MondegarAI
Guardian Asset Advisors, LLC

Q4 2025 · 13F-HR

Guardian Asset Advisors, LLCholdings as filed

Filed 2026-01-29 · accession 0002021272-26-000001

$192.3M
Reported value
108
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Guardian Asset Advisors, LLC · Q4 2025

AI · grounded in 13F

Guardian Asset Advisors, LLC significantly increased its position in NFLX by 882.29%. The fund closed out its positions in NOW and VEEV, reducing exposure by $265,041 and $234,753 respectively. Other activity included accumulating shares of SPYM by 2.08% and WMT by 1.89%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$23.5M12.2%86,273CommonNONE
78464A854SPYMSPDR SERIES TRUST$11.2M5.81%139,255CommonNONE
67066G104NVDANVIDIA CORPORATION$10.4M5.41%55,739CommonNONE
023135106AMZNAMAZON COM INC$10.2M5.28%44,010CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$9.5M4.96%37,679CommonNONE
46429B697USMVISHARES TR$7.9M4.10%83,668CommonNONE
78464A375SPIBSPDR SERIES TRUST$7.1M3.71%210,722CommonNONE
594918104MSFTMICROSOFT CORP$6.6M3.42%13,581CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$6.0M3.14%43,619CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.2M2.73%29,527CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$4.4M2.30%210,410CommonNONE
931142103WMTWALMART INC$4.2M2.16%37,308CommonNONE
532457108LLYELI LILLY & CO$3.7M1.90%3,398CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.4M1.78%42,935CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.3M1.73%53,171CommonNONE
02079K107GOOGALPHABET INC$3.1M1.63%9,981CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M1.58%6,043CommonNONE
46434V407SHYGISHARES TR$2.7M1.38%61,966CommonNONE
88160R101TSLATESLA INC$2.4M1.23%5,256CommonNONE
464287515IGVISHARES TR$2.4M1.22%22,236CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$2.1M1.11%18,168CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.0M1.03%2,914CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.9M1.00%11,850CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.9M0.98%18,838CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.7M0.89%5,308CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.7M0.88%23,710CommonNONE
464287200IVVISHARES TR$1.6M0.84%2,366CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.6M0.84%49,466CommonNONE
922908744VTVVANGUARD INDEX FDS$1.6M0.84%8,410CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$1.6M0.83%10,138CommonNONE
580135101MCDMCDONALDS CORP$1.6M0.82%5,162CommonNONE
36828A101GEVGE VERNOVA INC$1.5M0.81%2,370CommonNONE
30303M102METAMETA PLATFORMS INC$1.3M0.67%1,962CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.60%42,284CommonNONE
437076102HDHOME DEPOT INC$1.1M0.60%3,334CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.59%1,849CommonNONE
149123101CATCATERPILLAR INC$1.1M0.57%1,902CommonNONE
64110L106NFLXNETFLIX INC$1.0M0.54%11,090CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.0M0.53%13,856CommonNONE
78464A359CWBSPDR SERIES TRUST$1.0M0.53%11,377CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.52%4,862CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$974,5970.51%17,795CommonNONE
82509L107SHOPSHOPIFY INC$964,7030.50%5,993CommonNONE
78464A144SPBOSPDR SERIES TRUST$950,0620.49%32,382CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$939,1090.49%11,493CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$921,0350.48%1,916CommonNONE
00287Y109ABBVABBVIE INC$881,6400.46%3,856CommonNONE
427866108HSYHERSHEY CO$866,1430.45%4,760CommonNONE
464287507IJHISHARES TR$861,7290.45%13,056CommonNONE
