Latest Guardian Wealth Advisors, LLC Stock Portfolio

Guardian Wealth Advisors, LLC Performance:

2026 Q1: -1.06%YTD: -1.06%2025: 14.38%

Performance for 2026 Q1 is -1.06%, and YTD is -1.06%, and 2025 is 14.38%.

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

Guardian Wealth Advisors, LLC is a hedge fund based in Bloomington, MN. On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Guardian Wealth Advisors, LLC reported an equity portfolio of $173.9 Millions as of 31 Mar, 2026.

The top stock holdings of Guardian Wealth Advisors, LLC are SPY, VEA, IJR. The fund has invested 14.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 13.4% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off GENERAL MLS INC (GIS), PROSHARES TR (BZQ) and BOSTON SCIENTIFIC CORP (BSX) stocks. They significantly reduced their stock positions in ISHARES U S ETF TR (CCRV), CARDINAL HEALTH INC (CAH) and WALMART INC (WMT). Guardian Wealth Advisors, LLC opened new stock positions in ROPER TECHNOLOGIES INC (ROP). The fund showed a lot of confidence in some stocks as they added substantially to FACTSET RESH SYS INC (FDS), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (ACWF).

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

Our best estimate is that Guardian Wealth Advisors, LLC made a return of -1.06% in the last quarter. In trailing 12 months, it's portfolio return was 15.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
roper technologies inc	365,500

New stocks bought by Guardian Wealth Advisors, LLC

Additions

Ticker	% Inc.
factset resh sys inc	45.72
j p morgan exchange traded f	32.44
ishares tr	23.62
vanguard index fds	7.84
coca cola co	7.38
s&p global inc	7.21
vanguard index fds	6.74
automatic data processing in	6.44

Additions to existing portfolio by Guardian Wealth Advisors, LLC

Reductions

Ticker	% Reduced
ishares u s etf tr	-34.37
cardinal health inc	-16.37
walmart inc	-11.83
ishares tr	-10.22
schwab strategic tr	-9.94
apple inc	-8.97
exxon mobil corp	-8.88
unitedhealth group inc	-7.07

Guardian Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
general mls inc	-393,290
proshares tr	-287,030
boston scientific corp	-213,012
aflac inc	-206,972
cintas corp	-209,902
alphabet inc	-207,109
costco whsl corp new	-211,273

Guardian Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Guardian Wealth Advisors, LLC has about 86.4% of it's holdings in Others sector.

Sector	%
Others	86.4
Industrials	3.3
Healthcare	2.5
Consumer Defensive	1.8
Financial Services	1.6
Energy	1.2
Technology	1.1

Market Cap. Distribution

Guardian Wealth Advisors, LLC has about 13.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	86.4
LARGE-CAP	7.9
MEGA-CAP	5.4

Stocks belong to which Index?

About 13.3% of the stocks held by Guardian Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.7
S&P 500	13.3

Top 5 Winners (%)		%
XOM	exxon mobil corp	39.1 %
CVX	chevron corporation	35.3 %
TGT	target corp	23.9 %
JNJ	johnson & johnson	17.6 %
APD	air products and chemicals i	17.5 %

Top 5 Winners ($)		$
VEA	vanguard tax-managed fds	0.6 M
IJR	ishares tr	0.4 M
XOM	exxon mobil corp	0.3 M
CVX	chevron corporation	0.3 M
JNJ	johnson & johnson	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.4 %
FDS	factset resh sys inc	-22.1 %
ADP	automatic data processing in	-20.5 %
SPGI	s&p global inc	-18.1 %
IBM	international business machs	-18.0 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-1.2 M
BIL	spdr series trust	-1.0 M
QQQ	invesco qqq tr	-0.6 M
IJR	ishares tr	-0.4 M
SPGI	s&p global inc	-0.2 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 64 stocks in it's portfolio. About 79.1% of the portfolio is in top 10 stocks. SPY 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: 01 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.47	3,218	816,700	reduced	-8.97

ABBV	abbvie inc	0.60	4,781	1,039,770	reduced	-6.8

ABT	abbott laboratories	0.36	6,033	619,443	reduced	-2.98

ACWF	ishares tr	1.22	41,984	2,125,220	added	23.62

ADP	automatic data processing in	0.14	1,173	238,424	added	6.44

AFL	aflac inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.13	1,093	227,639	unchanged	0.00

APD	air products and chemicals i	0.21	1,244	361,303	added	0.57

BBAX	j p morgan exchange traded f	5.09	174,962	8,854,830	added	32.44

BIL	spdr series trust	7.04	216,366	12,242,000	added	0.49

BIL	spdr series trust	6.36	113,002	11,064,000	added	2.92

BIL	spdr series trust	0.12	3,545	209,935	reduced	-3.27

BIL	spdr series trust	0.12	4,357	210,530	reduced	-2.68

BSX	boston scientific corp	0.00	0.00	0.00	sold off	-100

BZQ	proshares tr	0.00	0.00	0.00	sold off	-100

CAH	cardinal health inc	0.55	4,535	958,281	reduced	-16.37

CB	chubb ltd switz	0.23	1,206	392,968	reduced	-1.63

CCRV	ishares u s etf tr	0.42	14,219	722,823	reduced	-34.37

CHRW	c h robinson worldwide in	1.59	16,696	2,772,700	unchanged	0.00

CINF	cincinnati finl corp	0.51	5,674	892,777	reduced	-3.07