Guardian Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Guardian Wealth Advisors, LLC reported 74 stock positions worth $176.4 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, 11.0%). Compared with Q2 2025, it opened 5 new positions, sold out of 5, added to 25 and reduced 37. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +106%) and the biggest sale SS SPDR BB St Hi Yield ETF (SJNK, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $176.4M (Q3 2025)
- SEC Filing
- 0001858828-25-000008 ↗ filed Oct 30, 2025
Holdings Value
Holdings 74 stocks · $176.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.96% | 39,614 | $26.4M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 12.92% | 380,259 | $22.8M | Reduce -1.7% |
| IWM iShares Russell 2000 ETF | 11.00% | 80,172 | $19.4M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 9.36% | 252,983 | $16.5M | Add +4.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.62% | 111,770 | $11.7M | Add +6.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.44% | 205,167 | $11.4M | Add +12.2% |
| QQQ Invesco QQQ Trust Series 1 | 5.37% | 15,789 | $9.5M | Reduce -6.5% |
| VWO Vanguard Ftse Emerging Marke | 4.23% | 137,860 | $7.5M | Add +2.0% |
| IVW iShares S&P 500 Growth ETF | 3.23% | 47,182 | $5.7M | Reduce -16.1% |
| JPST JPMorgan Ultra-Short Income | 2.77% | 96,319 | $4.9M | Add +105.8% |
| IVE iShares S&P 500 Value ETF | 2.77% | 23,623 | $4.9M | Reduce -14.3% |
| CHRW C.H. Robinson Worldwide Inc. | 1.25% | 16,696 | $2.2M | No change |
| IWR iShares Russell Mid-Cap ETF | 1.13% | 20,712 | $2.0M | Reduce -8.4% |
| ICSH iShares Ultra Short Duration | 0.95% | 32,983 | $1.7M | Reduce -12.1% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.79% | 27,306 | $1.4M | Reduce -47.8% |
| ABBV Abbvie Inc. | 0.76% | 5,780 | $1.3M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.66% | 6,270 | $1.2M | Add +1.5% |
| CINF Cincinnati Financial Corp. | 0.55% | 6,178 | $977K | Reduce -1.3% |
| CVX Chevron Corp. | 0.55% | 6,234 | $968K | Add +1.7% |
| CAH Cardinal Health Inc. | 0.54% | 6,107 | $959K | Reduce -8.4% |
| AAPL Apple Inc. | 0.54% | 3,741 | $953K | Add +36.0% |
| SPGI S&P Global Inc. | 0.49% | 1,792 | $872K | Reduce -1.6% |
| ABT Abbott Laboratories | 0.47% | 6,171 | $827K | Reduce -3.7% |
| ECL Ecolab Inc. | 0.47% | 3,000 | $822K | Reduce -6.2% |
| XOM Exxon Mobil Corp. | 0.46% | 7,235 | $816K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.45% | 5,168 | $794K | Add +14.1% |
| LOW Lowe's Cos Inc. | 0.41% | 2,854 | $717K | Reduce -1.0% |
| PEP Pepsico Inc. | 0.38% | 4,793 | $673K | Add +5.1% |
| MSFT Microsoft Corp. | 0.36% | 1,243 | $644K | Add +8.4% |
| GGG Graco Inc. | 0.36% | 7,571 | $643K | No change |
| FAST Fastenal Co. | 0.35% | 12,721 | $624K | Add +6.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.34% | 23,515 | $602K | Reduce -82.9% |
| EMR Emerson Electric Co. | 0.33% | 4,410 | $578K | Reduce -2.1% |
| SCHF Schwab Intl Equity ETF | 0.33% | 24,732 | $576K | Reduce -3.8% |
| SYY Sysco Corp. | 0.31% | 6,654 | $548K | Add +0.1% |
| ED Consolidated Edison Inc. | 0.31% | 5,407 | $543K | Reduce -4.6% |
| MMM 3M Co. | 0.31% | 3,470 | $538K | Reduce -2.6% |
| GPC Genuine Parts Co. | 0.29% | 3,735 | $518K | Add +4.3% |
| FDS Factset Research Systems Inc. | 0.29% | 1,804 | $517K | Add +261.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,828 | $516K | Reduce -2.2% |
