Guardian Wealth Advisors, Llc / Nc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.59B
Q ending 2026-03-31
Prior quarter
$1.61B
Q ending 2025-12-31
Change
-1.3% QoQ · +27.0% YoY
Positions
611
reported holdings
Largest positions
Top 100 of 611 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Etf Ser Solutions | ACIO | Shares | $187.7M | 4.5M |
| Etf Ser Solutions | DRSK | Shares | $123.2M | 4.5M |
| Schwab Strategic Tr | SCHX | Shares | $71.1M | 2.8M |
| Etf Ser Solutions | OSCV | Shares | $60.7M | 1.5M |
| Vanguard Index Fds | VOO | Shares | $59.3M | 99K |
| Capital Group Dividend Value | CGDV | Shares | $53.4M | 1.3M |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $49.3M | 1.5M |
| First Tr Exchange Traded Fd | RDVY | Shares | $44.1M | 645K |
| First Tr Exchange-Traded Fd | LQTI | Shares | $40.3M | 2.1M |
| Vanguard Tax-Managed Fds | VEA | Shares | $36.8M | 575K |
| Nvidia Corporation | NVDA | Shares | $34.6M | 198K |
| Ea Series Trust | FRDM | Shares | $33.4M | 611K |
| J P Morgan Exchange Traded F | JCPB | Shares | $28.9M | 614K |
| Apple Inc | AAPL | Shares | $27.3M | 108K |
| Goldman Sachs Etf Tr | GSEW | Shares | $25.1M | 297K |
| First Tr Exchange Traded Fd | SDVY | Shares | $21.6M | 547K |
| Etf Ser Solutions | ADME | Shares | $20.5M | 414K |
| Etf Ser Solutions | DUBS | Shares | $17.3M | 480K |
| Ishares Tr | IVV | Shares | $15.9M | 24K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $15.3M | 23K |
| Microsoft Corp | MSFT | Shares | $15.2M | 41K |
| Doubleline Etf Trust | DBND | Shares | $14.1M | 309K |
| Wisdomtree Tr | USFR | Shares | $13.9M | 275K |
| Etf Ser Solutions | JUCY | Shares | $13.8M | 623K |
| Dimensional Etf Trust | DFAI | Shares | $13.5M | 346K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $13.3M | 28K |
| Ishares Tr | EFV | Shares | $12.7M | 171K |
| Alphabet Inc | GOOGL | Shares | $12.7M | 44K |
| Ishares Tr | ITOT | Shares | $11.9M | 83K |
| Tesla Inc | TSLA | Shares | $11.8M | 32K |
| Broadcom Inc | AVGO | Shares | $11.4M | 37K |
| J P Morgan Exchange Traded F | JEPI | Shares | $11.1M | 196K |
| Amazon Com Inc | AMZN | Shares | $11.0M | 53K |
| Spdr Series Trust | SPYM | Shares | $8.4M | 110K |
| Jpmorgan Chase & Co | JPM | Shares | $8.4M | 29K |
| Fidelity Comwlth Tr | ONEQ | Shares | $8.3M | 97K |
| Proshares Tr | SH | Shares | $7.4M | 195K |
| Ishares Tr | QUAL | Shares | $7.3M | 38K |
| Walmart Inc | WMT | Shares | $7.1M | 57K |
| Ea Series Trust | BOXX | Shares | $6.9M | 59K |
| Vanguard Star Fds | VXUS | Shares | $6.8M | 89K |
| Bluerock Pvt Real Estate Fd | BPRE | Shares | $6.7M | 402K |
| Capital Group Growth Etf | CGGR | Shares | $6.5M | 162K |
| Columbia Etf Tr Ii | XCEM | Shares | $6.5M | 159K |
| Visa Inc | V | Shares | $6.5M | 21K |
| Vanguard Index Fds | VTI | Shares | $6.4M | 20K |
| Listed Fds Tr | INFL | Shares | $6.1M | 117K |
| Vanguard Scottsdale Fds | VONG | Shares | $5.8M | 53K |
