Guardian Wealth Advisors, LLC
65 holdingsFiling period: 2026-03-31Current AUM: $194.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 39.1K | $25.4M | $29.2M | 14.97% | +571 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 362.9K | $23.3M | $25.6M | 13.15% | -15,904 | 2026-03-31 |
| 3 | IWM | ISHARES TR | 76.1K | $18.9M | $22.2M | 11.37% | -2,248 | 2026-03-31 |
| 4 | IJH | ISHARES TR | 252.8K | $17.1M | $19.0M | 9.76% | -2,295 | 2026-03-31 |
| 5 | SPYV | SPDR SERIES TRUST | 216.4K | $12.2M | $13.4M | 6.89% | +1.1K | 2026-03-31 |
| 6 | SPYG | SPDR SERIES TRUST | 113.0K | $11.1M | $13.2M | 6.79% | +3.2K | 2026-03-31 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 175.0K | $8.9M | $8.8M | 4.54% | +42.9K | 2026-03-31 |
| 8 | QQQ | INVESCO QQQ TR | 14.9K | $8.6M | $10.3M | 5.26% | -346 | 2026-03-31 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 139.0K | $7.5M | $8.2M | 4.19% | -1,286 | 2026-03-31 |
| 10 | IVW | ISHARES TR | 41.1K | $4.6M | $5.6M | 2.85% | -1,580 | 2026-03-31 |
| 11 | IVE | ISHARES TR | 20.9K | $4.4M | $4.8M | 2.48% | -632 | 2026-03-31 |
| 12 | CHRW | C H ROBINSON WORLDWIDE IN | 16.7K | $2.8M | $2.5M | 1.27% | -- | 2026-03-31 |
| 13 | ICSH | ISHARES TR | 42.0K | $2.1M | $2.1M | 1.09% | +8.0K | 2026-03-31 |
| 14 | IWR | ISHARES TR | 18.3K | $1.8M | $2.0M | 1.03% | -2,082 | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 5.5K | $1.3M | $1.4M | 0.72% | -354 | 2026-03-31 |
| 16 | CVX | CHEVRON CORPORATION | 5.6K | $1.2M | $1.1M | 0.56% | -135 | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 4.8K | $1.0M | $1.2M | 0.62% | -349 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 6.0K | $1.0M | $933K | 0.48% | -585 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 6.0K | $1.0M | $933K | 0.48% | -585 | 2026-03-31 |
| 20 | CAH | CARDINAL HEALTH INC | 4.5K | $958K | $1.0M | 0.54% | -888 | 2026-03-31 |
| 21 | CINF | CINCINNATI FINL CORP | 5.7K | $892K | $1.0M | 0.52% | -180 | 2026-03-31 |
| 22 | SPGI | S&P GLOBAL INC | 2.0K | $835K | $809K | 0.41% | +132 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 3.2K | $816K | $993K | 0.51% | -317 | 2026-03-31 |
| 24 | PG | PROCTER & GAMBLE CO | 5.5K | $800K | $800K | 0.41% | +73 | 2026-03-31 |
| 25 | PEP | PEPSICO INC | 4.8K | $747K | $671K | 0.34% | +4 | 2026-03-31 |
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