| GIS General Mills Inc. | 0.25% | 8,736 | $440K | Add +10.8% |
| VOO Vanguard S&P 500 ETF | 0.24% | 694 | $425K | Reduce -10.4% |
| TGT Target Corp. | 0.23% | 4,443 | $399K | Add +8.1% |
| WMT Walmart Inc. | 0.22% | 3,777 | $389K | Reduce -3.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,251 | $367K | Reduce -43.0% |
| SCHM Schwab US Mid Cap ETF | 0.21% | 12,247 | $363K | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.20% | 535 | $358K | No change |
| MDT Medtronic PLC | 0.20% | 3,688 | $351K | No change |
| APD Air Products & Chemicals Inc. | 0.20% | 1,280 | $349K | Reduce -1.5% |
| ADP Automatic Data Processing | 0.19% | 1,142 | $335K | Reduce -0.6% |
| CB Chubb Ltd. | 0.18% | 1,114 | $314K | Add +6.1% |
| MCD McDonald's Corp. | 0.17% | 1,010 | $307K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.17% | 860 | $297K | No change |
| AMZN Amazon.com Inc. | 0.17% | 1,348 | $296K | Add +39.7% |
| PNR Pentair PLC | 0.16% | 2,622 | $290K | Reduce -6.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.16% | 8,649 | $289K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 560 | $282K | Reduce -8.7% |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 2,694 | $278K | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 10,346 | $273K | No change |
| CTAS Cintas Corp. | 0.15% | 1,314 | $270K | Reduce -1.1% |
| PFF iShares Preferred & Income S | 0.15% | 8,230 | $260K | Reduce -85.6% |
| KMB Kimberly-Clark Corp. | 0.15% | 2,085 | $259K | Reduce -4.0% |
| EXPD Expeditors Intl Wash Inc. | 0.14% | 2,049 | $251K | Reduce -2.7% |
| GOOG Alphabet Inc. Class C | 0.14% | 1,030 | $251K | New |
| GLD SPDR Gold Shares | 0.13% | 668 | $237K | New |
| COST Costco Wholesale Corp. | 0.13% | 245 | $227K | Add +11.4% |
| CLX Clorox Company | 0.13% | 1,817 | $224K | Reduce -26.4% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 1,864 | $221K | New |
| BSX Boston Scientific Corp. | 0.12% | 2,234 | $218K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.12% | 4,662 | $216K | Reduce -5.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 3,725 | $213K | Reduce -3.3% |
| KO The Coca-Cola Co. | 0.12% | 3,193 | $212K | Reduce -2.8% |
| AFL Aflac Inc. | 0.12% | 1,877 | $210K | New |
| SCHA Schwab US Small-Cap ETF | 0.11% | 7,190 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -82.9% | 0.34% | −1.73 |
| PFF iShares Preferred & Income S | Reduce -85.6% | 0.15% | −0.89 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -47.8% | 0.79% | −0.79 |
| IVW iShares S&P 500 Growth ETF | Reduce -16.1% | 3.23% | −0.44 |
| IVE iShares S&P 500 Value ETF | Reduce -14.3% | 2.77% | −0.42 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.33 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.26 |
| ICSH iShares Ultra Short Duration | Reduce -12.1% | 0.95% | −0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -43.0% | 0.21% | −0.16 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.7% | 12.92% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.5% | 5.37% | −0.14 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.13 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.12 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.12 |
| CAH Cardinal Health Inc. | Reduce -8.4% | 0.54% | −0.12 |
| IWR iShares Russell Mid-Cap ETF | Reduce -8.4% | 1.13% | −0.10 |
