Guardian Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Guardian Wealth Advisors, LLC reported 74 stock positions worth $168.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.1%) and iShares Russell 2000 ETF (IWM, 10.2%). Compared with Q1 2025, it opened 2 new positions, sold out of 1, added to 26 and reduced 42. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +18%) and the biggest sale iShares S&P 500 Value ETF (IVE, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $168.9M (Q2 2025)
- SEC Filing
- 0001858828-25-000006 ↗ filed Jul 31, 2025
Holdings Value
Holdings 74 stocks · $168.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.63% | 39,989 | $24.7M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 13.06% | 386,914 | $22.1M | Add +1.7% |
| IWM iShares Russell 2000 ETF | 10.20% | 79,873 | $17.2M | Add +4.2% |
| IJH iShares Core S&P Midcap ETF | 8.85% | 241,078 | $15.0M | Add +8.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.91% | 104,714 | $10.0M | Add +18.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.67% | 182,945 | $9.6M | Add +21.9% |
| QQQ Invesco QQQ Trust Series 1 | 5.51% | 16,884 | $9.3M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 3.96% | 135,099 | $6.7M | Add +4.8% |
| IVW iShares S&P 500 Growth ETF | 3.66% | 56,222 | $6.2M | Reduce -15.8% |
| IVE iShares S&P 500 Value ETF | 3.19% | 27,565 | $5.4M | Reduce -13.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.07% | 137,555 | $3.5M | Reduce -10.6% |
| NEAR iShares SH Dba ETF Usd Inc. | 1.58% | 52,312 | $2.7M | Reduce -15.2% |
| JPST JPMorgan Ultra-Short Income | 1.40% | 46,807 | $2.4M | Add +8.0% |
| IWR iShares Russell Mid-Cap ETF | 1.23% | 22,601 | $2.1M | Reduce -17.5% |
| ICSH iShares Ultra Short Duration | 1.13% | 37,521 | $1.9M | Reduce -4.7% |
| PFF iShares Preferred & Income S | 1.04% | 57,063 | $1.8M | Reduce -20.1% |
| CHRW C.H. Robinson Worldwide Inc. | 0.95% | 16,696 | $1.6M | No change |
| CAH Cardinal Health Inc. | 0.66% | 6,664 | $1.1M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.66% | 5,971 | $1.1M | Reduce -2.9% |
| SPGI S&P Global Inc. | 0.57% | 1,821 | $960K | Reduce -4.5% |
| JNJ Johnson & Johnson | 0.56% | 6,179 | $944K | Add +0.8% |
| CINF Cincinnati Financial Corp. | 0.55% | 6,259 | $932K | Reduce -1.9% |
| CVX Chevron Corp. | 0.52% | 6,129 | $878K | Add +2.6% |
| ABT Abbott Laboratories | 0.52% | 6,410 | $872K | Reduce -0.3% |
| ECL Ecolab Inc. | 0.51% | 3,198 | $862K | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.46% | 7,270 | $784K | Add +0.7% |
| PG The Procter & Gamble Co. | 0.43% | 4,530 | $722K | Add +5.6% |
| GGG Graco Inc. | 0.39% | 7,571 | $651K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.38% | 2,884 | $640K | Reduce -1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 2,194 | $614K | Reduce -3.9% |
| PEP Pepsico Inc. | 0.36% | 4,562 | $602K | Add +1.6% |
| EMR Emerson Electric Co. | 0.36% | 4,507 | $601K | Add +0.7% |
| MSFT Microsoft Corp. | 0.34% | 1,147 | $571K | Reduce -2.1% |
| ED Consolidated Edison Inc. | 0.34% | 5,667 | $569K | Reduce -4.8% |
| SCHF Schwab Intl Equity ETF | 0.34% | 25,717 | $568K | Add +0.2% |
| AAPL Apple Inc. | 0.33% | 2,751 | $564K | Reduce -23.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.33% | 6,885 | $555K | Reduce -3.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 1,869 | $551K | Add +7.7% |
| MMM 3M Co. | 0.32% | 3,563 | $542K | Reduce -24.5% |
