Guardian Wealth Advisors, LLC Portfolio Holdings

Guardian Wealth Advisors, LLC

  • $176 Million
  • Q3 2025

Guardian Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $176 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $26.4M, Vanguard Ftse Developed Market with a value of $22.8M, Ishares Russell 2000 ETF with a value of $19.4M, Ishares Core S&P Mid Cap ETF with a value of $16.5M, and Spdr Portfolio with a value of $11.7M.

Examining the 13F form we can see an increase of $7.48M in the current position value, from $169M to 176M.

Guardian Wealth Advisors, LLC is based out at Bloomington, MN

Below you can find more details about Guardian Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $176 Million
ETFs: $150 Million
Industrials: $5.74 Million
Healthcare: $5.15 Million
Consumer Defensive: $4.16 Million
Financial Services: $3.17 Million
Technology: $2.11 Million
Consumer Cyclical: $1.84 Million
Energy: $1.78 Million
Other: $1.96 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.2B
$2.21 Million 1.25% of portfolio
16,696
Q3 2024 Reduced 8.14%
$24.6B
$976,000 0.55% of portfolio
6,178
Q3 2025 Reduced 1.29%
$49.7B
$958,000 0.54% of portfolio
6,107
Q3 2025 Reduced 8.36%
$160B
$872,000 0.49% of portfolio
1,792
Q3 2025 Reduced 1.59%
$73.3B
$821,000 0.47% of portfolio
3,000
Q3 2025 Reduced 6.19%
$149B
$717,000 0.41% of portfolio
2,854
Q3 2025 Reduced 1.04%
$13.6B
$643,000 0.36% of portfolio
7,571
Q2 2025 Added 0.64%
$23.8B
$623,000 0.35% of portfolio
12,721
Q3 2025 Added 6.7%
$80.9B
$578,000 0.33% of portfolio
4,410
Q3 2025 Reduced 2.15%
$37.9B
$547,000 0.31% of portfolio
6,654
Q3 2025 Added 0.06%
$34.8B
$543,000 0.31% of portfolio
5,407
Q3 2025 Reduced 4.59%
$92B
$538,000 0.31% of portfolio
3,470
Q3 2025 Reduced 2.61%
$10.2B
$516,000 0.29% of portfolio
1,804
Q3 2025 Added 261.52%
$18.1B
$517,000 0.29% of portfolio
3,735
Q3 2025 Added 4.33%
$27.9B
$440,000 0.25% of portfolio
8,736
Q3 2025 Added 10.79%
$42.8B
$398,000 0.23% of portfolio
4,443
Q3 2025 Added 8.05%
$121B
$351,000 0.2% of portfolio
3,688
Q2 2025 Reduced 3.58%
$109B
$335,000 0.19% of portfolio
1,142
Q3 2025 Reduced 0.61%
$115B
$314,000 0.18% of portfolio
1,114
Q3 2025 Added 6.1%
$17.6B
$290,000 0.16% of portfolio
2,622
Q3 2025 Reduced 6.26%
$18.7B
$269,000 0.15% of portfolio
1,314
Q3 2025 Reduced 1.13%
$40.6B
$259,000 0.15% of portfolio
2,085
Q3 2025 Reduced 3.96%
$19.7B
$251,000 0.14% of portfolio
2,049
Q3 2025 Reduced 2.66%
$13.9B
$224,000 0.13% of portfolio
1,817
Q3 2025 Reduced 26.35%
$144B
$218,000 0.12% of portfolio
2,234
Q1 2025 Reduced 8.22%
$67.5B
$209,000 0.12% of portfolio
1,877
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $176 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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