Guardian Wealth Advisors, LLC: 13F holdings
CIK 18588282026Q2
| Positions | 66 |
|---|
| Reported value | $199.8m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 66 (+2 vs prior quarter) |
|---|
| Reported value | $199.8m (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 40,018 | $29.9m | 15.0% |
| VEA VANGUARD TAX-MANAGED FDS | 363,141 | $25.9m | 12.9% |
| IWM ISHARES TR | 74,847 | $22.5m | 11.3% |
| IJH ISHARES TR | 254,072 | $19.6m | 9.8% |
| SPYV SPDR SERIES TRUST | 219,716 | $13.4m | 6.7% |
| SPYG SPDR SERIES TRUST | 110,316 | $13.1m | 6.6% |
| JPST J P MORGAN EXCHANGE TRADED F | 230,696 | $11.7m | 5.8% |
| QQQ INVESCO QQQ TR | 14,909 | $11.0m | 5.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 141,280 | $8.4m | 4.2% |
| IWF ISHARES TR | 40,430 | $5.6m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1858828")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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