Guardian Wealth Advisors, LLC

Registered adviser

CIK

1858828

Location

ST LOUIS PARK, MN

Portfolio Value

Small $199,400,573

Diversification

Diversified

Filing Date

Global Rank

#6,540 / 8,827 ▲ 12 · as of Jun 2026

Top Industry

Integrated Freight & Logistics 11.5%

Period ended 38 days ago

Filed Oct 30, 2026 · 8d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 143254

Roster of Nov 1, 2026

Regulatory AUM

$300,168,163

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$300,168,163	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$267,185,126	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$249,228,787	Individuals and high net worth (98%)
May 2023 to Mar 2024	$197,849,967	Individuals and high net worth (98%)
Mar 2023 to Apr 2023	$197,849,967	Individuals and high net worth (98%)
Feb 2022 to Feb 2023	$197,778,214	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.0% of the book (60%+)

Turnover

Low turnover

9.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 86.6%; sector active share 74.1% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

67 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.1%

−1.4 pts

Top 5

77.0%

+2.4 pts

Top 10

89.1%

+1.1 pts

HHI

1,415

Diversified−1

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.3%	$176,035,372	26
Industrials	2.6%	$5,127,653	7
Healthcare	2.0%	$3,939,042	5
Financial Services	1.6%	$3,122,744	5
Technology	1.5%	$3,023,868	6
Consumer Defensive	1.4%	$2,885,609	6
Energy	0.8%	$1,514,709	2
Consumer Cyclical	0.8%	$1,496,065	4
Basic Materials	0.5%	$1,034,764	2
Communication Services	0.3%	$625,083	2
Utilities	0.3%	$595,664	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	+76,970	307,666	$15,497,136
VEA	Vanguard FTSE Developed Markets ETF	+14,509	377,650	$26,665,866
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+11,767	231,483	$14,150,555
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+5,803	116,119	$14,291,926
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+4,038	145,318	$8,618,810
IJH	iShares Core S&P Mid-Cap ETF	+1,835	255,907	$18,412,508
BRK-B	Berkshire Hathaway Inc	+292	852	$424,253
AMZN	Amazon Com Inc	+260	1,353	$337,099
IBM	International Business Machines Corp	+226	1,613	$354,747
CB	Chubb Ltd	+71	1,328	$431,932
IJR	iShares Core S&P Small-Cap ETF	+45	1,990	$270,719
SCHA	Schwab U.S. Small-Cap ETF	+18	7,283	$237,644
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ICSH	iShares Ultra Short Duration Bond Active ETF	−8,921	23,399	$1,179,309
SCHF	Schwab International Equity ETF	−3,457	19,978	$548,795
SCHE	Schwab Emerging Markets Equity ETF	−2,550	6,232	$227,156
XOM	ExxonMobil Holdings Corp	−2,466	3,367	$547,979
FAST	Fastenal Co	−1,874	10,908	$540,273
IWR	iShares Russell Mid-Cap ETF	−1,675	16,455	$1,755,913
MMM	3M Co	−1,666	3,343	$548,753
IVW	iShares S&P 500 Growth ETF	−1,607	38,823	$5,522,959
IWM	iShares Russell 2000 ETF	−979	73,868	$20,527,178
SPY	Spdr S&P 500 ETF Trust	−961	39,057	$29,786,039
IVE	iShares S&P 500 Value ETF	−893	19,714	$4,500,311
KO	Coca Cola Co	−831	2,553	$219,762
ABBV	AbbVie Inc.	−781	4,038	$1,056,300
ED	Consolidated Edison Inc	−763	3,979	$406,693
CAH	Cardinal Health Inc	−731	3,667	$815,907
CVX	Chevron Corp	−710	4,734	$966,730
JNJ	Johnson & Johnson	−709	4,572	$1,210,391
PG	PROCTER & GAMBLE Co	−659	5,142	$747,029
EXPD	Expeditors International Of Washington Inc	−652	1,228	$226,737
ABT	Abbott Laboratories	−651	6,181	$610,868
QQQ	Invesco Qqq Trust, Series 1	−597	14,312	$10,587,588
CINF	Cincinnati Financial Corp	−574	4,971	$792,228
SYY	Sysco Corp	−521	5,372	$418,801
MSFT	Microsoft Corp	−476	1,264	$648,305
WMT	Walmart Inc.	−476	2,859	$297,107
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	7,880	$793,358
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	5,622	$504,630
GOOGL	Alphabet Inc.	866	$297,973
QNDX	State Street(R) SPDR(R) Portfolio Nasdaq(R) 100 ET	11,246	$281,824
NVDA	Nvidia Corp	925	$211,251
CTAS	Cintas Corp	1,047	$204,227
NEE	Nextera Energy Inc	2,495	$188,971
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
NEAR	iShares Short Duration Bond Active ETF	12,573	$636,948
VLO	Valero Energy Corp	1,318	$343,259
SCHX	Schwab U.S. Large-Cap ETF	10,524	$309,721
INTC	Intel Corp	1,535	$214,332
