Top Institutional Investors

Guardian Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1858828 · latest 13F-HR filed 2026-10-30

Backtest portfolio

Guardian Wealth Advisors, LLC manages $201.4M in 13F-reported U.S. long-equity assets across 67 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPY (14.92%), VEA (13.10%), IWM (10.27%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 8 new positions and exited 7; 11 existing positions rose in reported value and 29 fell.

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.

Loading holdings…
AUM
$201.4M

Long-equity book

Holdings
67

Distinct positions

Period
2026-09-30

Filed 2026-10-30

Q/Q Activity
+8 / −7 / ↑11 / ↓29

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SPY14.9% · -2%VEA13.1% · +4%IWM10.3% · -1%IJH9.3% · +1%JPST7.7% · +33%SPYV7.4% · +5%SPYG7.0% · +5%QQQ5.1% · -4%VWO4.1% · +3%IVW2.7% · -4%IVE2.3% · -4%CHRW1.2% · 0%IWR0.9% · -9%JNJ0.6% · -13%ICSH0.6% · -28%ABBV0.6% · -16%AAPL0.5% · -2%CVX0.5% · -13%CAH0.4% · -17%CINF0.4% · -10%FDS0.4% · -10%SPGI0.4% · -7%PG0.4% · -11%SGOV0.4% · newECL0.4% · -8%MSFT0.3% · -27%ABT0.3% · -10%XOM0.3% · -42%PEP0.3% · -8%TGT0.3% · -9%EMR0.3% · -11%ROP0.3% · -0%MMM0.3% · -33%FAST0.3% · -15%SCHF0.3% · -15%LOW0.3% · -2%SPYM0.3% · newGGG0.2% · 0%VOO0.2% · -11%CB0.2% · +6%BRK.B0.2% · +52%ED0.2% · -16%GPC0.2% · -4%SYY0.2% · -9%IBM0.2% · +16%VO0.2% · 0%APD0.2% · -9%SCHM0.2% · -2%AMZN0.2% · +24%WMT0.2% · -14%ADP0.2% · -15%GOOG0.2% · -1%IJR0.1% · +2%GOOGL0.1% · newQNDX0.1% · newUNH0.1% · -12%IVV0.1% · -9%EXPD0.1% · -35%SCHA0.1% · +0%SPSM0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 81.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 26, 2026.

Assets Under Management
$2.74B
Discretionary
$2.61B
Employees
50
Accounts
5,387
Address
2413 BLUE RIDGE RD
SUITE 201
RALEIGH, NC 27607
Phone
(919) 249-1810
Website
This firm reports 3 disclosure items on its registration.
Name Title / Status Ownership Type
HENSLEY, MICHAEL, JAY ControlMANAGING PARTNER
since Mar 2019
25–50%Individual
KEEDY, CHRISTIAN, DAVID ControlMANAGING PARTNER; CCO
since Mar 2019
25–50%Individual
MILLWOOD, ERVIN, RANDOLPH ControlPARTNER
since Oct 2023
5–10%Individual
MISENHEIMER, DAVID, TODD ControlMANAGING PARTNER
since Oct 2023
25–50%Individual
PRATT, MARISSA, LEIGH ControlPARTNER; COO
since Jan 2023
Less than 5%Individual
RHINEHARDT, GREGORY, THOMPSON ControlPARTNER
since Jan 2020
Less than 5%Individual
SMITH, RUSSELL, BRENTON ControlPARTNER
since Oct 2023
5–10%Individual
Ownership & leadership changes · 5 filings with changes since Jan 24, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 15, 2025 filing
  • No longer listedFREEDLAND, MADELEINE, CARLSON · PARTNER · Less than 5% · control person · listed since Oct 2023
Mar 27, 2025 filing
  • ChangedSMITH, RUSSELL, BRENTON · ownership 10–25% → 5–10%
Mar 26, 2024 filing
  • AddedFREEDLAND, MADELEINE, CARLSON · PARTNER · Less than 5% · control person
  • AddedMILLWOOD, ERVIN, RANDOLPH · PARTNER · 5–10% · control person
  • AddedMISENHEIMER, DAVID, TODD · MANAGING PARTNER · 25–50% · control person
  • AddedSMITH, RUSSELL, BRENTON · PARTNER · 10–25% · control person
  • ChangedHENSLEY, MICHAEL, JAY · ownership 50–75% → 25–50%
  • ChangedKEEDY, CHRISTIAN, DAVID · ownership 50–75% → 25–50%
  • ChangedPRATT, MARISSA, LEIGH · title COO → PARTNER; COO
Mar 30, 2023 filing
  • AddedPRATT, MARISSA, LEIGH · COO · Less than 5% · control person
Mar 30, 2022 filing
  • AddedRHINEHARDT, GREGORY, THOMPSON · PARTNER · Less than 5% · control person
Jan 24, 2020 filing (earliest on record)
  • ListedHENSLEY, MICHAEL, JAY · MANAGING PARTNER · 50–75% · control person
  • ListedKEEDY, CHRISTIAN, DAVID · MANAGING PARTNER; CCO · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 11 →

Top Trims

Show all 29 →

New Positions

Show all 8 →

Exited Positions

Show all 7 →

Guardian Wealth Advisors, LLC Holdings (2026-09-30)

