Guardian Wealth Advisors, LLC / Nc Top Holdings and 13F Report (2026) About Guardian Wealth Advisors, LLC / NcInvestment ActivityGuardian Wealth Advisors, LLC / Nc has $1.59 billion in total holdings as of March 31, 2026.Guardian Wealth Advisors, LLC / Nc owns shares of 602 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 2.50% of the portfolio was sold this quarter.This quarter, Guardian Wealth Advisors, LLC / Nc has purchased 358 new stocks and bought additional shares in 132 stocks.Guardian Wealth Advisors, LLC / Nc sold shares of 169 stocks and completely divested from 17 stocks this quarter.Largest Holdings Aptus Collared Investment Opportunity ETF $187,662,013Aptus Defined Risk ETF $123,216,795Schwab US Large-Cap ETF $71,083,785Opus Small Cap Value Plus ETF $60,680,136Vanguard S&P 500 ETF $59,330,129 Largest New Holdings this Quarter 74349Y753 - PROSHARES TR $7,404,239 Holding74347G804 - ProShares K-1 Free Crude Oil ETF $848,126 Holding14021T102 - CAPITAL GROUP INTERNATIONAL $473,175 Holding45784N544 - INNOVATOR ETFS TRUST $351,750 Holding45782C375 - Innovator U.S. Equity Ultra Buffer ETF - March $286,923 Holding Largest Purchases this Quarter PROSHARES TR 195,208 shares (about $7.40M)Aptus Defined Risk ETF 154,409 shares (about $4.22M)Aptus Collared Investment Opportunity ETF 91,824 shares (about $3.85M)Schwab US Large-Cap ETF 150,206 shares (about $3.85M)FIRST TR EXCHANGE-TRADED FD 153,504 shares (about $3.01M) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 160,649 shares (about $8.09M)Opus Small Cap Value Plus ETF 65,566 shares (about $2.59M)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 36,090 shares (about $1.82M)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14,972 shares (about $1.27M)iShares Core S&P Total U.S. Stock Market ETF 8,719 shares (about $1.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Wealth Advisors, LLC / Nc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACIOAptus Collared Investment Opportunity ETF$187,662,013$3,852,935 â–²2.1%4,472,40311.8%ETFDRSKAptus Defined Risk ETF$123,216,795$4,219,998 â–²3.5%4,508,4817.8%ETFSCHXSchwab US Large-Cap ETF$71,083,785$3,851,283 â–²5.7%2,772,3784.5%ETFOSCVOpus Small Cap Value Plus ETF$60,680,136$2,585,923 â–¼-4.1%1,538,5433.8%ETFVOOVanguard S&P 500 ETF$59,330,129$1,676,127 â–²2.9%99,2893.7%ETFCGDVCapital Group Dividend Value ETF$53,443,248$120,467 â–²0.2%1,255,4893.4%ETFBUFRFT Vest Laddered Buffer ETF$49,340,532$222,375 â–¼-0.4%1,461,0763.1%ETFRDVYFirst Trust Rising Dividend Achievers ETF$44,067,540$130,483 â–²0.3%645,3952.8%ManufacturingFIRST TR EXCHANGE-TRADED FD$40,299,812$3,005,608 â–²8.1%2,058,2132.5%VEST INVESTMENTVEAVanguard FTSE Developed Markets ETF$36,816,044$966,582 â–²2.7%574,5332.3%ETFNVDANVIDIA$36,597,705$723,939 â–¼-1.9%209,8482.3%Computer and TechnologyFRDMFreedom 100 Emerging Markets ETF$33,411,725$889,256 â–¼-2.6%610,9692.1%ETFAAPLApple$31,852,338$1,150,935 â–¼-3.5%125,5072.0%Computer and TechnologyJCPBJPMorgan Core Plus Bond ETF$28,929,433$1,538,527 â–²5.6%614,4741.8%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$25,114,391$1,267,530 