Guardian Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Guardian Wealth Advisors, LLC reported 73 stock positions worth $155.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.4%) and iShares Russell 2000 ETF (IWM, 9.8%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 27 and reduced 36. The biggest buy was SS SPDR P S&P 500 Value ETF (SPYV, shares +54%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $155.9M (Q1 2025)
- SEC Filing
- 0001858828-25-000002 ↗ filed May 2, 2025
Holdings Value
Holdings 73 stocks · $155.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.08% | 39,241 | $22.0M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 12.41% | 380,499 | $19.3M | Add +5.9% |
| IWM iShares Russell 2000 ETF | 9.81% | 76,679 | $15.3M | Add +6.3% |
| IJH iShares Core S&P Midcap ETF | 8.34% | 222,703 | $13.0M | Add +9.8% |
| QQQ Invesco QQQ Trust Series 1 | 5.15% | 17,116 | $8.0M | Add +1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.92% | 150,135 | $7.7M | Add +54.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.56% | 88,473 | $7.1M | Add +55.8% |
| IVW iShares S&P 500 Growth ETF | 3.98% | 66,795 | $6.2M | Reduce -25.8% |
| IVE iShares S&P 500 Value ETF | 3.91% | 31,951 | $6.1M | Reduce -24.8% |
| VWO Vanguard Ftse Emerging Marke | 3.74% | 128,954 | $5.8M | Add +6.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.48% | 153,823 | $3.9M | Reduce -5.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 2.01% | 61,692 | $3.1M | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 1.49% | 27,385 | $2.3M | Reduce -13.6% |
| JPST JPMorgan Ultra-Short Income | 1.41% | 43,352 | $2.2M | Add +5.1% |
| PFF iShares Preferred & Income S | 1.41% | 71,389 | $2.2M | Reduce -9.7% |
| ICSH iShares Ultra Short Duration | 1.28% | 39,372 | $2.0M | Reduce -1.3% |
| CHRW C.H. Robinson Worldwide Inc. | 1.10% | 16,696 | $1.7M | No change |
| ABBV Abbvie Inc. | 0.83% | 6,152 | $1.3M | Reduce -5.6% |
| JNJ Johnson & Johnson | 0.65% | 6,130 | $1.0M | Add +3.9% |
| CVX Chevron Corp. | 0.64% | 5,974 | $999K | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.62% | 1,906 | $968K | Add +4.2% |
| CINF Cincinnati Financial Corp. | 0.60% | 6,382 | $943K | Reduce -5.9% |
| CAH Cardinal Health Inc. | 0.60% | 6,743 | $929K | Reduce -7.2% |
| XOM Exxon Mobil Corp. | 0.55% | 7,218 | $858K | Add +4.5% |
| ABT Abbott Laboratories | 0.55% | 6,431 | $853K | Add +4.2% |
| ECL Ecolab Inc. | 0.52% | 3,224 | $817K | Reduce -0.0% |
| AAPL Apple Inc. | 0.51% | 3,591 | $798K | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.47% | 4,289 | $731K | Add +7.4% |
| MMM 3M Co. | 0.44% | 4,720 | $693K | Reduce -21.6% |
| LOW Lowe's Cos Inc. | 0.44% | 2,918 | $681K | Add +7.2% |
| PEP Pepsico Inc. | 0.43% | 4,488 | $673K | Reduce -6.0% |
| ED Consolidated Edison Inc. | 0.42% | 5,955 | $659K | Reduce -6.0% |
| GGG Graco Inc. | 0.40% | 7,523 | $628K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 2,282 | $590K | Reduce -17.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 7,160 | $565K | Reduce -2.0% |
| UNH Unitedhealth Group Inc. | 0.36% | 1,070 | $560K | Reduce -5.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.33% | 5,528 | $508K | Reduce -13.2% |
| SCHF Schwab Intl Equity ETF | 0.33% | 25,671 | $508K | Add +0.5% |
