Guardian Wealth Advisors, LLC
All 13F Filings
- Location
- St Louis Park, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 173,923
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.01 K | 13.8% | 0 | 88.2 K | -88.2 K |
| ETFs | 149.9 K | 86.2% | 84.83 K | 0 | 84.83 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
173,923
Holdings
64
QoQ value change ($000)
-3,366
(-1.9%)
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.