GUARDIAN WEALTH ADVISORS, LLC / NC

Est. AUM

$1.59B

13F long equity, this entity only

Positions

607

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ETF SER SOLUTIONS	APTUS COLLRD INV	$187.7M	4472403	11.83%	SOLE
2	ETF SER SOLUTIONS	APTUS DEFINED	$123.2M	4508481	7.77%	SOLE
3	SCHWAB STRATEGIC TR	US LRG CAP ETF	$71.1M	2772378	4.48%	SOLE
4	ETF SER SOLUTIONS	OPUS SML CP VL	$60.7M	1538543	3.83%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$59.3M	99289	3.74%	SOLE
6	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$53.4M	1255489	3.37%	SOLE
7	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$49.3M	1461076	3.11%	SOLE
8	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$44.1M	645395	2.78%	SOLE
9	FIRST TR EXCHANGE-TRADED FD	VEST INVESTMENT	$40.3M	2058213	2.54%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$36.8M	574533	2.32%	SOLE
11	NVIDIA CORPORATION	COM	$34.6M	198148	2.18%	SOLE
12	EA SERIES TRUST	FREEDOM 100 EM	$33.4M	610969	2.11%	SOLE
13	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$28.9M	614474	1.82%	SOLE
14	APPLE INC	COM	$27.3M	107707	1.72%	SOLE
15	GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$25.1M	296650	1.58%	SOLE
16	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$21.6M	547352	1.36%	SOLE
17	ETF SER SOLUTIONS	APTUS DRAWDOWN	$20.5M	414364	1.29%	SOLE
18	ETF SER SOLUTIONS	APTUS LARGE CAP	$17.3M	479540	1.09%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$15.9M	24358	1.00%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.3M	23491	0.96%	SOLE
21	MICROSOFT CORP	COM	$15.2M	40944	0.96%	SOLE
22	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$14.1M	308616	0.89%	SOLE
23	WISDOMTREE TR	FLOATNG RAT TREA	$13.9M	275161	0.87%	SOLE
24	ETF SER SOLUTIONS	APTUS ENHANCED	$13.8M	623475	0.87%	SOLE
25	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$13.5M	345655	0.85%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.3M	27726	0.84%	SOLE
27	ISHARES TR	EAFE VALUE ETF	$12.7M	171167	0.80%	SOLE
28	ALPHABET INC	CAP STK CL A	$12.7M	44002	0.80%	SOLE
29	ISHARES TR	CORE S&P TTL STK	$11.9M	83378	0.75%	SOLE
30	TESLA INC	COM	$11.8M	31854	0.75%	SOLE
31	BROADCOM INC	COM	$11.4M	36784	0.72%	SOLE
32	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$11.1M	196208	0.70%	SOLE
33	AMAZON COM INC	COM	$11.0M	52995	0.70%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$8.4M	110042	0.53%	SOLE
35	JPMORGAN CHASE & CO	COM	$8.4M	28592	0.53%	SOLE
36	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$8.3M	97176	0.52%	SOLE
37	PROSHARES TR	SHORT S&P 500 NE	$7.4M	195208	0.47%	SOLE
38	ISHARES TR	MSCI USA QLT FCT	$7.3M	37992	0.46%	SOLE
39	WALMART INC	COM	$7.1M	57215	0.45%	SOLE
40	EA SERIES TRUST	ALPHA ARCH 1-3	$6.9M	59007	0.43%	SOLE
41	VANGUARD STAR FDS	VG TL INTL STK F	$6.8M	88555	0.43%	SOLE
42	BLUEROCK PVT REAL ESTATE FD	COM	$6.7M	402270	0.42%	SOLE
43	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$6.5M	161517	0.41%	SOLE
44	COLUMBIA ETF TR II	EM CORE EX ETF	$6.5M	158751	0.41%	SOLE
45	VISA INC	COM CL A	$6.5M	21394	0.41%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	20064	0.41%	SOLE
47	LISTED FDS TR	HORIZON KINETICS	$6.1M	116707	0.38%	SOLE
48	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$5.8M	52584	0.36%	SOLE
49	HOME DEPOT INC	COM	$5.6M	17088	0.35%	SOLE
50	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.4M	25199	0.34%	SOLE

1–50 of 607

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.