EdgeMarket › What Guardian Wealth Advisors, Llc / Nc reported owning
What Guardian Wealth Advisors, Llc / Nc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
611Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ACIO Aptus Collared Investment Opportunity ETF | 187.7M | 11.8% | 4.5M | 46.87 | +11.0% |
| DRSK Aptus Defined Risk ETF | 123.2M | 7.8% | 4.5M | 28.39 | -1.4% |
| SCHX Schwab U.S. Large-Cap ETF | 71.1M | 4.5% | 2.8M | 30.21 | +19.6% |
| OSCV Opus Small Cap Value ETF | 60.7M | 3.8% | 1.5M | 42.31 | +12.7% |
| VOO Vanguard S&P 500 ETF | 59.3M | 3.7% | 99.3K | 703.71 | +20.0% |
| CGDV Capital Group Dividend Value ETF | 53.4M | 3.4% | 1.3M | 50.21 | +22.5% |
| BUFR FT Vest Laddered Buffer ETF | 49.3M | 3.1% | 1.5M | 37.30 | +14.5% |
| RDVY First Trust Rising Dividend Achievers ETF | 44.1M | 2.8% | 645.4K | 81.95 | +26.6% |
| LQTI FT Vest Investment Grade & Target Income ETF | 40.3M | 2.5% | 2.1M | 18.72 | -7.3% |
| VEA Vanguard FTSE Developed Markets ETF | 36.8M | 2.3% | 574.5K | 73.42 | +24.7% |
| NVDA NVIDIA CORP | 34.6M | 2.2% | 198.1K | 214.72 | +22.4% |
| FRDM Freedom 100 Emerging Markets ETF | 33.4M | 2.1% | 611.0K | 68.71 | +64.8% |
| JCPB JPMorgan Core Plus Bond ETF | 28.9M | 1.8% | 614.5K | 46.16 | -1.8% |
| AAPL Apple Inc. | 27.3M | 1.7% | 107.7K | 309.35 | +36.9% |
| GSEW Goldman Sachs Equal Weight U.S. Large Cap Equi | 25.1M | 1.6% | 296.6K | 98.33 | +18.3% |
| SDVY First Trust SMID Cap Rising Dividend Achievers | 21.6M | 1.4% | 547.4K | 43.87 | +18.6% |
| ADME Aptus Drawdown Managed Equity ETF | 20.5M | 1.3% | 414.4K | 56.28 | +14.3% |
| DUBS Aptus Large Cap Enhanced Yield ETF | 17.3M | 1.1% | 479.5K | 42.94 | +22.8% |
| IVV iShares Core S&P 500 ETF | 15.9M | 1.0% | 24.4K | 769.31 | +20.0% |
| SPY SPDR S&P 500 ETF TRUST | 15.3M | 1.0% | 23.5K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 15.2M | 1.0% | 40.9K | 483.24 | -4.4% |
| DBND DoubleLine Opportunistic Core Bond ETF | 14.1M | 0.9% | 308.6K | 44.95 | -2.5% |
| USFR WisdomTree Floating Rate Treasury Fund | 13.9M | 0.9% | 275.2K | 50.49 | +0.1% |
| JUCY Aptus Enhanced Yield ETF | 13.8M | 0.9% | 623.5K | 22.07 | -1.0% |
| DFAI Dimensional International Core Equity Market E | 13.5M | 0.8% | 345.7K | 43.35 | +21.1% |
| unmapped CUSIP 084670702 | 13.3M | 0.8% | 27.7K | — | — |
| EFV iShares MSCI EAFE Value ETF | 12.7M | 0.8% | 171.2K | 82.23 | +21.4% |
| GOOGL Alphabet Inc. | 12.7M | 0.8% | 44.0K | 344.82 | +73.0% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 11.9M | 0.7% | 83.4K | 167.97 | +20.5% |
| TSLA Tesla, Inc. | 11.8M | 0.7% | 31.9K | 362.86 | +12.0% |
| AVGO Broadcom Inc. | 11.4M | 0.7% | 36.8K | 368.45 | +26.5% |
| JEPI JPMorgan Equity Premium Income ETF | 11.1M | 0.7% | 196.2K | 57.92 | +1.4% |
| AMZN AMAZON COM INC | 11.0M | 0.7% | 53.0K | 258.63 | +15.6% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 8.4M | 0.5% | 110.0K | 90.13 | +20.1% |
| JPM JPMORGAN CHASE & CO | 8.4M | 0.5% | 28.6K | 351.58 | +20.3% |
| ONEQ Fidelity Nasdaq Composite Index ETF | 8.3M | 0.5% | 97.2K | 103.14 | +23.7% |
| SH ProShares Short S&P500 | 7.4M | 0.5% | 195.2K | 32.45 | -16.4% |
| QUAL iShares MSCI USA Quality Factor ETF | 7.3M | 0.5% | 38.0K | 223.22 | +19.3% |
| WMT Walmart Inc. | 7.1M | 0.4% | 57.2K | 103.70 | +1.1% |
| BOXX Alpha Architect 1-3 Month Box ETF | 6.9M | 0.4% | 59.0K | 117.96 | +4.1% |
| VXUS Vanguard Total International Stock ETF | 6.8M | 0.4% | 88.6K | 87.71 | +22.7% |
| BPRE Bluerock Private Real Estate Fund | 6.7M | 0.4% | 402.3K | 12.18 | — |
| CGGR Capital Group Growth ETF | 6.5M | 0.4% | 161.5K | 47.00 | +13.1% |
| XCEM Columbia EM Core ex-China ETF | 6.5M | 0.4% | 158.8K | 50.59 | +46.4% |
| V VISA INC. | 6.5M | 0.4% | 21.4K | 371.04 | +7.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.4M | 0.4% | 20.1K | 378.24 | +20.5% |
| INFL Horizon Kinetics Inflation Beneficiaries ETF | 6.1M | 0.4% | 116.7K | 55.64 | +32.4% |
| VONG Vanguard Russell 1000 Growth ETF | 5.8M | 0.4% | 52.6K | 125.99 | +11.3% |
| HD HOME DEPOT, INC. | 5.6M | 0.4% | 17.1K | 335.61 | -16.5% |
| VIG Vanguard Div Appreciation ETF | 5.4M | 0.3% | 25.2K | 243.91 | +16.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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