GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 1901403
13F filing for Q2 2026・No. 1,773
- Holdings
- US$1.78B
- Quarter change
- +US$193.58M
- Entries
- 384
- Net bought (estimate)
- +US$29.42M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 35
- Sold out 262
- Cut 131
- Added 175
- Corporate actions 2
- Unchanged 34
Largest holdings
375 stocks worth US$1.77B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ETF SER SOLUTIONSAPTUS COLLRD INV | Added | 4,543,323 | US$209.63M | 11.87% |
| ETF SER SOLUTIONSAPTUS DEFINED | Added | 4,621,680 | US$132.87M | 7.53% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 2,849,825 | US$83.87M | 4.75% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 99,947 | US$68.64M | 3.89% |
| ETF SER SOLUTIONSOPUS SML CP VL | Added | 1,562,215 | US$65.91M | 3.73% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 1,281,501 | US$63.2M | 3.58% |
| FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | Added | 1,484,319 | US$54.22M | 3.07% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Added | 665,509 | US$53.95M | 3.06% |
| EA SERIES TRUSTFREEDOM 100 EM | Cut | 610,225 | US$44.52M | 2.52% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 586,087 | US$41.76M | 2.37% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.