Guardian Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
St Louis Park, MN
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$177,289
Net value change ($000)
+883 (0.5%)
New positions
1
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,797 36.8%
VEA 880 3.9%
SPYV 880 7.8%
CHRW 473 21.4%
IJH 324 2.0%
GOOGL 207 NEW
CAH 155 16.2%
SPGI 85 9.7%
GOOGL 76 30.3%
VWO 75 1.0%
Top Reduces (Value $000, Stocks/ETFs)
SJNK -602 -100.0%
IVW -437 -7.7%
IVE -319 -6.5%
NEAR -293 -20.9%
PFF -260 -100.0%
KMB -259 -100.0%
GLD -237 -100.0%
CLX -224 -100.0%
ABBV -166 -12.4%
SPY -149 -0.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type