Institutional Fund
Guardian Wealth Advisors, LLC / Nc
Raleigh, NCCIK 19014035 filings on record
Portfolio Value
$1.57B
Q1 2026
Holdings
602
Reported positions
New Buys
261
Opened this quarter
QoQ Change
-1.3%
from $1.59B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- ETF Ser Solutions11.9%
- ETF Ser Solutions7.8%
- Schwab Strategic Tr4.5%
- ETF Ser Solutions3.9%
- Vanguard Index Fds3.8%
- Capital Group Dividend Value3.4%
- Other64.7%
Portfolio Holdings
602 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | ETF Ser Solutions | 4.47M | $187.66M | 11.9% | +91.8K | Added |
| 2 | ETF Ser Solutions | 4.51M | $123.22M | 7.8% | +154.4K | Added |
| 3 | Schwab Strategic Tr | 2.77M | $71.08M | 4.5% | +150.2K | Added |
| 4 | ETF Ser Solutions | 1.54M | $60.68M | 3.9% | −65.6K | Reduced |
| 5 | Vanguard Index Fds | 99.3K | $59.33M | 3.8% | +2.8K | Added |
| 6 | Capital Group Dividend Value | 1.26M | $53.44M | 3.4% | +2.8K | Added |
| 7 | First Tr Exchng Traded Fd Vi | 1.46M | $49.34M | 3.1% | −6.6K | Reduced |
| 8 | First Tr Exchange Traded Fd | 645.4K | $44.07M | 2.8% | +1.9K | Added |
| 9 | First Tr Exchange-Traded Fd | 2.06M | $40.30M | 2.6% | +153.5K | Added |
| 10 | Vanguard Tax-Managed Fds | 574.5K | $36.82M | 2.3% | +15.1K | Added |
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