Guardian Wealth Advisors, LLC / NC

13F filer · CIK 0001901403

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.78BU.S. long equity reported on 13F

Positions22320 new · 34 closed

Net flow last quarter+$8.86MBuys minus sells

Top 10 positions weight12.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026223 positions
FRDMFreedom Environmental Services, Inc.	$44.5M	2.50%	Not reported	-0.1%	Q3 2024
NVDANvidia Corp	$39.3M	2.21%	0.00%	-0.8%	Q4 2021
AAPLApple Inc.	$31.1M	1.75%	0.00%	-0.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$16.8M	0.94%	Not reported	-4.2%	Q4 2021
AVGOBroadcom Inc.	$16M	0.90%	0.00%	+15.4%	Q4 2021
GOOGLAlphabet Inc.	$15.7M	0.88%	0.00%	-0.2%	Q4 2021
MSFTMicrosoft Corp	$15.3M	0.86%	0.00%	+0.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$13.9M	0.78%	Not reported	0.0%	Q2 2022
TSLATesla, Inc.	$13.3M	0.75%	0.00%	-0.5%	Q4 2021
AMZNAmazon Com Inc	$12.8M	0.72%	0.00%	+1.6%	Q4 2021
JPMJPMorgan Chase & Co	$9.35M	0.52%	0.00%	-0.1%	Q4 2021
VVisa Inc.	$7.39M	0.41%	0.00%	+0.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$7.1M	0.40%	Not reported	+3.3%	Q4 2021
WMTWalmart Inc.	$6.42M	0.36%	0.00%	-1.0%	Q4 2021
HDHome Depot, Inc.	$6.13M	0.34%	0.00%	+1.8%	Q4 2021
LLYELI LILLY & Co	$5.87M	0.33%	0.00%	+8.5%	Q1 2022
BPREBluerock Private Real Estate Fund	$5.84M	0.33%	Not reported	+11.7%	Q4 2025
GOOGAlphabet Inc.	$5.82M	0.33%	Not reported	+3.4%	Q4 2021
MUMicron Technology Inc	$5.52M	0.31%	0.00%	+14.6%	Q3 2023
PWRQuanta Services, Inc.	$4.8M	0.27%	0.00%	-4.2%	Q2 2024
AMDAdvanced Micro Devices Inc	$4.37M	0.25%	0.00%	+0.7%	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$3.88M	0.22%	Not reported	-0.8%	Q4 2021
TFCTruist Financial Corp	$3.74M	0.21%	0.01%	+0.1%	Q2 2022
VMIValmont Industries Inc	$3.5M	0.20%	0.03%	-0.6%	Q4 2024
BALTBaltic Trading Ltd	$3.37M	0.19%	Not reported	+185.7%	Q4 2025
FTGCSynergetics, Inc.	$3.3M	0.19%	Not reported	-15.9%	Q4 2021
CATCaterpillar Inc	$3.1M	0.17%	0.00%	-29.1%	Q1 2022
PGRProgressive Corp	$3.09M	0.17%	0.00%	-1.4%	Q1 2023
PHYSSprott Physical Gold Trust	$3M	0.17%	0.02%	+17.6%	Q2 2022
ABBVAbbVie Inc.	$3M	0.17%	0.00%	+0.4%	Q4 2021
FNDFSchwab Strategic Trust	$2.79M	0.16%	Not reported	+1.8%	Q2 2022
METAMeta Platforms, Inc.	$2.79M	0.16%	Not reported	-3.4%	Q4 2021
SCHKSirona Dental Systems, Inc.	$2.78M	0.16%	0.07%	+0.7%	Q4 2021
ISRGIntuitive Surgical Inc	$2.78M	0.16%	0.00%	+178.0%	Q4 2021
