StockDriftsStockDriftsTop 50 Guardian Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.95% | 40.0K | $29.9M | +2.47%(+966) | $387.98(+99.84%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.95% | 363.1K | $25.9M | +0.06%(+221) | $45.00(+64.47%) | 2026-06-30 | |
| IWM | ISHARES TR | 11.25% | 74.8K | $22.5M | -1.66%(-1.26K) | $181.13(+67.70%) | 2026-06-30 | |
| IJH | ISHARES TR | 9.8% | 254.1K | $19.6M | +0.52%(+1.31K) | $50.29(+56.20%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 6.68% | 219.7K | $13.4M | +1.55%(+3.35K) | $51.65(+22.78%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 6.57% | 110.3K | $13.1M | -2.38%(-2.69K) | $84.62(+45.21%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.84% | 230.7K | $11.7M | +31.85%(+55.73K) | $50.58(-0.15%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.49% | 14.9K | $11.0M | +0.05%(+7) | $302.86(+141.87%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.22% | 141.3K | $8.4M | +1.61%(+2.23K) | $45.38(+33.05%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.78% | 40.4K | $5.6M | -1.59%(-655) | $62.18(+127.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.75% | +55.08% | +7.84% | +45.82% |
| Top 20 Holdings Unweighted | +11.93% | +40.22% | +4.75% | +26.11% |
Guardian Wealth Advisors, LLC reports $199.83M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are SPY (14.9%), VEA (12.9%) and IWM (11.3%). The top 20 holdings account for 89.48% of reported assets. Its disclosed equity book has returned +55.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Guardian Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Guardian Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1858828). View Guardian Wealth Advisors, LLC’s 13F filings on SEC