GUARDIAN WEALTH ADVISORS, LLC / NC

Q1 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
611
Total value ($000)
$1,588,155
Net value change ($000)
-21,410 (-1.3%)
New positions
259
Sold out positions
17
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SH 7,404 NEW
BPRE 3,255 95.0%
SDVY 2,223 11.5%
LQTI 1,977 5.2%
VEA 1,867 5.3%
INFL 1,365 29.0%
BOXX 1,361 24.7%
JCPB 1,359 4.9%
OSCV 1,280 2.2%
FRDM 1,254 3.9%
Top Reduces (Value $000, Stocks/ETFs)
USFR -8,078 -36.8%
MSFT -5,038 -24.9%
ACIO -3,769 -2.0%
AAPL -3,179 -10.4%
NVDA -3,172 -8.4%
TSLA -3,029 -20.4%
AVGO -1,984 -14.8%
ITOT -1,819 -13.3%
XHLF -1,811 -31.5%
AMZN -1,497 -11.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,016 (0.9% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type