Guardian Wealth Advisors, LLC

Est. AUM

$173.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$25.4M	39052	14.60%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$23.3M	362920	13.37%	SOLE
3	ISHARES TR	RUSSELL 2000 ETF	$18.9M	76111	10.85%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$17.1M	252758	9.81%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$12.2M	216366	7.04%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$11.1M	113002	6.36%	SOLE
7	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$8.9M	174962	5.09%	SOLE
8	INVESCO QQQ TR	UNIT SER 1	$8.6M	14902	4.95%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.5M	139046	4.32%	SOLE
10	ISHARES TR	S&P 500 GRWT ETF	$4.6M	41085	2.67%	SOLE
11	ISHARES TR	S&P 500 VAL ETF	$4.4M	20865	2.53%	SOLE
12	C H ROBINSON WORLDWIDE IN	COM NEW	$2.8M	16696	1.59%	SOLE
13	ISHARES TR	ULTRA SHORT DUR	$2.1M	41984	1.22%	SOLE
14	ISHARES TR	RUS MID CAP ETF	$1.8M	18296	1.02%	SOLE
15	JOHNSON & JOHNSON	COM	$1.3M	5466	0.77%	SOLE
16	CHEVRON CORPORATION	COM	$1.2M	5581	0.66%	SOLE
17	ABBVIE INC	COM	$1.0M	4781	0.60%	SOLE
18	EXXON MOBIL CORP	COM	$1.0M	6001	0.59%	SOLE
19	CARDINAL HEALTH INC	COM	$958K	4535	0.55%	SOLE
20	CINCINNATI FINL CORP	COM	$893K	5674	0.51%	SOLE
21	S&P GLOBAL INC	COM	$835K	1963	0.48%	SOLE
22	APPLE INC	COM	$817K	3218	0.47%	SOLE
23	PROCTER & GAMBLE CO	COM	$800K	5539	0.46%	SOLE
24	PEPSICO INC	COM	$748K	4814	0.43%	SOLE
25	ECOLAB INC	COM	$731K	2750	0.42%	SOLE
26	ISHARES U S ETF TR	SHORT DURATION B	$723K	14219	0.42%	SOLE
27	LOWES COS INC	COM	$654K	2769	0.38%	SOLE
28	GRACO INC	COM	$641K	7571	0.37%	SOLE
29	ABBOTT LABORATORIES	COM	$619K	6033	0.36%	SOLE
30	FACTSET RESH SYS INC	COM	$617K	2843	0.35%	SOLE
31	SCHWAB STRATEGIC TR	INTL EQTY ETF	$579K	23406	0.33%	SOLE
32	FASTENAL CO	COM	$572K	12320	0.33%	SOLE
33	TARGET CORP	COM	$568K	4690	0.33%	SOLE
34	CONSOLIDATED EDISON INC	COM	$534K	4717	0.31%	SOLE
35	EMERSON ELEC CO	COM	$527K	4025	0.30%	SOLE
36	3M CO	COM	$504K	3470	0.29%	SOLE
37	MICROSOFT CORP	COM	$452K	1222	0.26%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$444K	744	0.26%	SOLE
39	SYSCO CORP	COM	$425K	5951	0.24%	SOLE
40	GENUINE PARTS CO	COM	$414K	3917	0.24%	SOLE
41	WALMART INC	COM	$412K	3317	0.24%	SOLE
42	CHUBB LTD SWITZ	COM	$393K	1206	0.23%	SOLE
43	ROPER TECHNOLOGIES INC	COM	$366K	1033	0.21%	SOLE
44	AIR PRODUCTS AND CHEMICALS I	COM	$361K	1244	0.21%	SOLE
45	VANGUARD INDEX FDS	MID CAP ETF	$347K	1210	0.20%	SOLE
46	INTERNATIONAL BUSINESS MACHS	COM	$332K	1368	0.19%	SOLE
47	SCHWAB STRATEGIC TR	US MID-CAP ETF	$315K	10184	0.18%	SOLE
48	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$291K	8833	0.17%	SOLE
49	MCDONALDS CORP	COM	$281K	905	0.16%	SOLE
50	ALPHABET INC	CAP STK CL C	$278K	970	0.16%	SOLE

1–50 of 64

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.