â–¼-4.8%296,6501.6%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$21,582,078$1,661,816 â–²8.3%547,3521.4%ETFADMEAptus Drawdown Managed Equity ETF$20,482,000$252,785 â–²1.2%414,3641.3%ETFETF SER SOLUTIONS$17,292,223$904,133 â–²5.5%479,5401.1%APTUS LARGE CAPIVViShares Core S&P 500 ETF$15,910,852$5,879 â–²0.0%24,3581.0%ETFSPYSPDR S&P 500 ETF Trust$15,277,196$88,447 â–²0.6%23,4911.0%FinanceMSFTMicrosoft$15,156,338$300,580 â–¼-1.9%40,9441.0%Computer and TechnologyDBNDDoubleLine Opportunistic Bond ETF$14,137,713$6,872 â–¼0.0%308,6160.9%ETFUSFRWisdomTree Floating Rate Treasury Fund$13,851,609$8,087,073 â–¼-36.9%275,1610.9%FinanceJUCYAptus Enhanced Yield ETF$13,809,968$567,815 â–¼-3.9%623,4750.9%ETFDFAIDimensional International Core Equity Market ETF$13,466,723$177,112 â–²1.3%345,6550.8%ETFGOOGLAlphabet$13,285,801$66,426 â–²0.5%46,2020.8%Computer and TechnologyBRK.BBerkshire Hathaway$13,285,341$65,166 â–²0.5%27,7260.8%FinanceEFViShares MSCI EAFE Value ETF$12,726,246$53,011 â–¼-0.4%171,1670.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,875,481$1,241,842 â–¼-9.5%83,3780.7%ETFAMZNAmazon.com$11,870,427$272,419 â–¼-2.2%56,9950.7%Retail/WholesaleTSLATesla$11,841,618$450,929 â–¼-3.7%31,8540.7%Auto/Tires/TrucksAVGOBroadcom$11,385,091$570,740 â–¼-4.8%36,7840.7%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$11,121,069$372,558 â–¼-3.2%196,2080.7%ETFHDHome Depot$9,106,154$36,835 â–¼-0.4%27,6880.6%Retail/WholesaleVVisa$8,430,541$88,555 â–¼-1.0%27,8940.5%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$8,422,642$762,341 â–¼-8.3%110,0420.5%ETFJPMJPMorgan Chase & Co.$8,410,666$264,451 â–¼-3.0%28,5920.5%FinanceONEQFidelity NASDAQ Composite Index ETF$8,251,198$572,462 â–¼-6.5%97,1760.5%ETFPROSHARES TR$7,404,239$7,404,239 â–²New Holding195,2080.5%SHORT S&P 500 NEQUALiShares MSCI USA Quality Factor ETF$7,287,268$146,735 â–²2.1%37,9920.5%ETFWALMART INC$7,112,159$319,466 â–¼-4.3%57,2150.4%COMBOXXAlpha Architect 1-3 Month Box ETF$6,861,924$1,304,076 â–²23.5%59,0070.4%ETFVXUSVanguard Total International Stock ETF$6,828,457$71,635 â–¼-1.0%88,5550.4%ETFBLUEROCK PVT REAL ESTATE FD$6,681,704$2,887,083 â–²76.1%402,2700.4%COMCGGRCapital Group Growth ETF$6,491,368$365,046 â–²6.0%161,5170.4%ETFXCEMColumbia EM Core ex-China ETF$6,478,615$390,755 â–¼-5.7%158,7510.4%ETFVTIVanguard Total Stock Market ETF$6,436,878$286,490 â–²4.7%20,0640.4%ETFINFLHorizon Kinetics Inflation Beneficiaries ETF$6,075,779$559,542 â–²10.1%116,7070.4%ETFVONGVanguard Russell 1000 Growth ETF$5,767,891$180,329 â–²3.2%52,5840.4%ETFVIGVanguard Dividend Appreciation ETF$5,419,381$397,007 â–¼-6.8%25,1990.3%ETFQQQInvesco QQQ$5,382,915$105,049 â–²2.0%9,3260.3%FinanceVOVanguard Mid-Cap ETF$5,259,366$3,446 â–²0.1%18,3140.3%ETFGOOGAlphabet$5,206,225$339,642 â–¼-6.1%18,1490.