FCNCAFirst Citizens Bancshares Inc	$2.59M	0.15%	Not reported	Not reported	Q2 2023
LRCXLam Research Corp	$2.56M	0.14%	0.00%	+20.0%	Q4 2021
JNJJohnson & Johnson	$2.54M	0.14%	0.00%	+1.1%	Q4 2021
GSGoldman Sachs Group Inc	$2.53M	0.14%	0.00%	+1.3%	Q2 2022
APHAmphenol Corp	$2.51M	0.14%	0.00%	+0.5%	Q4 2025
FANGDiamondback Energy, Inc.	$2.47M	0.14%	0.01%	-4.0%	Q4 2021
CSCOCisco Systems, Inc.	$2.43M	0.14%	0.00%	+0.8%	Q4 2021
AMATApplied Materials Inc	$2.38M	0.13%	0.00%	+1.1%	Q4 2021
PSLVSprott Physical Silver Trust	$2.33M	0.13%	0.02%	+8.3%	Q4 2021
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$2.33M	0.13%	Not reported	-2.6%	Q2 2022
XOMExxonMobil Holdings Corp	$2.25M	0.13%	0.00%	0.0%	Q4 2021
BACBank of America Corp	$2.21M	0.12%	0.00%	-3.3%	Q4 2021
COSTCostco Wholesale Corp	$2.1M	0.12%	0.00%	-2.6%	Q4 2021
CHEChemed Corp	$2.04M	0.11%	0.03%	-2.1%	Q4 2021
CVXChevron Corp	$1.9M	0.11%	0.00%	+2.6%	Q4 2021
UNHUnitedhealth Group Inc	$1.87M	0.11%	0.00%	+5.1%	Q4 2021

Q1 2026Reported May 15, 2026236 positions
NVDANvidia Corp	$34.6M	2.18%	0.00%	-2.1%	Q4 2021
FRDMFreedom Environmental Services, Inc.	$33.4M	2.10%	Not reported	-2.6%	Q3 2024
AAPLApple Inc.	$27.3M	1.72%	0.00%	-4.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$15.3M	0.96%	Not reported	+0.6%	Q4 2021
MSFTMicrosoft Corp	$15.2M	0.95%	0.00%	-1.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$13.3M	0.84%	Not reported	+0.5%	Q2 2022
GOOGLAlphabet Inc.	$12.7M	0.80%	0.00%	+0.5%	Q4 2021
TSLATesla, Inc.	$11.8M	0.75%	0.00%	-3.7%	Q4 2021
AVGOBroadcom Inc.	$11.4M	0.72%	0.00%	-4.8%	Q4 2021
AMZNAmazon Com Inc	$11M	0.69%	0.00%	-2.4%	Q4 2021
JPMJPMorgan Chase & Co	$8.41M	0.53%	0.00%	-3.1%	Q4 2021
WMTWalmart Inc.	$7.11M	0.45%	0.00%	-4.3%	Q4 2021
BPREBluerock Private Real Estate Fund	$6.68M	0.42%	Not reported	+76.1%	Q4 2025
VVisa Inc.	$6.47M	0.41%	0.00%	-1.4%	Q4 2021
HDHome Depot, Inc.	$5.62M	0.35%	0.00%	-0.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.38M	0.34%	Not reported	+2.0%	Q4 2021
GOOGAlphabet Inc.	$4.58M	0.29%	Not reported	-6.9%	Q4 2021
FTGCSynergetics, Inc.	$4.16M	0.26%	Not reported	+8.4%	Q4 2021
LLYELI LILLY & Co	$4.15M	0.26%	0.00%	-10.0%	Q1 2022
PWRQuanta Services, Inc.	$3.82M	0.24%	0.00%	-7.6%	Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$3.47M	0.22%	Not reported	+3.4%	Q4 2021
TFCTruist Financial Corp	$3.44M	0.22%	0.01%	-1.8%	Q2 2022
