account_balance
Investment manager · 13F filer · SEC CIK 1901403
Guardian Wealth Advisors, LLC
Reported value$1.77Bas of Jun 30, 2026
Positions375 35 new, 262 sold out
Top 10 weight46.4%ACIO alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ACIOETF Ser Solutions
11.9%
DRSKETF Ser Solutions
7.5%Added +3%
SCHXSchwab Strategic Tr
4.8%Added +3%
VOOVanguard Index FDS
3.9%
OSCVETF Ser Solutions
3.7%
CGDVCapital Group Dividend Value
3.6%Added +2%
BUFRFirst Tr Exchng Traded Fd Vi
3.1%
RDVYFirst Tr Exchange Traded Fd
3.1%Added +3%
FRDMEa Series Trust
2.5%
VEAVanguard Tax-managed FDS
2.4%Added +2%
NVDANvidia Corporation
2.2%
LQTIFirst Tr Exchange-traded Fd
2.2%
ACIOETF Ser Solutions
11.9%
DRSKETF Ser Solutions
7.5%Added +3%
SCHXSchwab Strategic Tr
4.8%Added +3%
VOO3.9%
OSCV3.7%
CGDV3.6%
BUFR3.1%
RDVY3.1%
FRDM2.5%
VEA2.4%
NVDA2.2%LQTI2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ACIO ETF Ser Solutions 11.9% Held
DRSK ETF Ser Solutions 7.5% Added +3%
SCHX Schwab Strategic Tr 4.8% Added +3%
VOO Vanguard Index FDS 3.9% Held
OSCV ETF Ser Solutions 3.7% Held
CGDV Capital Group Dividend Value 3.6% Added +2%
BUFR First Tr Exchng Traded Fd Vi 3.1% Held
RDVY First Tr Exchange Traded Fd 3.1% Added +3%
FRDM Ea Series Trust 2.5% Held
VEA Vanguard Tax-managed FDS 2.4% Added +2%
NVDA Nvidia Corporation 2.2% HeldLQTI First Tr Exchange-traded Fd 2.2% Held
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- ICSH $3.05M
- SPSB $3.02M
- APDB $2.47M
- EMKT $2.02M
arrow_upwardAdded
- VO +312%
- BSCR +242%
- SH +19%
- BKAG +16%
arrow_downwardTrimmed
- JPST −28%
- ONEQ −12%
- XCEM −11%
- XHLF −9%
remove_circleSold out
- FLOT $2.92M
- VRIG $2.91M
- HONZZZZ $567K
- CGIC $473K