Guardian Wealth Advisors (North Carolina) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ProShares Short S&P500
SH
|
+$7.1M |
| 2 |
Aptus Defined Risk ETF
DRSK
|
+$4.33M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$4.03M |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$3.98M |
| 5 |
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
|
+$3.05M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$8.09M |
| 2 |
Opus Small Cap Value ETF
OSCV
|
+$2.6M |
| 3 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$1.82M |
| 4 |
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
|
+$1.31M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.19% |
| 2 | Financials | 3.85% |
| 3 | Consumer Discretionary | 2.16% |
| 4 | Communication Services | 1.5% |
| 5 | Industrials | 1.49% |
Similar funds
Guardian Wealth Advisors (North Carolina)'s Q1 2026 Portfolio in Review
As of Q1 2026, Guardian Wealth Advisors (North Carolina) held 628 positions worth $1.59B, down 1.3% from $1.61B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Guardian Wealth Advisors (North Carolina)'s Q1 2026 filing shows 262 new, 132 increased, 170 reduced and 17 closed positions. Its largest new stake was ProShares Short S&P500: 195,208 shares worth $7.4M. The largest sale was WisdomTree Floating Rate Treasury Fund, an estimated $8.09M.
By sector, the portfolio is most concentrated in Technology at 7.2% of assets, down from 8.1% a quarter earlier, followed by Financials and Consumer Discretionary.
- Guardian Wealth Advisors (North Carolina)'s largest Q1 2026 buy was ProShares Short S&P500: 195,208 shares worth $7.4M.
- Guardian Wealth Advisors (North Carolina) added most to Aptus Defined Risk ETF in Q1 2026, an estimated $4.33M increase.
- Guardian Wealth Advisors (North Carolina)'s biggest Q1 2026 reduction was WisdomTree Floating Rate Treasury Fund, cutting an estimated $8.09M.
- Guardian Wealth Advisors (North Carolina) fully exited Owens Corning in Q1 2026, selling an estimated $1.12M.
- Guardian Wealth Advisors (North Carolina)'s ten largest holdings make up 46% of its $1.59B portfolio in Q1 2026.
- Guardian Wealth Advisors (North Carolina) opened 262 new positions and closed 17 in Q1 2026.
- Guardian Wealth Advisors (North Carolina)'s portfolio value fell 1.3% quarter-over-quarter to $1.59B.
Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.