Guardian Wealth Advisors, LLC / NC
$1.8B 13F equity value
637 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Guardian Wealth Advisors, LLC / NC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 4,543,323 | $210M | 11.9% |
| DRSK | ETF SER SOLUTIONS | 4,621,680 | $133M | 7.5% |
| SCHX | SCHWAB STRATEGIC TR | 2,849,825 | $84M | 4.8% |
| VOO | VANGUARD INDEX FDS | 99,947 | $69M | 3.9% |
| OSCV | ETF SER SOLUTIONS | 1,562,215 | $66M | 3.7% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1,281,501 | $63M | 3.6% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1,484,319 | $54M | 3.1% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 665,509 | $54M | 3.1% |
| FRDM | EA SERIES TRUST | 610,225 | $45M | 2.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 586,087 | $42M | 2.4% |
Track Guardian Wealth Advisors, LLC / NC's 13F portfolio: $1.8B in reported holdings, 637 positions. Top holdings and quarterly changes on SentiSense.
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