GUARDIAN WEALTH ADVISORS, LLC / NC: 13F holdings
CIK 19014032026Q2
| Positions | 375 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 375 (-227 vs prior quarter) |
|---|
| Reported value | $1.8bn (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ACIO ETF SER SOLUTIONS | 4,543,323 | $209.6m | 11.8% |
| DRSK ETF SER SOLUTIONS | 4,621,680 | $132.9m | 7.5% |
| SCHX SCHWAB STRATEGIC TR | 2,849,825 | $83.9m | 4.7% |
| VOO VANGUARD INDEX FDS | 99,947 | $68.6m | 3.9% |
| OSCV ETF SER SOLUTIONS | 1,562,215 | $65.9m | 3.7% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 1,281,501 | $63.2m | 3.5% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 1,484,319 | $54.2m | 3.0% |
| RDVY FIRST TR EXCHANGE TRADED FD | 665,509 | $53.9m | 3.0% |
| FRDM EA SERIES TRUST | 610,225 | $44.5m | 2.5% |
| VEA VANGUARD TAX-MANAGED FDS | 586,087 | $41.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1901403")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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