Guardian Wealth Advisors, LLC holds a focused book of 66 reported positions worth $199.8M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Valero Energy Corp and trimmed Ishares Russell 2000 ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 15% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Guardian Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Guardian Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Guardian Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 24 / 66 | $1.0B |
| 9823 Capital, L.P. | 8 / 66 | $129.8M |
| Hoffman, Alan N Investment Management | 6 / 66 | $137.7M |
| Independent Investors Inc | 23 / 66 | $392.8M |
| Ardent Capital Management, Inc. | 15 / 66 | $180.0M |
| Valor Advisors LLC | 7 / 66 | $100.8M |
| Arcataur Capital Management LLC | 29 / 66 | $299.6M |
| Nicholas Hoffman & Company, LLC. | 44 / 66 | $3.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Guardian Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $29.9M | 40.0K | 15.0% | ▲+2.5% Added · +966 sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $25.9M | 363.1K | 12.9% | ▲+0.1% Added · +221 sh | |
| 3 | Ishares TR RUSSELL 2000 ETF | $22.5M | 74.8K | 11.3% | ▼−1.7% Reduced · −1K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $19.6M | 254.1K | 9.8% | ▲+0.5% Added · +1K sh | |
| 5 | SPDR Series Trust ST STR P500VAL | $13.4M | 219.7K | 6.7% | ▲+1.5% Added · +3K sh | |
| 6 | SPDR Series Trust ST STR P500GRW | $13.1M | 110.3K | 6.6% | ▼−2.4% Reduced · −3K sh | |
| 7 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $11.7M | 230.7K | 5.8% | ▲+32% Added · +56K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $11.0M | 14.9K | 5.5% | ▲~0% Added · +7 sh | |
| 9 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $8.4M | 141.3K | 4.2% | ▲+1.6% Added · +2K sh | |
| 10 | Ishares TR S&P 500 GRWT ETF | $5.6M | 40.4K | 2.8% | ▼−1.6% Reduced · −655 sh | |
| 11 | Ishares TR S&P 500 VAL ETF | $4.7M | 20.6K | 2.3% | ▼−1.2% Reduced · −258 sh | |
| 12 | C H Robinson Worldwide In COM NEW | $3.1M | 16.7K | 1.6% | —Held | |
| 13 | Ishares TR RUS MID CAP ETF | $2.0M | 18.1K | 1.0% | ▼−0.9% Reduced · −166 sh | |
| 14 | Ishares TR ULTRA SHORT DUR | $1.6M | 32.3K | 0.8% | ▼−23% Reduced · −10K sh | |
| 15 | Johnson & Johnson COM | $1.3M | 5.3K | 0.7% | ▼−3.4% Reduced · −185 sh | |
| 16 | Abbvie Inc COM | $1.2M | 4.8K | 0.6% | ▲+0.8% Added · +38 sh | |
| 17 | Cardinal Health Inc COM | $1.0M | 4.4K | 0.5% | ▼−3.0% Reduced · −137 sh | |
| 18 | Cincinnati Finl Corp COM | $1.0M | 5.5K | 0.5% | ▼−2.3% Reduced · −129 sh | |
| 19 | Apple Inc COM | $925K | 3.2K | 0.5% | ▼−0.6% Reduced · −20 sh | |
| 20 | Chevron Corporation COM | $902K | 5.4K | 0.5% | ▼−2.5% Reduced · −137 sh | |
| 21 | Procter & Gamble Co COM | $851K | 5.8K | 0.4% | ▲+4.7% Added · +262 sh | |
| 22 | S&P Global Inc COM | $815K | 2.0K | 0.4% | ▲+1.9% Added · +37 sh | |
| 23 | 3M Co COM | $811K | 5.0K | 0.4% | ▲+44% Added · +2K sh | |
| 24 | Exxon Mobil Corp COM | $798K | 5.8K | 0.4% | ▼−2.8% Reduced · −168 sh | |
| 25 | Ecolab Inc COM | $780K | 2.8K | 0.4% | ▲+1.8% Added · +49 sh | |
| 26 | Factset Resh Sys Inc COM | $701K | 3.0K | 0.4% | ▲+7.2% Added · +205 sh | |
| 27 | Pepsico Inc COM | $659K | 4.9K | 0.3% | ▲+1.0% Added · +50 sh | |
| 28 | Schwab Strategic TR INTL EQTY ETF | $649K | 23.4K | 0.3% | ▲+0.1% Added · +29 sh | |
| 29 | Microsoft Corp COM | $649K | 1.7K | 0.3% | ▲+42% Added · +518 sh | |
| 30 | Ishares U S ETF TR SHOR DURA BD ETF | $637K | 12.6K | 0.3% | ▼−12% Reduced · −2K sh | |
| 31 | Abbott Laboratories COM | $620K | 6.8K | 0.3% | ▲+13% Added · +799 sh | |
| 32 | Fastenal Co COM | $614K | 12.8K | 0.3% | ▲+3.8% Added · +462 sh | |
| 33 | Lowes Cos Inc COM | $607K | 2.8K | 0.3% | ▼−0.6% Reduced · −16 sh | |
| 34 | Target Corp COM | $582K | 4.5K | 0.3% | ▼−4.9% Reduced · −230 sh | |
| 35 | Emerson Elec Co COM | $579K | 4.0K | 0.3% | ▲+0.4% Added · +17 sh | |
| 36 | Graco Inc COM | $572K | 7.6K | 0.3% | —Held | |
| 37 | Consolidated Edison Inc COM | $525K | 4.7K | 0.3% | ▲+0.5% Added · +25 sh | |
| 38 | Vanguard Index FDS S&P 500 ETF SHS | $518K | 754 | 0.3% | ▲+1.3% Added · +10 sh | |
| 39 | Sysco Corp COM | $493K | 5.9K | 0.2% | ▼−1.0% Reduced · −58 sh | |
| 40 | Roper Technologies Inc COM | $462K | 1.4K | 0.2% | ▲+32% Added · +331 sh | |
| 41 | Genuine Parts Co COM | $459K | 3.9K | 0.2% | ▼−0.7% Reduced · −29 sh | |
| 42 | Chubb Limited COM | $428K | 1.3K | 0.2% | ▲+4.2% Added · +51 sh | |
| 43 | International Business Machs COM | $390K | 1.4K | 0.2% | ▲+1.4% Added · +19 sh | |
| 44 | Vanguard Index FDS MID CAP ETF | $390K | 4.8K | 0.2% | ▲+300% Added · +4K sh | |
| 45 | Walmart Inc COM | $378K | 3.3K | 0.2% | ▲+0.5% Added · +18 sh | |
| 46 | Schwab Strategic TR US MID-CAP ETF | $377K | 10.2K | 0.2% | ▲+0.4% Added · +40 sh | |
| 47 | Air Products And Chemicals I COM | $376K | 1.3K | 0.2% | ▲+3.1% Added · +39 sh | |
| 48 | Valero Energy Corp COM | $343K | 1.3K | 0.2% | ▲New New position | |
| 49 | Alphabet Inc CAP STK CL C | $343K | 970 | 0.2% | —Held | |
| 50 | Schwab Strategic TR EMRG MKTEQ ETF | $318K | 8.8K | 0.2% | ▼−0.6% Reduced · −51 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.