Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GUARDIAN WEALTH ADVISORS, LLC / NC (CIK 1901403) reported $1.59B across 579 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ACIO ($187.7M, 11.82%), DRSK ($123.2M, 7.76%), SCHX ($71.1M, 4.48%), OSCV ($60.7M, 3.82%), VOO ($59.3M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | $187.7M | 11.82% | 4.5M | Added |
| 2 | DRSK | ETF SER SOLUTIONS | $123.2M | 7.76% | 4.5M | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $71.1M | 4.48% | 2.8M | Added |
| 4 | OSCV | ETF SER SOLUTIONS | $60.7M | 3.82% | 1.5M | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $59.3M | 3.74% | 99,289 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $53.4M | 3.37% | 1.3M | Added |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | $49.3M | 3.11% | 1.5M | Trimmed |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $44.1M | 2.77% | 645,395 | Added |
| 9 | LQTI | FIRST TR EXCHANGE-TRADED FD | $40.3M | 2.54% | 2.1M | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $36.8M | 2.32% | 574,533 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $36.6M | 2.30% | 209,848 | Trimmed |
| 12 | FRDM | EA SERIES TRUST | $33.4M | 2.10% | 610,969 | Trimmed |
| 13 | AAPL | APPLE INC | $31.9M | 2.01% | 125,507 | Trimmed |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | $28.9M | 1.82% | 614,474 | Added |
| 15 | GSEW | GOLDMAN SACHS ETF TR | $25.1M | 1.58% | 296,650 | Trimmed |
| 16 | SDVY | FIRST TR EXCHANGE TRADED FD | $21.6M | 1.36% | 547,352 | Added |
| 17 | ADME | ETF SER SOLUTIONS | $20.5M | 1.29% | 414,364 | Added |
| 18 | DUBS | ETF SER SOLUTIONS | $17.3M | 1.09% | 479,540 | Added |
| 19 | IVV | ISHARES TR | $15.9M | 1.00% | 24,358 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $15.3M | 0.96% | 23,491 | Added |
| 21 | MSFT | MICROSOFT CORP | $15.2M | 0.95% | 40,944 | Trimmed |
| 22 | DBND | DOUBLELINE ETF TRUST | $14.1M | 0.89% | 308,616 | Trimmed |
| 23 | USFR | WISDOMTREE TR | $13.9M | 0.87% | 275,161 | Trimmed |
| 24 | JUCY | ETF SER SOLUTIONS | $13.8M | 0.87% | 623,475 | Trimmed |
| 25 | DFAI | DIMENSIONAL ETF TRUST | $13.5M | 0.85% | 345,655 | Added |
Source: SEC Form 13F filings · as of 2026-03-31