Guardian Wealth Advisors, LLC

CIK

1858828

Location

ST LOUIS PARK, MN

Portfolio Value

Micro $56,665,375

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,660 / 8,605 ▲ 48 · as of Mar 2026

Top Industry

Integrated Freight & Logistics 13.4%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.2%

SPY

+76.5%

Annualised alpha

-3.1%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

44.8%

+1.0 pts

Top 5

69.3%

+1.4 pts

Top 10

77.2%

+1.3 pts

HHI

2,306

Moderately concentrated+81

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.0%	$33,998,213	2
Industrials	9.7%	$5,511,455	7
Healthcare	7.8%	$4,417,279	6
Consumer Defensive	5.7%	$3,213,998	6
Financial Services	5.2%	$2,961,045	5
Technology	3.9%	$2,204,499	5
Consumer Cyclical	2.8%	$1,577,384	4
Energy	2.0%	$1,154,708	1
Basic Materials	1.9%	$1,092,924	2
Utilities	0.9%	$533,870	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
FDS	Factset Research Systems Inc	+892	2,843	$616,902
SPY	Spdr S&P 500 ETF Trust	+571	39,052	$25,397,077
KO	Coca Cola Co	+236	3,435	$261,231
SPGI	S&P Global Inc.	+132	1,963	$789,917
PG	PROCTER & GAMBLE Co	+73	5,539	$800,053
ADP	Automatic Data Processing Inc	+71	1,173	$238,330
IBM	International Business Machines Corp	+33	1,368	$331,589
MDT	Medtronic plc	+25	2,887	$250,158
GPC	Genuine Parts Co	+13	3,917	$414,222
APD	Air Products & Chemicals, Inc.	+7	1,244	$361,369
PEP	Pepsico Inc	+4	4,814	$747,566
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
CAH	Cardinal Health Inc	−888	4,535	$958,290
WMT	Walmart Inc.	−445	3,317	$412,236
SYY	Sysco Corp	−421	5,951	$424,484
FAST	Fastenal Co	−375	12,320	$571,648
JNJ	Johnson & Johnson	−354	5,466	$1,336,109
ABBV	AbbVie Inc.	−349	4,781	$1,039,819
QQQ	Invesco Qqq Trust, Series 1	−346	14,902	$8,601,136
AAPL	Apple Inc.	−317	3,218	$816,696
EMR	Emerson Electric Co	−287	4,025	$527,355
ECL	Ecolab Inc.	−204	2,750	$731,555
ABT	Abbott Laboratories	−185	6,033	$619,408
CINF	Cincinnati Financial Corp	−180	5,674	$892,803
CVX	Chevron Corp	−135	5,581	$1,154,708
LOW	Lowes Companies Inc	−112	2,769	$654,259
UNH	Unitedhealth Group Inc	−60	789	$213,495
EXPD	Expeditors International Of Washington Inc	−59	1,910	$273,569
PNR	PENTAIR plc	−56	2,541	$221,346
MCD	Mcdonalds Corp	−45	905	$281,264
CB	Chubb Ltd	−20	1,206	$393,071
TGT	Target Corp	−16	4,690	$568,428
MSFT	Microsoft Corp	−8	1,222	$452,347
ED	Consolidated Edison Inc	−5	4,717	$533,870
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ROP	Roper Technologies Inc	1,033	$365,537
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
GIS	General Mills Inc	8,458	$393,297
BSX	Boston Scientific Corp	2,234	$213,011
COST	Costco Wholesale Corp /New	245	$211,273
CTAS	Cintas Corp	1,116	$209,886
GOOGL	Alphabet Inc.	662	$207,206
AFL	Aflac Inc	1,877	$206,976
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 positions · $56,665,375 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	39,052	+571	$25,397,077	−3.2%	44.82%
QQQ	Invesco Qqq Trust, Series 1	Reduced	14,902	-346	$8,601,136	−8.2%	15.18%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	16,696	0	$2,772,704	+3.3%	4.89%
JNJ	Johnson & Johnson Healthcare	Reduced	5,466	-354	$1,336,109	+10.9%	2.36%
CVX	Chevron Corp Energy	Reduced	5,581	-135	$1,154,708	+32.5%	2.04%
ABBV	AbbVie Inc. Healthcare	Reduced	4,781	-349	$1,039,819	−11.3%	1.84%
CAH	Cardinal Health Inc Healthcare	Reduced	4,535	-888	$958,290	−14.0%	1.69%
CINF	Cincinnati Financial Corp Financial Services	Reduced	5,674	-180	$892,803	−6.6%	1.58%
AAPL	Apple Inc. Technology	Reduced	3,218	-317	$816,696	−15.0%	1.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,539	+73	$800,053	+2.1%	1.41%
SPGI	S&P Global Inc. Financial Services	Added	1,963	+132	$789,917	−12.7%	1.39%
PEP	Pepsico Inc Consumer Defensive	Added	4,814	+4	$747,566	+8.3%	1.32%
ECL	Ecolab Inc. Basic Materials	Reduced	2,750	-204	$731,555	−5.7%	1.29%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,769	-112	$654,259	−5.8%	1.15%
GGG	Graco Inc Industrials	Held	7,571	0	$640,885	+3.3%	1.13%
ABT	Abbott Laboratories Healthcare	Reduced	6,033	-185	$619,408	−20.5%	1.09%
FDS	Factset Research Systems Inc Financial Services	Added	2,843	+892	$616,902	+9.0%	1.09%
FAST	Fastenal Co Industrials	Reduced	12,320	-375	$571,648	+12.2%	1.01%
TGT	Target Corp Consumer Defensive	Reduced	4,690	-16	$568,428	+23.6%	1.00%
ED	Consolidated Edison Inc Utilities	Reduced	4,717	-5	$533,870	+13.8%	0.94%
EMR	Emerson Electric Co Industrials	Reduced	4,025	-287	$527,355	−7.9%	0.93%
MMM	3M Co Industrials	Held	3,470	0	$503,948	−9.3%	0.89%
MSFT	Microsoft Corp Technology	Reduced	1,222	-8	$452,347	−24.0%	0.80%
SYY	Sysco Corp Consumer Defensive	Reduced	5,951	-421	$424,484	−9.6%	0.75%
GPC	Genuine Parts Co Consumer Cyclical	Added	3,917	+13	$414,222	−13.7%	0.73%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,317	-445	$412,236	−1.6%	0.73%
CB	Chubb Ltd Financial Services	Reduced	1,206	-20	$393,071	+2.7%	0.69%
ROP	Roper Technologies Inc Technology	NEW	1,033	NEW	$365,537	NEW	0.65%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,244	+7	$361,369	+18.3%	0.64%
IBM	International Business Machines Corp Technology	Added	1,368	+33	$331,589	−16.1%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	905	-45	$281,264	−3.1%	0.50%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	1,910	-59	$273,569	−6.8%	0.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	560	0	$268,352	−4.7%	0.47%
KO	Coca Cola Co Consumer Defensive	Added	3,435	+236	$261,231	+16.8%	0.46%
MDT	Medtronic plc Healthcare	Added	2,887	+25	$250,158	−9.0%	0.44%
ADP	Automatic Data Processing Inc Technology	Added	1,173	+71	$238,330	−15.9%	0.42%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,093	0	$227,639	−9.8%	0.40%
PNR	PENTAIR plc Industrials	Reduced	2,541	-56	$221,346	−18.2%	0.39%
UNH	Unitedhealth Group Inc Healthcare	Reduced	789	-60	$213,495	−23.8%	0.38%