GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403 · RALEIGH, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.78B
2026 Q2
Positions
384
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ACIO
ETF SER SOLUTIONS
11.8%
DRSK
ETF SER SOLUTIONS
7.5%
SCHX
SCHWAB STRATEGIC TR
4.7%
VOO
VANGUARD INDEX FDS
3.9%
OSCV
ETF SER SOLUTIONS
3.7%
CGDV
CAPITAL GROUP DIVIDEND VALUE
3.5%
BUFR
FIRST TR EXCHNG TRADED FD VI
3.0%
RDVY
FIRST TR EXCHANGE TRADED FD
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.