Guardian Asset Advisors, LLC

All 13F Filings

Location
Mechanicsburg, PA
Most recent 13F
Q2 2026
Holdings value ($000)
216,870
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/21/2026 124 216,870 13F-HR Guardian Asset Advisors, LLC
Q1 2026 5/14/2026 102 171,154 13F-HR Guardian Asset Advisors, LLC
Q4 2025 1/29/2026 108 192,268 13F-HR Guardian Asset Advisors, LLC
Q3 2025 10/31/2025 108 185,819 13F-HR Guardian Asset Advisors, LLC
Q2 2025 7/31/2025 104 174,118 13F-HR Guardian Asset Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 116.4 K 53.7% 25.83 K 0 25.83 K
ETFs 100.2 K 46.2% 19.89 K 0 19.89 K
Debt 246 0.1% 11 0 11
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
216,870
Holdings
124
QoQ value change ($000)
45,716 (26.7%)
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.