PHYSSprott Physical Gold Trust	$3M	0.19%	0.02%	-9.2%	Q2 2022
METAMeta Platforms, Inc.	$2.93M	0.18%	Not reported	+2.1%	Q4 2021
CATCaterpillar Inc	$2.91M	0.18%	0.00%	-0.2%	Q1 2022
FANGDiamondback Energy, Inc.	$2.9M	0.18%	0.01%	-3.5%	Q4 2021
PGRProgressive Corp	$2.84M	0.18%	0.00%	+2.3%	Q1 2023
XOMExxonMobil Holdings Corp	$2.79M	0.18%	0.00%	-0.2%	Q4 2021
PSLVSprott Physical Silver Trust	$2.78M	0.18%	0.02%	-15.6%	Q4 2021
ABBVAbbVie Inc.	$2.58M	0.16%	0.00%	-1.9%	Q4 2021
FNDFSchwab Strategic Trust	$2.54M	0.16%	Not reported	Not reported	Q2 2022
VMIValmont Industries Inc	$2.43M	0.15%	0.03%	Not reported	Q4 2024
JNJJohnson & Johnson	$2.42M	0.15%	0.00%	-2.7%	Q4 2021
BRBroadridge Financial Solutions, Inc.	$2.41M	0.15%	0.01%	+0.9%	Q4 2021
SCHKSirona Dental Systems, Inc.	$2.4M	0.15%	0.07%	-4.1%	Q4 2021
FCNCAFirst Citizens Bancshares Inc	$2.34M	0.15%	Not reported	Not reported	Q2 2023
PGPROCTER & GAMBLE Co	$2.33M	0.15%	0.00%	-1.3%	Q4 2021
CVXChevron Corp	$2.31M	0.15%	0.00%	+36.2%	Q4 2021
COSTCostco Wholesale Corp	$2.3M	0.14%	0.00%	Not reported	Q4 2021
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$2.26M	0.14%	Not reported	Not reported	Q2 2022
GSGoldman Sachs Group Inc	$2.09M	0.13%	0.00%	-0.2%	Q2 2022
CPRTCopart Inc	$2M	0.13%	0.01%	+7.1%	Q4 2021
BACBank of America Corp	$1.95M	0.12%	0.00%	-1.5%	Q4 2021
AMTAmerican Tower Corp	$1.93M	0.12%	0.00%	+10.2%	Q2 2022
APHAmphenol Corp	$1.79M	0.11%	0.00%	+4.1%	Q4 2025
ORCLOracle Corp	$1.73M	0.11%	0.00%	+5.8%	Q4 2022
CHEChemed Corp	$1.69M	0.11%	0.03%	+10.0%	Q4 2021
RTXRTX Corp	$1.67M	0.11%	0.00%	-3.7%	Q2 2022
CSCOCisco Systems, Inc.	$1.59M	0.10%	0.00%	-0.5%	Q4 2021
NOWServiceNow, Inc.	$1.57M	0.10%	0.00%	+35.8%	Q4 2021

Q4 2025Reported Feb 17, 2026221 positions
NVDANvidia Corp	$37.7M	2.34%	0.00%	+0.5%	Q4 2021
FRDMFreedom Environmental Services, Inc.	$32.2M	2.00%	Not reported	+0.1%	Q3 2024
AAPLApple Inc.	$30.5M	1.90%	0.00%	+4.4%	Q4 2021
MSFTMicrosoft Corp	$20.2M	1.25%	0.00%	+0.8%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$15.9M	0.99%	Not reported	-0.9%	Q4 2021
TSLATesla, Inc.	$14.9M	0.92%	0.00%	+1.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$13.9M	0.86%	Not reported	+1.0%	Q2 2022
GOOGLAlphabet Inc.	$13.7M	0.85%	0.00%	-0.6%	Q4 2021
AVGOBroadcom Inc.	$13.4M	0.83%	0.00%	-1.2%	Q4 2021
AMZNAmazon Com Inc	$12.5M	0.78%	0.00%	+2.1%	Q4 2021
