Institutions / Guardian Wealth Advisors, LLC
Guardian Wealth Advisors, LLC
CIK 1858828 · Institution · as of Dec 31, 2025
Portfolio value
$177.29M
Positions
70
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 70 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $26.24M | 14.8% |
| Vanguard Tax-Managed Fds | $23.67M | 13.3% |
| iShares Tr | $19.29M | 10.9% |
| iShares Tr | $16.83M | 9.5% |
| SPDR Series Trust | $12.23M | 6.9% |
| SPDR Series Trust | $11.72M | 6.6% |
| Invesco Qqq Tr | $9.37M | 5.3% |
| Vanguard Intl Equity Index F | $7.54M | 4.3% |
| J P Morgan Exchange Traded F | $6.68M | 3.8% |
| iShares Tr | $5.26M | 3.0% |
| iShares Tr | $4.56M | 2.6% |
| CH Robinson Worldwide Inc | $2.68M | 1.5% |
| iShares Tr | $1.96M | 1.1% |
| iShares Tr | $1.72M | 1.0% |
| Johnson & Johnson | $1.20M | 0.7% |
| AbbVie Inc. | $1.17M | 0.7% |
| Cardinal Health Inc | $1.11M | 0.6% |
| iShares U S ETF Tr | $1.11M | 0.6% |
| Apple Inc. | $960.9K | 0.5% |
| S&P Global Inc. | $956.7K | 0.5% |
| Cincinnati Financial Corp | $956.1K | 0.5% |
| Chevron Corp | $871.2K | 0.5% |
| Exxon Mobil Corp | $792.6K | 0.4% |
| PROCTER & GAMBLE Co | $783.3K | 0.4% |
| Abbott Laboratories | $779.0K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.