Sign In
test

Eric Becker

Guardian Wealth Advisors, Llc

Assets Managed
$173.923M
Holdings
64
Last Quarter
2026 - Q1
Filed Date
2mo 26d ago
Growth Rate
-1.89%(2Q avg: -0.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Guardian Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 173.923M in assets, with a quarterly growth rate of -1.89% and a 2-quarter average growth rate of -0.69%. The portfolio is managed by Eric Becker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.49%
14.61%
$25.397M
39,052 shares@ $650.34 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -4.19%
13.38%
$23.256M
362,920 shares@ $64.09 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -2.86%
10.86%
$18.876M
76,111 shares@ $248.01 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.89%
9.82%
$17.069M
252,758 shares@ $67.54 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 0.5%
7.04%
$12.242M
216,366 shares@ $56.58 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.92%
6.37%
$11.064M
113,002 shares@ $97.92 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 32.45%
5.1%
$8.855M
174,962 shares@ $50.62 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.26%
4.95%
$8.601M
14,902 shares@ $577.2 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -0.91%
4.33%
$7.515M
139,046 shares@ $54.06 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -3.7%
2.68%
$4.647M
41,085 shares@ $113.12 avg price

1-10 of 64