53% | 20,865 | SH |
| 12 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $2.8M | 1.59% | 16,696 | SH |
| 13 | ISHARES TR | ICSH | 46434V878 | $2.1M | 1.22% | 41,984 | SH |
| 14 | ISHARES TR | IWR | 464287499 | $1.8M | 1.02% | 18,296 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.3M | 0.77% | 5,466 | SH |
| 16 | CHEVRON CORPORATION | CVX | 166764100 | $1.2M | 0.66% | 5,581 | SH |
| 17 | ABBVIE INC | ABBV | 00287Y109 | $1.0M | 0.60% | 4,781 | SH |
| 18 | EXXON MOBIL CORP | XOM | 30231G102 | $1.0M | 0.59% | 6,001 | SH |
| 19 | CARDINAL HEALTH INC | CAH | 14149Y108 | $958.3K | 0.55% | 4,535 | SH |
| 20 | CINCINNATI FINL CORP | CINF | 172062101 | $892.8K | 0.51% | 5,674 | SH |
| 21 | S&P GLOBAL INC | SPGI | 78409V104 | $835.0K | 0.48% | 1,963 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $816.7K | 0.47% | 3,218 | SH |
| 23 | PROCTER & GAMBLE CO | PG | 742718109 | $800.1K | 0.46% | 5,539 | SH |
| 24 | PEPSICO INC | PEP | 713448108 | $747.6K | 0.43% | 4,814 | SH |
| 25 | ECOLAB INC | ECL | 278865100 | $731.5K | 0.42% | 2,750 | SH |
| 26 | ISHARES U S ETF TR | NEAR | 46431W507 | $722.8K | 0.42% | 14,219 | SH |
| 27 | LOWES COS INC | LOW | 548661107 | $654.3K | 0.38% | 2,769 | SH |
| 28 | GRACO INC | GGG | 384109104 | $640.9K | 0.37% | 7,571 | SH |
| 29 | ABBOTT LABORATORIES | ABT | 002824100 | $619.4K | 0.36% | 6,033 | SH |
| 30 | FACTSET RESH SYS INC | FDS | 303075105 | $616.9K | 0.35% | 2,843 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $579.3K | 0.33% | 23,406 | SH |
| 32 | FASTENAL CO | FAST | 311900104 | $571.7K | 0.33% | 12,320 | SH |
| 33 | TARGET CORP | TGT | 87612E106 | $568.4K | 0.33% | 4,690 | SH |
| 34 | CONSOLIDATED EDISON INC | ED | 209115104 | $533.9K | 0.31% | 4,717 | SH |
| 35 | EMERSON ELEC CO | EMR | 291011104 | $527.4K | 0.30% | 4,025 | SH |
| 36 | 3M CO | MMM | 88579Y101 | $503.9K | 0.29% | 3,470 | SH |
| 37 | MICROSOFT CORP | MSFT | 594918104 | $452.2K | 0.26% | 1,222 | SH |
| 38 | VANGUARD INDEX FDS | VOO | 922908363 | $444.3K | 0.26% | 744 | SH |
| 39 | SYSCO CORP | SYY | 871829107 | $424.5K | 0.24% | 5,951 | SH |
| 40 | GENUINE PARTS CO | GPC | 372460105 | $414.2K | 0.24% | 3,917 | SH |
| 41 | WALMART INC | WMT | 931142103 | $412.3K | 0.24% | 3,317 | SH |
| 42 | CHUBB LTD SWITZ | CB | H1467J104 | $393.0K | 0.23% | 1,206 | SH |
| 43 | ROPER TECHNOLOGIES INC | ROP | 776696106 | $365.5K | 0.21% | 1,033 | SH |
| 44 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $361.3K | 0.21% | 1,244 | SH |
| 45 | VANGUARD INDEX FDS | VO | 922908629 | $347.4K | 0.20% | 1,210 | SH |
| 46 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $331.7K | 0.19% | 1,368 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $315.3K | 0.18% | 10,184 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $291.0K | 0.17% | 8,833 | SH |
| 49 | MCDONALDS CORP | MCD | 580135101 | $281.2K | 0.16% | 905 | SH |
| 50 | ALPHABET INC | GOOG | 02079K107 | $278.3K | 0.16% | 970 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $173.9M | 64 | 0001858828-26-000002 |
| 2025-12-31 | 2026-02-02 | $177.3M | 70 | 0001858828-26-000001 |