Latest Guardian Wealth Advisors, LLC Stock Portfolio

Guardian Wealth Advisors, LLC Performance:

2025 Q4: 2.14%YTD: 14.17%2024: -4.95%

Performance for 2025 Q4 is 2.14%, and YTD is 14.17%, and 2024 is -4.95%.

About Guardian Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Guardian Wealth Advisors, LLC is a hedge fund based in Bloomington, MN. On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Guardian Wealth Advisors, LLC reported an equity portfolio of $177.3 Millions as of 31 Dec, 2025.

The top stock holdings of Guardian Wealth Advisors, LLC are SPY, VEA, IJR. The fund has invested 14.8% of it's portfolio in SPDR S&P 500 ETF TR and 13.3% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), KIMBERLY-CLARK CORP (KMB) and SPDR GOLD TR (GLD) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INTERNATIONAL BUSINESS MACHS (IBM) and MEDTRONIC PLC (MDT). Guardian Wealth Advisors, LLC opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), CHUBB LIMITED (CB) and FACTSET RESH SYS INC (FDS).

Guardian Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Guardian Wealth Advisors, LLC made a return of 2.14% in the last quarter. In trailing 12 months, it's portfolio return was 14.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
alphabet inc	207,109

New stocks bought by Guardian Wealth Advisors, LLC

Additions

Ticker	% Inc.
j p morgan exchange traded f	37.15
chubb limited	10.05
factset resh sys inc	8.15
ishares tr	6.49
target corp	5.92
procter and gamble co	5.77
spdr series trust	4.94
genuine parts co	4.52

Additions to existing portfolio by Guardian Wealth Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-29.72
international business machs	-26.97
medtronic plc	-22.4
ishares u s etf tr	-20.65
amazon com inc	-18.92
cintas corp	-15.07
consolidated edison inc	-12.67
abbvie inc	-11.25

Guardian Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-601,990
ishares tr	-260,231
kimberly-clark corp	-259,195
clorox co del	-224,080
spdr gold tr	-237,454

Guardian Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Guardian Wealth Advisors, LLC has about 85.8% of it's holdings in Others sector.

Sector	%
Others	85.8
Industrials	3.4
Healthcare	2.8
Consumer Defensive	2.1
Financial Services	1.7
Technology	1.1

Market Cap. Distribution

Guardian Wealth Advisors, LLC has about 14.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.8
LARGE-CAP	9.1
MEGA-CAP	5.1

Stocks belong to which Index?

About 13.8% of the stocks held by Guardian Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.2
S&P 500	13.8

Top 5 Winners (%)		%
CAH	cardinal health inc	29.2 %
GOOG	alphabet inc	28.7 %
CHRW	c h robinson worldwide inc	21.4 %
EXPD	expeditors intl wash inc	21.1 %
JNJ	johnson & johnson	11.2 %

Top 5 Winners ($)		$
VEA	vanguard tax-managed fds	1.0 M
SPY	spdr s&p 500 etf tr	0.6 M
CHRW	c h robinson worldwide inc	0.5 M
IJR	ishares tr	0.3 M
BIL	spdr series trust	0.3 M

Top 5 Losers (%)		%
FAST	fastenal co	-18.1 %
ADP	automatic data processing in	-12.2 %
GPC	genuine parts co	-11.1 %
SYY	sysco corp	-10.3 %
APD	air prods & chems inc	-9.3 %

Top 5 Losers ($)		$
FAST	fastenal co	-0.1 M
GPC	genuine parts co	-0.1 M
VEU	vanguard intl equity index f	-0.1 M
SYY	sysco corp	-0.1 M
PG	procter and gamble co	-0.1 M

Guardian Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Guardian Wealth Advisors, LLC

Guardian Wealth Advisors, LLC has 70 stocks in it's portfolio. About 78.3% of the portfolio is in top 10 stocks. FAST proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Guardian Wealth Advisors, LLC last quarter.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.54	3,535	960,891	reduced	-5.51

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.66	5,130	1,172,060	reduced	-11.25

ABT	abbott labs	0.44	6,218	778,997	added	0.76

ACWF	ishares tr	0.97	33,963	1,717,840	added	2.97

ADP	automatic data processing in	0.16	1,102	283,400	reduced	-3.5

AFL	aflac inc	0.12	1,877	206,972	unchanged	0.00

AMZN	amazon com inc	0.14	1,093	252,286	reduced	-18.92

APD	air prods & chems inc	0.17	1,237	305,591	reduced	-3.36

BBAX	j p morgan exchange traded f	3.77	132,105	6,683,190	added	37.15

BIL	spdr series trust	6.90	215,307	12,231,600	added	4.94

BIL	spdr series trust	6.61	109,799	11,715,600	reduced	-1.76

BIL	spdr series trust	0.12	3,665	212,240	reduced	-1.61

BIL	spdr series trust	0.12	4,477	209,792	reduced	-3.97

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BSX	boston scientific corp	0.12	2,234	213,012	unchanged	0.00

BZQ	proshares tr	0.16	2,758	287,030	added	2.38

CAH	cardinal health inc	0.63	5,423	1,114,380	reduced	-11.2

CB	chubb limited	0.22	1,226	382,797	added	10.05

CCRV	ishares u s etf tr	0.62	21,667	1,107,180	reduced	-20.65