| SYY Sysco Corp. | 0.30% | 6,650 | $504K | Reduce -0.7% |
| FAST Fastenal Co. | 0.30% | 11,922 | $501K | Add +69.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.26% | 4,619 | $446K | Reduce -16.4% |
| VOO Vanguard S&P 500 ETF | 0.26% | 775 | $440K | Reduce -1.5% |
| GPC Genuine Parts Co. | 0.26% | 3,580 | $434K | Add +1.4% |
| GIS General Mills Inc. | 0.24% | 7,885 | $409K | Add +2.7% |
| TGT Target Corp. | 0.24% | 4,112 | $406K | Add +1.7% |
| WMT Walmart Inc. | 0.23% | 3,898 | $381K | Reduce -3.3% |
| APD Air Products & Chemicals Inc. | 0.22% | 1,299 | $366K | Reduce -5.9% |
| ADP Automatic Data Processing | 0.21% | 1,149 | $354K | Reduce -5.0% |
| SCHM Schwab US Mid Cap ETF | 0.20% | 11,943 | $335K | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 0.20% | 535 | $332K | Reduce -9.8% |
| MDT Medtronic PLC | 0.19% | 3,688 | $322K | Reduce -3.6% |
| CB Chubb Ltd. | 0.18% | 1,050 | $304K | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 613 | $298K | Reduce -1.0% |
| CLX Clorox Company | 0.18% | 2,467 | $296K | Reduce -13.1% |
| CTAS Cintas Corp. | 0.18% | 1,329 | $296K | Reduce -29.0% |
| MCD McDonald's Corp. | 0.17% | 1,008 | $294K | Reduce -7.3% |
| PNR Pentair PLC | 0.17% | 2,797 | $287K | Reduce -0.5% |
| KMB Kimberly-Clark Corp. | 0.17% | 2,171 | $280K | Reduce -8.3% |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 2,686 | $271K | Add +9.1% |
| UNH Unitedhealth Group Inc. | 0.16% | 860 | $268K | Reduce -19.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.15% | 8,634 | $260K | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 10,346 | $253K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.14% | 2,105 | $241K | Reduce -1.0% |
| BSX Boston Scientific Corp. | 0.14% | 2,234 | $240K | No change |
| KO The Coca-Cola Co. | 0.14% | 3,285 | $232K | Reduce -14.8% |
| FDS Factset Research Systems Inc. | 0.13% | 499 | $223K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.13% | 4,139 | $218K | Reduce -7.2% |
| COST Costco Wholesale Corp. | 0.13% | 220 | $218K | Reduce -9.5% |
| AMZN Amazon.com Inc. | 0.13% | 965 | $212K | Reduce -63.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.12% | 4,922 | $210K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 3,850 | $209K | New |
| HRL Hormel Foods Corp. | 0.12% | 6,793 | $205K | Reduce -9.3% |
| SHW The Sherwin-Williams Co. | 0.12% | 598 | $205K | Add +2.6% |
Portfolio Sells Q1 2025 → Q2 2025
| IVE iShares S&P 500 Value ETF | Reduce -13.7% | 3.19% | −0.72 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -15.2% | 1.58% | −0.43 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -10.6% | 2.07% | −0.41 |
| PFF iShares Preferred & Income S | Reduce -20.1% | 1.04% | −0.37 |
| IVW iShares S&P 500 Growth ETF | Reduce -15.8% | 3.66% | −0.31 |
| IWR iShares Russell Mid-Cap ETF | Reduce -17.5% | 1.23% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -19.6% | 0.16% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -63.1% | 0.13% | −0.19 |
| AAPL Apple Inc. | Reduce -23.4% | 0.33% | −0.18 |
| ABBV Abbvie Inc. | Reduce -2.9% | 0.66% | −0.17 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.17 |
| ICSH iShares Ultra Short Duration | Reduce -4.7% | 1.13% | −0.15 |
| MMM 3M Co. | Reduce -24.5% | 0.32% | −0.12 |
| CLX Clorox Company | Reduce -13.1% | 0.18% | −0.09 |
| ED Consolidated Edison Inc. | Reduce -4.8% | 0.34% | −0.09 |
| CTAS Cintas Corp. | Reduce -29.0% | 0.18% | −0.07 |
