Guardian Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Guardian Wealth Advisors, LLC reported 66 stock positions worth $199.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 15.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.9%) and iShares Russell 2000 ETF (IWM, 11.3%). Compared with Q1 2026, it opened 2 new positions, added to 32 and reduced 24. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +32%) and the biggest sale iShares Ultra Short Duration (ICSH, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $199.8M (Q2 2026)
- SEC Filing
- 0001858828-26-000003 ↗ filed Aug 6, 2026
Holdings Value
Holdings 66 stocks · $199.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.95% | 40,018 | $29.9M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 12.95% | 363,141 | $25.9M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 11.25% | 74,847 | $22.5M | Reduce -1.7% |
| IJH iShares Core S&P Midcap ETF | 9.80% | 254,072 | $19.6M | Add +0.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.68% | 219,716 | $13.4M | Add +1.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.57% | 110,316 | $13.1M | Reduce -2.4% |
| JPST JPMorgan Ultra-Short Income | 5.84% | 230,696 | $11.7M | Add +31.9% |
| QQQ Invesco QQQ Trust Series 1 | 5.49% | 14,909 | $11.0M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 4.22% | 141,280 | $8.4M | Add +1.6% |
| IVW iShares S&P 500 Growth ETF | 2.78% | 40,430 | $5.6M | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 2.34% | 20,607 | $4.7M | Reduce -1.2% |
| CHRW C.H. Robinson Worldwide Inc. | 1.57% | 16,696 | $3.1M | No change |
| IWR iShares Russell Mid-Cap ETF | 1.00% | 18,130 | $2.0M | Reduce -0.9% |
| ICSH iShares Ultra Short Duration | 0.82% | 32,320 | $1.6M | Reduce -23.0% |
| JNJ Johnson & Johnson | 0.67% | 5,281 | $1.3M | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.61% | 4,819 | $1.2M | Add +0.8% |
| CAH Cardinal Health Inc. | 0.52% | 4,398 | $1.0M | Reduce -3.0% |
| CINF Cincinnati Financial Corp. | 0.51% | 5,545 | $1.0M | Reduce -2.3% |
| AAPL Apple Inc. | 0.46% | 3,198 | $925K | Reduce -0.6% |
| CVX Chevron Corp. | 0.45% | 5,444 | $902K | Reduce -2.5% |
| PG The Procter & Gamble Co. | 0.43% | 5,801 | $851K | Add +4.7% |
| SPGI S&P Global Inc. | 0.41% | 2,000 | $815K | Add +1.9% |
| MMM 3M Co. | 0.41% | 5,009 | $811K | Add +44.4% |
| XOM Exxon Mobil Corp. | 0.40% | 5,833 | $798K | Reduce -2.8% |
| ECL Ecolab Inc. | 0.39% | 2,799 | $780K | Add +1.8% |
| FDS Factset Research Systems Inc. | 0.35% | 3,048 | $701K | Add +7.2% |
| PEP Pepsico Inc. | 0.33% | 4,864 | $659K | Add +1.0% |
| SCHF Schwab Intl Equity ETF | 0.32% | 23,435 | $649K | Add +0.1% |
| MSFT Microsoft Corp. | 0.32% | 1,740 | $649K | Add +42.4% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.32% | 12,573 | $637K | Reduce -11.6% |
| ABT Abbott Laboratories | 0.31% | 6,832 | $620K | Add +13.2% |
| FAST Fastenal Co. | 0.31% | 12,782 | $614K | Add +3.8% |
| LOW Lowe's Cos Inc. | 0.30% | 2,753 | $607K | Reduce -0.6% |
| TGT Target Corp. | 0.29% | 4,460 | $582K | Reduce -4.9% |
| EMR Emerson Electric Co. | 0.29% | 4,042 | $579K | Add +0.4% |
| GGG Graco Inc. | 0.29% | 7,571 | $572K | No change |
| ED Consolidated Edison Inc. | 0.26% | 4,742 | $525K | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.26% | 754 | $518K | Add +1.3% |
| SYY Sysco Corp. | 0.25% | 5,893 | $493K | Reduce -1.0% |
| ROP Roper Technologies Inc. | 0.23% | 1,364 | $462K | Add +32.0% |
| GPC Genuine Parts Co. | 0.23% | 3,888 | $459K | Reduce -0.7% |
| CB Chubb Ltd. | 0.21% | 1,257 | $428K | Add +4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 1,387 | $390K | Add +1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 4,837 | $390K | No change |
| WMT Walmart Inc. | 0.19% | 3,335 | $378K | Add +0.5% |
| SCHM Schwab US Mid Cap ETF | 0.19% | 10,224 | $377K | Add +0.4% |
| APD Air Products & Chemicals Inc. | 0.19% | 1,283 | $376K | Add +3.1% |
| VLO Valero Energy Corp. | 0.17% | 1,318 | $343K | New |
| GOOG Alphabet Inc. Class C | 0.17% | 970 | $343K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.16% | 8,782 | $318K | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.16% | 759 | $316K | Reduce -3.8% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 10,524 | $310K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.15% | 1,880 | $306K | Reduce -1.6% |
| ADP Automatic Data Processing | 0.15% | 1,296 | $290K | Add +10.5% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 1,945 | $288K | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 560 | $280K | No change |
| IVV iShares Core S&P 500 ETF | 0.14% | 372 | $279K | Add +2.5% |
