StockDriftsStockDriftsTop 50 Guardian Wealth Advisors LLC Nc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 11.87% | 4.54M | $209.6M | +1.59%(+70.92K) | $34.69(+37.43%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 7.53% | 4.62M | $132.9M | +2.51%(+113.20K) | $27.68(+5.17%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 4.75% | 2.85M | $83.9M | +2.79%(+77.45K) | $18.45(+65.36%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.89% | 99.9K | $68.6M | +0.66%(+658) | $504.62(+41.23%) | 2026-06-30 | |
| OSCV | ETF SER SOLUTIONS | 3.73% | 1.56M | $65.9M | +1.54%(+23.67K) | $32.66(+31.82%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.58% | 1.28M | $63.2M | +2.07%(+26.01K) | $31.42(+61.86%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.07% | 1.48M | $54.2M | +1.59%(+23.24K) | $28.15(+32.98%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.06% | 665.5K | $53.9M | +3.12%(+20.11K) | $52.20(+60.14%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 2.52% | 610.2K | $44.5M | -0.12%(-744) | $35.87(+90.71%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.37% | 586.1K | $41.8M | +2.01%(+11.55K) | $54.01(+37.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.28% | +49.23% | — | — | +33.22% |
| Top 20 Holdings Unweighted | +17.50% | +62.22% | — | — | +46.05% |
Guardian Wealth Advisors LLC Nc reports $1.78B in US-listed equity holdings across 375 positions in its most recent 13F filing. Its largest disclosed positions are ACIO (11.9%), DRSK (7.5%) and SCHX (4.8%). The top 20 holdings account for 61.73% of reported assets. Its disclosed equity book has returned +49.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Guardian Wealth Advisors LLC Nc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Guardian Wealth Advisors LLC Nc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1901403). View Guardian Wealth Advisors LLC Nc’s 13F filings on SEC