GUARDIAN WEALTH ADVISORS, LLC / NC - Portfolio overview

GUARDIAN WEALTH ADVISORS, LLC / NC has 634 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ACIO - ETF SER SOLUTIONS, 11.76%
2. DRSK - ETF SER SOLUTIONS, 7.72%
3. SCHX - SCHWAB STRATEGIC TR, 4.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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