Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Guardian Wealth Advisors, LLC (CIK 1858828) reported $173.9M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($25.4M, 14.60%), VEA ($23.3M, 13.37%), IWM ($18.9M, 10.85%), IJH ($17.1M, 9.81%), SPYV ($12.2M, 7.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $25.4M | 14.60% | 39,052 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $23.3M | 13.37% | 362,920 | Trimmed |
| 3 | IWM | ISHARES TR | $18.9M | 10.85% | 76,111 | Trimmed |
| 4 | IJH | ISHARES TR | $17.1M | 9.81% | 252,758 | Trimmed |
| 5 | SPYV | SPDR SERIES TRUST | $12.2M | 7.04% | 216,366 | Added |
| 6 | SPYG | SPDR SERIES TRUST | $11.1M | 6.36% | 113,002 | Added |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $8.9M | 5.09% | 174,962 | Added |
| 8 | QQQ | INVESCO QQQ TR | $8.6M | 4.95% | 14,902 | Trimmed |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $7.5M | 4.32% | 139,046 | Trimmed |
| 10 | IVW | ISHARES TR | $4.6M | 2.67% | 41,085 | Trimmed |
| 11 | IVE | ISHARES TR | $4.4M | 2.53% | 20,865 | Trimmed |
| 12 | CHRW | C H ROBINSON WORLDWIDE IN | $2.8M | 1.59% | 16,696 | Hold |
| 13 | ICSH | ISHARES TR | $2.1M | 1.22% | 41,984 | Added |
| 14 | IWR | ISHARES TR | $1.8M | 1.02% | 18,296 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.77% | 5,466 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $1.2M | 0.66% | 5,581 | Trimmed |
| 17 | ABBV | ABBVIE INC | $1.0M | 0.60% | 4,781 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $1.0M | 0.59% | 6,001 | Trimmed |
| 19 | CAH | CARDINAL HEALTH INC | $958,281 | 0.55% | 4,535 | Trimmed |
| 20 | CINF | CINCINNATI FINL CORP | $892,777 | 0.51% | 5,674 | Trimmed |
| 21 | SPGI | S&P GLOBAL INC | $835,016 | 0.48% | 1,963 | Added |
| 22 | AAPL | APPLE INC | $816,700 | 0.47% | 3,218 | Trimmed |
| 23 | PG | PROCTER & GAMBLE CO | $800,115 | 0.46% | 5,539 | Added |
| 24 | PEP | PEPSICO INC | $747,554 | 0.43% | 4,814 | Added |
| 25 | NEAR | ISHARES U S ETF TR | $722,823 | 0.42% | 14,219 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31