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
Dec 31, 2025View all 358 โ
| Company | Value | % of portfolio |
|---|---|---|
| ETF Ser Solutions | $191.43M | 12.0% |
| ETF Ser Solutions | $123.96M | 7.8% |
| Schwab Strategic Tr | $70.56M | 4.4% |
| Vanguard Index Fds | $60.51M | 3.8% |
| ETF Ser Solutions | $59.40M | 3.7% |
| Capital Group Dividend Value | $54.67M | 3.4% |
| First Tr Exchng Traded Fd VI | $50.28M | 3.2% |
| First Tr Exchange Traded Fd | $44.70M | 2.8% |
| First Tr Exchange-Traded Fd | $38.32M | 2.4% |
| NVIDIA Corp | $37.73M | 2.4% |
| Vanguard Tax-Managed Fds | $34.95M | 2.2% |
| Ea Series Trust | $32.16M | 2.0% |
| Apple Inc. | $30.51M | 1.9% |
| J P Morgan Exchange Traded F | $27.57M | 1.7% |
| Goldman Sachs ETF Tr | $26.53M | 1.7% |
| WisdomTree Tr | $21.93M | 1.4% |
| ETF Ser Solutions | $21.00M | 1.3% |
| Microsoft Corp | $20.19M | 1.3% |
| First Tr Exchange-Traded Fd | $19.36M | 1.2% |
| ETF Ser Solutions | $17.12M | 1.1% |
| iShares Tr | $16.68M | 1.0% |
| SPDR S&P 500 ETF Tr | $15.93M | 1.0% |
| Tesla Inc | $14.87M | 0.9% |
| ETF Ser Solutions | $14.41M | 0.9% |
| Doubleline ETF Trust | $14.32M | 0.9% |
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.