Guardian Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Guardian Wealth Advisors, LLC reported 64 stock positions worth $173.9 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, 13.4%) and iShares Russell 2000 ETF (IWM, 10.9%). Compared with Q4 2025, it opened 1 new position, sold out of 7, added to 21 and reduced 37. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +32%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS PARK, MN
- CIK
- 0001858828
- Portfolio Value
- $173.9M (Q1 2026)
- SEC Filing
- 0001858828-26-000002 ↗ filed May 1, 2026
Holdings Value
Holdings 64 stocks · $173.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.60% | 39,052 | $25.4M | Add +1.5% |
| VEA Vanguard Ftse Developed ETF | 13.37% | 362,920 | $23.3M | Reduce -4.2% |
| IWM iShares Russell 2000 ETF | 10.85% | 76,111 | $18.9M | Reduce -2.9% |
| IJH iShares Core S&P Midcap ETF | 9.81% | 252,758 | $17.1M | Reduce -0.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 7.04% | 216,366 | $12.2M | Add +0.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.36% | 113,002 | $11.1M | Add +2.9% |
| JPST JPMorgan Ultra-Short Income | 5.09% | 174,962 | $8.9M | Add +32.4% |
| QQQ Invesco QQQ Trust Series 1 | 4.95% | 14,902 | $8.6M | Reduce -2.3% |
| VWO Vanguard Ftse Emerging Marke | 4.32% | 139,046 | $7.5M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 2.67% | 41,085 | $4.6M | Reduce -3.7% |
| IVE iShares S&P 500 Value ETF | 2.53% | 20,865 | $4.4M | Reduce -2.9% |
| CHRW C.H. Robinson Worldwide Inc. | 1.59% | 16,696 | $2.8M | No change |
| ICSH iShares Ultra Short Duration | 1.22% | 41,984 | $2.1M | Add +23.6% |
| IWR iShares Russell Mid-Cap ETF | 1.02% | 18,296 | $1.8M | Reduce -10.2% |
| JNJ Johnson & Johnson | 0.77% | 5,466 | $1.3M | Reduce -6.1% |
| CVX Chevron Corp. | 0.66% | 5,581 | $1.2M | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.60% | 4,781 | $1.0M | Reduce -6.8% |
| XOM Exxon Mobil Corp. | 0.59% | 6,001 | $1.0M | Reduce -8.9% |
| CAH Cardinal Health Inc. | 0.55% | 4,535 | $958K | Reduce -16.4% |
| CINF Cincinnati Financial Corp. | 0.51% | 5,674 | $893K | Reduce -3.1% |
| SPGI S&P Global Inc. | 0.48% | 1,963 | $835K | Add +7.2% |
| AAPL Apple Inc. | 0.47% | 3,218 | $817K | Reduce -9.0% |
| PG The Procter & Gamble Co. | 0.46% | 5,539 | $800K | Add +1.3% |
| PEP Pepsico Inc. | 0.43% | 4,814 | $748K | Add +0.1% |
| ECL Ecolab Inc. | 0.42% | 2,750 | $731K | Reduce -6.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.42% | 14,219 | $723K | Reduce -34.4% |
| LOW Lowe's Cos Inc. | 0.38% | 2,769 | $654K | Reduce -3.9% |
| GGG Graco Inc. | 0.37% | 7,571 | $641K | No change |
| ABT Abbott Laboratories | 0.36% | 6,033 | $619K | Reduce -3.0% |
| FDS Factset Research Systems Inc. | 0.35% | 2,843 | $617K | Add +45.7% |
| SCHF Schwab Intl Equity ETF | 0.33% | 23,406 | $579K | Reduce -4.2% |
| FAST Fastenal Co. | 0.33% | 12,320 | $572K | Reduce -3.0% |
| TGT Target Corp. | 0.33% | 4,690 | $568K | Reduce -0.3% |
| ED Consolidated Edison Inc. | 0.31% | 4,717 | $534K | Reduce -0.1% |
| EMR Emerson Electric Co. | 0.30% | 4,025 | $527K | Reduce -6.7% |
| MMM 3M Co. | 0.29% | 3,470 | $504K | No change |
| MSFT Microsoft Corp. | 0.26% | 1,222 | $452K | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.26% | 744 | $444K | Add +6.7% |
| SYY Sysco Corp. | 0.24% | 5,951 | $425K | Reduce -6.6% |
| GPC Genuine Parts Co. | 0.24% | 3,917 | $414K | Add +0.3% |
| WMT Walmart Inc. | 0.24% | 3,317 | $412K | Reduce -11.8% |
| CB Chubb Ltd. | 0.23% | 1,206 | $393K | Reduce -1.6% |
| ROP Roper Technologies Inc. | 0.21% | 1,033 | $366K | New |
| APD Air Products & Chemicals Inc. | 0.21% | 1,244 | $361K | Add +0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 1,210 | $347K | Add +7.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 1,368 | $332K | Add +2.5% |
| SCHM Schwab US Mid Cap ETF | 0.18% | 10,184 | $315K | Reduce -9.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.17% | 8,833 | $291K | Add +1.4% |
| MCD McDonald's Corp. | 0.16% | 905 | $281K | Reduce -4.7% |
| GOOG Alphabet Inc. Class C | 0.16% | 970 | $278K | Reduce -6.9% |
| EXPD Expeditors Intl Wash Inc. | 0.16% | 1,910 | $274K | Reduce -3.0% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 10,524 | $270K | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 560 | $268K | No change |
| KO The Coca-Cola Co. | 0.15% | 3,435 | $261K | Add +7.4% |
| MDT Medtronic PLC | 0.14% | 2,887 | $250K | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 1,987 | $247K | Add +0.1% |
| ADP Automatic Data Processing | 0.14% | 1,173 | $238K | Add +6.4% |
