§ 13F · FUND PROFILE
Guardian Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $176M (13F)Positions · 74Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$366K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 39K | $25M | 14.6% | +1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 363K | $23M | 13.4% | −4% |
| 3 | IWM | ISHARES TR | 76K | $19M | 10.9% | −3% |
| 4 | IJH | ISHARES TR | 253K | $17M | 9.8% | −1% |
| 5 | SPYV | SPDR SERIES TRUST | 216K | $12M | 7.0% | ±0% |
| 6 | SPYG | SPDR SERIES TRUST | 113K | $11M | 6.4% | +3% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 175K | $9M | 5.1% | +32% |
| 8 | QQQ | INVESCO QQQ TR | 15K | $9M | 4.9% | −2% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 139K | $8M | 4.3% | −1% |
| 10 | IVW | ISHARES TR | 41K | $5M | 2.7% | −4% |
§ 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 $176 million in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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