13F filer

Guardian Wealth Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1901403 SEC filings ↗
13F Value
$1.78B
Positions
384
Top Position
ACIO11.8%
Top 5
31.5%

Latest filing changes

vs Mar 31, 2026
Holdings384
# Trend (4Q)
1 ACIO 11.8% $209.6M +1.6% 4.54M 11.8% ETF
2 DRSK 7.5% $132.9M +2.5% 4.62M 7.8% ETF
3 SCHX 4.7% $83.9M +2.8% 2.85M 4.5% ETF
4 VOO 3.9% $68.6M +0.7% 99.9K 3.7% ETF
5 OSCV 3.7% $65.9M +1.5% 1.56M 3.8% ETF
6 CGDV 3.5% $63.2M +2.1% 1.28M 3.4% ETF
7 BUFR 3.0% $54.2M +1.6% 1.48M 3.1% ETF
8 RDVY 3.0% $53.9M +3.1% 665.5K 2.8% ETF
9 FRDM 2.5% $44.5M -0.1% 610.2K 2.1% ETF
10 VEA 2.3% $41.8M +2.0% 586.1K 2.3% ETF
11 NVDA 2.2% $39.3M -0.8% 196.5K 2.2% Common Stock
12 LQTI 2.2% $39.0M -1.8% 2.02M 2.5% ETF
13 AAPL 1.7% $31.1M -0.1% 107.6K 1.7% Common Stock
14 JCPB 1.6% $29.0M +0.5% 617.6K 1.8% ETF
15 GSEW 1.6% $28.9M +3.0% 305.6K 1.6% ETF
16 SDVY 1.4% $24.7M +4.4% 571.7K 1.4% ETF
17 ADME 1.3% $23.6M +2.2% 423.5K 1.3% ETF
18 DUBS 1.1% $20.3M +1.8% 488.0K 1.1% ETF
19 IVV 1.1% $18.8M +2.8% 25.0K 1.0% ETF
20 SPY 0.9% $16.8M -4.2% 22.5K 1.0% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing262
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.