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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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