Skip to content

GUARDIAN WEALTH ADVISORS, LLC / NC

Follow

13F filer, CIK 1901403, RALEIGH, NC

GUARDIAN WEALTH ADVISORS, LLC / NC reported $1,781,734,126 across 384 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 46.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-014482

Period
2026-06-30
Reported value
$1.78B
Holdings
384
Top 10 weight
46.36%
New
36
Sold out
263

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOadded+57,066$4.6M
ACIOadded+70,920$3.27M
DRSKadded+113,199$3.25M
ICSHnew+60,367$3.05M
SPSBnew+100,560$3.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FTSMreduced-48,983-$2.93M
FLOTexited-57,365-$2.92M
VRIGexited-116,392-$2.91M
JPSTreduced-26,929-$1.36M
BRreduced-9,455-$1.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 375 share positions

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
NVDANVIDIA CORPORATION COMput11,700$5.68M0
HDHOME DEPOT INC COMput10,600$3.53M0
AAPLAPPLE INC COMput17,800$3.37M0
VVISA INC COMput6,500$1.61M0
TSLATESLA INC COMput2,500$613Knew
AMZNAMAZON COM INC COMput4,000$552K0
GOOGLALPHABET INC COMput2,200$298K0
GOOGALPHABET INC COMput1,900$260K-300
UNPUNION PAC CORP COMput1,100$243K0

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FLOTISHARES TR57,365$2.92Mshares
VRIGINVESCO ACTIVELY MANAGED EXC116,392$2.91Mshares
PLTRPALANTIR TECHNOLOGIES INC4,400$644Kput
HONHONEYWELL INTL INC2,510$567Kshares
CGICCAPITAL GROUP INTERNATIONAL14,291$473Kshares
TMUST-MOBILE US INC1,202$253Kshares
BNDVANGUARD BD INDEX FDS3,409$251Kshares
MDTMEDTRONIC PLC2,835$246Kshares
BSXBOSTON SCIENTIFIC CORP3,813$239Kshares
BITBBITWISE BITCOIN ETF TR6,204$228Kshares
ROIVROIVANT SCIENCES LTD7,950$220Kshares
CEGCONSTELLATION ENERGY CORP774$216Kshares
MSTRSTRATEGY INC1,713$214Kshares
ROPROPER TECHNOLOGIES INC594$210Kshares
PKSTPEAKSTONE REALTY TRUST9,736$203Kshares
CMCSACOMCAST CORP NEW7,060$203Kshares
RDVIFIRST TR EXCHANGE-TRADED FD7,000$179Kshares
VYMVANGUARD WHITEHALL FDS1,207$179Kshares
SHYISHARES TR2,142$177Kshares
UFEBINNOVATOR ETFS TRUST4,800$174Kshares
SDYSPDR SERIES TRUST1,139$166Kshares
SCHZSCHWAB STRATEGIC TR7,026$163Kshares
USEPINNOVATOR ETFS TRUST4,175$161Kshares
XLUSELECT SECTOR SPDR TR3,483$160Kshares
BSCUINVESCO EXCH TRD SLF IDX FD9,335$156Kshares
DSIISHARES TR1,186$144Kshares
SCHVSCHWAB STRATEGIC TR4,699$143Kshares
VNQVANGUARD INDEX FDS1,615$143Kshares
FVFIRST TR EXCHANGE TRADED FD2,247$136Kshares
SCHESCHWAB STRATEGIC TR4,116$136Kshares
DSCODOUBLELINE ETF TRUST5,301$132Kshares
PFMINVESCO EXCHANGE TRADED FD T2,520$129Kshares
TMFGRBB FD INC4,519$128Kshares