46284V101IRMIRON MTN INC DEL$848,1710.44%10,225CommonNONE
464288760ITAISHARES TR$771,6660.40%3,594CommonNONE
69374H881COWZPACER FDS TR$769,2070.40%12,782CommonNONE
78463V107GLDSPDR GOLD TR$757,7480.39%1,912CommonNONE
369604301GEGE AEROSPACE$749,4400.39%2,432CommonNONE
92189F676SMHVANECK ETF TRUST$739,5450.38%2,049CommonNONE
464287408IVEISHARES TR$638,1160.33%3,009CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$635,9140.33%3,047CommonNONE
15101Q207CLSCELESTICA INC$594,1730.31%2,010CommonNONE
29250N105ENBENBRIDGE INC$580,5610.30%12,138CommonNONE
46435G524IGROISHARES TR$579,4460.30%7,002CommonNONE
11135F101AVGOBROADCOM INC$562,4290.29%1,625CommonNONE
92204A207VDCVANGUARD WORLD FD$558,1070.29%2,645CommonNONE
464287473IWSISHARES TR$517,4830.27%3,670CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$511,4180.27%1,091CommonNONE
16411R208LNGCHENIERE ENERGY INC$485,5990.25%2,499CommonNONE
00206R102TAT&T INC$474,0350.25%19,084CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$461,1630.24%6,147CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$452,1930.24%2,914CommonNONE
464287622IWBISHARES TR$430,4950.22%1,152CommonNONE
464287499IWRISHARES TR$428,3240.22%4,449CommonNONE
79466L302CRMSALESFORCE INC$426,4250.22%1,605CommonNONE
74340W103PLDPROLOGIS INC.$406,6350.21%3,185CommonNONE
464287804IJRISHARES TR$404,5620.21%3,367CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$401,2280.21%885CommonNONE
37954Y384BUGGLOBAL X FDS$393,8660.20%12,927CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$381,9570.20%8,947CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$377,0450.20%8,433CommonNONE
92840M102VSTVISTRA CORP$377,0350.20%2,336CommonNONE
46428Q109SLVISHARES SILVER TR$376,1490.20%5,839CommonNONE
464288752ITBISHARES TR$375,4020.20%3,892CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$364,4890.19%9,207CommonNONE
12572Q105CMECME GROUP INC$351,1600.18%1,286CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$349,8760.18%4,172CommonNONE
191216100KOCOCA COLA CO$349,0800.18%4,992CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$332,0110.17%6,917CommonNONE
92204A504VHTVANGUARD WORLD FD$322,5270.17%1,120CommonNONE
548661107LOWLOWES COS INC$316,8290.16%1,314CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$290,1620.15%9,801CommonNONE
747525103QCOMQUALCOMM INC$286,3210.15%1,673CommonNONE
26923G772AMZAETFIS SER TR I$269,7040.14%6,824CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$267,2840.14%11,417CommonNONE
589889104MMSIMERIT MED SYS INC$263,4510.14%2,989CommonNONE
464286343POWRISHARES INC$261,1660.14%11,103CommonNONE
921937827BSVVANGUARD BD INDEX FDS$257,9650.13%3,273CommonNONE
717081103PFEPFIZER INC$257,2710.13%10,332CommonNONE
464288158SUBISHARES TR$243,9400.13%2,287CommonNONE
693506107PPGPPG INDS INC$241,1300.13%2,354CommonNONE
46434V621DGROISHARES TR$239,8630.12%3,455CommonNONE
92204A876VPUVANGUARD WORLD FD$238,1420.12%1,287CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$238,1110.12%3,886CommonNONE
539830109LMTLOCKHEED MARTIN CORP$232,4050.12%481CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$232,3190.12%4,560CommonNONE
595112103MUMICRON TECHNOLOGY INC$231,3750.12%811CommonNONE
69351T106PPLPPL CORP$230,4000.12%6,579CommonNONE
219350105GLWCORNING INC$222,4370.12%2,541CommonNONE
17275R102CSCOCISCO SYS INC$215,7640.11%2,801CommonNONE
464288414MUBISHARES TR$206,1290.11%1,924CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$204,0890.11%689CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.