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Livermore
Livermore
ZHEN

Guardian Wealth Advisors, LLC

SEC CIK
0001858828
Latest filing
Aug 5, 2026

The latest 13F from Guardian Wealth Advisors, LLC covers Q2 2026 (filed Aug 5, 2026): 66 long positions worth $199.8M. The top 10 holdings make up 80.5% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 15.0%. Livermore has 26 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$557.6K
Added
32
Est. +$4.89M
Reduced
24
Est. −$1.68M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    15.0%$29.9MHistory
  2. Vanguard Ftse Developed Markets ETF921943858
    12.9%$25.9M
  3. iShares Russell 2000 ETF464287655
    11.3%$22.5M
  4. iShares Core S&P Mid-Cap ETF464287507
    9.8%$19.6M
  5. State Street SPDR Portfolio S&P 500 Value ETF78464A508
    6.7%$13.4M

Biggest buys

New and added positions, by estimated amount bought

  1. JPMorgan Ultra-Short Income ETF46641Q837
    +$2.82MAdded
  2. SPYSPDR S&P 500 ETF Trust
    +$721.4KAddedHistory
  3. VLOValero Energy Corp
    +$343.3KNewHistory
  4. MMM3M Co
    +$249.2KAddedHistory
  5. INTCIntel Corp
    +$214.3KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. JPMorgan Ultra-Short Income ETF46641Q837
    +0.75 pp5.1% → 5.8%
  2. Invesco QQQ Trust Series I46090E103
    +0.55 pp4.9% → 5.5%
  3. SPYSPDR S&P 500 ETF Trust
    +0.35 pp14.6% → 15.0%History
  4. VLOValero Energy Corp
    +0.17 pp0.0% → 0.2%History
  5. MMM3M Co
    +0.12 pp0.3% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46434V878
    −$488.8KReduced
  2. iShares Russell 2000 ETF464287655
    −$379.8KReduced
  3. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    −$319.6KReduced
  4. iShares S&P 500 Growth ETF464287309
    −$90.1KReduced
  5. iShares U S ETF Tr46431W507
    −$83.4KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46434V878
    −0.40 pp1.2% → 0.8%
  2. CVXChevron Corp
    −0.21 pp0.7% → 0.5%History
  3. iShares S&P 500 Value ETF464287408
    −0.19 pp2.5% → 2.3%
  4. XOMExxonMobil Holdings Corp
    −0.19 pp0.6% → 0.4%History
  5. JNJJohnson & Johnson
    −0.10 pp0.8% → 0.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$199.8M
+$25.9M (+14.9%) vs. prior quarter
Positions
66
+2 vs. prior quarter
Top 10 concentration
80.5%
Top 10 as share of value
Turnover
0.9%
Q2 2026, one quarter
Average holding period
19.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $199.8M (Q2 2026)

Q1 2021: $107.9MQ2 2021: $115.5MQ3 2021: $112.4MQ4 2021: $124.8MQ1 2022: $121.6MQ2 2022: $108.7MQ3 2022: $102.9MQ4 2022: $112.6MQ1 2023: $127.6MQ2 2023: $136.0MQ3 2023: $130.5MQ4 2023: $143.4MQ1 2024: $153.9MQ2 2024: $153.7MQ3 2024: $162.0MQ4 2024: $156.0MQ1 2025: $155.9MQ2 2025: $168.9MQ3 2025: $176.4MQ4 2025: $177.3MQ1 2026: $173.9MQ2 2026: $199.8M
Q1 2021Q2 2026
13F filings of Guardian Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 202666$199.8MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q1 2026SEC
Q1 2026May 1, 202664$173.9MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q4 2025SEC
Q4 2025Feb 2, 202670$177.3MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q3 2025SEC
Q3 2025Oct 30, 202574$176.4MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q2 2025SEC
Q2 2025Jul 31, 202574$168.9MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q1 2025SEC
Q1 2025May 2, 202573$155.9MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q4 2024SEC
Q4 2024Jan 28, 202574$156.0MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q3 2024SEC
Q3 2024Nov 7, 202482$162.0MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q2 2024SEC
Q2 2024Aug 8, 202480$153.7MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q1 2024SEC
Q1 2024Apr 29, 202480$153.9MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q4 2023SEC
Q4 2023Feb 13, 2024Amended74$143.4MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q3 2023SEC
Q3 2023Oct 30, 202372$130.5MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q2 2023SEC
Q2 2023Aug 8, 202370$136.0MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q1 2023SEC
Q1 2023May 18, 2023Amended69$127.6MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q4 2022SEC
Q4 2022Feb 3, 202364$112.6MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q3 2022SEC
Q3 2022May 18, 2023Amended59$102.9MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q2 2022SEC
Q2 2022Aug 12, 202263$108.7MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q1 2022SEC
Q1 2022May 11, 202264$121.6MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q4 2021SEC
Q4 2021Feb 3, 202267$124.8MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q3 2021SEC
Q3 2021Nov 10, 202162$112.4MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q2 2021SEC
Q2 2021Jul 28, 202167$115.5MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETFvs. Q1 2021SEC
Q1 2021May 10, 2021Amended64$107.9MSPYVanguard Ftse Developed Markets ETFiShares Russell 2000 ETF–SEC