Guardian Wealth Advisors, LLC / Nc 13F Holdings · Q2 2026
Guardian Wealth Advisors, LLC / Nc reported 375 securities worth $1.78B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ACIO (11.77%), DRSK (7.46%), SCHX (4.71%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | $209.6M | 11.77% | 4.5M | Added |
| 2 | DRSK | ETF SER SOLUTIONS | $132.9M | 7.46% | 4.6M | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $83.9M | 4.71% | 2.8M | Added |
| 4 | VOO | VANGUARD INDEX FDS | $68.6M | 3.85% | 99,947 | Added |
| 5 | OSCV | ETF SER SOLUTIONS | $65.9M | 3.70% | 1.6M | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $63.2M | 3.55% | 1.3M | Added |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | $54.2M | 3.04% | 1.5M | Added |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $53.9M | 3.03% | 665,509 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $45.0M | 2.53% | 208,185 | Trimmed |
| 10 | FRDM | EA SERIES TRUST | $44.5M | 2.50% | 610,225 | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $41.8M | 2.34% | 586,087 | Added |
| 12 | LQTI | FIRST TR EXCHANGE-TRADED FD | $39.0M | 2.19% | 2.0M | Trimmed |
| 13 | AAPL | APPLE INC | $34.5M | 1.94% | 125,443 | Trimmed |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | $29.0M | 1.63% | 617,587 | Added |
| 15 | GSEW | GOLDMAN SACHS ETF TR | $28.9M | 1.62% | 305,636 | Added |
| 16 | SDVY | FIRST TR EXCHANGE TRADED FD | $24.7M | 1.38% | 571,663 | Added |
| 17 | ADME | ETF SER SOLUTIONS | $23.6M | 1.32% | 423,537 | Added |
| 18 | DUBS | ETF SER SOLUTIONS | $20.3M | 1.14% | 488,028 | Added |
| 19 | IVV | ISHARES TR | $18.8M | 1.05% | 25,045 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $16.8M | 0.94% | 22,505 | Trimmed |
| 21 | AVGO | BROADCOM INC | $16.0M | 0.90% | 42,451 | Added |
| 22 | GOOGL | ALPHABET INC | $16.0M | 0.90% | 46,097 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $15.3M | 0.86% | 41,054 | Added |
| 24 | DBND | DOUBLELINE ETF TRUST | $14.0M | 0.79% | 306,991 | Trimmed |
| 25 | USFR | WISDOMTREE TR | $14.1M | 0.79% | 280,466 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR