Guardian Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Guardian Wealth Advisors, LLC reported 70 stock positions worth $177.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.3%) and iShares Russell 2000 ETF (IWM, 10.9%). Compared with Q3 2025, it opened 1 new position, sold out of 5, added to 20 and reduced 41. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +37%) and the biggest sale an exit from SS SPDR BB St Hi Yield ETF (SJNK).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $177.3M (Q4 2025)
- SEC Filing
- 0001858828-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 70 stocks · $177.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.80% | 38,481 | $26.2M | Reduce -2.9% |
| VEA Vanguard Ftse Developed ETF | 13.35% | 378,824 | $23.7M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 10.88% | 78,359 | $19.3M | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 9.49% | 255,053 | $16.8M | Add +0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.90% | 215,307 | $12.2M | Add +4.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.61% | 109,799 | $11.7M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 5.28% | 15,248 | $9.4M | Reduce -3.4% |
| VWO Vanguard Ftse Emerging Marke | 4.26% | 140,332 | $7.5M | Add +1.8% |
| JPST JPMorgan Ultra-Short Income | 3.77% | 132,105 | $6.7M | Add +37.1% |
| IVW iShares S&P 500 Growth ETF | 2.97% | 42,665 | $5.3M | Reduce -9.6% |
| IVE iShares S&P 500 Value ETF | 2.57% | 21,497 | $4.6M | Reduce -9.0% |
| CHRW C.H. Robinson Worldwide Inc. | 1.51% | 16,696 | $2.7M | No change |
| IWR iShares Russell Mid-Cap ETF | 1.11% | 20,378 | $2.0M | Reduce -1.6% |
| ICSH iShares Ultra Short Duration | 0.97% | 33,963 | $1.7M | Add +3.0% |
| JNJ Johnson & Johnson | 0.68% | 5,820 | $1.2M | Reduce -7.2% |
| ABBV Abbvie Inc. | 0.66% | 5,130 | $1.2M | Reduce -11.3% |
| CAH Cardinal Health Inc. | 0.63% | 5,423 | $1.1M | Reduce -11.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.62% | 21,667 | $1.1M | Reduce -20.6% |
| AAPL Apple Inc. | 0.54% | 3,535 | $961K | Reduce -5.5% |
| SPGI S&P Global Inc. | 0.54% | 1,831 | $957K | Add +2.2% |
| CINF Cincinnati Financial Corp. | 0.54% | 5,854 | $956K | Reduce -5.2% |
| CVX Chevron Corp. | 0.49% | 5,716 | $871K | Reduce -8.3% |
| XOM Exxon Mobil Corp. | 0.45% | 6,586 | $793K | Reduce -9.0% |
| PG The Procter & Gamble Co. | 0.44% | 5,466 | $783K | Add +5.8% |
| ABT Abbott Laboratories | 0.44% | 6,218 | $779K | Add +0.8% |
| ECL Ecolab Inc. | 0.44% | 2,954 | $776K | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.39% | 2,881 | $695K | Add +0.9% |
| PEP Pepsico Inc. | 0.39% | 4,810 | $690K | Add +0.3% |
| GGG Graco Inc. | 0.35% | 7,571 | $621K | No change |
| MSFT Microsoft Corp. | 0.34% | 1,230 | $595K | Reduce -1.1% |
| SCHF Schwab Intl Equity ETF | 0.33% | 24,441 | $588K | Reduce -1.2% |
| EMR Emerson Electric Co. | 0.32% | 4,312 | $572K | Reduce -2.2% |
| FDS Factset Research Systems Inc. | 0.32% | 1,951 | $566K | Add +8.2% |
| MMM 3M Co. | 0.31% | 3,470 | $556K | No change |
| FAST Fastenal Co. | 0.29% | 12,695 | $509K | Reduce -0.2% |
| GPC Genuine Parts Co. | 0.27% | 3,904 | $480K | Add +4.5% |
| SYY Sysco Corp. | 0.26% | 6,372 | $470K | Reduce -4.2% |
| ED Consolidated Edison Inc. | 0.26% | 4,722 | $469K | Reduce -12.7% |
| TGT Target Corp. | 0.26% | 4,706 | $460K | Add +5.9% |
| VOO Vanguard S&P 500 ETF | 0.25% | 697 | $437K | Add +0.4% |
| WMT Walmart Inc. | 0.24% | 3,762 | $419K | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 1,335 | $396K | Reduce -27.0% |
| GIS General Mills Inc. | 0.22% | 8,458 | $393K | Reduce -3.2% |
| CB Chubb Ltd. | 0.22% | 1,226 | $383K | Add +10.1% |
| SCHM Schwab US Mid Cap ETF | 0.19% | 11,308 | $340K | Reduce -7.7% |
| GOOG Alphabet Inc. Class C | 0.18% | 1,042 | $327K | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 1,122 | $326K | Reduce -10.3% |
| APD Air Products & Chemicals Inc. | 0.17% | 1,237 | $306K | Reduce -3.4% |
| EXPD Expeditors Intl Wash Inc. | 0.17% | 1,969 | $293K | Reduce -3.9% |
| MCD McDonald's Corp. | 0.16% | 950 | $290K | Reduce -5.9% |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 2,758 | $287K | Add +2.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.16% | 8,708 | $285K | Add +0.7% |
| ADP Automatic Data Processing | 0.16% | 1,102 | $283K | Reduce -3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 560 | $281K | No change |
| UNH Unitedhealth Group Inc. | 0.16% | 849 | $280K | Reduce -1.3% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 10,346 | $278K | No change |
| MDT Medtronic PLC | 0.16% | 2,862 | $275K | Reduce -22.4% |
| PNR Pentair PLC | 0.15% | 2,597 | $270K | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.15% | 376 | $258K | Reduce -29.7% |
| AMZN Amazon.com Inc. | 0.14% | 1,093 | $252K | Reduce -18.9% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 1,985 | $239K | Add +6.5% |