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$4,952,560$335,950 â–²7.3%97,8570.3%ETFDFCFDimensional Core Fixed Income ETF$4,842,428$18,155 â–²0.4%114,6950.3%ETFDGROiShares Core Dividend Growth ETF$4,449,461$152,150 â–¼-3.3%63,4010.3%ETFMANAGED PORTFOLIO SERIES$4,302,830$1,161,042 â–²37.0%177,7290.3%KENSINGTON HEDGEFTGCFirst Trust Global Tactical Commodity Strategy Fund$4,162,072$322,730 â–²8.4%144,9690.3%ManufacturingLLYEli Lilly and Company$4,153,143$462,687 â–¼-10.0%4,5150.3%MedicalXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$3,938,068$1,816,408 â–¼-31.6%78,2450.2%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,930,464$42,341 â–²1.1%201,2530.2%ETFPWRQuanta Services$3,822,379$314,597 â–¼-7.6%6,9620.2%ConstructionBKAGBNY Mellon Core Bond ETF$3,733,307$207,371 â–²5.9%88,4670.2%ETFIWBiShares Russell 1000 ETF$3,576,591$80,938 â–²2.3%10,0310.2%ETFFTCSFirst Trust Capital Strength ETF$3,545,319$102,872 â–¼-2.8%38,2200.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$3,466,635$113,486 â–²3.4%7,4840.2%FinanceTFCTruist Financial$3,443,647$62,427 â–¼-1.8%74,9110.2%FinanceEDOWFirst Trust Dow 30 Equal Weight ETF$3,388,789$7,992 â–¼-0.2%83,5280.2%ETFFTSMFirst Trust Enhanced Short Maturity ETF$3,359,449$2,511 â–²0.1%56,1970.2%ManufacturingQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$3,157,197$31,870 â–²1.0%24,8650.2%ManufacturingBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,044,858$86,286 â–²2.9%163,1720.2%ETFETF SER SOLUTIONS$3,025,129$989,855 â–²48.6%120,5370.2%APTUS JAN BUFFERSPROTT ASSET MANAGEMENT LP$2,997,834$305,280 â–¼-9.2%84,5890.2%PHYSICAL GOLD TRUSMViShares MSCI USA Min Vol Factor ETF$2,991,169$237,416 â–¼-7.4%32,2530.2%ETFMETAMeta Platforms$2,934,814$60,641 â–²2.1%5,1300.2%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$2,922,751$22,367 â–²0.8%57,3650.2%ETFVRIGInvesco Variable Rate Investment Grade ETF$2,913,867$32,971 â–²1.1%116,3920.2%ETFCATCaterpillar$2,906,191$5,668 â–¼-0.2%4,1020.2%IndustrialsFANGDiamondback Energy$2,896,305$103,842 â–¼-3.5%14,6430.2%EnergyDDECFT Vest U.S. Equity Deep Buffer ETF - December$2,891,4840.0%65,3000.2%ETFPGRProgressive$2,843,068$64,228 â–²2.3%14,3420.2%FinanceFBNDFidelity Total Bond ETF$2,817,029$355,835 â–²14.5%61,7500.2%ETFXOMExxonMobil$2,791,975$5,429 â–¼-0.2%16,4560.2%EnergySPROTT ASSET MANAGEMENT LP$2,783,533$515,483 â–¼-15.6%114,1260.2%PHYSICAL SILVERPROFESIONALLY MANAGED PORTFO$2,659,254$233,199 â–¼-8.1%49,6160.2%AKRE FOCUS ETFABBVAbbVie$2,580,161$50,024 â–¼-1.9%11,8630.2%MedicalFNDFSchwab Fundamental International Equity ETF$2,543,7240.0%51,9870.2%ETFVBVanguard Small-Cap ETF$2,434,970$5,762 â–¼-0.2%9,2970.2%ETFVMIValmont Industries$2,432,9820.0%6,0890.2%IndustrialsJNJJohnson & Johnson$2,418,334$67,712 â–¼-2.7%9,8930.2%MedicalBRBroadridge Financial Solutions$2,406,587$22,119 â–²0.9%14,7970.2%Computer and TechnologySCHKSchwab 1000 Index ETF$2,399,565$103,546 â–¼-4.1%76,5900.2%ETFFCNCAFirst Citizens BancShares$2,344,5170.0%1,2440.1%FinancePGProcter & Gamble$2,325,225$30,911 â–¼-1.3%16,0980.1%Consumer StaplesCVXChevron$2,307,578$612,637 â–²36.1%11,1530.1%EnergyCOSTCostco Wholesale$2,298,5870.0%2,3070.1%Retail/WholesaleETYEaton Vance Tax-Managed Diversified Equity Income Fund$2,264,6900.0%164,2270.1%Financial ServicesPALANTIR TECHNOLOGIES INC$2,215,264$936,631 â–²73.3%15,1440.1%CL ATBILUS Treasury 3 Month Bill ETF$2,189,385$736,476 â–²50.7%43,9110.1%ETFGSThe Goldman Sachs Group$2,087,728$5,076 â–¼-0.2%2,4680.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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