Guardian Wealth Advisors, LLC
•CIK: 1858828•Filing: Q4 2025
**Guardian Wealth Advisors, LLC** manages $177M across a diversified portfolio of 70 positions. The strategy exhibits a significant allocation to broad U.S. market exposure, highlighted by the top holdings in SPY ($26.2M) and VEA ($23.7M). Further concentration is evident in sector and index plays, including IWM ($19.3M) and IJH ($16.8M). The portfolio maintains notable international and thematic exposure via VWO ($7.5M) and NDQ ($9.4M).
Total AUM
$177.3M
QoQ Performance
+0.5%
Positions
54
Top 10 Concentration
78.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
VEA
IWM
IJH
SPYV
SPYG
NDQ
SPY14.8%
VEA13.3%
IWM10.9%
IJH9.5%
SPYV6.9%
SPYG6.6%
NDQ5.3%
VWO4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.7%
ETF15.2%
Healthcare2.1%
Technology1.4%
Consumer1.1%
Materials0.6%
Consumer Staples0.5%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑20 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023