JPMJPMorgan Chase & Co	$9.5M	0.59%	0.00%	+0.8%	Q4 2021
VVisa Inc.	$7.61M	0.47%	0.00%	+2.2%	Q4 2021
WMTWalmart Inc.	$6.66M	0.41%	0.00%	-4.6%	Q4 2021
HDHome Depot, Inc.	$5.92M	0.37%	0.00%	0.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.62M	0.35%	Not reported	+0.1%	Q4 2021
LLYELI LILLY & Co	$5.39M	0.34%	0.00%	+2.5%	Q1 2022
GOOGAlphabet Inc.	$5.38M	0.33%	Not reported	-0.4%	Q4 2021
TFCTruist Financial Corp	$3.75M	0.23%	0.01%	+71.7%	Q2 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$3.48M	0.22%	Not reported	-1.9%	Q4 2021
BPREBluerock Private Real Estate Fund	$3.43M	0.21%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$3.32M	0.21%	Not reported	-1.9%	Q4 2021
BRBroadridge Financial Solutions, Inc.	$3.27M	0.20%	0.01%	+3.1%	Q4 2021
PSLVSprott Physical Silver Trust	$3.2M	0.20%	0.02%	-25.3%	Q4 2021
PGRProgressive Corp	$3.19M	0.20%	0.00%	+7.3%	Q1 2023
PWRQuanta Services, Inc.	$3.18M	0.20%	0.01%	+0.7%	Q2 2024
FTGCSynergetics, Inc.	$3.11M	0.19%	Not reported	+3.8%	Q4 2021
PHYSSprott Physical Gold Trust	$3.08M	0.19%	0.02%	-6.0%	Q2 2022
ABBVAbbVie Inc.	$2.76M	0.17%	0.00%	0.0%	Q4 2021
FCNCAFirst Citizens Bancshares Inc	$2.67M	0.17%	Not reported	-3.9%	Q2 2023
SCHKSirona Dental Systems, Inc.	$2.62M	0.16%	0.07%	+6.4%	Q4 2021
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$2.52M	0.16%	Not reported	-0.2%	Q2 2022
VMIValmont Industries Inc	$2.45M	0.15%	0.03%	-1.6%	Q4 2024
CATCaterpillar Inc	$2.35M	0.15%	0.00%	-0.9%	Q1 2022
FNDFSchwab Strategic Trust	$2.35M	0.15%	Not reported	Not reported	Q2 2022
PGPROCTER & GAMBLE Co	$2.34M	0.15%	0.00%	-0.9%	Q4 2021
FANGDiamondback Energy, Inc.	$2.28M	0.14%	0.01%	-4.8%	Q4 2021
BACBank of America Corp	$2.24M	0.14%	0.00%	-19.4%	Q4 2021
CPRTCopart Inc	$2.2M	0.14%	0.01%	-6.0%	Q4 2021
GSGoldman Sachs Group Inc	$2.17M	0.14%	0.00%	+0.3%	Q2 2022
ORCLOracle Corp	$2.17M	0.13%	0.00%	-1.7%	Q4 2022
JNJJohnson & Johnson	$2.1M	0.13%	0.00%	+1.7%	Q4 2021
COSTCostco Wholesale Corp	$1.99M	0.12%	0.00%	-0.5%	Q4 2021
XOMExxonMobil Holdings Corp	$1.98M	0.12%	0.00%	+1.1%	Q4 2021
APHAmphenol Corp	$1.84M	0.11%	0.00%	New	Q4 2025
AMTAmerican Tower Corp	$1.78M	0.11%	0.00%	-14.1%	Q2 2022
CHEChemed Corp	$1.74M	0.11%	0.03%	-15.8%	Q4 2021
NOWServiceNow, Inc.	$1.7M	0.11%	0.00%	-0.5%	Q4 2021
RTXRTX Corp	$1.65M	0.10%	0.00%	+18.9%	Q2 2022
CSCOCisco Systems, Inc.	$1.59M	0.10%	0.00%	+2.7%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.57M	0.10%	0.00%	+0.9%	Q4 2021

