Guardian Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
St Louis Park, MN
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
74
Total value ($000)
$176,406
Net value change ($000)
+7,480 (4.4%)
New positions
5
Sold out positions
5
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPST 2,514 106.0%
IWM 2,162 12.5%
SPYV 1,777 18.6%
SPYG 1,700 17.0%
SPY 1,683 6.8%
IJH 1,558 10.4%
VWO 787 11.8%
VEA 727 3.3%
CHRW 609 38.0%
AAPL 389 69.0%
Top Reduces (Value $000, Stocks/ETFs)
SJNK -2,903 -82.8%
PFF -1,491 -85.2%
NEAR -1,273 -47.6%
HYG -555 -100.0%
IVE -509 -9.4%
IVW -494 -8.0%
TROW -446 -100.0%
VO -247 -40.2%
ICSH -229 -12.0%
IGSB -218 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type