| SYY Sysco Corp. | 0.32% | 6,699 | $503K | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.32% | 2,615 | $498K | No change |
| EMR Emerson Electric Co. | 0.31% | 4,476 | $491K | Add +4.4% |
| GIS General Mills Inc. | 0.29% | 7,676 | $459K | Reduce -25.7% |
| MSFT Microsoft Corp. | 0.28% | 1,172 | $440K | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,736 | $432K | Reduce -21.0% |
| TGT Target Corp. | 0.27% | 4,043 | $422K | Add +2.6% |
| GPC Genuine Parts Co. | 0.27% | 3,531 | $421K | Reduce -2.6% |
| CLX Clorox Company | 0.27% | 2,840 | $418K | Reduce -12.2% |
| APD Air Products & Chemicals Inc. | 0.26% | 1,381 | $407K | Add +3.3% |
| VOO Vanguard S&P 500 ETF | 0.26% | 787 | $404K | Reduce -14.0% |
| CTAS Cintas Corp. | 0.25% | 1,872 | $385K | Add +7.5% |
| ADP Automatic Data Processing | 0.24% | 1,209 | $369K | Reduce -15.6% |
| WMT Walmart Inc. | 0.23% | 4,031 | $354K | Add +4.3% |
| MDT Medtronic PLC | 0.22% | 3,825 | $344K | Reduce -9.4% |
| MCD McDonald's Corp. | 0.22% | 1,088 | $340K | Reduce -1.2% |
| KMB Kimberly-Clark Corp. | 0.22% | 2,368 | $337K | Reduce -13.0% |
| IVV iShares Core S&P 500 ETF | 0.21% | 593 | $333K | Add +10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 619 | $330K | No change |
| CB Chubb Ltd. | 0.20% | 1,029 | $311K | Reduce -0.3% |
| SCHM Schwab US Mid Cap ETF | 0.20% | 11,625 | $305K | Add +1.6% |
| KO The Coca-Cola Co. | 0.18% | 3,857 | $276K | Reduce -1.0% |
| FAST Fastenal Co. | 0.18% | 3,527 | $274K | New |
| AFL Aflac Inc. | 0.17% | 2,345 | $261K | Add +0.2% |
| EXPD Expeditors Intl Wash Inc. | 0.16% | 2,127 | $256K | Add +1.1% |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 2,463 | $252K | No change |
| PNR Pentair PLC | 0.16% | 2,811 | $246K | Reduce -1.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.15% | 8,629 | $238K | Add +1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.15% | 4,459 | $234K | Reduce -7.8% |
| HRL Hormel Foods Corp. | 0.15% | 7,492 | $232K | Reduce -3.7% |
| COST Costco Wholesale Corp. | 0.15% | 243 | $230K | No change |
| SCHX Schwab US Large-Cap ETF | 0.15% | 10,346 | $228K | No change |
| BSX Boston Scientific Corp. | 0.14% | 2,234 | $225K | Reduce -8.2% |
| SHW The Sherwin-Williams Co. | 0.13% | 583 | $204K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.13% | 4,922 | $201K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IVW iShares S&P 500 Growth ETF | Reduce -25.8% | 3.98% | −1.88 |
| IVE iShares S&P 500 Value ETF | Reduce -24.8% | 3.91% | −1.29 |
| IWR iShares Russell Mid-Cap ETF | Reduce -13.6% | 1.49% | −0.30 |
| PFF iShares Preferred & Income S | Reduce -9.7% | 1.41% | −0.19 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.17 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -5.9% | 2.48% | −0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −0.14 |
| TROW T Rowe Price Group Inc. | Reduce -13.2% | 0.33% | −0.14 |
| GIS General Mills Inc. | Reduce -25.7% | 0.29% | −0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -17.3% | 0.38% | −0.09 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.09 |
| CLX Clorox Company | Reduce -12.2% | 0.27% | −0.07 |
| AAPL Apple Inc. | Reduce -0.3% | 0.51% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -14.0% | 0.26% | −0.06 |
| MMM 3M Co. | Reduce -21.6% | 0.44% | −0.05 |
