Guardian Wealth Advisors, LLC - Portfolio overview

Guardian Wealth Advisors, LLC has 75 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 14.34%
2. VEA - VANGUARD TAX-MANAGED FDS, 13.13%
3. IWM - ISHARES TR, 10.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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