EFAISHARES TR1,300$126Kshares
TDIVFIRST TR EXCHANGE TRADED FD1,328$124Kshares
UOCTINNOVATOR ETFS TRUST3,250$124Kshares
IYGISHARES TR1,500$124Kshares
DGRWWISDOMTREE TR1,393$122Kshares
DFUVDIMENSIONAL ETF TRUST2,487$121Kshares
HDVISHARES TR834$113Kshares
BDVGIM GLOBAL PARTNER FUNDS8,563$112Kshares
VYMIVANGUARD WHITEHALL FDS1,182$111Kshares
XLESELECT SECTOR SPDR TR1,791$110Kshares
IVEISHARES TR507$107Kshares
GSEPFIRST TR EXCHNG TRADED FD VI2,807$107Kshares
DYNFBLACKROCK ETF TRUST1,823$106Kshares
DDFDINNOVATOR ETFS TRUST5,600$106Kshares
MAYMFIRST TR EXCHNG TRADED FD VI3,231$104Kshares
PRFINVESCO EXCHANGE TRADED FD T2,192$104Kshares
IWCISHARES TR640$102Kshares
UNOVINNOVATOR ETFS TRUST2,700$101Kshares
STXFEA SERIES TRUST2,361$99.1Kshares
CGCPCAPITAL GRP FIXED INCM ETF T4,425$98.9Kshares
SILJAMPLIFY ETF TR3,179$94.5Kshares
UDECINNOVATOR ETFS TRUST2,400$93.2Kshares
SILGLOBAL X FDS982$88.5Kshares
XLISELECT SECTOR SPDR TR547$88.4Kshares
XLPSELECT SECTOR SPDR TR1,075$88.1Kshares
OEFISHARES TR271$86.1Kshares
SMHVANECK ETF TRUST218$83.7Kshares
IDMOINVESCO EXCH TRADED FD TR II1,506$82.6Kshares
IYEISHARES TR1,270$82.3Kshares
LEGRFIRST TR EXCHANGE TRADED FD1,423$82.2Kshares
XLFSELECT SECTOR SPDR TR1,663$82.1Kshares
XLVSELECT SECTOR SPDR TR553$81.1Kshares
XSDSPDR SERIES TRUST248$81Kshares
SUSCISHARES TR3,306$76.5Kshares
IDVOAMPLIFY ETF TR1,825$73.9Kshares
ACWIISHARES TR526$72.7Kshares
IGVISHARES TR900$72Kshares
DFASDIMENSIONAL ETF TRUST1,000$71.1Kshares
UAUGINNOVATOR ETFS TRUST1,800$70.8Kshares
IMCVISHARES TR825$69.9Kshares
DDFOINNOVATOR ETFS TRUST3,250$69.7Kshares
SUSAISHARES TR526$69.5Kshares
STXTEA SERIES TRUST3,446$68.6Kshares
SPMOINVESCO EXCH TRADED FD TR II610$68.4Kshares
SPHDINVESCO EXCH TRADED FD TR II1,375$68.2Kshares
RINGISHARES INC847$66.9Kshares
IGIBISHARES TR1,209$64.4Kshares
LCTUBLACKROCK ETF TRUST896$62.8Kshares
IBBISHARES TR372$62.8Kshares
IWSISHARES TR406$59.2Kshares
PFEBINNOVATOR ETFS TRUST1,475$59.1Kshares
GSLCGOLDMAN SACHS ETF TR452$56.6Kshares
DFIVDIMENSIONAL ETF TRUST1,054$55.6Kshares
EFIVSPDR SERIES TRUST867$54.7Kshares
PCGGLITMAN GREGORY FDS TR5,331$53.5Kshares
CPSFCALAMOS ETF TR2,072$53Kshares
DIVOAMPLIFY ETF TR1,175$52.7Kshares
CGCBCAPITAL GRP FIXED INCM ETF T2,000$52.5Kshares
XLYSELECT SECTOR SPDR TR461$50.3Kshares
VISVANGUARD WORLD FD160$49.8Kshares
CMBSISHARES TR993$48.4Kshares
STXDEA SERIES TRUST1,355$48.1Kshares
JQUAJ P MORGAN EXCHANGE TRADED F762$46.7Kshares
XBISPDR SERIES TRUST351$44.9Kshares
VOXVANGUARD WORLD FD244$43.9Kshares
ICFISHARES TR696$43.1Kshares
THROBLACKROCK ETF TRUST1,123$40.7Kshares
