Guardian Wealth Advisors, LLC

CIK 0001858828 · ST LOUIS PARK, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Guardian Wealth Advisors, LLC reported 66 positions worth $199.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SPY (15.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$199.8M
2026 Q2
Positions
66
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.5%
Est. Net Flow (Q)
2026 Q2
10 / 66 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$29.9M14.95%40,018
2VEAVANGUARD TAX-MANAGED FDSSH$25.9M12.95%363,141
3IWMISHARES TRSH$22.5M11.25%74,847
4IJHISHARES TRSH$19.6M9.80%254,072
5SPYVSPDR SERIES TRUSTSH$13.4M6.68%219,716
6SPYGSPDR SERIES TRUSTSH$13.1M6.57%110,316
7JPSTJ P MORGAN EXCHANGE TRADED FSH$11.7M5.84%230,696
8QQQINVESCO QQQ TRSH$11.0M5.49%14,909
9VWOVANGUARD INTL EQUITY INDEX FSH$8.4M4.22%141,280
10IVWISHARES TRSH$5.6M2.78%40,430

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Guardian Wealth Advisors, LLC hold as of Q2 2026?

Guardian Wealth Advisors, LLC reported 66 positions worth $199.8M in its Q2 2026 13F filing. Largest positions: SPY (15.0%), VEA (12.9%), IWM (11.3%), IJH (9.8%) and SPYV (6.7%).

What did Guardian Wealth Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Guardian Wealth Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.