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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Guardian Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001858828-25-000008

Total Value
$176.4M
Positions
74
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (74)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY39,614$26.4M14.96%
2VANGUARD TAX-MANAGED FDS921943858380,259$22.8M12.92%
3ISHARES TR46428765580,172$19.4M11.00%
4ISHARES TR464287507252,983$16.5M9.36%
5SPDR SERIES TRUST78464A409111,770$11.7M6.62%
6SPDR SERIES TRUST78464A508205,167$11.4M6.44%
7INVESCO QQQ TRIVZ15,789$9.5M5.37%
8VANGUARD INTL EQUITY INDEX F922042858137,860$7.5M4.23%
9ISHARES TR46428730947,182$5.7M3.23%
10J P MORGAN EXCHANGE TRADED F46641Q83796,319$4.9M2.77%
11ISHARES TR46428740823,623$4.9M2.77%
12C H ROBINSON WORLDWIDE INCCHRW16,696$2.2M1.25%
13ISHARES TR46428749920,712$2.0M1.13%
14ISHARES TR46434V87832,983$1.7M0.95%
15ISHARES U S ETF TR46431W50727,306$1.4M0.79%
16ABBVIE INCABBV5,780$1.3M0.76%
17JOHNSON & JOHNSONJNJ6,270$1.2M0.66%
18CINCINNATI FINL CORP1720621016,178$976,8160.55%
19CHEVRON CORP NEWCVX6,234$968,0650.55%
20CARDINAL HEALTH INCCAH6,107$958,5530.54%
21APPLE INCAAPL3,741$952,5740.54%
22S&P GLOBAL INCSPGI1,792$871,9630.49%
23ABBOTT LABSABLZF6,171$826,5670.47%
24ECOLAB INCECL3,000$821,6950.47%
25EXXON MOBIL CORPXOM7,235$815,7210.46%
26PROCTER AND GAMBLE CO7427181095,168$794,1000.45%
27LOWES COS INC5486611072,854$717,2820.41%
28PEPSICO INCPEP4,793$673,1760.38%
29MICROSOFT CORPMSFT1,243$643,5600.36%
30GRACO INCGGG7,571$643,2030.36%
31FASTENAL COFAST12,721$623,8310.35%
32SPDR SERIES TRUST78468R40823,515$601,9900.34%
33EMERSON ELEC COEMR4,410$578,4460.33%
34SCHWAB STRATEGIC TR80852480524,732$575,7660.33%
35SYSCO CORPSYY6,654$547,8770.31%
36CONSOLIDATED EDISON INCED5,407$543,4880.31%
373M COMMM3,470$538,4660.31%
38GENUINE PARTS COGPC3,735$517,6830.29%
39FACTSET RESH SYS INC3030751051,804$516,8280.29%
40INTERNATIONAL BUSINESS MACHSINTR1,828$515,8600.29%
41GENERAL MLS INC3703341048,736$440,4730.25%
42VANGUARD INDEX FDS922908363694$424,7560.24%
43TARGET CORPTGT4,443$398,5160.23%
44WALMART INCWMT3,777$389,2240.22%
45VANGUARD INDEX FDS9229086291,251$367,4020.21%
46SCHWAB STRATEGIC TR80852450812,247$362,9870.21%
47ISHARES TR464287200535$358,0660.20%
48MEDTRONIC PLCMDT3,688$351,2690.20%
49AIR PRODS & CHEMS INCAIIR1,280$349,0490.20%
50AUTOMATIC DATA PROCESSING INADP1,142$335,1720.19%
51CHUBB LIMITEDCB1,114$314,4760.18%
52MCDONALDS CORPMCD1,010$307,0740.17%
53UNITEDHEALTH GROUP INCUNH860$297,0110.17%
54AMAZON COM INCAMZN1,348$295,9800.17%
55PENTAIR PLCPNR2,622$290,4080.16%
56SCHWAB STRATEGIC TR8085247068,649$288,6080.16%
57BERKSHIRE HATHAWAY INC DELBRK-A560$281,5340.16%
58PROSHARES TR74348A4672,694$277,6380.16%
59SCHWAB STRATEGIC TR80852420110,346$272,5220.15%
60CINTAS CORPCTAS1,314$269,7050.15%
61ISHARES TR4642886878,230$260,2310.15%
62KIMBERLY-CLARK CORPKMB2,085$259,1950.15%
63EXPEDITORS INTL WASH INC3021301092,049$251,2240.14%
64ALPHABET INCGOOG1,030$250,8570.14%
65SPDR GOLD TRGLD668$237,4540.13%
66COSTCO WHSL CORP NEW22160K105245$226,7790.13%
67CLOROX CO DELCLX1,817$224,0800.13%
68ISHARES TR4642878041,864$221,4780.13%
69BOSTON SCIENTIFIC CORPBSX2,234$218,1050.12%
70SPDR SERIES TRUST78468R8534,662$215,9440.12%
71SPDR SERIES TRUST78464A8473,725$213,0330.12%
72COCA COLA COKO3,193$211,7520.12%
73AFLAC INCAFL1,877$209,6570.12%
74SCHWAB STRATEGIC TR8085246077,190$200,5990.11%