GUARDIAN WEALTH ADVISORS, LLC / NC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,588,155
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 611 | 1,588,155 | 13F-HR | GUARDIAN WEALTH ADVISORS, LLC / NC |
| Q4 2025 | 2/17/2026 | 366 | 1,609,565 | 13F-HR | GUARDIAN WEALTH ADVISORS, LLC / NC |
| Q3 2025 | 11/14/2025 | 357 | 1,541,765 | 13F-HR | GUARDIAN WEALTH ADVISORS, LLC / NC |
| Q2 2025 | 8/14/2025 | 550 | 1,420,229 | 13F-HR | GUARDIAN WEALTH ADVISORS, LLC / NC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
15.02 K
(0.9% of total reported value)
· QoQ Δ:
-512
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 566.8 K | 36.0% | 0 | 744.4 K | -744.4 K |
| ETFs | 999.1 K | 63.5% | 724 K | 0 | 724 K |
| Debt | 6.757 K | 0.4% | 321 | 0 | 321 |
| Other | 0 | 0.0% | 0 | 735 | -735 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
1,588,155
Holdings
611
QoQ value change ($000)
-21,410
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.