EBUFINNOVATOR ETFS TRUST1,375$40.6Kshares
VBKVANGUARD INDEX FDS134$40.4Kshares
SPDWSPDR INDEX SHS FDS885$40.4Kshares
DFICDIMENSIONAL ETF TRUST1,121$39.8Kshares
IWOISHARES TR125$39.4Kshares
PAVEGLOBAL X FDS767$39Kshares
IGSBISHARES TR729$38.3Kshares
IDUBETF SER SOLUTIONS1,514$37.4Kshares
BAIBLACKROCK ETF TRUST1,100$36.2Kshares
DDFLINNOVATOR ETFS TRUST1,750$36Kshares
CBXJCALAMOS ETF TR1,726$35.8Kshares
STXKEA SERIES TRUST1,061$35.4Kshares
IOOISHARES TR289$35Kshares
BUFGFIRST TR EXCHNG TRADED FD VI1,279$34.4Kshares
ITAISHARES TR155$33.9Kshares
XRTSPDR SERIES TRUST415$33.4Kshares
CPRYCALAMOS ETF TR1,230$33.4Kshares
FDNFIRST TR EXCHANGE-TRADED FD142$33.2Kshares
BLCRBLACKROCK ETF TRUST792$32.5Kshares
CPSLCALAMOS ETF TR1,157$31.5Kshares
FIXDFIRST TR EXCHNG TRADED FD VI716$31.2Kshares
FIIGFIRST TR EXCHANGE-TRADED FD1,500$31.1Kshares
EMCBWISDOMTREE TR475$31.1Kshares
AIQGLOBAL X FDS656$30.6Kshares
EMXCISHARES INC389$30.6Kshares
IUSGISHARES TR193$29.9Kshares
RWLINVESCO EXCH TRADED FD TR II260$29.9Kshares
LRGFISHARES TR452$29.8Kshares
IYRISHARES TR312$29.5Kshares
IGFISHARES TR438$29.3Kshares
ESGEISHARES INC632$28.7Kshares
CBTJCALAMOS ETF TR1,500$28.3Kshares
IJKISHARES TR281$28.3Kshares
EVXVANECK ETF TRUST729$28.2Kshares
MDIVFIRST TR EXCHANGE TRADED FD1,739$28.1Kshares
POWAINVESCO EXCH TRD SLF IDX FD326$28.1Kshares
BUGGLOBAL X FDS1,092$27.4Kshares
LMBSFIRST TR EXCHANGE-TRADED FD550$27.4Kshares
QTUMETF SER SOLUTIONS250$26.8Kshares
PGXINVESCO EXCH TRADED FD TR II2,400$26.1Kshares
BSVVANGUARD BD INDEX FDS332$26Kshares
BLOKAMPLIFY ETF TR512$25.5Kshares
XARSPDR SERIES TRUST100$25.4Kshares
IHDGWISDOMTREE TR502$24.2Kshares
URAGLOBAL X FDS485$23.5Kshares
JVALJ P MORGAN EXCHANGE TRADED F478$23.4Kshares
VHTVANGUARD WORLD FD85$23.3Kshares
PIDINVESCO EXCHANGE TRADED FD T1,029$22.9Kshares
PTBDPACER FDS TR1,206$22.9Kshares
MSMRETF SER SOLUTIONS649$22.4Kshares
ICLNISHARES TR1,188$21.7Kshares
CPNMCALAMOS ETF TR817$21.3Kshares
SRVRPACER FDS TR663$20.7Kshares
PCIGLITMAN GREGORY FDS TR2,562$20.4Kshares
EUDGWISDOMTREE TR559$20.4Kshares
GOVTISHARES TR875$20Kshares
FGDFIRST TR EXCHANGE-TRADED FD616$19.7Kshares
QDPLPACER FDS TR475$19.2Kshares
VOEVANGUARD INDEX FDS101$18.6Kshares
FNDXSCHWAB STRATEGIC TR666$18.5Kshares
LITGLOBAL X FDS245$18.2Kshares
TIPISHARES TR164$18.2Kshares
FXDFIRST TR EXCHANGE-TRADED FD283$18.1Kshares
ZDEKINNOVATOR ETFS TRUST700$17.9Kshares
ZFEBINNOVATOR ETFS TRUST700$17.8Kshares
QQQJINVESCO EXCH TRADED FD TR II481$17.4Kshares
XLCSELECT SECTOR SPDR TR152$16.8Kshares
VAWVANGUARD WORLD FD72$16.2Kshares
TLHISHARES TR160$16.1Kshares
