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Livermore
Livermore
ZHEN

Guardian Wealth Advisors, LLC

SEC CIK
0001901403
Latest filing
Aug 14, 2026

The latest 13F from Guardian Wealth Advisors, LLC covers Q2 2026 (filed Aug 14, 2026): 375 long positions worth $1.77B. The top 10 holdings make up 46.4% of the portfolio, and the largest is ETF Ser Solutions at 11.9%. Livermore has 20 filings on Form 13F from this institution, going back to Q4 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
35
Est. +$22.2M
Added
176
Est. +$46.4M
Reduced
130
Est. −$18.8M
Sold out
262
Est. −$19.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. ETF Ser Solutions26922A222
    11.9%$209.6M
  2. ETF Ser Solutions26922A388
    7.5%$132.9M
  3. Schwab U.S. Large-Cap ETF808524201
    4.8%$83.9M
  4. Vanguard S&P 500 ETF922908363
    3.9%$68.6M
  5. ETF Ser Solutions26922A446
    3.7%$65.9M

Share of portfolio

Top 5 holdings and the other 370 positions, by share of portfolio value

  1. ETF Ser Solutions11.9%
  2. ETF Ser Solutions7.5%
  3. Schwab U.S. Large-Cap ETF4.8%
  4. Vanguard S&P 500 ETF3.9%
  5. ETF Ser Solutions3.7%
  6. Other 370 positions68.2%

Biggest buys

New and added positions, by estimated amount bought

  1. ETF Ser Solutions26922A222
    +$3.27MAdded
  2. ETF Ser Solutions26922A388
    +$3.25MAdded
  3. iShares Tr46434V878
    +$3.05MNew
  4. State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474
    +$3.02MNew
  5. Invesco Exch TRD SLF Idx FD46138J783
    +$2.81MAdded

Largest weight increases

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

  1. First Trust Rising Dividend Achievers ETF33738R506
    +0.25 pp2.8% → 3.1%
  2. Schwab U.S. Large-Cap ETF808524201
    +0.23 pp4.5% → 4.8%
  3. MUMicron Technology Inc
    +0.22 pp0.1% → 0.3%History
  4. AVGOBroadcom Inc.
    +0.18 pp0.7% → 0.9%History
  5. Capital Group Dividend Value14020W106
    +0.18 pp3.4% → 3.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. First Tr Exchange-Traded FD33739Q408
    −$2.93MReduced
  2. iShares Tr46429B655
    −$2.92MSold out
  3. Invesco Actively Managed Exc46090A879
    −$2.91MSold out
  4. JPMorgan Ultra-Short Income ETF46641Q837
    −$1.36MReduced
  5. BRBroadridge Financial Solutions, Inc.
    −$1.30MReducedHistory

Largest weight decreases

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

  1. First Tr Exchange-Traded FD33738D747
    −0.35 pp2.6% → 2.2%
  2. First Tr Exchange-Traded FD33739Q408
    −0.19 pp0.2% → <0.1%
  3. iShares Tr46429B655
    −0.19 pp0.2% → 0.0%
  4. Invesco Actively Managed Exc46090A879
    −0.19 pp0.2% → 0.0%
  5. J P Morgan Exchange Traded F46641Q332
    −0.13 pp0.7% → 0.6%

Metrics

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

Portfolio value
$1.77B
+$192.4M (+12.2%) vs. prior quarter
Positions
375
−227 vs. prior quarter
Top 10 concentration
46.4%
Top 10 as share of value
Turnover
2.3%
Q2 2026, one quarter
Average holding period
15.5 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 (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.77B (Q2 2026)

Q4 2021: $232.6MQ1 2022: $231.9MQ2 2022: $547.5MQ3 2022: $536.6MQ4 2022: $520.2MQ1 2023: $569.7MQ2 2023: $583.9MQ3 2023: $588.1MQ4 2023: $658.0MQ1 2024: $817.2MQ2 2024: $855.1MQ3 2024: $923.7MQ4 2024: $1.25BQ1 2025: $1.25BQ2 2025: $1.42BQ3 2025: $1.53BQ4 2025: $1.59BQ1 2026: $1.57BQ2 2026: $1.77B
Q4 2021Q2 2026
13F filings of Guardian Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026375$1.77BETF Ser SolutionsETF Ser SolutionsSchwab U.S. Large-Cap ETFvs. Q1 2026SEC
Q1 2026May 15, 2026602$1.57BETF Ser SolutionsETF Ser SolutionsSchwab U.S. Large-Cap ETFvs. Q4 2025SEC
Q4 2025Feb 17, 2026358$1.59BETF Ser SolutionsETF Ser SolutionsSchwab U.S. Large-Cap ETFvs. Q3 2025SEC
Q3 2025Nov 14, 2025355$1.53BETF Ser SolutionsETF Ser SolutionsSchwab U.S. Large-Cap ETFvs. Q2 2025SEC
Q2 2025Aug 14, 2025550$1.42BETF Ser SolutionsETF Ser SolutionsSchwab U.S. Large-Cap ETFvs. Q1 2025SEC
Q1 2025May 15, 2025528$1.25BETF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q4 2024SEC
Q4 2024Feb 14, 2025517$1.25BETF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q3 2024SEC
Q3 2024Nov 14, 2024452$923.7METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q2 2024SEC
Q2 2024Aug 14, 2024438$855.1METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q1 2024SEC
Q1 2024May 15, 2024452$817.2METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q4 2023SEC
Q4 2023Feb 14, 2024440$658.0METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q3 2023SEC
Q3 2023Nov 14, 2023422$588.1METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q2 2023SEC
Q2 2023Aug 14, 2023415$583.9METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q1 2023SEC
Q1 2023May 15, 2023412$569.7METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q4 2022SEC
Q4 2022Feb 14, 2023374$520.2METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q3 2022SEC
Q3 2022Nov 14, 2022352$536.6METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q2 2022SEC
Q2 2022Aug 15, 2022352$547.5METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q1 2022SEC
Q1 2022May 16, 2022252$231.9METF Ser SolutionsETF Ser SolutionsETF Ser Solutionsvs. Q4 2021SEC
Q4 2021May 16, 2022Amended245$232.6METF Ser SolutionsETF Ser SolutionsETF Ser Solutions–SEC