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CIK: 0001858828
Total reported value
$199.8M
$199.8M
70 檔
49.2%
At the close of Q4 2025, Guardian Wealth Advisors, LLC disclosed equity holdings valued at approximately $199.8M, spread across 70 reported holdings.
In Q4 2025, Guardian Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 5 holdings to manage risk exposure.
| # | 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 | 14.80% | +0.35% | -2.86% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.35% | -0.42% | -0.38% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.88% | +0.40% | -2.26% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.49% | -0.01% | +0.82% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.90% | -0.36% | +4.94% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.61% | +0.21% | -1.76% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.28% | +0.54% | -3.43% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.26% | -0.10% | +1.79% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.77% | +0.75% | +37.15% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.97% | +0.11% | -9.57% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.57% | -0.19% | -9.00% | |
| 12 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.51% | -0.02% | — | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.11% | -0.02% | -1.61% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.97% | -0.40% | +2.97% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.10% | -7.18% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.01% | -11.25% | |
| 17 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.63% | -0.03% | -11.20% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.62% | -0.10% | -20.65% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.54% | -0.01% | -5.51% | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 0.54% | -0.07% | +2.18% | |
| 21 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.54% | — | -5.24% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.21% | -8.31% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.19% | -8.97% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.03% | +5.77% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.05% | +0.76% | |
| 26 | ECL | Ecolab Inc | Stock-Materials | 0.44% | -0.03% | -1.53% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.39% | -0.08% | +0.95% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.10% | +0.35% | |
| 29 | GGG | Graco Inc | Stock-Industrials | 0.35% | -0.08% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | +0.06% | -1.05% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.33% | -0.01% | -1.18% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.32% | -0.01% | -2.22% | |
| 33 | FDS | Factset Research Systems Inc | Stock-Financials | 0.32% | — | +8.15% | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.31% | +0.12% | — | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.29% | -0.02% | -0.20% | |
| 36 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.27% | -0.01% | +4.52% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.26% | +0.01% | -4.24% | |
| 38 | ED | Consolidated Edison Inc | Stock-Utilities | 0.26% | -0.05% | -12.67% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.26% | -0.04% | +5.92% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | — | +0.43% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.05% | -0.40% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | +0.01% | -26.97% | |
| 43 | GIS | General Mills Inc | Stock-Consumer Staples | 0.22% | — | -3.18% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.22% | -0.02% | +10.05% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.19% | +0.01% | -7.67% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.01% | +1.17% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | — | -10.31% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.17% | -0.02% | -3.36% | |
| 49 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.17% | -0.01% | -3.90% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.03% | -5.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1% | +37.15% | Add |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.5% | +4.94% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | -0.38% | Trim |
| 4 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | — | Unchanged |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.82% | Add |
| 6 | CAH | Cardinal Health Inc | +0.1% | -11.20% | Trim |
| 7 | SPGI | S&p Global Inc | +0.1% | +2.18% | Add |
| 8 | GOOG | Alphabet Inc-cl C | 0% | +1.17% | Add |
| 9 | CB | Chubb Limited | 0% | +10.05% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.79% | Add |
| 11 | TGT | Target CORP | 0% | +5.92% | Add |
| 12 | FDS | Factset Research Systems Inc | 0% | +8.15% | Add |
| 13 | EXPD | Expeditors Intl Wash Inc | 0% | -3.90% | Trim |
| 14 | ICSH | Ishares Ultra Short Duration | 0% | +2.97% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | -7.18% | Trim |
| 16 | WMT | Walmart Inc | 0% | -0.40% | Trim |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -1.76% | Trim |
| 18 | XOM | Exxon Mobil CORP | 0% | -8.97% | Trim |
| 19 | MSFT | Microsoft CORP | 0% | -1.05% | Trim |
| 20 | IWR | Ishares Russell Mid-cap ETF | 0% | -1.61% | Trim |
| 21 | GPC | Genuine Parts Co | 0% | +4.52% | Add |
| 22 | SCHM | Schwab US Mid Cap ETF | 0% | -7.67% | Trim |
| 23 | CTAS | Cintas CORP | 0% | -15.07% | Trim |
| 24 | ADP | Automatic Data Processing | 0% | -3.50% | Trim |
| 25 | ABT | Abbott Laboratories | 0% | +0.76% | Add |
| 26 | GIS | General Mills Inc | 0% | -3.18% | Trim |
| 27 | ECL | Ecolab Inc | 0% | -1.53% | Trim |
| 28 | AMZN | Amazon.com Inc | 0% | -18.92% | Trim |
| 29 | APD | Air Products & Chemicals Inc | 0% | -3.36% | Trim |
| 30 | VO | Vanguard Mid-cap ETF | 0% | -10.31% | Trim |
| 31 | MDT | Medtronic plc | 0% | -22.40% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | -29.72% | Trim |
| 33 | SYY | Sysco CORP | -0.1% | -4.24% | Trim |
| 34 | ED | Consolidated Edison Inc | -0.1% | -12.67% | Trim |
| 35 | FAST | Fastenal Co | -0.1% | -0.20% | Trim |
| 36 | CVX | Chevron CORP | -0.1% | -8.31% | Trim |
| 37 | IBM | Intl Business Machines CORP | -0.1% | -26.97% | Trim |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -3.43% | Trim |
| 39 | ABBV | Abbvie Inc | -0.1% | -11.25% | Trim |
| 40 | IWM | Ishares Russell 2000 ETF | -0.1% | -2.26% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -2.86% | Trim |
| 42 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.2% | -20.65% | Trim |
| 43 | IVE | Ishares S&p 500 Value ETF | -0.2% | -9.00% | Trim |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -9.57% | Trim |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | EXIT | Sold out |
| 46 | PFF | Ishares Preferred & Income S | — | EXIT | Sold out |
| 47 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 48 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 49 | CLX | Clorox Company | — | EXIT | Sold out |
| 50 | GOOGL | Alphabet Inc-cl A | — | 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 70 disclosed positions in Q4 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 49.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOGL
市值: $207.1K
Top Position Liquidated / Trimmed
SJNK
前期市值: $602.0K
During Q4 2025, Guardian Wealth Advisors, LLC's top holdings by market value included SPY (14.8%)、VEA (13.3%)、IWM (10.9%). The largest single position, SPY, represented 14.8% of total portfolio value.
In Q4 2025, Guardian Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 31 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.
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