Guardian Wealth Advisors, LLC
CIK
1858828
Location
ST LOUIS PARK, MN
Portfolio Value
Micro
$66,907,609
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,584
/ 8,517
▼ 113
Top Industry
Integrated Freight & Logistics
13.3%
3Y Alpha vs SPY
-3.2%
Period ended 47 days ago
Filed Aug 6, 2026 · 10d
23 quarters · since Dec 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+63.7%
SPY
+76.6%
Annualised alpha
-3.0%
Max drawdown
−15.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
44.7%
+13.4 pts
Top 5
69.6%
−5.9 pts
Top 10
76.7%
−5.1 pts
HHI
2,323
Moderately concentrated+381
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 61.1% | $40,863,228 |
| Industrials | 9.3% | $6,238,948 |
| Healthcare | 7.1% | $4,741,989 |
| Financial Services | 4.9% | $3,250,931 |
| Consumer Defensive | 4.8% | $3,237,038 |
| Technology | 4.4% | $2,930,599 |
| Energy | 3.1% | $2,043,143 |
| Consumer Cyclical | 2.4% | $1,578,418 |
| Basic Materials | 1.7% | $1,155,978 |
| Utilities | 0.8% | $524,607 |
| Communication Services | 0.5% | $342,730 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MMM | 3M Co | +1,539 | 5,009 | $811,007 | |
| SPY | Spdr S&P 500 ETF Trust | +966 | 40,018 | $29,884,241 | |
| ABT | Abbott Laboratories | +799 | 6,832 | $619,935 | |
| MSFT | Microsoft Corp | +518 | 1,740 | $649,054 | |
| FAST | Fastenal Co | +462 | 12,782 | $613,919 | |
| ROP | Roper Technologies Inc | +331 | 1,364 | $461,563 | |
| PG | PROCTER & GAMBLE Co | +262 | 5,801 | $850,658 | |
| PNR | PENTAIR plc | +225 | 2,766 | $212,041 | |
| FDS | Factset Research Systems Inc | +205 | 3,048 | $701,283 | |
| ADP | Automatic Data Processing Inc | +123 | 1,296 | $290,239 | |
| CB | Chubb Ltd | +51 | 1,257 | $428,310 | |
| PEP | Pepsico Inc | +50 | 4,864 | $658,585 | |
| ECL | Ecolab Inc. | +49 | 2,799 | $779,829 | |
| APD | Air Products & Chemicals, Inc. | +39 | 1,283 | $376,149 | |
| ABBV | AbbVie Inc. | +38 | 4,819 | $1,212,653 | |
| SPGI | S&P Global Inc. | +37 | 2,000 | $814,519 | |
| MCD | Mcdonalds Corp | +28 | 933 | $252,199 | |
| ED | Consolidated Edison Inc | +25 | 4,742 | $524,607 | |
| IBM | International Business Machines Corp | +19 | 1,387 | $390,038 | |
| WMT | Walmart Inc. | +18 | 3,335 | $377,722 | |
| EMR | Emerson Electric Co | +17 | 4,042 | $578,612 | |
| QQQ | Invesco Qqq Trust, Series 1 | +7 | 14,909 | $10,978,987 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TGT | Target Corp | −230 | 4,460 | $582,520 | |
| MDT | Medtronic plc | −229 | 2,658 | $207,935 | |
| JNJ | Johnson & Johnson | −185 | 5,281 | $1,341,215 | |
| XOM | ExxonMobil Holdings Corp | −168 | 5,833 | $797,487 | |
| CVX | Chevron Corp | −137 | 5,444 | $902,397 | |
| CAH | Cardinal Health Inc | −137 | 4,398 | $1,044,788 | |
| CINF | Cincinnati Financial Corp | −129 | 5,545 | $1,026,601 | |
| SYY | Sysco Corp | −58 | 5,893 | $492,536 | |
| KO | Coca Cola Co | −51 | 3,384 | $275,017 | |
| UNH | Unitedhealth Group Inc | −30 | 759 | $315,463 | |
| EXPD | Expeditors International Of Washington Inc | −30 | 1,880 | $306,402 | |
| GPC | Genuine Parts Co | −29 | 3,888 | $458,706 | |
| AAPL | Apple Inc. | −20 | 3,198 | $925,373 | |
| LOW | Lowes Companies Inc | −16 | 2,753 | $607,008 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 362,920 | $23,255,913 | |
| No positions match the current search. | ||||
43 tracked positions ·
$66,907,609 total
· filing declares
66 positions · $199,834,451
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 40,018 | $29,884,241 | 44.66% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 14,909 | $10,978,987 | 16.41% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
Held | 16,696 | $3,144,524 | 4.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,281 | $1,341,215 | 2.00% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,819 | $1,212,653 | 1.81% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 4,398 | $1,044,788 | 1.56% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Reduced | 5,545 | $1,026,601 | 1.53% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,198 | $925,373 | 1.38% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,444 | $902,397 | 1.35% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,801 | $850,658 | 1.27% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 2,000 | $814,519 | 1.22% | |
| MMM |
3M Co
Industrials
|
Added | 5,009 | $811,007 | 1.21% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,833 | $797,487 | 1.19% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 2,799 | $779,829 | 1.17% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
Added | 3,048 | $701,283 | 1.05% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 4,864 | $658,585 | 0.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,740 | $649,054 | 0.97% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 6,832 | $619,935 | 0.93% | |
| FAST |
Fastenal Co
Industrials
|
Added | 12,782 | $613,919 | 0.92% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 2,753 | $607,008 | 0.91% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 4,460 | $582,520 | 0.87% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 4,042 | $578,612 | 0.86% | |
| GGG |
Graco Inc
Industrials
|
Held | 7,571 | $572,443 | 0.86% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 4,742 | $524,607 | 0.78% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 5,893 | $492,536 | 0.74% | |
| ROP |
Roper Technologies Inc
Technology
|
Added | 1,364 | $461,563 | 0.69% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Reduced | 3,888 | $458,706 | 0.69% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 1,257 | $428,310 | 0.64% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,387 | $390,038 | 0.58% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,335 | $377,722 | 0.56% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 1,283 | $376,149 | 0.56% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 1,318 | $343,259 | 0.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 970 | $342,730 | 0.51% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 759 | $315,463 | 0.47% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
Reduced | 1,880 | $306,402 | 0.46% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 1,296 | $290,239 | 0.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 560 | $280,218 | 0.42% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,384 | $275,017 | 0.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,093 | $260,505 | 0.39% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 933 | $252,199 | 0.38% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,535 | $214,332 | 0.32% | |
| PNR |
PENTAIR plc
Industrials
|
Added | 2,766 | $212,041 | 0.32% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 2,658 | $207,935 | 0.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.