Guardian Wealth Advisors, LLC

All 13F Filings

Location
St Louis Park, MN
Most recent 13F
Q2 2026
Holdings value ($000)
199,834
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 66 199,834 13F-HR Guardian Wealth Advisors, LLC
Q1 2026 5/1/2026 64 173,923 13F-HR Guardian Wealth Advisors, LLC
Q4 2025 2/2/2026 70 177,289 13F-HR Guardian Wealth Advisors, LLC
Q3 2025 10/30/2025 74 176,406 13F-HR Guardian Wealth Advisors, LLC
Q2 2025 7/31/2025 74 168,926 13F-HR Guardian Wealth Advisors, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 26.05 K 13.0% 2.039 K 0 2.039 K
ETFs 173.8 K 87.0% 23.88 K 0 23.88 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
199,834
Holdings
66
QoQ value change ($000)
25,911 (14.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.