Guardian Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
St Louis Park, MN
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$201,434
Net value change ($000)
+1,600 (0.8%)
New positions
8
Sold out positions
7
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 3,831 32.8%
SPYV 1,472 11.0%
SPYG 872 6.6%
SGOV 793 NEW
EXXONMOBIL HOLDINGS CORP 606 NEW
VEA 516 2.0%
SPYM 509 NEW
GOOGL 278 NEW
SPDR SERIES TRUST 275 NEW
CTAS 225 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWM -1,792 -8.0%
IJH -855 -4.4%
XOM -798 -100.0%
CHRW -748 -23.8%
QQQ -656 -6.0%
NEAR -637 -100.0%
ICSH -455 -27.8%
VLO -343 -100.0%
SCHX -310 -100.0%
MMM -237 -29.2%
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