| TROW T Rowe Price Group Inc. | Reduce -16.4% | 0.26% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 0.38% | −0.06 |
| CINF Cincinnati Financial Corp. | Reduce -1.9% | 0.55% | −0.05 |
| SPGI S&P Global Inc. | Reduce -4.5% | 0.57% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -8.3% | 0.17% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -5.9% | 0.22% | −0.04 |
| MCD McDonald's Corp. | Reduce -7.3% | 0.17% | −0.04 |
| KO The Coca-Cola Co. | Reduce -14.8% | 0.14% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 0.18% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -3.8% | 0.33% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.3% | 0.52% | −0.03 |
| MDT Medtronic PLC | Reduce -3.6% | 0.19% | −0.03 |
| ADP Automatic Data Processing | Reduce -5.0% | 0.21% | −0.03 |
| HRL Hormel Foods Corp. | Reduce -9.3% | 0.12% | −0.03 |
| SYY Sysco Corp. | Reduce -0.7% | 0.30% | −0.02 |
| EXPD Expeditors Intl Wash Inc. | Reduce -1.0% | 0.14% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.2% | 0.13% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -9.5% | 0.13% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -9.8% | 0.20% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.9% | 0.36% | −0.02 |
| ECL Ecolab Inc. | Reduce -0.8% | 0.51% | −0.01 |
| WMT Walmart Inc. | Reduce -3.3% | 0.23% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 0.26% | +0.00 |
| PNR Pentair PLC | Reduce -0.5% | 0.17% | +0.01 |
| MSFT Microsoft Corp. | Reduce -2.1% | 0.34% | +0.06 |
| CAH Cardinal Health Inc. | Reduce -1.2% | 0.66% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.4% | 5.51% | +0.36 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Add +18.4% | 5.91% | +1.35 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +21.9% | 5.67% | +0.75 |
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 13.06% | +0.65 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.9% | 14.63% | +0.54 |
| IJH iShares Core S&P Midcap ETF | Add +8.3% | 8.85% | +0.51 |
| IWM iShares Russell 2000 ETF | Add +4.2% | 10.20% | +0.39 |
| VWO Vanguard Ftse Emerging Marke | Add +4.8% | 3.96% | +0.21 |
| FDS Factset Research Systems Inc. | New | 0.13% | +0.13 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.12% | +0.12 |
| FAST Fastenal Co. | Add +69.0% | 0.30% | +0.12 |
| IBM Intl Business Machines Corp. | Add +7.7% | 0.33% | +0.05 |
| EMR Emerson Electric Co. | Add +0.7% | 0.36% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.2% | 0.34% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +2.7% | 0.20% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.1% | 0.15% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | Add +9.1% | 0.16% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Add +8.0% | 1.40% | −0.00 |
| SHW The Sherwin-Williams Co. | Add +2.6% | 0.12% | −0.01 |
| GPC Genuine Parts Co. | Add +1.4% | 0.26% | −0.01 |
| GGG Graco Inc. | Add +0.6% | 0.39% | −0.02 |
| CB Chubb Ltd. | Add +2.0% | 0.18% | −0.02 |
| TGT Target Corp. | Add +1.7% | 0.24% | −0.03 |
| PG The Procter & Gamble Co. | Add +5.6% | 0.43% | −0.04 |
| GIS General Mills Inc. | Add +2.7% | 0.24% | −0.05 |
| PEP Pepsico Inc. | Add +1.6% | 0.36% | −0.08 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.46% | −0.09 |
| JNJ Johnson & Johnson | Add +0.8% | 0.56% | −0.09 |
| CVX Chevron Corp. | Add +2.6% | 0.52% | −0.12 |
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 |