Guardian Wealth Advisors, LLC
CIK: 0001858828SEC EDGAR →
Portfolio Value
$177.3M
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 38,481 | $26.2M | 14.80% |
| 2 | VANGUARD TAX-MANAGED FDS | 378,824 | $23.7M | 13.35% |
| 3 | ISHARES TR | 78,359 | $19.3M | 10.88% |
| 4 | ISHARES TR | 255,053 | $16.8M | 9.49% |
| 5 | SPDR SERIES TRUST | 215,307 | $12.2M | 6.90% |
| 6 | SPDR SERIES TRUST | 109,799 | $11.7M | 6.61% |
| 7 | INVESCO QQQ TR | 15,248 | $9.4M | 5.28% |
| 8 | VANGUARD INTL EQUITY INDEX F | 140,332 | $7.5M | 4.26% |
| 9 | J P MORGAN EXCHANGE TRADED F | 132,105 | $6.7M | 3.77% |
| 10 | ISHARES TR | 42,665 | $5.3M | 2.97% |
Quarterly Changes
New Positions (70)
$26.2M · 38K shares
$23.7M · 379K shares
$19.3M · 78K shares
$16.8M · 255K shares
$12.2M · 215K shares
$11.7M · 110K shares
$9.4M · 15K shares
$7.5M · 140K shares
$6.7M · 132K shares
$5.3M · 43K shares
$4.6M · 21K shares
$2.7M · 17K shares
$2.0M · 20K shares
$1.7M · 34K shares
$1.2M · 6K shares
$1.2M · 5K shares
$1.1M · 5K shares
$1.1M · 22K shares
$960K · 4K shares
$956K · 6K shares
$956K · 2K shares
$871K · 6K shares
$792K · 7K shares
$783K · 5K shares
$778K · 6K shares
$775K · 3K shares
$694K · 3K shares
$690K · 5K shares
$620K · 8K shares
$594K · 1K shares
$587K · 24K shares
$572K · 4K shares
$566K · 2K shares
$555K · 3K shares
$509K · 13K shares
$480K · 4K shares
$469K · 6K shares
$469K · 5K shares
$460K · 5K shares
$436K · 697 shares
$419K · 4K shares
$395K · 1K shares
$393K · 8K shares
$382K · 1K shares
$340K · 11K shares
$327K · 1K shares
$325K · 1K shares
$305K · 1K shares
$293K · 2K shares
$290K · 950 shares
$287K · 3K shares
$285K · 9K shares
$283K · 1K shares
$281K · 560 shares
$280K · 849 shares
$278K · 10K shares
$274K · 3K shares
$270K · 3K shares
$257K · 376 shares
$252K · 1K shares
$238K · 2K shares
$223K · 3K shares
$213K · 2K shares
$212K · 4K shares
$211K · 245 shares
$209K · 4K shares
$209K · 1K shares
$207K · 662 shares
$206K · 2K shares
$201K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $145.5M | 82.1% |
| Unknown | 4 | $10.3M | 5.8% |
| Industrials | 8 | $5.8M | 3.3% |
| Healthcare | 7 | $5.0M | 2.8% |
| Consumer Defensive | 7 | $3.2M | 1.8% |
| Technology | 3 | $1.9M | 1.1% |
| Consumer Cyclical | 4 | $1.7M | 1.0% |
| Energy | 2 | $1.7M | 0.9% |
| Basic Materials | 2 | $1.1M | 0.6% |
| Communication Services | 2 | $534K | 0.3% |
| Utilities | 1 | $469K | 0.3% |