13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001858828
Total reported value
$199.8M
$199.8M
74 檔
48.4%
In Q3 2025, Guardian Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $199.8M, distributed across 74 disclosed stock positions.
Guardian Wealth Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.96% | +0.35% | -0.94% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.92% | -0.42% | -1.72% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 11.00% | +0.40% | +0.37% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.36% | -0.01% | +4.94% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.62% | +0.21% | +6.74% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.44% | -0.36% | +12.15% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.37% | +0.54% | -6.49% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.23% | -0.10% | +2.04% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.23% | +0.11% | -16.08% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.77% | +0.75% | +105.78% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.77% | -0.19% | -14.30% | |
| 12 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.25% | -0.02% | — | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.13% | -0.02% | -8.36% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.95% | -0.40% | -12.09% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.79% | -0.10% | -47.80% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.01% | -3.20% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.10% | +1.47% | |
| 18 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.55% | — | -1.29% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.21% | +1.71% | |
| 20 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.54% | -0.03% | -8.36% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.54% | -0.01% | +35.99% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 0.49% | -0.07% | -1.59% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.05% | -3.73% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 0.47% | -0.03% | -6.19% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.19% | -0.48% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.03% | +14.08% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | -0.08% | -1.04% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.10% | +5.06% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | +0.06% | +8.37% | |
| 30 | GGG | Graco Inc | Stock-Industrials | 0.36% | -0.08% | — | |
| 31 | FAST | Fastenal Co | Stock-Industrials | 0.35% | -0.02% | +6.70% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.34% | — | -82.91% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.33% | -0.01% | -2.15% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.33% | -0.01% | -3.83% | |
| 35 | SYY | Sysco CORP | Stock-Consumer Staples | 0.31% | +0.01% | +0.06% | |
| 36 | ED | Consolidated Edison Inc | Stock-Utilities | 0.31% | -0.05% | -4.59% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.31% | +0.12% | -2.61% | |
| 38 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.29% | -0.01% | +4.33% | |
| 39 | FDS | Factset Research Systems Inc | Stock-Financials | 0.29% | — | +261.52% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | +0.01% | -2.19% | |
| 41 | GIS | General Mills Inc | Stock-Consumer Staples | 0.25% | — | +10.79% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | -10.45% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.23% | -0.04% | +8.05% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.05% | -3.10% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | — | -42.98% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.21% | +0.01% | +2.55% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.20% | -0.04% | — | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.20% | -0.02% | -1.46% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.19% | +0.01% | -0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2.1% | +6.74% | Add |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.5% | +12.15% | Add |
| 3 | JPST | Jpmorgan Ultra-short Income | +1.4% | +105.78% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +1.2% | +0.37% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +1% | +4.94% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | -0.94% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.5% | -1.72% | Trim |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +2.04% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -6.49% | Trim |
| 10 | FAST | Fastenal Co | +0.2% | +6.70% | Add |
| 11 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | — | Unchanged |
| 12 | MSFT | Microsoft CORP | +0.1% | +8.37% | Add |
| 13 | AAPL | Apple Inc | 0% | +35.99% | Add |
| 14 | GPC | Genuine Parts Co | 0% | +4.33% | Add |
| 15 | EMR | Emerson Electric Co | 0% | -2.15% | Trim |
| 16 | JNJ | Johnson & Johnson | 0% | +1.47% | Add |
| 17 | IBM | Intl Business Machines CORP | 0% | -2.19% | Add |
| 18 | SCHM | Schwab US Mid Cap ETF | 0% | +2.55% | Add |
| 19 | SCHF | Schwab Intl Equity ETF | — | -3.83% | Trim |
| 20 | PG | Procter & Gamble Co/the | 0% | +14.08% | Add |
| 21 | AFL | Aflac Inc | -0.1% | — | Trim |
| 22 | KO | Coca-cola Co/the | -0.1% | -2.80% | Trim |
| 23 | APD | Air Products & Chemicals Inc | -0.1% | -1.46% | Trim |
| 24 | KMB | Kimberly-clark CORP | -0.1% | -3.96% | Trim |
| 25 | CTAS | Cintas CORP | -0.1% | -1.13% | Trim |
| 26 | ED | Consolidated Edison Inc | -0.1% | -4.59% | Trim |
| 27 | MMM | 3m Co | -0.1% | -2.61% | Trim |
| 28 | SPGI | S&p Global Inc | -0.1% | -1.59% | Trim |
| 29 | CLX | Clorox Company | -0.1% | -26.35% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.2% | +39.69% | Trim |
| 31 | VO | Vanguard Mid-cap ETF | -0.2% | -42.98% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.2% | — | Trim |
| 33 | ICSH | Ishares Ultra Short Duration | -0.3% | -12.09% | Trim |
| 34 | IWR | Ishares Russell Mid-cap ETF | -0.4% | -8.36% | Trim |
| 35 | IVW | Ishares S&p 500 Growth ETF | -0.8% | -16.08% | Trim |
| 36 | IVE | Ishares S&p 500 Value ETF | -1.1% | -14.30% | Trim |
| 37 | NEAR | Ishares Sh Dba ETF Usd Inc | -1.2% | -47.80% | Trim |
| 38 | PFF | Ishares Preferred & Income S | -1.3% | -85.58% | Trim |
| 39 | SJNK | Ss Spdr Bb St Hi Yield ETF | -2.1% | -82.91% | Trim |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | Sold out |
| 41 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 42 | TROW | T Rowe Price Group Inc | — | EXIT | Sold out |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 44 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | Sold out |
| 46 | HRL | Hormel Foods CORP | — | EXIT | Sold out |
| 47 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 48 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 49 | SHW | Sherwin-williams Co/the | — | EXIT | Sold out |
| 50 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Guardian Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $199.8M across 74 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, IWM) accounted for 48.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
FDS
市值: $516.8K
Top Position Liquidated / Trimmed
HYG
前期市值: $564.9K
During Q3 2025, Guardian Wealth Advisors, LLC's top holdings by market value included SPY (15.0%)、VEA (12.9%)、IWM (11.0%). The largest single position, SPY, represented 15.0% of total portfolio value.
In Q3 2025, Guardian Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 15 positions, trimming 23 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.