Guardian Wealth Advisors, LLC 13F Holdings
CIK 0001858828 · BLOOMINGTON, MN
As of Sep 30, 2025, Guardian Wealth Advisors, LLC reported 74 positions worth
CIK 0001858828 · BLOOMINGTON, MN
As of Sep 30, 2025, Guardian Wealth Advisors, LLC reported 74 positions worth
76.4M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 39,614 | $26.4M | 14.96% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 380,259 | $22.8M | 12.92% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 80,172 | 9.4M | 11.00% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 252,983 | 6.5M | 9.36% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 111,770 | 1.7M | 6.62% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 205,167 | 1.4M | 6.44% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 15,789 | $9.5M | 5.37% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 137,860 | $7.5M | 4.23% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 47,182 | $5.7M | 3.23% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 96,319 | $4.9M | 2.77% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 23,623 | $4.9M | 2.77% |
| C H ROBINSON WORLDWIDE INC | CHRW | Industrials | 16,696 | $2.2M | 1.25% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 20,712 | $2.0M | 1.13% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 32,983 | .7M | 0.95% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 27,306 | .4M | 0.79% |
| ABBVIE INC | ABBV | Equity | 5,780 | .3M | 0.76% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 6,270 | .2M | 0.66% |
| CINCINNATI FINANCIAL CORP | CINF | Financial Services | 6,178 | $976.8K | 0.55% |
| CHEVRON CORP | CHV | Energy | 6,234 | $968.1K | 0.55% |
| CARDINAL HEALTH INC | CAH | Healthcare | 6,107 | $958.6K | 0.54% |
| APPLE INC | AAPL | Technology | 3,741 | $952.6K | 0.54% |
| S&P GLOBAL INC | SPGI | Financial Services | 1,792 | $872.0K | 0.49% |
| ABBOTT LABORATORIES | ABT | Healthcare | 6,171 | $826.6K | 0.47% |
| ECOLAB INC | ECL | Basic Materials | 3,000 | $821.7K | 0.47% |
| EXXON MOBIL CORP | XOM | Energy | 7,235 | $815.7K | 0.46% |