| KO The Coca-Cola Co. | 0.13% | 3,199 | $224K | Add +0.2% |
| BSX Boston Scientific Corp. | 0.12% | 2,234 | $213K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 3,665 | $212K | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.12% | 245 | $211K | No change |
| CTAS Cintas Corp. | 0.12% | 1,116 | $210K | Reduce -15.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.12% | 4,477 | $210K | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 0.12% | 662 | $207K | New |
| AFL Aflac Inc. | 0.12% | 1,877 | $207K | No change |
| SCHA Schwab US Small-Cap ETF | 0.11% | 7,062 | $201K | Reduce -1.8% |
Portfolio Sells Q3 2025 → Q4 2025
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.34 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.6% | 2.97% | −0.26 |
| IVE iShares S&P 500 Value ETF | Reduce -9.0% | 2.57% | −0.19 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -20.6% | 0.62% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.9% | 14.80% | −0.16 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.15 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.15 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.13 |
| CLX Clorox Company | Sold out | 0.00% | −0.13 |
| IWM iShares Russell 2000 ETF | Reduce -2.3% | 10.88% | −0.12 |
| ABBV Abbvie Inc. | Reduce -11.3% | 0.66% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.4% | 5.28% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -27.0% | 0.22% | −0.07 |
| FAST Fastenal Co. | Reduce -0.2% | 0.29% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -29.7% | 0.15% | −0.06 |
| CVX Chevron Corp. | Reduce -8.3% | 0.49% | −0.06 |
| SYY Sysco Corp. | Reduce -4.2% | 0.26% | −0.05 |
| MDT Medtronic PLC | Reduce -22.4% | 0.16% | −0.04 |
| ED Consolidated Edison Inc. | Reduce -12.7% | 0.26% | −0.04 |
| CTAS Cintas Corp. | Reduce -15.1% | 0.12% | −0.03 |
| ADP Automatic Data Processing | Reduce -3.5% | 0.16% | −0.03 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.34% | −0.03 |
| ECL Ecolab Inc. | Reduce -1.5% | 0.44% | −0.03 |
| GIS General Mills Inc. | Reduce -3.2% | 0.22% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.6% | 1.11% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -3.4% | 0.17% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -18.9% | 0.14% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -10.3% | 0.18% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -9.0% | 0.45% | −0.02 |
| CINF Cincinnati Financial Corp. | Reduce -5.2% | 0.54% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -7.7% | 0.19% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.8% | 6.61% | −0.01 |
| PNR Pentair PLC | Reduce -0.9% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Reduce -5.9% | 0.16% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 0.16% | −0.01 |
| EMR Emerson Electric Co. | Reduce -2.2% | 0.32% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -4.0% | 0.12% | −0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -1.6% | 0.12% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.8% | 0.11% | −0.00 |
| AAPL Apple Inc. | Reduce -5.5% | 0.54% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -1.2% | 0.33% | +0.01 |
| WMT Walmart Inc. | Reduce -0.4% | 0.24% | +0.02 |
| JNJ Johnson & Johnson | Reduce -7.2% | 0.68% | +0.02 |
| EXPD Expeditors Intl Wash Inc. | Reduce -3.9% | 0.17% | +0.02 |
| CAH Cardinal Health Inc. | Reduce -11.2% | 0.63% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 13.35% | +0.43 |
Portfolio Buys Q3 2025 → Q4 2025
| JPST JPMorgan Ultra-Short Income | Add +37.1% | 3.77% | +1.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.9% | 6.90% | +0.46 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 9.49% | +0.14 |
| GOOGL Alphabet Inc. Class A | New | 0.12% | +0.12 |
| SPGI S&P Global Inc. | Add +2.2% | 0.54% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +1.2% | 0.18% | +0.04 |
| CB Chubb Ltd. | Add +10.1% | 0.22% | +0.04 |
| TGT Target Corp. | Add +5.9% | 0.26% | +0.03 |
| FDS Factset Research Systems Inc. | Add +8.2% | 0.32% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +1.8% | 4.26% | +0.02 |
| ICSH iShares Ultra Short Duration | Add +3.0% | 0.97% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +6.5% | 0.13% | +0.01 |
| PEP Pepsico Inc. | Add +0.3% | 0.39% | +0.01 |
| KO The Coca-Cola Co. | Add +0.2% | 0.13% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.25% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +2.4% | 0.16% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.7% | 0.16% | −0.00 |
| PG The Procter & Gamble Co. | Add +5.8% | 0.44% | −0.01 |
| LOW Lowe's Cos Inc. | Add +0.9% | 0.39% | −0.01 |
| GPC Genuine Parts Co. | Add +4.5% | 0.27% | −0.02 |
| ABT Abbott Laboratories | Add +0.8% | 0.44% | −0.03 |
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 |