WTPIWISDOMTREE TR500$16Kshares
SCHCSCHWAB STRATEGIC TR341$15.9Kshares
DFAXDIMENSIONAL ETF TRUST460$15.6Kshares
EEMISHARES TR274$15.6Kshares
UJULINNOVATOR ETFS TRUST400$15.3Kshares
NLRVANECK ETF TRUST103$13.7Kshares
FNDESCHWAB STRATEGIC TR348$13.3Kshares
ERTHINVESCO EXCHANGE TRADED FD T279$13.2Kshares
PKWINVESCO EXCHANGE TRADED FD T100$13.1Kshares
DFSVDIMENSIONAL ETF TRUST368$12.9Kshares
UJANINNOVATOR ETFS TRUST300$12.8Kshares
QQMGINVESCO EXCH TRADED FD TR II311$12.3Kshares
DUHPDIMENSIONAL ETF TRUST334$12.3Kshares
FTSLFIRST TR EXCHANGE-TRADED FD267$12Kshares
IDHQINVESCO EXCH TRADED FD TR II335$11.8Kshares
PFFISHARES TR387$11.7Kshares
LCTDBLACKROCK ETF TRUST205$11.3Kshares
ESGDISHARES TR117$11.2Kshares
RSPEINVESCO EXCH TRADED FD TR II377$11.1Kshares
BSJTINVESCO EXCH TRD SLF IDX FD501$10.5Kshares
CBXYCALAMOS ETF TR475$10.4Kshares
DGRSWISDOMTREE TR192$10.2Kshares
IAGGISHARES TR203$10.2Kshares
IGOVISHARES TR239$9.81Kshares
IBDRISHARES TR393$9.53Kshares
DDFMINNOVATOR ETFS TRUST500$9.39Kshares
BSJRINVESCO EXCH TRD SLF IDX FD419$9.37Kshares
BSJQINVESCO EXCH TRD SLF IDX FD403$9.34Kshares
BSJSINVESCO EXCH TRD SLF IDX FD427$9.26Kshares
MTUMISHARES TR38$9.12Kshares
STIPISHARES TR85$8.79Kshares
UAPRINNOVATOR ETFS TRUST250$8.34Kshares
IGMISHARES TR69$8.18Kshares
IVOGVANGUARD ADMIRAL FDS INC62$7.75Kshares
SHESPDR SERIES TRUST59$7.54Kshares
VPUVANGUARD WORLD FD38$7.53Kshares
GOVIINVESCO EXCH TRADED FD TR II261$7.12Kshares
FVCFIRST TR EXCHANGE TRADED FD200$6.97Kshares
PXEINVESCO EXCHANGE TRADED FD T177$6.94Kshares
PJANINNOVATOR ETFS TRUST150$6.92Kshares
RPGINVESCO EXCHANGE TRADED FD T148$6.92Kshares
IDEFBLACKROCK ETF TRUST208$6.81Kshares
GDXVANECK ETF TRUST74$6.79Kshares
RWOSPDR INDEX SHS FDS139$6.36Kshares
IYTISHARES TR80$5.97Kshares
KIESPDR SERIES TRUST100$5.5Kshares
VDCVANGUARD WORLD FD24$5.37Kshares
FNDCSCHWAB STRATEGIC TR113$5.24Kshares
PBDINVESCO EXCH TRADED FD TR II290$5.2Kshares
BIVVANGUARD BD INDEX FDS66$5.09Kshares
ZAUGINNOVATOR ETFS TRUST190$5.06Kshares
UDOWPROSHARES TR100$5.02Kshares
IHIISHARES TR92$4.91Kshares
XSMOINVESCO EXCHANGE TRADED FD T64$4.87Kshares
DFEMDIMENSIONAL ETF TRUST129$4.45Kshares
IYJISHARES TR30$4.43Kshares
SOXXISHARES TR13$4.3Kshares
FXLFIRST TR EXCHANGE-TRADED FD23$3.65Kshares
XLRESELECT SECTOR SPDR TR89$3.64Kshares
TDVPROSHARES TR43$3.61Kshares
IYMISHARES TR20$3.52Kshares
VLUEISHARES TR24$3.41Kshares
DRIVGLOBAL X FDS112$3.41Kshares
WTAIWISDOMTREE TR114$3.22Kshares
CBTOCALAMOS ETF TR160$3.21Kshares
FXRFIRST TR EXCHANGE-TRADED FD37$3.02Kshares
SUBISHARES TR28$2.98Kshares
FLRNSPDR SERIES TRUST78$2.4Kshares
