Guardian Wealth Advisors
Guardian Wealth Advisors reported 67 stocks worth $201M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPY (14.9%), VEA (13.1%) and IWM (10.3%). Compared with Q2 2026, the fund opened new positions in SGOV, XOM and SPYM, added to VEA, IJH and JPST, trimmed SPY, IWM and QQQ and sold out of XOM, NEAR and VLO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $30.1M | 14.9% | 39K | −961 (−2%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $26.4M | 13.1% | 378K | +15K (+4%) | 8 of 8 | |
| 3 |  IWM Ishares TR | $20.7M | 10.3% | 74K | −979 (−1%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $18.7M | 9.3% | 256K | +1,835 (+1%) | 8 of 8 | |
| 5 |  JPST J P Morgan Exchange Traded F | $15.5M | 7.7% | 308K | +77K (+33%) | 8 of 8 | |
| 6 |  SPYV State Street | $14.8M | 7.4% | 231K | +12K (+5%) | 8 of 8 | |
| 7 |  SPYG Spdr Series Trust | $14M | 7.0% | 116K | +5,803 (+5%) | 8 of 8 | |
| 8 |  QQQ Invesco Qqq TR | $10.3M | 5.1% | 14K | −597 (−4%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $8.3M | 4.1% | 145K | +4,038 (+3%) | 8 of 8 | |
| 10 |  IVW Ishares TR | $5.4M | 2.7% | 39K | −1,607 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $798K | 5,833 |
 NEAR Ishares Short Duratn Bndactv ETF | $637K | 13K |
 VLO Valero Energy Corp | $343K | 1,318 |
 SCHX Schwab US Large Cap ETF | $310K | 11K |
 INTC Intel Corp | $214K | 1,535 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Guardian Wealth Advisors 13F FAQ
What does Guardian Wealth Advisors own?
Guardian Wealth Advisors reported 67 stocks worth $201M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPY (14.9%), VEA (13.1%) and IWM (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Guardian Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 12 added to, 42 trimmed and 7 sold out. New positions include SGOV, XOM and SPYM. It sold all of XOM, NEAR and VLO.
When will Guardian Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Guardian Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $201M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.