Latest Portfolio Value
$192.27 M
12/31/2025
Total Holdings
108
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
50.76%
Guardian Asset Advisors, LLC (CIK: 0002021272) is a financial institution headquartered at 5000 Ritter Rd, Suite 202-Gaa, Mechanicsburg, Pennsylvania 17055. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $192,268,482, comprising 108 distinct securities. Over its filing history, it has submitted 9 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
No buy transactions available for this period
No sell transactions available for this period
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 86,273 | $23.46 M | 12.20% | ▲ 7 | Add 0.0% | |
| 139,255 | $11.17 M | 5.81% | ▲ 2,840 | Add 2.1% | |
| 55,739 | $10.4 M | 5.41% | ▲ 237 | Add 0.4% | |
| 44,010 | $10.16 M | 5.28% | ▼ 398 | Reduce -0.9% | |
| 37,679 | $9.54 M | 4.96% | ▲ 70 | Add 0.2% | |
| 83,668 | $7.88 M | 4.10% | ▲ 933 | Add 1.1% | |
|
SPDR PORT INT CORP BOND ETF
N/A
|
210,722 | $7.12 M | 3.71% | ▲ 1,592 | Add 0.8% |
| 13,581 | $6.58 M | 3.42% | ▲ 593 | Add 4.6% | |
| 43,619 | $6.04 M | 3.14% | ▲ 1,061 | Add 2.5% | |
| 29,527 | $5.25 M | 2.73% | ▲ 836 | Add 2.9% |