Guardian Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Guardian Wealth Advisors, Llc disclosed 67 stock positions valued at approximately $201.43M as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, VANGUARD TAX-MANAGED FDS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 67
- Portfolio Value
- $201.43M
Holdings by Sector
Guardian Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 14.92% | 39,057 | -961 | -2.40% | $30,060,556 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 13.10% | 377,650 | +14,509 | +4.00% | $26,390,171 |
| ISHARES TR | IWM | Other | 10.27% | 73,868 | -979 | -1.31% | $20,696,262 |
| ISHARES TR | IJH | Other | 9.30% | 255,907 | +1,835 | +0.72% | $18,737,484 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 7.69% | 307,666 | +76,970 | +33.36% | $15,497,152 |
| SPDR SERIES TRUST | SPYV | Other | 7.36% | 231,483 | +11,767 | +5.36% | $14,828,819 |
| SPDR SERIES TRUST | SPYG | Other | 6.95% | 116,119 | +5,803 | +5.26% | $13,999,292 |
| INVESCO QQQ TR | QQQ | Other | 5.12% | 14,312 | -597 | -4.00% | $10,322,871 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.10% | 145,318 | +4,038 | +2.86% | $8,258,403 |
| ISHARES TR | IVW | Other | 2.68% | 38,823 | -1,607 | -3.97% | $5,406,083 |
| ISHARES TR | IVE | Other | 2.34% | 19,714 | -893 | -4.33% | $4,716,088 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 1.19% | 16,696 | - | - | $2,397,379 |
| ISHARES TR | IWR | Other | 0.90% | 16,455 | -1,675 | -9.24% | $1,815,484 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.61% | 4,572 | -709 | -13.43% | $1,228,528 |
| ISHARES TR | ICSH | Other | 0.59% | 23,399 | -8,921 | -27.60% | $1,180,000 |
| ABBVIE INC | ABBV | Healthcare | 0.57% | 4,038 | -781 | -16.21% | $1,156,437 |
| APPLE INC | AAPL | Technology | 0.54% | 3,148 | -50 | -1.56% | $1,092,676 |
| CHEVRON CORPORATION | CVX | Energy | 0.54% | 4,734 | -710 | -13.04% | $1,080,378 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.45% | 3,667 | -731 | -16.62% | $903,751 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.45% | 4,971 | -574 | -10.35% | $901,741 |
| FACTSET RESH SYS INC | FDS | Financial Services | 0.42% | 2,745 | -303 | -9.94% | $849,834 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.41% | 1,859 | -141 | -7.05% | $834,594 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.41% | 5,142 | -659 | -11.36% | $818,773 |
| ISHARES TR | SGOV | Other | 0.39% | 7,880 | +7,880 | +100.00% | $793,358 |
| ECOLAB INC | ECL | Basic Materials | 0.37% | 2,584 | -215 | -7.68% | $752,611 |
| MICROSOFT CORP | MSFT | Technology | 0.33% | 1,264 | -476 | -27.36% | $671,531 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.32% | 6,181 | -651 | -9.53% | $637,277 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.30% | 3,367 | -2,466 | -42.28% | $605,689 |
| PEPSICO INC | PEP | Consumer Defensive | 0.30% | 4,491 | -373 | -7.67% | $599,571 |
| TARGET CORP | TGT | Consumer Defensive | 0.30% | 4,045 | -415 | -9.30% | $598,751 |
Showing 30 of 67 holdings in the latest reporting period.