Managers / Q1 2026
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403 · 4270 THE CIRCLE AT NORTH HILLS STREET, SUITE 200, RALEIGH, NC, 27609 · 919-874-1900
Reported Value
$1.6B
Q1 2026
Positions
611
Filings on Record
19
2019–present window
Filed
May 15, 2026
original filing
Summary
Guardian Wealth Advisors, Llc / Nc reported $1.6B in U.S.-listed holdings across 611 positions for Q1 2026.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.6B | 611 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.6B | 366 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.5B | 357 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.4B | 550 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 528 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 518 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $942M | 453 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $855M | 438 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $817M | 452 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $658M | 440 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $588M | 422 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $584M | 415 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $570M | 412 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $520.2B | 374 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $537M | 352 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $548M | 352 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $232M | 252 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $104M | 66 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.