GUARDIAN WEALTH ADVISORS, LLC / NC

Q2 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
384
Total value ($000)
$1,781,734
Net value change ($000)
+193,579 (12.2%)
New positions
35
Sold out positions
260
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ACIO 21,967 11.7%
SCHX 12,786 18.0%
FRDM 11,109 33.2%
RDVY 9,878 22.4%
CGDV 9,757 18.3%
DRSK 9,656 7.8%
VOO 9,315 15.7%
OSCV 5,230 8.6%
VEA 4,943 13.4%
BUFR 4,881 9.9%
Top Reduces (Value $000, Stocks/ETFs)
FTSM -2,928 -87.2%
FLOT -2,923 -100.0%
VRIG -2,914 -100.0%
BR -1,673 -69.5%
JPST -1,366 -27.6%
LQTI -1,283 -3.2%
JEPI -906 -8.1%
FTGC -864 -20.8%
BPRE -838 -12.5%
PG -813 -35.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 16,158 (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