§ 13F · FUND PROFILE
GUARDIAN WEALTH ADVISORS, LLC / NC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 366Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1609.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | 4.38M | $191.4T | 11.9% | NEW |
| 2 | DRSK | ETF SER SOLUTIONS | 4.35M | $124.0T | 7.7% | NEW |
| 3 | SCHX | SCHWAB STRATEGIC TR | 2.62M | $70.6T | 4.4% | NEW |
| 4 | VOO | VANGUARD INDEX FDS | 96K | $60.5T | 3.8% | NEW |
| 5 | OSCV | ETF SER SOLUTIONS | 1.60M | $59.4T | 3.7% | NEW |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.25M | $54.7T | 3.4% | NEW |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.47M | $50.3T | 3.1% | NEW |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | 643K | $44.7T | 2.8% | NEW |
| 9 | LQTI | FIRST TR EXCHANGE-TRADED FD | 1.90M | $38.3T | 2.4% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 202K | $37.7T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUARDIAN SIGNAL
AC read
GUARDIAN WEALTH ADVISORS, LLC / NC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed