Q2 2026 13F · SEC CIK 1901403

Guardian Wealth Advisors, LLC / Nc

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 375
Top holdings a year, 3 yrs: +14.4%
Average holding period: 4.1 yrs

Guardian Wealth Advisors, LLC / Nc is a wealth manager that reported 375 positions worth $1.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Aptus Collared Investment Opp ETF (ACIO, 11.9%), ETF Ser Solutions (DRSK, 7.5%), Schwab Stratgc Tr (SCHX, 4.8%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 20.4% for the S&P 500.

Guardian Wealth Advisors, LLC / Nc holdings largest 50 of 375 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Guardian Wealth Advisors, LLC / Nc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ACIOAptus Collared Investment Opp ETF	11.9%	11.9%	4,543,323	+1.6%	$209.6M
DRSKETF Ser Solutions	7.5%	7.8%	4,621,680	+2.5%	$132.9M
SCHXSchwab Stratgc Tr	4.8%	4.5%	2,849,825	+2.8%	$83.9M
VOOVanguard S&p 500 ETF	3.9%	3.8%	99,947	+0.7%	$68.6M
OSCVETF Ser Solutions	3.7%	3.9%	1,562,215	+1.5%	$65.9M
CGDVCapital Group Dividend Value ETF	3.6%	3.4%	1,281,501	+2.1%	$63.2M
BUFRFt Vest Laddered Buffer ETF	3.1%	3.1%	1,484,319	+1.6%	$54.2M
RDVYFirst Trust Rising Dividend Achievers Et	3.1%	2.8%	665,509	+3.1%	$53.9M
FRDMEa Series Trust	2.5%	2.1%	610,225	-0.1%	$44.5M
VEAVanguard Tax-Managed Fds	2.4%	2.3%	586,087	+2.0%	$41.8M
NVDANvidia Corporation Com	2.2%	2.2%	196,485	-0.8%	$39.3M
LQTIFirst Tr Exchange-Traded Fd	2.2%	2.6%	2,020,581	-1.8%	$39.0M
AAPLApple Inc	1.8%	1.7%	107,643	-0.1%	$31.1M
JCPBJ P Morgan Exchange Traded F	1.6%	1.8%	617,587	+0.5%	$29.0M
GSEWGoldman Sachs Equal Weight U.s. Large Ca	1.6%	1.6%	305,636	+3.0%	$28.9M
SDVYFirst Tr Exchange-Traded Fd	1.4%	1.4%	571,663	+4.4%	$24.7M
BEMOETF Ser Solutions	1.3%	1.3%	423,537	+2.2%	$23.6M
DUBSETF Ser Solutions	1.2%	1.1%	488,028	+1.8%	$20.3M
IVVIshares Core S&p 500 ETF	1.1%	1.0%	25,045	+2.8%	$18.8M
SPYSpdr S&p 500 ETF Tr	1.0%	1.0%	22,505	-4.2%	$16.8M
AVGOBroadcom Inc	0.9%	0.7%	42,451	+15.4%	$16.0M
GOOGLAlphabet Inc	0.9%	0.8%	43,897	-0.2%	$15.7M
MSFTMicrosoft Corp	0.9%	1.0%	41,054	+0.3%	$15.3M
USFRWisdomtree Tr	0.8%	0.9%	280,466	+1.9%	$14.1M
DBNDDoubleline ETF Trust	0.8%	0.9%	306,991	-0.5%	$14.0M
ITOTIshares Total US Stock Market ETF	0.8%	0.8%	84,901	+1.8%	$13.9M
DFAIDimensional International Core Equity Ma	0.8%	0.9%	337,743	-2.3%	$13.9M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.8%	27,717	-0.0%	$13.9M
JUCYETF Ser Solutions	0.8%	0.9%	623,093	-0.1%	$13.7M
EFVIshares Tr	0.8%	0.8%	175,178	+2.3%	$13.4M
TSLATesla Inc Com	0.8%	0.8%	31,696	-0.5%	$13.3M
AMZNAmazon Com Inc Com	0.7%	0.7%	53,814	+1.5%	$12.8M
JEPIJpmorgan Equity Premium Income ETF	0.6%	0.7%	180,861	-7.8%	$10.2M
SPLGSpdr Series Trust	0.6%	0.5%	112,634	+2.4%	$9.9M
JPMJpmorgan Chase & Co	0.5%	0.5%	28,569	-0.1%	$9.4M
ONEQFidelity Nasdaq Composite Index ETF	0.5%	0.5%	85,475	-12.0%	$8.8M
QUALIshares Msci USA Quality Factor ETF	0.5%	0.5%	38,609	+1.6%	$8.5M
VXUSVanguard Star Fds Vanguard Total Intl St	0.4%	0.4%	90,597	+2.3%	$7.7M
VTIVanguard Index Fds	0.4%	0.4%	20,823	+3.8%	$7.7M
SHProshares Tr	0.4%	0.5%	233,122	+19.4%	$7.7M
XCEMColumbia ETF Tr II	0.4%	0.4%	141,938	-10.6%	$7.5M
VVisa Inc Com Cl A	0.4%	0.4%	21,544	+0.7%	$7.4M
CGGRCapital Group Growth ETF	0.4%	0.4%	154,858	-4.1%	$7.3M
BOXXEa Series Trust	0.4%	0.4%	61,358	+4.0%	$7.2M
QQQInvesco Qqq Tr	0.4%	—	9,634	—	$7.1M
VONGVanguard Russell 1000 Growth ETF	0.4%	0.4%	53,629	+2.0%	$6.9M
INFLListed Fds Tr	0.4%	0.4%	128,631	+10.2%	$6.4M
WMTWalmart Inc	0.4%	0.5%	56,643	-1.0%	$6.4M
HDHome Depot Inc Com	0.3%	0.4%	17,390	+1.8%	$6.1M
VOVanguard Index Fds	0.3%	—	75,380	—	$6.1M