| KO The Coca-Cola Co. | 0.14% | 3,384 | $275K | Reduce -1.5% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 7,265 | $262K | Add +1.5% |
| AMZN Amazon.com Inc. | 0.13% | 1,093 | $261K | No change |
| MCD McDonald's Corp. | 0.13% | 933 | $252K | Add +3.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.13% | 4,335 | $250K | Reduce -0.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 3,545 | $240K | No change |
| INTC Intel Corp. | 0.11% | 1,535 | $214K | New |
| PNR Pentair PLC | 0.11% | 2,766 | $212K | Add +8.8% |
| MDT Medtronic PLC | 0.10% | 2,658 | $208K | Reduce -7.9% |
Portfolio Sells Q1 2026 → Q2 2026
| ICSH iShares Ultra Short Duration | Reduce -23.0% | 0.82% | −0.40 |
| CVX Chevron Corp. | Reduce -2.5% | 0.45% | −0.21 |
| IVE iShares S&P 500 Value ETF | Reduce -1.2% | 2.34% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -2.8% | 0.40% | −0.19 |
| JNJ Johnson & Johnson | Reduce -3.4% | 0.67% | −0.10 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -11.6% | 0.32% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 0.30% | −0.07 |
| MDT Medtronic PLC | Reduce -7.9% | 0.10% | −0.04 |
| TGT Target Corp. | Reduce -4.9% | 0.29% | −0.04 |
| CAH Cardinal Health Inc. | Reduce -3.0% | 0.52% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.9% | 1.00% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.5% | 0.14% | −0.01 |
| GPC Genuine Parts Co. | Reduce -0.7% | 0.23% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.6% | 0.16% | −0.01 |
| AAPL Apple Inc. | Reduce -0.6% | 0.46% | −0.01 |
| EXPD Expeditors Intl Wash Inc. | Reduce -1.6% | 0.15% | −0.00 |
| CINF Cincinnati Financial Corp. | Reduce -2.3% | 0.51% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.1% | 0.14% | +0.00 |
| SYY Sysco Corp. | Reduce -1.0% | 0.25% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.5% | 0.13% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -3.8% | 0.16% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 2.78% | +0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.4% | 6.57% | +0.21 |
| IWM iShares Russell 2000 ETF | Reduce -1.7% | 11.25% | +0.40 |
Portfolio Buys Q1 2026 → Q2 2026
| JPST JPMorgan Ultra-Short Income | Add +31.9% | 5.84% | +0.75 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 5.49% | +0.55 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.5% | 14.95% | +0.35 |
| VLO Valero Energy Corp. | New | 0.17% | +0.17 |
| MMM 3M Co. | Add +44.4% | 0.41% | +0.12 |
| INTC Intel Corp. | New | 0.11% | +0.11 |
| MSFT Microsoft Corp. | Add +42.4% | 0.32% | +0.06 |
| ROP Roper Technologies Inc. | Add +32.0% | 0.23% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +1.5% | 0.13% | +0.01 |
| ABBV Abbvie Inc. | Add +0.8% | 0.61% | +0.01 |
| ADP Automatic Data Processing | Add +10.5% | 0.15% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.4% | 0.19% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.4% | 0.20% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 0.26% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 0.14% | +0.00 |
| FDS Factset Research Systems Inc. | Add +7.2% | 0.35% | −0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.1% | 0.32% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.5% | 9.80% | −0.01 |
| CB Chubb Ltd. | Add +4.2% | 0.21% | −0.01 |
| EMR Emerson Electric Co. | Add +0.4% | 0.29% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +3.1% | 0.19% | −0.02 |
| PNR Pentair PLC | Add +8.8% | 0.11% | −0.02 |
| FAST Fastenal Co. | Add +3.8% | 0.31% | −0.02 |
| ECL Ecolab Inc. | Add +1.8% | 0.39% | −0.03 |
| PG The Procter & Gamble Co. | Add +4.7% | 0.43% | −0.03 |
| MCD McDonald's Corp. | Add +3.1% | 0.13% | −0.04 |
| ED Consolidated Edison Inc. | Add +0.5% | 0.26% | −0.04 |
| ABT Abbott Laboratories | Add +13.2% | 0.31% | −0.05 |
| WMT Walmart Inc. | Add +0.5% | 0.19% | −0.05 |
| SPGI S&P Global Inc. | Add +1.9% | 0.41% | −0.07 |
| PEP Pepsico Inc. | Add +1.0% | 0.33% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 4.22% | −0.10 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.6% | 6.68% | −0.35 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 12.95% | −0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $199.8M | SPY, VEA, IWM, IJH, SPYV |
| Q1 2026 | 64 | $173.9M | SPY, VEA, IWM, IJH, SPYV |
| Q4 2025 | 70 | $177.3M | SPY, VEA, IWM, IJH, SPYV |
| Q3 2025 | 74 | $176.4M | SPY, VEA, IWM, IJH, SPYG |
| Q2 2025 | 74 | $168.9M | SPY, VEA, IWM, IJH, SPYG |
| Q1 2025 | 73 | $155.9M | SPY, VEA, IWM, IJH, QQQ |
| Q4 2024 | 74 | $156.0M | SPY, VEA, IWM, IJH, IVW |
| Q3 2024 | 82 | $162.0M | SPY, VEA, IWM, IJH, IVW |
| Q2 2024 | 80 | $153.7M | SPY, VEA, IWM, IVW, IVE |
| Q1 2024 | 80 | $153.9M | SPY, VEA, IWM, IVW, IVE |