IFVFIRST TR EXCHANGE TRADED FD90$2.27Kshares
INTFISHARES TR50$1.95Kshares
JPINJ P MORGAN EXCHANGE TRADED F27$1.92Kshares
QYLDGLOBAL X FDS107$1.84Kshares
FXOFIRST TR EXCHANGE-TRADED FD32$1.8Kshares
XLBSELECT SECTOR SPDR TR36$1.78Kshares
STCESCHWAB STRATEGIC TR33$1.72Kshares
FTXOFIRST TR EXCHANGE TRADED FD40$1.45Kshares
FXHFIRST TR EXCHANGE-TRADED FD12$1.32Kshares
IDEVISHARES TR15$1.25Kshares
PNQIINVESCO EXCHANGE TRADED FD T21$939shares
JETSETF SER SOLUTIONS38$936shares
MOOVANECK ETF TRUST9$761shares
FXNFIRST TR EXCHANGE-TRADED FD30$674shares
EWXSPDR INDEX SHS FDS10$661shares
ETHOAMPLIFY ETF TR10$661shares
JGROJ P MORGAN EXCHANGE TRADED F7$592shares
GSYINVESCO ACTIVELY MANAGED EXC10$501shares
FBTFIRST TR EXCHANGE-TRADED FD2$404shares
IVALEA SERIES TRUST8$272shares
ROBTFIRST TR EXCHANGE TRADED FD5$231shares
CLOUGLOBAL X FDS11$219shares
RWRSPDR SERIES TRUST2$202shares
TLTISHARES TR2$173shares
IEFISHARES TR1$68shares
SCZISHARES TR1$48shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-014482 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001398344-26-014482 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001398344-26-009209 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001398344-26-003216 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001398344-25-020894 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001398344-25-015391 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001398344-25-009451 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001398344-25-002781 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001398344-24-020706 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001398344-24-014599 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001398344-24-009625 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001398344-24-002915 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001398344-23-020613 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001398344-23-014734 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001398344-23-009681 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001398344-23-003157 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001398344-22-021935 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001398344-22-015535 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR/A 0001398344-22-009647 Quarter ended 2021-12-312022-05-16acceptance time not in the bulk data set
13F-HR 0001398344-22-009668 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001398344-22-002962 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set