GUARDIAN WEALTH ADVISORS, LLC / NC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,781,734
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 384 | 1,781,734 | 13F-HR | GUARDIAN WEALTH ADVISORS, LLC / NC |
| 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):
16.16 K
(0.9% of total reported value)
· QoQ Δ:
+1.142 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 572.7 K | 32.4% | 5.856 K | 0 | 5.856 K |
| ETFs | 1.188 M | 67.3% | 189.1 K | 0 | 189.1 K |
| Debt | 4.312 K | 0.2% | 0 | 2.445 K | -2.445 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,781,734
Holdings
384
QoQ value change ($000)
193,579
(12.2%)
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.