What Guardian Wealth Advisors, LLC / Nc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.7% /yr; S&P 500 +20.1%
3 years: +14.4% /yr; S&P 500 +20.4%
5 years: +9.5% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.8B	375
Q1 2026	$1.6B	602
Q4 2025	$1.6B	358
Q3 2025	$1.5B	355
Q2 2025	$1.4B	550
Q1 2025	$1.3B	528
Q4 2024	$1.3B	517
Q3 2024	$923.7M	452
Q2 2024	$855.1M	438
Q1 2024	$817.2M	452
Q4 2023	$658.0M	440
Q3 2023	$588.1M	422

Questions about Guardian Wealth Advisors, LLC / Nc's portfolio

What stocks does Guardian Wealth Advisors, LLC / Nc own?

Guardian Wealth Advisors, LLC / Nc's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 375 positions worth $1.8B. The largest are Aptus Collared Investment Opp ETF (ACIO) at 11.9%, ETF Ser Solutions (DRSK) at 7.5%, Schwab Stratgc Tr (SCHX) at 4.8%, Vanguard S&p 500 ETF (VOO) at 3.9% and ETF Ser Solutions (OSCV) at 3.7%.

What did Guardian Wealth Advisors, LLC / Nc buy last quarter?

In Q2 2026, Guardian Wealth Advisors, LLC / Nc added Proshares Tr (SH) (+19.4% shares), Broadcom Inc (AVGO) (+15.4% shares) and Listed Fds Tr (INFL) (+10.2% shares), compared with its Q1 2026 filing.

What did Guardian Wealth Advisors, LLC / Nc sell last quarter?

In Q2 2026, Guardian Wealth Advisors, LLC / Nc cut from its top 50 Bluerock Pvt Real Estate Fd Com (BPRE), cut from its top 50 Vanguard Dividend Appreciation ETF (VIG), Fidelity Nasdaq Composite Index ETF (ONEQ) (-12.0% shares), Columbia ETF Tr II (XCEM) (-10.6% shares) and Jpmorgan Equity Premium Income ETF (JEPI) (-7.8% shares), compared with its Q1 2026 filing.

How has Guardian Wealth Advisors, LLC / Nc's portfolio performed?

A portfolio copying Guardian Wealth Advisors, LLC / Nc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.7% against +20.1%. Over 5 years: +9.5% a year against +15.9%.

When is Guardian Wealth Advisors, LLC / Nc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Guardian Wealth Advisors, LLC / Nc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.