account_balance
Investment manager · 13F filer · SEC CIK 1858828
Guardian Wealth Advisors, LLC
Reported value$201Mas of Sep 30, 2026
Positions67 7 new, 6 sold out
Top 10 weight81.5%SPY alone is 15%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
14.9%Trimmed −2%
VEAVanguard Tax-Managed FDS
13.1%Added +4%
IWMiShares Tr
10.3%
IJHiShares Tr
9.3%
JPSTJ P Morgan Exchange Traded F
7.7%Added +33%
SPYVSPDR Series Trust
7.4%Added +5%
SPYGSPDR Series Trust
6.9%Added +5%
QQQInvesco QQQ Tr
5.1%Trimmed −4%
VWOVanguard Intl Equity Index F
4.1%Added +3%
IVWiShares Tr
2.7%Trimmed −4%
IVEiShares Tr
2.3%−4%
SPYSPDR S&P 500 ETF Trust
14.9%Trimmed −2%
VEAVanguard Tax-Managed FDS
13.1%Added +4%
IWMiShares Tr
10.3%
IJHiShares Tr
9.3%
JPSTJ P Morgan Exchange Traded F
7.7%
SPYVSPDR Series Trust
7.4%
SPYGSPDR Series Trust
6.9%+5%
QQQ5.1%
VWO4.1%
IVW
IVE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 14.9% Trimmed −2%
VEA Vanguard Tax-Managed FDS 13.1% Added +4%
IWM iShares Tr 10.3% Held
IJH iShares Tr 9.3% Held
JPST J P Morgan Exchange Traded F 7.7% Added +33%
SPYV SPDR Series Trust 7.4% Added +5%
SPYG SPDR Series Trust 6.9% Added +5%
QQQ Invesco QQQ Tr 5.1% Trimmed −4%
VWO Vanguard Intl Equity Index F 4.1% Added +3%
IVW iShares Tr 2.7% Trimmed −4%
IVE iShares Tr 2.3% Trimmed −4%
CHRW C. H. Robinson Worldwide, Inc. 1.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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