Institutions / Guardian Wealth Advisors, LLC / Nc

Guardian Wealth Advisors, LLC / Nc

CIK 1901403 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$1.59B
Positions
358
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
ETF Ser Solutionsโ€”$191.43M4,380,57912.0%
ETF Ser Solutionsโ€”$123.96M4,354,0727.8%
Schwab Strategic Trโ€”$70.56M2,622,1724.4%
Vanguard Index Fdsโ€”$60.51M96,4843.8%
ETF Ser Solutionsโ€”$59.40M1,604,1093.7%
Capital Group Dividend Valueโ€”$54.67M1,252,6593.4%
First Tr Exchng Traded Fd VIโ€”$50.28M1,467,6613.2%
First Tr Exchange Traded Fdโ€”$44.70M643,4842.8%
First Tr Exchange-Traded Fdโ€”$38.32M1,904,7092.4%
NVIDIA Corpโ€”$37.73M202,2992.4%
Vanguard Tax-Managed Fdsโ€”$34.95M559,4492.2%
Ea Series Trustโ€”$32.16M627,2302.0%
Apple Inc.โ€”$30.51M112,2421.9%
J P Morgan Exchange Traded Fโ€”$27.57M581,7951.7%
Goldman Sachs ETF Trโ€”$26.53M311,6221.7%
WisdomTree Trโ€”$21.93M435,8101.4%
ETF Ser Solutionsโ€”$21.00M409,2501.3%
Microsoft Corpโ€”$20.19M41,7561.3%
First Tr Exchange-Traded Fdโ€”$19.36M505,2061.2%
ETF Ser Solutionsโ€”$17.12M454,4671.1%
iShares Trโ€”$16.68M24,3491.0%
SPDR S&P 500 ETF Trโ€”$15.93M23,3551.0%
Tesla Incโ€”$14.87M33,0670.9%
ETF Ser Solutionsโ€”$14.41M649,1100.9%
Doubleline ETF Trustโ€”$14.32M308,7660.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.