§ 13F · FUND PROFILE
GUARDIAN WEALTH ADVISORS, LLC / NC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 611Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | 4.47M | $188M | 11.8% | +2% |
| 2 | DRSK | ETF SER SOLUTIONS | 4.51M | $123M | 7.8% | +4% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 2.77M | $71M | 4.5% | +6% |
| 4 | OSCV | ETF SER SOLUTIONS | 1.54M | $61M | 3.8% | −4% |
| 5 | VOO | VANGUARD INDEX FDS | 99K | $59M | 3.7% | +3% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.26M | $53M | 3.4% | ±0% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.46M | $49M | 3.1% | ±0% |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | 645K | $44M | 2.8% | ±0% |
| 9 | LQTI | FIRST TR EXCHANGE-TRADED FD | 2.06M | $40M | 2.5% | +8% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 575K | $37M | 2.3% | +3% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed