§ 13F · FUND PROFILE
Guardian Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $168.9T (13F)Positions · 74Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$207.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 38K | $26.2T | 14.8% | −3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 379K | $23.7T | 13.3% | ±0% |
| 3 | IWM | ISHARES TR | 78K | $19.3T | 10.9% | −2% |
| 4 | IJH | ISHARES TR | 255K | $16.8T | 9.5% | +1% |
| 5 | SPYV | SPDR SERIES TRUST | 215K | $12.2T | 6.9% | +5% |
| 6 | SPYG | SPDR SERIES TRUST | 110K | $11.7T | 6.6% | −2% |
| 7 | QQQ | INVESCO QQQ TR | 15K | $9.4T | 5.3% | −3% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 140K | $7.5T | 4.3% | +2% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 132K | $6.7T | 3.8% | +37% |
| 10 | IVW | ISHARES TR | 43K | $5.3T | 3.0% | −10% |
§ 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 $168926.1 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed