DOSSIER · 13F-HR · Q2 2026

Guardian Wealth Advisors, LLC

$200M in tracked AUM across 66 positions as of Q2 2026.

GW
CIK 0001858828 · last filed Jun 30, 2026
Total AUM
$200M
as of Q2 2026
Holdings
66
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Guardian Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$30M40K15.0%
02
VEA
VANGUARD TAX-MANAGED FDS
$26M363K12.9%
03
IWM
ISHARES TR
$22M75K11.3%
04
IJH
ISHARES TR
$20M254K9.8%
05
SPYV
SPDR SERIES TRUST
$13M220K6.7%
06
SPYG
SPDR SERIES TRUST
$13M110K6.6%
07
JPST
J P MORGAN EXCHANGE TRADED F
$12M231K5.8%
08
QQQ
INVESCO QQQ TR
$11M15K5.5%
09
VWO
VANGUARD INTL EQUITY INDEX F
$8M141K4.2%
10
IVW
ISHARES TR
$6M40K2.8%

Filing history

2026Q2Jun 30
$200M 14.9%
66 positionsView →
2026Q1Mar 31
$174M 1.9%
64 positionsView →
2025Q4Dec 31
$177M 0.5%
70 positionsView →
2025Q3Sep 30
$176M 4.4%
74 positionsView →
2025Q2Jun 30
$169M 8.4%
74 positionsLocked
2025Q1Mar 31
$156M 0.1%
73 positionsLocked
2024Q4Dec 31
$156M 3.7%
74 positionsLocked
2024Q3Sep 30
$162M 5.4%
82 positionsLocked
2024Q2Jun 30
$154M 0.1%
80 positionsLocked
2024Q1Mar 31
$154M 7.3%
80 positionsLocked
2023Q4Dec 31
$143M 9.9%
74 positionsLocked
2023Q3Sep 30
$131M 4.0%
72 positionsLocked
Showing 12 of 23