PNR	PENTAIR plc	2,766	$212,041
MDT	Medtronic plc	2,658	$207,935
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $199,400,573 total · filing declares 67 positions · $201,434,039 · as of Sep 30, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	39,057	-961	$29,786,039	−0.3%	14.94%
VEA	Vanguard FTSE Developed Markets ETF	Added	377,650	+14,509	$26,665,866	+3.1%	13.37%
IWM	iShares Russell 2000 ETF	Reduced	73,868	-979	$20,527,178	−8.7%	10.29%
IJH	iShares Core S&P Mid-Cap ETF	Added	255,907	+1,835	$18,412,508	−6.0%	9.23%
JPST	JPMorgan Ultra-Short Income ETF	Added	307,666	+76,970	$15,497,136	+32.8%	7.77%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	116,119	+5,803	$14,291,926	+8.9%	7.17%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	231,483	+11,767	$14,150,555	+5.9%	7.10%
QQQ	Invesco Qqq Trust, Series 1	Reduced	14,312	-597	$10,587,588	−3.6%	5.31%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	145,318	+4,038	$8,618,810	+2.2%	4.32%
IVW	iShares S&P 500 Growth ETF	Reduced	38,823	-1,607	$5,522,959	−0.7%	2.77%
IVE	iShares S&P 500 Value ETF	Reduced	19,714	-893	$4,500,311	−3.8%	2.26%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	16,696	0	$2,470,340	−21.4%	1.24%
IWR	iShares Russell Mid-Cap ETF	Reduced	16,455	-1,675	$1,755,913	−12.2%	0.88%
JNJ	Johnson & Johnson Healthcare	Reduced	4,572	-709	$1,210,391	−9.8%	0.61%
ICSH	iShares Ultra Short Duration Bond Active ETF	Reduced	23,399	-8,921	$1,179,309	−27.9%	0.59%
ABBV	AbbVie Inc. Healthcare	Reduced	4,038	-781	$1,056,300	−12.9%	0.53%
AAPL	Apple Inc. Technology	Reduced	3,148	-50	$1,048,346	+13.3%	0.53%
CVX	Chevron Corp Energy	Reduced	4,734	-710	$966,730	+7.1%	0.48%
CAH	Cardinal Health Inc Healthcare	Reduced	3,667	-731	$815,907	−21.9%	0.41%
SGOV	iShares 0-3 Month Treasury Bond ETF	NEW	7,880	NEW	$793,358	NEW	0.40%
CINF	Cincinnati Financial Corp Financial Services	Reduced	4,971	-574	$792,228	−22.8%	0.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,142	-659	$747,029	−12.2%	0.37%
FDS	Factset Research Systems Inc Financial Services	Reduced	2,745	-303	$741,012	+5.7%	0.37%
SPGI	S&P Global Inc. Financial Services	Reduced	1,859	-141	$733,319	−10.0%	0.37%
ECL	Ecolab Inc. Basic Materials	Reduced	2,584	-215	$709,514	−9.0%	0.36%
MSFT	Microsoft Corp Technology	Reduced	1,264	-476	$648,305	−0.1%	0.33%
TGT	Target Corp Consumer Defensive	Reduced	4,045	-415	$633,811	+8.8%	0.32%
ABT	Abbott Laboratories Healthcare	Reduced	6,181	-651	$610,868	−1.5%	0.31%
GGG	Graco Inc Industrials	Held	7,571	0	$581,755	+1.6%	0.29%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,491	-373	$569,099	−13.6%	0.29%
EMR	Emerson Electric Co Industrials	Reduced	3,582	-460	$555,568	−4.0%	0.28%
SCHF	Schwab International Equity ETF	Reduced	19,978	-3,457	$548,795	−15.5%	0.28%
MMM	3M Co Industrials	Reduced	3,343	-1,666	$548,753	−32.3%	0.28%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,367	-2,466	$547,979	−31.3%	0.27%
FAST	Fastenal Co Industrials	Reduced	10,908	-1,874	$540,273	−12.0%	0.27%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	NEW	5,622	NEW	$504,630	NEW	0.25%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,700	-53	$497,583	−18.0%	0.25%
ROP	Roper Technologies Inc Technology	Reduced	1,361	-3	$475,547	+3.0%	0.24%
VOO	VANGUARD 500 INDEX FUND	Reduced	674	-80	$472,379	−8.8%	0.24%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	3,730	-158	$469,010	+2.2%	0.24%
CB	Chubb Ltd Financial Services	Added	1,328	+71	$431,932	+0.8%	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	852	+292	$424,253	+51.4%	0.21%
SYY	Sysco Corp Consumer Defensive	Reduced	5,372	-521	$418,801	−15.0%	0.21%
ED	Consolidated Edison Inc Utilities	Reduced	3,979	-763	$406,693	−22.5%	0.20%
VO	VANGUARD MID-CAP INDEX FUND	Held	4,837	0	$379,317	−2.7%	0.19%
IBM	International Business Machines Corp Technology	Added	1,613	+226	$354,747	−9.0%	0.18%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	9,982	-242	$339,587	−9.9%	0.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,353	+260	$337,099	+29.4%	0.17%
GOOG	Alphabet Inc. Communication Services	Reduced	960	-10	$327,110	−4.6%	0.16%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	1,169	-114	$325,250	−13.5%	0.16%

Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.