| IVV iShares Core S&P 500 ETF | 0.14% | 363 | $237K | Reduce -3.5% |
| AMZN Amazon.com Inc. | 0.13% | 1,093 | $228K | No change |
| PNR Pentair PLC | 0.13% | 2,541 | $221K | Reduce -2.2% |
| UNH Unitedhealth Group Inc. | 0.12% | 789 | $214K | Reduce -7.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.12% | 4,357 | $211K | Reduce -2.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 3,545 | $210K | Reduce -3.3% |
| SCHA Schwab US Small-Cap ETF | 0.12% | 7,157 | $208K | Add +1.4% |
Portfolio Sells Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 4.95% | −0.34 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.7% | 2.67% | −0.29 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.22 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -34.4% | 0.42% | −0.21 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.16 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.12 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.12 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.12 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.12 |
| IWR iShares Russell Mid-Cap ETF | Reduce -10.2% | 1.02% | −0.08 |
| ABT Abbott Laboratories | Reduce -3.0% | 0.36% | −0.08 |
| CAH Cardinal Health Inc. | Reduce -16.4% | 0.55% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.7% | 0.26% | −0.08 |
| AAPL Apple Inc. | Reduce -9.0% | 0.47% | −0.07 |
| ABBV Abbvie Inc. | Reduce -6.8% | 0.60% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -2.9% | 2.53% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -7.1% | 0.12% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -2.9% | 10.85% | −0.03 |
| CINF Cincinnati Financial Corp. | Reduce -3.1% | 0.51% | −0.03 |
| PNR Pentair PLC | Reduce -2.2% | 0.13% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -6.9% | 0.16% | −0.02 |
| SYY Sysco Corp. | Reduce -6.6% | 0.24% | −0.02 |
| EMR Emerson Electric Co. | Reduce -6.7% | 0.30% | −0.02 |
| ECL Ecolab Inc. | Reduce -6.9% | 0.42% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -3.9% | 0.38% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.9% | 0.18% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.5% | 0.14% | −0.01 |
| EXPD Expeditors Intl Wash Inc. | Reduce -3.0% | 0.16% | −0.01 |
| MCD McDonald's Corp. | Reduce -4.7% | 0.16% | −0.00 |
| WMT Walmart Inc. | Reduce -11.8% | 0.24% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -3.3% | 0.12% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -4.2% | 0.33% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.7% | 0.12% | +0.00 |
| CB Chubb Ltd. | Reduce -1.6% | 0.23% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.2% | 13.37% | +0.02 |
| FAST Fastenal Co. | Reduce -3.0% | 0.33% | +0.04 |
| ED Consolidated Edison Inc. | Reduce -0.1% | 0.31% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 4.32% | +0.07 |
| TGT Target Corp. | Reduce -0.3% | 0.33% | +0.07 |
| JNJ Johnson & Johnson | Reduce -6.1% | 0.77% | +0.09 |
| XOM Exxon Mobil Corp. | Reduce -8.9% | 0.59% | +0.14 |
| CVX Chevron Corp. | Reduce -2.4% | 0.66% | +0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 9.81% | +0.32 |
Portfolio Buys Q4 2025 → Q1 2026
| JPST JPMorgan Ultra-Short Income | Add +32.4% | 5.09% | +1.32 |
| ICSH iShares Ultra Short Duration | Add +23.6% | 1.22% | +0.25 |
| ROP Roper Technologies Inc. | New | 0.21% | +0.21 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.5% | 7.04% | +0.14 |
| PEP Pepsico Inc. | Add +0.1% | 0.43% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +0.6% | 0.21% | +0.04 |
| FDS Factset Research Systems Inc. | Add +45.7% | 0.35% | +0.04 |
| KO The Coca-Cola Co. | Add +7.4% | 0.15% | +0.02 |
| PG The Procter & Gamble Co. | Add +1.3% | 0.46% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.8% | 0.20% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +6.7% | 0.26% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.14% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.4% | 0.17% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +1.4% | 0.12% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +1.7% | 0.16% | −0.00 |
| MDT Medtronic PLC | Add +0.9% | 0.14% | −0.01 |
| ADP Automatic Data Processing | Add +6.4% | 0.14% | −0.02 |
| IBM Intl Business Machines Corp. | Add +2.5% | 0.19% | −0.03 |
| GPC Genuine Parts Co. | Add +0.3% | 0.24% | −0.03 |
| SPGI S&P Global Inc. | Add +7.2% | 0.48% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.5% | 14.60% | −0.20 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.9% | 6.36% | −0.25 |
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 |