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Guardian Wealth Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1858828
Institutional-grade research for retail investors

Sector Allocation

  • Other87.0%$173.8M
  • Industrials2.7%$5.4M
  • Healthcare2.3%$4.5M
  • Technology2.0%$4.0M
  • Consumer Staples1.9%$3.8M
  • Financials1.3%$2.5M
  • Consumer Discretionary1.0%$2.1M
  • Energy1.0%$2.0M
  • Materials0.6%$1.2M
  • Utilities0.3%$524,622

AUM History

13fpro.ai/research/fund/guardian-wealth-advisors-llc-1858828

Conviction and streaks

Concentrating · top 10 = 80.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

SPY$SPYConviction hold14.9% weight · held 10 quarters$Conviction hold12.9% weight · held 10 quarters$Conviction hold11.3% weight · held 10 quarters$Conviction hold9.8% weight · held 10 quarters$Conviction hold6.7% weight · held 10 quarters$Accumulating+1010% shares · 9 quarters running$Accumulating+955% shares · 9 quarters runningPG$PGAccumulating+45% shares · 6 quarters runningPEP$PEPAccumulating+8% shares · 5 quarters runningFDS$FDSAccumulating+511% shares · 4 quarters running$Trimming-71% shares · 9 quarters running$Trimming-67% shares · 9 quarters running$Trimming-62% shares · 9 quarters runningCAH$CAHTrimming-43% shares · 9 quarters runningCINF$CINFTrimming-27% shares · 9 quarters running

Largest positions — Q2 2026

  • SPYSPY
    $29.9M
  • VANGUARD
    $25.9M
  • ISHARES
    $22.5M
  • ISHARES
    $19.6M
  • SPDR
    $13.4M
  • SPDR
    $13.1M
  • J
    $11.7M
  • QQQQQQ
    $11.0M
  • VANGUARD
    $8.4M
  • ISHARES
    $5.6M
  • ISHARES
    $4.7M
  • CHRWCHRW
    $3.1M
  • ISHARES
    $2.0M
  • ISHARES
    $1.6M
  • JNJJNJ
    $1.3M
  • ABBVABBV
    $1.2M
  • CAHCAH
    $1.0M
  • CINFCINF
    $1.0M
  • AAPLAAPL
    $925K
  • CVXCVX
    $902K

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/guardian-wealth-advisors-llc-1858828

Guardian Wealth Advisors, LLC 13F holdings — Q2 2026

$199.8M portfolio (+14.9% QoQ) · 66 holdings · Q2 2026 13F · top 10 are 81% of the stock portfolio

  • 1SPY

    SPDR S&P 500 ETF TRUST

    $SPY

    $29.9M

    14.9% of stocks

    +2%This quarter-0.4%Since filed10+ qtrsHeld
    AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
  • 2

    VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

    $25.9M

    12.9% of stocks

    +0.1%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3

    ISHARES TR - RUSSELL 2000 ETF

    $22.5M

    11.3% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 4

    ISHARES TR - CORE S&P MCP ETF

    $19.6M

    9.8% of stocks

    +0.5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    SPDR SERIES TRUST - ST STR P500VAL

    $13.4M

    6.7% of stocks

    +2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    SPDR SERIES TRUST - ST STR P500GRW

    $13.1M

    6.6% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF

    $11.7M

    5.8% of stocks

    +32%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8QQQ

    INVESCO QQQ TRUST, SERIES 1

    $QQQ

    $11.0M

    5.5% of stocks

    +0.0%This quarter-0.3%Since filed10+ qtrsHeld
    AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
  • 9

    VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

    $8.4M

    4.2% of stocks

    +2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    ISHARES TR - S&P 500 GRWT ETF

    $5.6M

    2.8% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — Guardian Wealth Advisors, LLC (Q2 2026)

66 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— ISHARES TR - S&P 500 VAL ETFetf/fund$4.7M-1%
CHRW$CHRWC. H. ROBINSON WORLDWIDE, INC.$3.1M—
— ISHARES TR - RUS MID CAP ETFetf/fund$2.0M-0.9%
— ISHARES TR - ULTRA SHORT DURetf/fund$1.6M-23%
JNJ$JNJJOHNSON & JOHNSON$1.3M-3%
ABBV$ABBVAbbVie Inc.$1.2M+0.8%
CAH$CAHCARDINAL HEALTH INC$1.0M-3%
CINF$CINFCINCINNATI FINANCIAL CORP$1.0M-2%
AAPL$AAPLApple Inc.$925K-0.6%
CVX$CVXCHEVRON CORP$902K-2%
PG$PGPROCTER & GAMBLE Co$851K+5%
SPGI$SPGIS&P Global Inc.$815K+2%
MMM$MMM3M CO$811K+44%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$798K-3%
ECL$ECLECOLAB INC.$780K+2%

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 33 added to, 24 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • VLO$VLOVALERO ENERGY CORP/TX$343K

    first bought this quarter

  • INTC$INTCINTEL CORP$214K

    first bought this quarter

Added to (33)

  • J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+32%

    now $11.7M

  • SPY$SPYSPDR S&P 500 ETF TRUST+2%

    now $29.9M · held 10+ qtrs, 2 adds in a row

  • VANGUARD INDEX FDS - MID CAP ETF+300%

    now $390K

  • MMM$MMM3M CO+44%

    now $811K · held 10+ qtrs

  • SPDR SERIES TRUST - ST STR P500VAL+2%

    now $13.4M

  • MSFT$MSFTMICROSOFT CORP+42%

    now $649K · held 10+ qtrs

+27 more in the Excel export

Trimmed (24)

  • ISHARES TR - ULTRA SHORT DUR-23%

    now $1.6M

  • ISHARES TR - RUSSELL 2000 ETF-2%

    now $22.5M

  • SPDR SERIES TRUST - ST STR P500GRW-2%

    now $13.1M

  • ISHARES TR - S&P 500 GRWT ETF-2%

    now $5.6M

  • ISHARES U S ETF TR - SHOR DURA BD ETF-12%

    now $637K

  • ISHARES TR - S&P 500 VAL ETF-1%

    now $4.7M

+18 more in the Excel export

Sold out (0)

No positions sold out this quarter.

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Holdings by quarter

Every 13F Guardian Wealth Advisors, LLC has filed, 22 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Guardian Wealth Advisors's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+0.7%

Value-weighted move of the 10 largest stock positions

Turnover

1%

Last quarter; 10% over the last 4

Top 10 weight

81%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Guardian Wealth Advisors, LLC disclosed 66 positions worth $199.8M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 14.9% of the equity portfolio. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $VLO. The portfolio is most concentrated in Other (87.0% of disclosed assets). All figures are sourced directly from Guardian Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1858828.

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AI-Powered Hedge Fund Analysis: Guardian Wealth Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Guardian Wealth Advisors, LLC (SEC CIK: 1858828), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Guardian Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.