| Home Depot Inc | HD | Shares | $5.6M | 17K |
| Vanguard Specialized Funds | VIG | Shares | $5.4M | 25K |
| Invesco Qqq Tr | QQQ | Shares | $5.4M | 9K |
| Vanguard Index Fds | VO | Shares | $5.3M | 18K |
| J P Morgan Exchange Traded F | JPST | Shares | $5.0M | 98K |
| Dimensional Etf Trust | DFCF | Shares | $4.8M | 115K |
| Alphabet Inc | GOOG | Shares | $4.6M | 16K |
| Apple Inc | AAPL | Put | $4.5M | 18K |
| Ishares Tr | DGRO | Shares | $4.4M | 63K |
| Managed Portfolio Series | KHPI | Shares | $4.3M | 178K |
| First Tr Exchange Trad Fd Vi | FTGC | Shares | $4.2M | 145K |
| Eli Lilly & Co | LLY | Shares | $4.2M | 5K |
| Bondbloxx Etf Trust | XHLF | Shares | $3.9M | 78K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $3.9M | 201K |
| Quanta Svcs Inc | PWR | Shares | $3.8M | 7K |
| Bny Mellon Etf Trust | BKAG | Shares | $3.7M | 88K |
| Ishares Tr | IWB | Shares | $3.6M | 10K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $3.5M | 38K |
| Home Depot Inc | HD | Put | $3.5M | 11K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $3.5M | 7K |
| Truist Finl Corp | TFC | Shares | $3.4M | 75K |
| First Tr Exchange-Traded Fd | EDOW | Shares | $3.4M | 84K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $3.4M | 56K |
| First Tr Exchange-Traded Fd | QQEW | Shares | $3.2M | 25K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $3.0M | 163K |
| Etf Ser Solutions | JANB | Shares | $3.0M | 121K |
| Sprott Asset Management Lp | PHYS | Shares | $3.0M | 85K |
| Ishares Tr | USMV | Shares | $3.0M | 32K |
| Meta Platforms Inc | META | Shares | $2.9M | 5K |
| Ishares Tr | FLOT | Shares | $2.9M | 57K |
| Invesco Actively Managed Exc | VRIG | Shares | $2.9M | 116K |
| Caterpillar Inc | CAT | Shares | $2.9M | 4K |
| Diamondback Energy Inc | FANG | Shares | $2.9M | 15K |
| First Tr Exchng Traded Fd Vi | DDEC | Shares | $2.9M | 65K |
| Progressive Corp | PGR | Shares | $2.8M | 14K |
| Fidelity Merrimack Str Tr | FBND | Shares | $2.8M | 62K |
| Exxon Mobil Corp | XOM | Shares | $2.8M | 16K |
| Sprott Asset Management Lp | PSLV | Shares | $2.8M | 114K |
| Profesionally Managed Portfo | AKRE | Shares | $2.7M | 50K |
| Abbvie Inc | ABBV | Shares | $2.6M | 12K |
| Schwab Strategic Tr | FNDF | Shares | $2.5M | 52K |
| Vanguard Index Fds | VB | Shares | $2.4M | 9K |
| Valmont Inds Inc | VMI | Shares | $2.4M | 6K |
| Johnson & Johnson | JNJ | Shares | $2.4M | 10K |
| Broadridge Finl Solutions In | BR | Shares | $2.4M | 15K |
| Schwab Strategic Tr | SCHK | Shares | $2.4M | 77K |
| First Ctzns Bancshares Inc D | FCNCA | Shares | $2.3M | 1K |
| Procter & Gamble Co | PG | Shares | $2.3M | 16K |
| Chevron Corporation | CVX | Shares | $2.3M | 11K |
| Costco Wholesale Corporation | COST | Shares | $2.3M | 2K |
| Eaton Vance Tax-Managed Dive | XETYX | Shares | $2.3M | 164K |
| Rbb Fd Inc | TBIL | Shares | $2.2M | 44K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.