Portfolio (Quarterly) Guide ↗

Guardian Wealth Advisors, LLC

· CIK 0001858828

13F Portfolio $177M AUM 70 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 17 Added 38 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	IJH	ISHARES TR	—	255,053.0	$16.8M	9.49%	+2K	+0.8%	$66.00	+10.5%
2	SPYV	SPDR SERIES TRUST	—	215,307.0	$12.2M	6.90%	+10K	+4.9%	$56.81	+6.7%
3	VWO	VANGUARD INTL EQUITY INDEX F	—	140,332.0	$7.5M	4.25%	+2K	+1.8%	$53.76	+9.2%
4	—	J P MORGAN EXCHANGE TRADED F	—	132,105.0	$6.7M	3.77%	+36K	+37.1%	$50.59	—
5	ICSH	ISHARES TR	—	33,963.0	$1.7M	0.97%	+980.0	+3.0%	$50.58	-0.1%
6	SPGI	S&P GLOBAL INC	Financial Services	1,831.0	$957K	0.54%	+39.0	+2.2%	$522.50	-20.2%
7	PG	PROCTER AND GAMBLE CO	Consumer Defensive	5,466.0	$783K	0.44%	+298.0	+5.8%	$143.30	-0.6%
8	ABT	ABBOTT LABS	Healthcare	6,218.0	$779K	0.44%	+47.0	+0.8%	$125.28	-29.9%
9	LOW	LOWES COS INC	Consumer Cyclical	2,881.0	$695K	0.39%	+27.0	+0.9%	$241.16	-9.9%
10	FDS	FACTSET RESH SYS INC	Financial Services	1,951.0	$566K	0.32%	+147.0	+8.2%	$290.19	-22.5%
11	GPC	GENUINE PARTS CO	Consumer Cyclical	3,904.0	$480K	0.27%	+169.0	+4.5%	$122.97	-20.6%
12	TGT	TARGET CORP	Consumer Defensive	4,706.0	$460K	0.26%	+263.0	+5.9%	$97.75	+25.1%
13	CB	CHUBB LIMITED	Financial Services	1,226.0	$383K	0.22%	+112.0	+10.1%	$312.23	+5.8%
14	GOOG	ALPHABET INC	Communication Services	1,042.0	$327K	0.18%	+12.0	+1.2%	$313.90	+22.2%
15	NOBL	PROSHARES TR	—	2,758.0	$287K	0.16%	+64.0	+2.4%	$104.07	+3.1%
16	SCHE	SCHWAB STRATEGIC TR	—	8,708.0	$285K	0.16%	+59.0	+0.7%	$32.75	+8.6%
17	IJR	ISHARES TR	—	1,985.0	$239K	0.14%	+121.0	+6.5%	$120.16	+13.4%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 63.6%

Industrials 9.9%

Healthcare 8.3%

Consumer Defensive 6.0%

Technology 3.2%

Consumer Cyclical 2.8%

Energy 2.7%

Basic Materials 1.8%

Communication Services 0.9%

Utilities 0.8%