Guardian Wealth Advisors, LLC

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.

• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $29.9M40,018 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $25.9M363,141 sh

• ISHARES TR - RUSSELL 2000 ETF

  —

  Quality

  $22.5M74,847 sh

• ISHARES TR - CORE S&P MCP ETF

  —

  Quality

  $19.6M254,072 sh

• SPDR SERIES TRUST - ST STR P500VAL

  —

  Quality

  $13.4M219,716 sh

• SPDR SERIES TRUST - ST STR P500GRW

  —

  Quality

  $13.1M110,316 sh

• J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF

  —

  Quality

  $11.7M230,696 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $11.0M14,909 sh

• VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

  —

  Quality

  $8.4M141,280 sh

• ISHARES TR - S&P 500 GRWT ETF

  —

  Quality

  $5.6M40,430 sh

Company	Quality	Value	Shares
SPDR S&P 500 ETF TRUST$SPY	—	$29.9M	40,018
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$25.9M	363,141
ISHARES TR - RUSSELL 2000 ETF	—	$22.5M	74,847
ISHARES TR - CORE S&P MCP ETF	—	$19.6M	254,072
SPDR SERIES TRUST - ST STR P500VAL	—	$13.4M	219,716
SPDR SERIES TRUST - ST STR P500GRW	—	$13.1M	110,316
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$11.7M	230,696
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$11.0M	14,909
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$8.4M	141,280
ISHARES TR - S&P 500 GRWT ETF	—	$5.6M	40,430

Showing top 10 of 66 holdings.

Full Holdings — Guardian Wealth Advisors, LLC (Q2 2026)

All 66 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	$29.9M	14.9%	+2%	—
2	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$25.9M	12.9%	+0%	—
3	—	ISHARES TR - RUSSELL 2000 ETF	$22.5M	11.3%	-2%	—
4	—	ISHARES TR - CORE S&P MCP ETF	$19.6M	9.8%	+1%	—
5	—	SPDR SERIES TRUST - ST STR P500VAL	$13.4M	6.7%	+2%	—
6	—	SPDR SERIES TRUST - ST STR P500GRW	$13.1M	6.6%	-2%	—
7	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	$11.7M	5.8%	+32%	—
8	$QQQ	INVESCO QQQ TRUST, SERIES 1	$11.0M	5.5%	+0%	—
9	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$8.4M	4.2%	+2%	—
10	—	ISHARES TR - S&P 500 GRWT ETF	$5.6M	2.8%	-2%	—
11	—	ISHARES TR - S&P 500 VAL ETF	$4.7M	2.3%	-1%	—
12	$CHRW	C. H. ROBINSON WORLDWIDE, INC.	$3.1M	1.6%	+0%	52.1
13	—	ISHARES TR - RUS MID CAP ETF	$2.0M	1.0%	-1%	—
14	—	ISHARES TR - ULTRA SHORT DUR	$1.6M	0.8%	-23%	—
15	$JNJ	JOHNSON & JOHNSON	$1.3M	0.7%	-3%	69
16	$ABBV	AbbVie Inc.	$1.2M	0.6%	+1%	72.6
17	$CAH	CARDINAL HEALTH INC	$1.0M	0.5%	-3%	62.4
18	$CINF	CINCINNATI FINANCIAL CORP	$1.0M	0.5%	-2%	84.3
19	$AAPL	Apple Inc.	$925,377	0.5%	-1%	76.4
20	$CVX	CHEVRON CORP	$902,415	0.5%	-2%	62.8
21	$PG	PROCTER & GAMBLE Co	$850,656	0.4%	+5%	64.6
22	$SPGI	S&P Global Inc.	$814,556	0.4%	+2%	76.1
23	$MMM	3M CO	$810,951	0.4%	+44%	64.9
24	$XOM.R34088	EXXON MOBIL CORP	$797,542	0.4%	-3%	57.9
25	$ECL	ECOLAB INC.	$779,961	0.4%	+2%	63.3
26	$FDS	FACTSET RESEARCH SYSTEMS INC	$701,344	0.3%	+7%	66.4
27	$PEP	PEPSICO INC	$658,527	0.3%	+1%	63.4
28	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$649,138	0.3%	+0%	—
29	$MSFT	MICROSOFT CORP	$648,977	0.3%	+42%	79.8
30	—	ISHARES U S ETF TR - SHOR DURA BD ETF	$636,954	0.3%	-12%	—
31	$ABT	ABBOTT LABORATORIES	$619,922	0.3%	+13%	65.5
32	$FAST	FASTENAL CO	$613,904	0.3%	+4%	66.9
33	$LOW	LOWES COMPANIES INC	$607,088	0.3%	-1%	60.8
34	$TGT	TARGET CORP	$582,468	0.3%	-5%	60.7
35	$EMR	EMERSON ELECTRIC CO	$578,574	0.3%	+0%	65.3
36	$GGG	GRACO INC	$572,417	0.3%	+0%	63.4
37	$ED	CONSOLIDATED EDISON INC	$524,622	0.3%	+1%	67.3
38	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$517,590	0.3%	+1%	—
39	$SYY	SYSCO CORP	$492,546	0.3%	-1%	54.7
40	$ROP	ROPER TECHNOLOGIES INC	$461,534	0.2%	+32%	71.9
41	$GPC	GENUINE PARTS CO	$458,654	0.2%	-1%	52.7
42	$CB	Chubb Ltd	$428,259	0.2%	+4%	—
43	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$389,938	0.2%	+1%	70
44	—	VANGUARD INDEX FDS - MID CAP ETF	$389,689	0.2%	+300%	—
45	$WMT	Walmart Inc.	$377,759	0.2%	+1%	60.2
46	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	$376,967	0.2%	+0%	—
47	$APD	Air Products & Chemicals, Inc.	$376,172	0.2%	+3%	46.4
48	$VLO	VALERO ENERGY CORP/TX	$343,260	0.2%	NEW	57.8
49	$GOOGL	Alphabet Inc.	$342,730	0.2%	+0%	78.2
50	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	$318,450	0.2%	-1%	—
51	$UNH	UNITEDHEALTH GROUP INC	$315,527	0.2%	-4%	62.7
52	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$309,731	0.1%	+0%	—
53	$EXPD	EXPEDITORS INTERNATIONAL OF WASHINGTON INC	$306,343	0.1%	-2%	66
54	$ADP	AUTOMATIC DATA PROCESSING INC	$290,344	0.1%	+10%	69.8
55	—	ISHARES TR - CORE S&P SCP ETF	$288,490	0.1%	-2%	—
56	$BRK.B	BERKSHIRE HATHAWAY INC	$280,218	0.1%	+0%	73.8
57	—	ISHARES TR - CORE S&P500 ETF	$278,668	0.1%	+2%	—
58	$KO	COCA COLA CO	$275,029	0.1%	-1%	69.5
59	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$262,479	0.1%	+2%	—
60	$AMZN	AMAZON COM INC	$260,506	0.1%	+0%	68.7
61	$MCD	MCDONALDS CORP	$252,086	0.1%	+3%	69
62	—	SPDR SERIES TRUST - ST STR SP600 SML	$249,999	0.1%	-1%	—
63	—	SPDR SERIES TRUST - ST STR P400MID	$239,500	0.1%	+0%	—
64	$INTC	INTEL CORP	$214,332	0.1%	NEW	45.6
65	$PNR	PENTAIR plc	$212,022	0.1%	+9%	—
66	$MDT	Medtronic plc	$207,965	0.1%	-8%	68.7