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 $30.1M 14.92% 39,057 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $26.4M 13.10% 377,650 SH
3 ISHARES TR IWM 464287655 $20.7M 10.27% 73,868 SH
4 ISHARES TR IJH 464287507 $18.7M 9.30% 255,907 SH
5 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $15.5M 7.69% 307,666 SH
6 SPDR SERIES TRUST SPYV 78464A508 $14.8M 7.36% 231,483 SH
7 SPDR SERIES TRUST SPYG 78464A409 $14.0M 6.95% 116,119 SH
8 INVESCO QQQ TR QQQ 46090E103 $10.3M 5.12% 14,312 SH
9 VANGUARD INTL EQUITY INDEX F VWO 922042858 $8.3M 4.10% 145,318 SH
10 ISHARES TR IVW 464287309 $5.4M 2.68% 38,823 SH
11 ISHARES TR IVE 464287408 $4.7M 2.34% 19,714 SH
12 C H ROBINSON WORLDWIDE IN CHRW 12541W209 $2.4M 1.19% 16,696 SH
13 ISHARES TR IWR 464287499 $1.8M 0.90% 16,455 SH
14 JOHNSON & JOHNSON JNJ 478160104 $1.2M 0.61% 4,572 SH
15 ISHARES TR ICSH 46434V878 $1.2M 0.59% 23,399 SH
16 ABBVIE INC ABBV 00287Y109 $1.2M 0.57% 4,038 SH
17 APPLE INC AAPL 037833100 $1.1M 0.54% 3,148 SH
18 CHEVRON CORPORATION CVX 166764100 $1.1M 0.54% 4,734 SH
19 CARDINAL HEALTH INC CAH 14149Y108 $903.8K 0.45% 3,667 SH
20 CINCINNATI FINL CORP CINF 172062101 $901.7K 0.45% 4,971 SH
21 FACTSET RESH SYS INC FDS 303075105 $849.8K 0.42% 2,745 SH
22 S&P GLOBAL INC SPGI 78409V104 $834.6K 0.41% 1,859 SH
23 PROCTER & GAMBLE CO PG 742718109 $818.8K 0.41% 5,142 SH
24 ISHARES TR SGOV 46436E718 $793.4K 0.39% 7,880 SH
25 ECOLAB INC ECL 278865100 $752.6K 0.37% 2,584 SH
26 MICROSOFT CORP MSFT 594918104 $671.5K 0.33% 1,264 SH
27 ABBOTT LABORATORIES ABT 002824100 $637.3K 0.32% 6,181 SH
28 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $605.7K 0.30% 3,367 SH
29 PEPSICO INC PEP 713448108 $599.6K 0.30% 4,491 SH
30 TARGET CORP TGT 87612E106 $598.8K 0.30% 4,045 SH
31 EMERSON ELEC CO EMR 291011104 $595.6K 0.30% 3,582 SH
32 ROPER TECHNOLOGIES INC ROP 776696106 $591.3K 0.29% 1,361 SH
33 3M CO MMM 88579Y101 $573.5K 0.28% 3,343 SH
34 FASTENAL CO FAST 311900104 $562.3K 0.28% 10,908 SH
35 SCHWAB STRATEGIC TR SCHF 808524805 $542.0K 0.27% 19,978 SH
36 LOWES COS INC LOW 548661107 $535.0K 0.27% 2,700 SH
37 SPDR SERIES TRUST SPYM 78464A854 $509.4K 0.25% 5,622 SH
38 GRACO INC GGG 384109104 $503.1K 0.25% 7,571 SH
39 VANGUARD INDEX FDS VOO 922908363 $476.8K 0.24% 674 SH
40 CHUBB LIMITED CB H1467J104 $473.1K 0.23% 1,328 SH
41 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $462.6K 0.23% 852 SH
42 CONSOLIDATED EDISON INC ED 209115104 $457.7K 0.23% 3,979 SH
43 GENUINE PARTS CO GPC 372460105 $454.3K 0.23% 3,730 SH
44 SYSCO CORP SYY 871829107 $442.2K 0.22% 5,372 SH
45 INTERNATIONAL BUSINESS MACHS IBM 459200101 $403.6K 0.20% 1,613 SH
46 VANGUARD INDEX FDS VO 922908629 $393.9K 0.20% 4,837 SH
47 AIR PRODUCTS AND CHEMICALS I APD 009158106 $359.2K 0.18% 1,169 SH
48 SCHWAB STRATEGIC TR SCHM 808524508 $348.0K 0.17% 9,982 SH
49 AMAZON COM INC AMZN 023135106 $342.4K 0.17% 1,353 SH
50 WALMART INC WMT 931142103 $341.1K 0.17% 2,859 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-30 $201.4M 67 0001858828-26-000006
2026-06-30 2026-08-06 $199.8M 66 0001858828-26-000003
2026-03-31 2026-05-01 $173.9M 64 0001858828-26-000002
2025-12-31 2026-02-02 $177.3M 70 0001858828-26-000001
Filer Information
Address
1000 SHELARD PARKWAY
6TH FLOOR
ST LOUIS PARK, MN 55426
Phone
(952) 746-3211
Filing Manager
Guardian Wealth Advisors, LLC
ST LOUIS PARK, MN
Signatory
Eric Becker
Chief Compliance Officer