Guardian Wealth Advisors, LLC reported 41 positions worth $24.73M for the quarter ended Sep 30, 2026, down 5.1% on the prior quarter. It opened 4 new positions, added to 4, trimmed 31 and exited 4. Its largest holding is C. H. Robinson Worldwide, Inc. at 9.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | +866 | – | $277.58K | 1.12% |
| CTAS Cintas Corp | +1,047 | – | $224.91K | 0.91% |
| NEE Nextera Energy Inc | +2,495 | – | $205.63K | 0.832% |
| NVDA Nvidia Corp | +925 | – | $201.60K | 0.815% |
| BRK-B Berkshire Hathaway Inc | +292 | +52.1% | $158.55K | 1.87% |
| AMZN Amazon Com Inc | +260 | +23.8% | $65.81K | 1.38% |
| IBM International Business Machines Corp | +226 | +16.3% | $56.54K | 1.63% |
| CB Chubb Ltd | +71 | +5.6% | $25.29K | 1.91% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -2,466 | -42.3% | $443.61K | 2.45% |
| VLO Valero Energy Corp | -1,318 | -100.0% | $343.26K | Exited |
| MMM 3M Co | -1,666 | -33.3% | $285.82K | 2.32% |
| MSFT Microsoft Corp | -476 | -27.4% | $252.89K | 2.72% |
| ABBV AbbVie Inc. | -781 | -16.2% | $223.67K | 4.68% |
| INTC Intel Corp | -1,535 | -100.0% | $214.33K | Exited |
| PNR PENTAIR plc | -2,766 | -100.0% | $212.02K | Exited |
| MDT Medtronic plc | -2,658 | -100.0% | $207.97K | Exited |
| JNJ Johnson & Johnson | -709 | -13.4% | $190.51K | 4.97% |
| CAH Cardinal Health Inc | -731 | -16.6% | $180.16K | 3.66% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CHRW C. H. Robinson Worldwide, Inc. | Industrials | 16.7K | $2.40M | 9.7% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | JNJ Johnson & Johnson | Healthcare | 4,572 | $1.23M | 4.97% | -709 | -13.4% | Reduced | 0% |
| 3 | ABBV AbbVie Inc. | Healthcare | 4,038 | $1.16M | 4.68% | -781 | -16.2% | Reduced | 0% |
| 4 | AAPL Apple Inc. | Technology | 3,148 | $1.09M | 4.42% | -50 | -1.6% | Reduced | 0% |
| 5 | CVX Chevron Corp | Energy | 4,734 | $1.08M | 4.37% | -710 | -13.0% | Reduced | 0% |
| 6 | CAH Cardinal Health Inc | Healthcare | 3,667 | $903.75K | 3.66% | -731 | -16.6% | Reduced | 0% |
| 7 | CINF Cincinnati Financial Corp | Financial Services | 4,971 | $901.74K | 3.65% | -574 | -10.4% | Reduced | 0% |
| 8 | FDS Factset Research Systems Inc | Financial Services | 2,745 | $849.83K | 3.44% | -303 | -9.9% | Reduced | 0.01% |
| 9 | SPGI S&P Global Inc. | Financial Services | 1,859 | $834.59K | 3.38% | -141 | -7.1% | Reduced | 0% |
| 10 | PG PROCTER & GAMBLE Co | Consumer Staples | 5,142 | $818.77K | 3.31% | -659 | -11.4% | Reduced | 0% |
| 11 | ECL Ecolab Inc. | Industrials | 2,584 | $752.61K | 3.04% | -215 | -7.7% | Reduced | 0% |
| 12 | MSFT Microsoft Corp | Technology | 1,264 | $671.53K | 2.72% | -476 | -27.4% | Reduced | 0% |
| 13 | ABT Abbott Laboratories | Healthcare | 6,181 | $637.28K | 2.58% | -651 | -9.5% | Reduced | 0% |
| 14 | XOM ExxonMobil Holdings Corp | Energy | 3,367 | $605.69K | 2.45% | -2,466 | -42.3% | Reduced | 0% |
| 15 | PEP Pepsico Inc | Consumer Staples | 4,491 | $599.57K | 2.42% | -373 | -7.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Guardian Wealth Advisors.
As of its Q3 2026 13F filing, Guardian Wealth Advisors, LLC’s five largest positions were C. H. Robinson Worldwide, Inc. (CHRW) at 9.7%, Johnson & Johnson (JNJ) at 5.0%, AbbVie Inc. (ABBV) at 4.7%, Apple Inc. (AAPL) at 4.4%, Chevron Corp (CVX) at 4.4% of the reported portfolio.
Guardian Wealth Advisors, LLC reported a 13F portfolio worth $24.73M across 41 positions for Q3 2026. That is down 5.1% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($277.58K), Cintas Corp ($224.91K), Nextera Energy Inc ($205.63K). It opened 4 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($443.61K), Valero Energy Corp ($343.26K), 3M Co ($285.82K). It exited 4 positions entirely.
From the Form 13F-HR reports Guardian Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.