Guardian Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$173.9M
Q ending 2026-03-31
Prior quarter
$177.3M
Q ending 2025-12-31
Change
-1.9% QoQ · +11.1% YoY
Positions
64
reported holdings
Largest positions
All 64 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $25.4M | 39K |
| Vanguard Tax-Managed Fds | VEA | Shares | $23.3M | 363K |
| Ishares Tr | IWM | Shares | $18.9M | 76K |
| Ishares Tr | IJH | Shares | $17.1M | 253K |
| Spdr Series Trust | SPYV | Shares | $12.2M | 216K |
| Spdr Series Trust | SPYG | Shares | $11.1M | 113K |
| J P Morgan Exchange Traded F | JPST | Shares | $8.9M | 175K |
| Invesco Qqq Tr | QQQ | Shares | $8.6M | 15K |
| Vanguard Intl Equity Index F | VWO | Shares | $7.5M | 139K |
| Ishares Tr | IVW | Shares | $4.6M | 41K |
| Ishares Tr | IVE | Shares | $4.4M | 21K |
| C H Robinson Worldwide In | CHRW | Shares | $2.8M | 17K |
| Ishares Tr | ICSH | Shares | $2.1M | 42K |
| Ishares Tr | IWR | Shares | $1.8M | 18K |
| Johnson & Johnson | JNJ | Shares | $1.3M | 5K |
| Chevron Corporation | CVX | Shares | $1.2M | 6K |
| Abbvie Inc | ABBV | Shares | $1.0M | 5K |
| Exxon Mobil Corp | XOM | Shares | $1.0M | 6K |
| Cardinal Health Inc | CAH | Shares | $958K | 5K |
| Cincinnati Finl Corp | CINF | Shares | $893K | 6K |
| S&P Global Inc | SPGI | Shares | $835K | 2K |
| Apple Inc | AAPL | Shares | $817K | 3K |
| Procter & Gamble Co | PG | Shares | $800K | 6K |
| Pepsico Inc | PEP | Shares | $748K | 5K |
| Ecolab Inc | ECL | Shares | $731K | 3K |
| Ishares U S Etf Tr | NEAR | Shares | $723K | 14K |
| Lowes Cos Inc | LOW | Shares | $654K | 3K |
| Graco Inc | GGG | Shares | $641K | 8K |
| Abbott Laboratories | ABT | Shares | $619K | 6K |
| Factset Resh Sys Inc | FDS | Shares | $617K | 3K |
| Schwab Strategic Tr | SCHF | Shares | $579K | 23K |
| Fastenal Co | FAST | Shares | $572K | 12K |
| Target Corp | TGT | Shares | $568K | 5K |
| Consolidated Edison Inc | ED | Shares | $534K | 5K |
| Emerson Elec Co | EMR | Shares | $527K | 4K |
| 3M Co | MMM | Shares | $504K | 3K |
| Microsoft Corp | MSFT | Shares | $452K | 1K |
| Vanguard Index Fds | VOO | Shares | $444K | 744 |
| Sysco Corp | SYY | Shares | $425K | 6K |
| Genuine Parts Co | GPC | Shares | $414K | 4K |
| Walmart Inc | WMT | Shares | $412K | 3K |
| Chubb Ltd Switz | Shares | $393K | 1K | |
| Roper Technologies Inc | ROP | Shares | $366K | 1K |
| Air Products And Chemicals I | APD | Shares | $361K | 1K |
| Vanguard Index Fds | VO | Shares | $347K | 1K |
| International Business Machs | IBM | Shares | $332K | 1K |
| Schwab Strategic Tr | SCHM | Shares | $315K | 10K |
| Schwab Strategic Tr | SCHE | Shares | $291K | 9K |
| Mcdonalds Corp | MCD | Shares | $281K | 905 |
| Alphabet Inc | GOOG | Shares | $278K | 970 |
| Expeditors Intl Wash Inc | EXPD | Shares | $274K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $270K | 11K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $268K | 560 |
| Coca Cola Co | KO | Shares | $261K | 3K |
| Medtronic Plc | Shares | $250K | 3K | |
| Ishares Tr | IJR | Shares | $247K | 2K |
| Automatic Data Processing In | ADP | Shares | $238K | 1K |
| Ishares Tr | IVV | Shares | $237K | 363 |
| Amazon Com Inc | AMZN | Shares | $228K | 1K |
| Pentair Plc | Shares | $221K | 3K | |
| Unitedhealth Group Inc | UNH | Shares | $214K | 789 |
| Spdr Series Trust | SPSM | Shares | $211K | 4K |
| Spdr Series Trust | SPMD | Shares | $210K | 4K |
| Schwab Strategic Tr | SCHA | Shares | $208K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.