§ 13F · FUND PROFILE
GUARDIAN WEALTH ADVISORS, LLC / NC.
AUM · $1.8B (13F)Positions · 384Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | 4.54M | $210M | 11.8% | +2% |
| 2 | DRSK | ETF SER SOLUTIONS | 4.62M | $133M | 7.5% | +3% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 2.85M | $84M | 4.7% | +3% |
| 4 | VOO | VANGUARD INDEX FDS | 100K | $69M | 3.9% | +1% |
| 5 | OSCV | ETF SER SOLUTIONS | 1.56M | $66M | 3.7% | +2% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.28M | $63M | 3.5% | +2% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.48M | $54M | 3.0% | +2% |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | 666K | $54M | 3.0% | +3% |
| 9 | FRDM | EA SERIES TRUST | 610K | $45M | 2.5% | ±0% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 586K | $42M | 2.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUARDIAN SIGNAL
AC read
GUARDIAN WEALTH ADVISORS, LLC / NC is a Other fund managing $1.8 billion in assets. The fund runs a broad portfolio of 384 positions.
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