Guardian Wealth Advisors, LLC / NC
$1.6B Assets Reported
619 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 4,472,403 | $188M | 11.8% |
| DRSK | ETF SER SOLUTIONS | 4,508,481 | $123M | 7.8% |
| SCHX | SCHWAB STRATEGIC TR | 2,772,378 | $71M | 4.5% |
| OSCV | ETF SER SOLUTIONS | 1,538,543 | $61M | 3.8% |
| VOO | VANGUARD INDEX FDS | 99,289 | $59M | 3.7% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1,255,489 | $53M | 3.4% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1,461,076 | $49M | 3.1% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 645,395 | $44M | 2.8% |
| LQTI | FIRST TR EXCHANGE-TRADED FD | 2,058,213 | $40M | 2.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 574,533 | $37M | 2.3% |
Track Guardian Wealth Advisors, LLC / NC's 13F portfolio: $1.6B in reported holdings, 619 positions. Top holdings, AUM, and quarterly changes on SentiSense.