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CIK: 0001901403
Total reported value
$1.8B
$1.8B
550 檔
25.7%
According to the latest 13F quarterly dataset, Guardian Wealth Advisors, LLC / Nc managed an equity portfolio of $1.8B at the end of Q2 2025, spanning 550 distinct U.S. exchange-listed positions.
In Q2 2025, Guardian Wealth Advisors, LLC / Nc displayed an active expansion posture, initiating 25 new positions and adding to 122 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 550 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 12.44% | -0.05% | +7.12% | |
| 2 | DRSK | Aptus Defined Risk ETF | ETF-Other | 7.99% | -0.30% | +6.14% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.28% | +0.23% | +4.50% | |
| 4 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 3.78% | -0.10% | -3.93% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.78% | +0.11% | +15.40% | |
| 6 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 3.77% | -0.12% | +4.00% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.61% | -0.07% | +4.17% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.99% | +0.18% | +5.90% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.36% | +0.26% | +4.22% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.23% | -0.40% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.77% | +0.40% | +83.09% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.69% | -0.19% | +8.44% | |
| 13 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.69% | +0.04% | +8.10% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.07% | +10.14% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.09% | +4.41% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.40% | +0.02% | +5.74% | |
| 17 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.33% | +0.03% | +3.72% | |
| 18 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 1.09% | +0.05% | +2.75% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.05% | +8.83% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.02% | +10.03% | |
| 21 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.04% | -0.08% | -30.24% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.02% | +0.01% | -27.66% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.01% | +0.02% | +8.83% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.96% | -0.13% | +4.07% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.06% | +18.63% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.84% | +0.03% | +0.54% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.84% | -0.07% | +2.39% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | — | +12.74% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.18% | -0.27% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.73% | -0.05% | +3.60% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.03% | +5.08% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.70% | — | +6.38% | |
| 33 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.65% | -0.05% | -5.46% | |
| 34 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.63% | -0.02% | +0.49% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.01% | +4.89% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.03% | +30.08% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.06% | +16.46% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.02% | +51.26% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.46% | +0.02% | +0.52% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.03% | +187.67% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.11% | +8.14% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.02% | +3.92% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.43% | — | +5.05% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.09% | +6.64% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | — | -0.73% | |
| 46 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.40% | +0.01% | +3.04% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.39% | +0.02% | +2.68% | |
| 48 | CGGR | Cap Group Growth Equity | ETF-Other | 0.38% | — | +49.02% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | +0.01% | +12.26% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.06% | +8.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.8% | +83.09% | Add |
| 2 | NVDA | Nvidia CORP | +0.5% | -0.40% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +15.40% | Add |
| 4 | HD | Home Depot Inc | +0.3% | +187.67% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | +4.41% | Add |
| 6 | EDOW | First Trust Dow 30 Eql Wght | +0.3% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +0.2% | -0.27% | Trim |
| 8 | SH | Proshares Short S&p500 | +0.2% | NEW | New buy |
| 9 | LQTI | Ft Vest Invst Grd Trgt I ETF | +0.2% | NEW | New buy |
| 10 | CGGR | Cap Group Growth Equity | +0.1% | +49.02% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | +51.26% | Add |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +30.08% | Add |
| 13 | ACIO | Aptus Collared Invest Opp | +0.1% | +7.12% | Add |
| 14 | CGDV | Cap Group Dividend Value | +0.1% | +5.90% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +12.74% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | +5.08% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.46% | Add |
| 18 | KHPI | Kensington Hedged Prm In ETF | +0.1% | NEW | New buy |
| 19 | SCHX | Schwab US Large-cap ETF | +0.1% | +4.50% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +10.03% | Add |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | +34.74% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +34.72% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | +107.63% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.74% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.83% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +5.30% | Add |
| 27 | NOW | Servicenow Inc | +0.1% | +308.27% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +4.89% | Add |
| 29 | PWR | Quanta Services Inc | +0.1% | +5.59% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +8.92% | Add |
| 31 | IBM | Intl Business Machines CORP | 0% | +113.34% | Add |
| 32 | T | At&t Inc | 0% | +123.78% | Add |
| 33 | GSEW | Goldman Sachs Eql Wght Large | 0% | +8.10% | Add |
| 34 | EFG | Ishares Msci Eafe Growth ETF | 0% | +6.38% | Add |
| 35 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | +0.49% | Add |
| 36 | VONG | Vanguard Russell 1000 Growth | 0% | +2.68% | Add |
| 37 | VO | Vanguard Mid-cap ETF | 0% | +12.26% | Add |
| 38 | META | Meta Platforms Inc-class A | 0% | +2.86% | Add |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +24.50% | Add |
| 40 | QQEW | First Tr Nasdaq-100 Sel Eq | 0% | +14.85% | Add |
| 41 | EPD | Enterprise Products Partners | 0% | NEW | New buy |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | +13.89% | Add |
| 43 | TT | Trane Technologies plc | 0% | NEW | New buy |
| 44 | WMT | Walmart Inc | 0% | +6.64% | Add |
| 45 | XCEM | Columbia Em Core Ex-china | 0% | +3.04% | Add |
| 46 | PPA | Invesco Aerospace & Defense | 0% | +6.37% | Add |
| 47 | GS | Goldman Sachs Group Inc | 0% | +2.12% | Add |
| 48 | PSLV | Sprott Physical Silver Trust | 0% | +16.41% | Add |
| 49 | TQQQ | Proshares Ultrapro Qqq | 0% | NEW | New buy |
| 50 | NFLX | Netflix Inc | 0% | +1.53% | Add |
According to official SEC Form 13F filings, Guardian Wealth Advisors, LLC / Nc reported a total U.S. public equity portfolio value of $1.8B across 550 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ACIO, DRSK, SCHX) accounted for 25.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
EDOW
市值: $3.6M
Top Position Liquidated / Trimmed
AEP
前期市值: $369.9K
During Q2 2025, Guardian Wealth Advisors, LLC / Nc's top holdings by market value included ACIO (12.4%)、DRSK (8.0%)、SCHX (4.3%). The largest single position, ACIO, represented 12.4% of total portfolio value.
In Q2 2025, Guardian Wealth Advisors, LLC / Nc made 197 total portfolio adjustments, initiating 25 new buys, adding to 122 positions, trimming 45 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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