| SPGI S&P Global Inc. | Reduce -1.6% | 0.49% | −0.07 |
| CLX Clorox Company | Reduce -26.4% | 0.13% | −0.05 |
| ABT Abbott Laboratories | Reduce -3.7% | 0.47% | −0.05 |
| ECL Ecolab Inc. | Reduce -6.2% | 0.47% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -2.2% | 0.29% | −0.03 |
| ED Consolidated Edison Inc. | Reduce -4.6% | 0.31% | −0.03 |
| EMR Emerson Electric Co. | Reduce -2.1% | 0.33% | −0.03 |
| CTAS Cintas Corp. | Reduce -1.1% | 0.15% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -10.4% | 0.24% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.19% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -1.5% | 0.20% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -4.0% | 0.15% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.8% | 0.12% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.7% | 0.16% | −0.02 |
| MMM 3M Co. | Reduce -2.6% | 0.31% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -3.8% | 0.33% | −0.01 |
| PNR Pentair PLC | Reduce -6.3% | 0.16% | −0.01 |
| WMT Walmart Inc. | Reduce -3.1% | 0.22% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -3.3% | 0.12% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -5.3% | 0.12% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.46% | −0.00 |
| EXPD Expeditors Intl Wash Inc. | Reduce -2.7% | 0.14% | 0.00 |
| CINF Cincinnati Financial Corp. | Reduce -1.3% | 0.55% | +0.00 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 0.41% | +0.03 |
| ABBV Abbvie Inc. | Reduce -3.2% | 0.76% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 14.96% | +0.33 |
Portfolio Buys Q2 2025 → Q3 2025
| JPST JPMorgan Ultra-Short Income | Add +105.8% | 2.77% | +1.37 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 11.00% | +0.79 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +12.2% | 6.44% | +0.77 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.7% | 6.62% | +0.71 |
| IJH iShares Core S&P Midcap ETF | Add +4.9% | 9.36% | +0.51 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 4.23% | +0.28 |
| AAPL Apple Inc. | Add +36.0% | 0.54% | +0.21 |
| FDS Factset Research Systems Inc. | Add +261.5% | 0.29% | +0.16 |
| GOOG Alphabet Inc. Class C | New | 0.14% | +0.14 |
| GLD SPDR Gold Shares | New | 0.13% | +0.13 |
| IJR iShares Core S&P Small-Cap E | New | 0.13% | +0.13 |
| AFL Aflac Inc. | New | 0.12% | +0.12 |
| SCHA Schwab US Small-Cap ETF | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | Add +1.5% | 0.66% | +0.10 |
| FAST Fastenal Co. | Add +6.7% | 0.35% | +0.06 |
| AMZN Amazon.com Inc. | Add +39.7% | 0.17% | +0.04 |
| GPC Genuine Parts Co. | Add +4.3% | 0.29% | +0.04 |
| CVX Chevron Corp. | Add +1.7% | 0.55% | +0.03 |
| MSFT Microsoft Corp. | Add +8.4% | 0.36% | +0.03 |
| PEP Pepsico Inc. | Add +5.1% | 0.38% | +0.03 |
| PG The Procter & Gamble Co. | Add +14.1% | 0.45% | +0.02 |
| SYY Sysco Corp. | Add +0.1% | 0.31% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.2% | 0.16% | +0.01 |
| GIS General Mills Inc. | Add +10.8% | 0.25% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +2.5% | 0.21% | +0.01 |
| MCD McDonald's Corp. | Add +0.2% | 0.17% | −0.00 |
| COST Costco Wholesale Corp. | Add +11.4% | 0.13% | −0.00 |
| CB Chubb Ltd. | Add +6.1% | 0.18% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Add +0.3% | 0.16% | −0.00 |
| TGT Target Corp. | Add +8.1% | 0.23% | −0.01 |
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 |