Guardian Wealth Advisors, LLC

Portfolio Overview

Guardian Wealth Advisors, LLC disclosed 64 positions worth $173.9M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 14.6% of the equity portfolio. During the quarter the fund opened 1 new position and exited 6 — including a new stake in $ROP and a full exit from $GIS. The portfolio is most concentrated in Other (86.2% of disclosed assets). All figures are sourced directly from Guardian Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1858828.

• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $25.4M39,052 sh

• VANGUARD TAX-MANAGED FDS

  —

  Quality

  $23.3M362,920 sh

• ISHARES TR

  —

  Quality

  $18.9M76,111 sh

• ISHARES TR

  —

  Quality

  $17.1M252,758 sh

• SPDR SERIES TRUST

  —

  Quality

  $12.2M216,366 sh

• SPDR SERIES TRUST

  —

  Quality

  $11.1M113,002 sh

• J P MORGAN EXCHANGE TRADED F

  —

  Quality

  $8.9M174,962 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $8.6M14,902 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $7.5M139,046 sh

• ISHARES TR

  —

  Quality

  $4.6M41,085 sh

Company	Quality	Value	Shares
SPDR S&P 500 ETF TRUST$SPY	—	$25.4M	39,052
VANGUARD TAX-MANAGED FDS	—	$23.3M	362,920
ISHARES TR	—	$18.9M	76,111
ISHARES TR	—	$17.1M	252,758
SPDR SERIES TRUST	—	$12.2M	216,366
SPDR SERIES TRUST	—	$11.1M	113,002
J P MORGAN EXCHANGE TRADED F	—	$8.9M	174,962
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$8.6M	14,902
VANGUARD INTL EQUITY INDEX F	—	$7.5M	139,046
ISHARES TR	—	$4.6M	41,085

Showing top 10 of 64 holdings.

Full Holdings — Guardian Wealth Advisors, LLC (Q1 2026)

All 64 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SPY	SPDR S&P 500 ETF TRUST	$25.4M	14.6%	+1%	—
2	—	VANGUARD TAX-MANAGED FDS	$23.3M	13.4%	-4%	—
3	—	ISHARES TR	$18.9M	10.8%	-3%	—
4	—	ISHARES TR	$17.1M	9.8%	-1%	—
5	—	SPDR SERIES TRUST	$12.2M	7.0%	+0%	—
6	—	SPDR SERIES TRUST	$11.1M	6.4%	+3%	—
7	—	J P MORGAN EXCHANGE TRADED F	$8.9M	5.1%	+32%	—
8	$QQQ	INVESCO QQQ TRUST, SERIES 1	$8.6M	5.0%	-2%	—
9	—	VANGUARD INTL EQUITY INDEX F	$7.5M	4.3%	-1%	—
10	—	ISHARES TR	$4.6M	2.7%	-4%	—
11	—	ISHARES TR	$4.4M	2.5%	-3%	—
12	$CHRW	C. H. ROBINSON WORLDWIDE, INC.	$2.8M	1.6%	+0%	59.8
13	—	ISHARES TR	$2.1M	1.2%	+24%	—
14	—	ISHARES TR	$1.8M	1.0%	-10%	—
15	$JNJ	JOHNSON & JOHNSON	$1.3M	0.8%	-6%	72.8
16	$CVX	CHEVRON CORP	$1.2M	0.7%	-2%	54.7
17	$ABBV	AbbVie Inc.	$1.0M	0.6%	-7%	59.3
18	$XOM	EXXON MOBIL CORP	$1.0M	0.6%	-9%	61.8
19	$CAH	CARDINAL HEALTH INC	$958,281	0.6%	-16%	58.6
20	$CINF	CINCINNATI FINANCIAL CORP	$892,777	0.5%	-3%	77
21	$SPGI	S&P Global Inc.	$835,016	0.5%	+7%	79.4
22	$AAPL	Apple Inc.	$816,700	0.5%	-9%	76.1
23	$PG	PROCTER & GAMBLE Co	$800,115	0.5%	+1%	72.9
24	$PEP	PEPSICO INC	$747,554	0.4%	+0%	62.7
25	$ECL	ECOLAB INC.	$731,496	0.4%	-7%	64.3
26	—	ISHARES U S ETF TR	$722,823	0.4%	-34%	—
27	$LOW	LOWES COMPANIES INC	$654,251	0.4%	-4%	63.5
28	$GGG	GRACO INC	$640,856	0.4%	+0%	67.2
29	$ABT	ABBOTT LABORATORIES	$619,443	0.4%	-3%	67
30	$FDS	FACTSET RESEARCH SYSTEMS INC	$616,903	0.3%	+46%	67.9
31	—	SCHWAB STRATEGIC TR	$579,290	0.3%	-4%	—
32	$FAST	FASTENAL CO	$571,662	0.3%	-3%	73.5
33	$TGT	TARGET CORP	$568,372	0.3%	-0%	53.1
34	$ED	CONSOLIDATED EDISON INC	$533,899	0.3%	-0%	71.6
35	$EMR	EMERSON ELECTRIC CO	$527,360	0.3%	-7%	65.9
36	$MMM	3M CO	$503,940	0.3%	+0%	60.7
37	$MSFT	MICROSOFT CORP	$452,236	0.3%	-1%	83.7
38	—	VANGUARD INDEX FDS	$444,347	0.3%	+7%	—
39	$SYY	SYSCO CORP	$424,504	0.2%	-7%	58.4
40	$GPC	GENUINE PARTS CO	$414,234	0.2%	+0%	54.2
41	$WMT	Walmart Inc.	$412,253	0.2%	-12%	63.2
42	$CB	Chubb Ltd	$392,968	0.2%	-2%	—
43	$ROP	ROPER TECHNOLOGIES INC	$365,500	0.2%	NEW	72.2
44	$APD	Air Products & Chemicals, Inc.	$361,303	0.2%	+1%	41.2
45	—	VANGUARD INDEX FDS	$347,387	0.2%	+8%	—
46	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$331,687	0.2%	+2%	66.7
47	—	SCHWAB STRATEGIC TR	$315,290	0.2%	-10%	—
48	—	SCHWAB STRATEGIC TR	$291,041	0.2%	+1%	—
49	$MCD	MCDONALDS CORP	$281,169	0.2%	-5%	73.9
50	$GOOGL	Alphabet Inc.	$278,254	0.2%	-7%	80.2
51	$EXPD	EXPEDITORS INTERNATIONAL OF WASHINGTON INC	$273,597	0.2%	-3%	71.2
52	—	SCHWAB STRATEGIC TR	$269,844	0.2%	+2%	—
53	$BRK.B	BERKSHIRE HATHAWAY INC	$268,352	0.1%	+0%	64.5
54	$KO	COCA COLA CO	$261,202	0.1%	+7%	74
55	$MDT	Medtronic plc	$250,143	0.1%	+1%	—
56	—	ISHARES TR	$246,952	0.1%	+0%	—
57	$ADP	AUTOMATIC DATA PROCESSING INC	$238,424	0.1%	+6%	77.9
58	—	ISHARES TR	$237,151	0.1%	-3%	—
59	$AMZN	AMAZON COM INC	$227,639	0.1%	+0%	74.6
60	$PNR	PENTAIR plc	$221,358	0.1%	-2%	—
61	$UNH	UNITEDHEALTH GROUP INC	$213,537	0.1%	-7%	66.8
62	—	SPDR SERIES TRUST	$210,530	0.1%	-3%	—
63	—	SPDR SERIES TRUST	$209,935	0.1%	-3%	—
64	—	SCHWAB STRATEGIC TR	$208,116	0.1%	+1%	—