Guardian Wealth Advisors, LLC
67 holdingsFiling period: 2026-06-30Current AUM: $199.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 40.0K | $29.9M | $30.3M | 15.16% | +966 | 2026-06-30 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 363.1K | $25.9M | $26.0M | 12.99% | +221 | 2026-06-30 |
| 3 | IWM | ISHARES TR | 74.8K | $22.5M | $21.3M | 10.68% | -1,264 | 2026-06-30 |
| 4 | IJH | ISHARES TR | 254.1K | $19.6M | $18.6M | 9.31% | +1.3K | 2026-06-30 |
| 5 | SPYV | SPDR SERIES TRUST | 219.7K | $13.4M | $13.8M | 6.89% | +3.4K | 2026-06-30 |
| 6 | SPYG | SPDR SERIES TRUST | 110.3K | $13.1M | $13.1M | 6.57% | -2,686 | 2026-06-30 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 230.7K | $11.7M | $11.6M | 5.81% | +55.7K | 2026-06-30 |
| 8 | QQQ | INVESCO QQQ TR | 14.9K | $11.0M | $10.5M | 5.25% | +7 | 2026-06-30 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 141.3K | $8.4M | $8.4M | 4.19% | +2.2K | 2026-06-30 |
| 10 | IVW | ISHARES TR | 40.4K | $5.6M | $5.6M | 2.78% | -655 | 2026-06-30 |
| 11 | IVE | ISHARES TR | 20.6K | $4.7M | $4.8M | 2.40% | -258 | 2026-06-30 |
| 12 | CHRW | C H ROBINSON WORLDWIDE IN | 16.7K | $3.1M | $2.6M | 1.32% | -- | 2026-06-30 |
| 13 | IWR | ISHARES TR | 18.1K | $2.0M | $2.0M | 0.98% | -166 | 2026-06-30 |
| 14 | ICSH | ISHARES TR | 32.3K | $1.6M | $1.6M | 0.81% | -9,664 | 2026-06-30 |
| 15 | JNJ | JOHNSON & JOHNSON | 5.3K | $1.3M | $1.4M | 0.71% | -185 | 2026-06-30 |
| 16 | ABBV | ABBVIE INC | 4.8K | $1.2M | $1.3M | 0.63% | +38 | 2026-06-30 |
| 17 | CAH | CARDINAL HEALTH INC | 4.4K | $1.0M | $1.0M | 0.51% | -137 | 2026-06-30 |
| 18 | CINF | CINCINNATI FINL CORP | 5.5K | $1.0M | $951K | 0.48% | -129 | 2026-06-30 |
| 19 | AAPL | APPLE INC | 3.2K | $925K | $1.1M | 0.53% | -20 | 2026-06-30 |
| 20 | CVX | CHEVRON CORPORATION | 5.4K | $902K | $1.2M | 0.59% | -137 | 2026-06-30 |
| 21 | PG | PROCTER & GAMBLE CO | 5.8K | $850K | $850K | 0.43% | +262 | 2026-06-30 |
| 22 | SPGI | S&P GLOBAL INC | 2.0K | $814K | $825K | 0.41% | +37 | 2026-06-30 |
| 23 | MMM | 3M CO | 5.0K | $810K | $824K | 0.41% | +1.5K | 2026-06-30 |
| 24 | XOM | EXXON MOBIL CORP | 5.8K | $797K | $987K | 0.49% | -168 | 2026-06-30 |
| 25 | XOM | EXXON MOBIL CORP | 5.8K | $797K | $987K | 0.49% | -168 | 2026-06-30 |
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