Guardian Wealth Advisors, LLC
CIK: 0001858828SEC EDGAR →
Portfolio Value
$177.3B
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 38,481 | $26.2B | 14.80% |
| 2 | VANGUARD TAX-MANAGED FDS | 378,824 | $23.7B | 13.35% |
| 3 | ISHARES TR | 78,359 | $19.3B | 10.88% |
| 4 | ISHARES TR | 255,053 | $16.8B | 9.49% |
| 5 | SPDR SERIES TRUST | 215,307 | $12.2B | 6.90% |
| 6 | SPDR SERIES TRUST | 109,799 | $11.7B | 6.61% |
| 7 | INVESCO QQQ TR | 15,248 | $9.4B | 5.28% |
| 8 | VANGUARD INTL EQUITY INDEX F | 140,332 | $7.5B | 4.26% |
| 9 | J P MORGAN EXCHANGE TRADED F | 132,105 | $6.7B | 3.77% |
| 10 | ISHARES TR | 42,665 | $5.3B | 2.97% |
Quarterly Changes
New Positions (70)
$26.2B · 38K shares
$23.7B · 379K shares
$19.3B · 78K shares
$16.8B · 255K shares
$12.2B · 215K shares
$11.7B · 110K shares
$9.4B · 15K shares
$7.5B · 140K shares
$6.7B · 132K shares
$5.3B · 43K shares
$4.6B · 21K shares
$2.7B · 17K shares
$2.0B · 20K shares
$1.7B · 34K shares
$1.2B · 6K shares
$1.2B · 5K shares
$1.1B · 5K shares
$1.1B · 22K shares
$960.0M · 4K shares
$956.0M · 6K shares
$956.0M · 2K shares
$871.0M · 6K shares
$792.0M · 7K shares
$783.0M · 5K shares
$778.0M · 6K shares
$775.0M · 3K shares
$694.0M · 3K shares
$690.0M · 5K shares
$620.0M · 8K shares
$594.0M · 1K shares
$587.0M · 24K shares
$572.0M · 4K shares
$566.0M · 2K shares
$555.0M · 3K shares
$509.0M · 13K shares
$480.0M · 4K shares
$469.0M · 6K shares
$469.0M · 5K shares
$460.0M · 5K shares
$436.0M · 697 shares
$419.0M · 4K shares
$395.0M · 1K shares
$393.0M · 8K shares
$382.0M · 1K shares
$340.0M · 11K shares
$327.0M · 1K shares
$325.0M · 1K shares
$305.0M · 1K shares
$293.0M · 2K shares
$290.0M · 950 shares
$287.0M · 3K shares
$285.0M · 9K shares
$283.0M · 1K shares
$281.0M · 560 shares
$280.0M · 849 shares
$278.0M · 10K shares
$274.0M · 3K shares
$270.0M · 3K shares
$257.0M · 376 shares
$252.0M · 1K shares
$238.0M · 2K shares
$223.0M · 3K shares
$213.0M · 2K shares
$212.0M · 4K shares
$211.0M · 245 shares
$209.0M · 4K shares
$209.0M · 1K shares
$207.0M · 662 shares
$206.0M · 2K shares
$201.0M · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $145.5B | 82.1% |
| Unknown | 4 | $10.3B | 5.8% |
| Industrials | 8 | $5.8B | 3.3% |
| Healthcare | 7 | $5.0B | 2.8% |
| Consumer Defensive | 7 | $3.2B | 1.8% |
| Technology | 3 | $1.9B | 1.1% |
| Consumer Cyclical | 4 | $1.7B | 1.0% |
| Energy | 2 | $1.7B | 0.9% |
| Basic Materials | 2 | $1.1B | 0.6% |
| Communication Services | 2 | $534.0M | 0.3% |
| Utilities | 1 | $469.0M | 0.3% |