§ 13F · FUND PROFILE
Guardian Wealth Advisors, LLC.
AUM · $200M (13F)Positions · 66Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$558K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 40K | $30M | 15.0% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 363K | $26M | 12.9% | ±0% |
| 3 | IWM | ISHARES TR | 75K | $22M | 11.3% | −2% |
| 4 | IJH | ISHARES TR | 254K | $20M | 9.8% | +1% |
| 5 | SPYV | SPDR SERIES TRUST | 220K | $13M | 6.7% | +2% |
| 6 | SPYG | SPDR SERIES TRUST | 110K | $13M | 6.6% | −2% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 231K | $12M | 5.8% | +32% |
| 8 | QQQ | INVESCO QQQ TR | 15K | $11M | 5.5% | ±0% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 141K | $8M | 4.2% | +2% |
| 10 | IVW | ISHARES TR | 40K | $6M | 2.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUARDIAN SIGNAL
AC read
Guardian Wealth Advisors, LLC is a Other fund managing $200 million in assets. The fund runs a portfolio of 66 positions.
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