| MSFT Microsoft Corp. | Reduce -1.9% | 0.28% | −0.04 |
| PEP Pepsico Inc. | Reduce -6.0% | 0.43% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -21.0% | 0.28% | −0.03 |
| ADP Automatic Data Processing | Reduce -15.6% | 0.24% | −0.03 |
| PNR Pentair PLC | Reduce -1.7% | 0.16% | −0.03 |
| CINF Cincinnati Financial Corp. | Reduce -5.9% | 0.60% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -13.0% | 0.22% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.8% | 0.15% | −0.01 |
| ICSH iShares Ultra Short Duration | Reduce -1.3% | 1.28% | −0.01 |
| HRL Hormel Foods Corp. | Reduce -3.7% | 0.15% | −0.01 |
| SYY Sysco Corp. | Reduce -0.4% | 0.32% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -5.3% | 0.36% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -2.0% | 0.36% | −0.01 |
| GPC Genuine Parts Co. | Reduce -2.6% | 0.27% | −0.00 |
| MDT Medtronic PLC | Reduce -9.4% | 0.22% | +0.00 |
| BSX Boston Scientific Corp. | Reduce -8.2% | 0.14% | +0.01 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.22% | +0.01 |
| CB Chubb Ltd. | Reduce -0.3% | 0.20% | +0.02 |
| KO The Coca-Cola Co. | Reduce -1.0% | 0.18% | +0.02 |
| ECL Ecolab Inc. | Reduce -0.0% | 0.52% | +0.04 |
| CAH Cardinal Health Inc. | Reduce -7.2% | 0.60% | +0.04 |
| ED Consolidated Edison Inc. | Reduce -6.0% | 0.42% | +0.06 |
| CVX Chevron Corp. | Reduce -0.6% | 0.64% | +0.08 |
| ABBV Abbvie Inc. | Reduce -5.6% | 0.83% | +0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| SPYV SS SPDR P S&P 500 Value ETF | Add +54.4% | 4.92% | +1.73 |
| VEA Vanguard Ftse Developed ETF | Add +5.9% | 12.41% | +1.39 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +55.8% | 4.56% | +1.36 |
| VWO Vanguard Ftse Emerging Marke | Add +6.4% | 3.74% | +0.32 |
| IJH iShares Core S&P Midcap ETF | Add +9.8% | 8.34% | +0.24 |
| FAST Fastenal Co. | New | 0.18% | +0.18 |
| SHW The Sherwin-Williams Co. | New | 0.13% | +0.13 |
| JNJ Johnson & Johnson | Add +3.9% | 0.65% | +0.11 |
| ABT Abbott Laboratories | Add +4.2% | 0.55% | +0.10 |
| JPST JPMorgan Ultra-Short Income | Add +5.1% | 1.41% | +0.08 |
| XOM Exxon Mobil Corp. | Add +4.5% | 0.55% | +0.07 |
| CTAS Cintas Corp. | Add +7.5% | 0.25% | +0.04 |
| PG The Procter & Gamble Co. | Add +7.4% | 0.47% | +0.04 |
| SPGI S&P Global Inc. | Add +4.2% | 0.62% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.5% | 0.33% | +0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.1% | 2.01% | +0.02 |
| EXPD Expeditors Intl Wash Inc. | Add +1.1% | 0.16% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +3.3% | 0.26% | +0.01 |
| AFL Aflac Inc. | Add +0.2% | 0.17% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +10.8% | 0.21% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.1% | 0.15% | +0.01 |
| LOW Lowe's Cos Inc. | Add +7.2% | 0.44% | +0.01 |
| WMT Walmart Inc. | Add +4.3% | 0.23% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +1.6% | 0.20% | −0.01 |
| EMR Emerson Electric Co. | Add +4.4% | 0.31% | −0.03 |
| TGT Target Corp. | Add +2.6% | 0.27% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.4% | 14.08% | −0.31 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 5.15% | −0.40 |
| IWM iShares Russell 2000 ETF | Add +6.3% | 9.81% | −0.40 |
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 |