1y return+15.2%S&P 500 +20.9%
3y return+47.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $133 against $157 in the S&P 500.2
Guardian Wealth Advisors, LLC / NcS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ACIOEtf Ser Solutions | $209.6M | 11.9% | +1.6% |
| DRSKEtf Ser Solutions | $132.9M | 7.5% | +2.5% |
| SCHXSchwab Strategic Tr | $83.9M | 4.8% | +2.8% |
| VOOVanguard Index Fds | $68.6M | 3.9% | |
| OSCVEtf Ser Solutions | $65.9M | 3.7% | +1.5% |
| CGDVCapital Group Dividend Value | $63.2M | 3.6% | +2.1% |
| BUFRFirst Tr Exchng Traded Fd Vi | $54.2M | 3.1% | +1.6% |
| RDVYFirst Tr Exchange Traded Fd | $53.9M | 3.1% | +3.1% |
| FRDMEa Series Trust | $44.5M | 2.5% | |
| VEAVanguard Tax-managed Fds | $41.8M | 2.4% | +2.0% |
| NVDANvidia Corporation | $39.3M | 2.2% | |
| LQTIFirst Tr Exchange-traded Fd | $39.0M | 2.2% | −1.8% |
| AAPLApple Inc | $31.1M | 1.8% | |
| JCPBJ P Morgan Exchange Traded F | $29.0M | 1.6% | |
| GSEWGoldman Sachs Etf Tr | $28.9M | 1.6% | +3.0% |
| SDVYFirst Tr Exchange Traded Fd | $24.7M | 1.4% | +4.4% |
| ADMEEtf Ser Solutions | $23.6M | 1.3% | +2.2% |
| DUBSEtf Ser Solutions | $20.3M | 1.2% | +1.8% |
| IVVIshares Tr | $18.8M | 1.1% | +2.8% |
| SPYState Str Spdr S&p 500 Etf T | $16.8M | 1.0% | −4.2% |
| AVGOBroadcom Inc | $16.0M | 0.9% | +15.4% |
| GOOGLAlphabet Inc | $15.7M | 0.9% | |
| MSFTMicrosoft Corp | $15.3M | 0.9% | |
| USFRWisdomtree Tr | $14.1M | 0.8% | +1.9% |
| DBNDDoubleline Etf Trust | $14.0M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $39.3M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $16.0M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $15.7M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $9.4M |
| FRDMEa Series Trust | September 30, 2024 | +103.7% | $44.5M |
| ONEQFidelity Comwlth Tr | September 30, 2023 | +98.5% | $8.8M |
| QUALIshares Tr | December 31, 2022 | +92.6% | $8.5M |
| CGDVCapital Group Dividend Value | September 30, 2023 | +86.2% | $63.2M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2022 | +83.3% | $13.9M |
| EFVIshares Tr | June 30, 2022 | +76.4% | $13.4M |
Sold off last quarter
- FLOTIshares Tr was $2.9M
- VRIGInvesco Actively Managed Exc was $2.9M
- Honeywell Intl IncCUSIP 438516106 was $567K
- CGICCapital Group International was $473K
- TMUST-mobile Us Inc was $253K
- BNDVanguard Bd Index Fds was $251K
- Medtronic PLCCUSIP G5960L103 was $246K
- BSXBoston Scientific Corp was $239K
- BITBBitwise Bitcoin Etf Tr was $228K
- Roivant Sciences LtdCUSIP G76279101 was $220K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +4.8% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −12.1% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Guardian Wealth Advisors, LLC / Nc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1901403&type=13F-HR&dateb=&owner=include&count=40CIK 1901403
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1901403/000139834426014482/Filed August 14, 2026 · accession 0001398344-26-014482