Q3 2025Reported Nov 14, 2025220 positions
NVDANvidia Corp	$37.6M	2.44%	0.00%	+8.5%	Q4 2021
FRDMFreedom Environmental Services, Inc.	$27.8M	1.80%	Not reported	+0.7%	Q3 2024
AAPLApple Inc.	$27.4M	1.78%	0.00%	+0.5%	Q4 2021
MSFTMicrosoft Corp	$21.5M	1.39%	0.00%	+0.9%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$15.7M	1.02%	Not reported	-2.1%	Q4 2021
TSLATesla, Inc.	$14.5M	0.94%	0.00%	+1.0%	Q4 2021
BRK.BBerkshire Hathaway Inc	$13.7M	0.89%	Not reported	+4.4%	Q2 2022
AVGOBroadcom Inc.	$12.9M	0.84%	0.00%	-1.2%	Q4 2021
AMZNAmazon Com Inc	$11.7M	0.76%	0.00%	+2.1%	Q4 2021
GOOGLAlphabet Inc.	$10.7M	0.69%	0.00%	-3.6%	Q4 2021
JPMJPMorgan Chase & Co	$9.23M	0.60%	0.00%	+0.5%	Q4 2021
VVisa Inc.	$7.25M	0.47%	0.00%	+1.8%	Q4 2021
HDHome Depot, Inc.	$6.97M	0.45%	0.00%	-2.2%	Q4 2021
WMTWalmart Inc.	$6.46M	0.42%	0.00%	+2.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.49M	0.36%	Not reported	+0.9%	Q4 2021
GOOGAlphabet Inc.	$4.19M	0.27%	Not reported	-13.6%	Q4 2021
METAMeta Platforms, Inc.	$3.76M	0.24%	Not reported	+5.3%	Q4 2021
LLYELI LILLY & Co	$3.74M	0.24%	0.00%	+0.1%	Q1 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$3.42M	0.22%	Not reported	-9.5%	Q4 2021
BRBroadridge Financial Solutions, Inc.	$3.39M	0.22%	0.01%	+1.6%	Q4 2021
FTGCSynergetics, Inc.	$3.34M	0.22%	Not reported	+6.0%	Q4 2021
PGRProgressive Corp	$3.23M	0.21%	0.00%	+5.6%	Q1 2023
ORCLOracle Corp	$3.18M	0.21%	0.00%	-7.6%	Q4 2022
PWRQuanta Services, Inc.	$3.1M	0.20%	0.01%	+2.4%	Q2 2024
PHYSSprott Physical Gold Trust	$2.94M	0.19%	0.02%	+3.2%	Q2 2022
PSLVSprott Physical Silver Trust	$2.84M	0.18%	0.03%	+0.3%	Q4 2021
ABBVAbbVie Inc.	$2.8M	0.18%	0.00%	-3.9%	Q4 2021
CPRTCopart Inc	$2.69M	0.17%	0.01%	+5.2%	Q4 2021
ETYEaton Vance Tax-Managed Diversified Equity Income Fund	$2.62M	0.17%	Not reported	Not reported	Q2 2022
BACBank of America Corp	$2.61M	0.17%	0.00%	0.0%	Q4 2021
PGPROCTER & GAMBLE Co	$2.53M	0.16%	0.00%	-6.1%	Q4 2021
ROPRoper Technologies Inc	$2.49M	0.16%	0.00%	+1.2%	Q4 2021
SCHKSirona Dental Systems, Inc.	$2.41M	0.16%	0.07%	-2.2%	Q4 2021
VMIValmont Industries Inc	$2.4M	0.16%	0.03%	Not reported	Q4 2024
FCNCAFirst Citizens Bancshares Inc	$2.32M	0.15%	Not reported	+622.9%	Q2 2023
FANGDiamondback Energy, Inc.	$2.28M	0.15%	0.01%	+6.6%	Q4 2021
AMTAmerican Tower Corp	$2.27M	0.15%	0.00%	+7.1%	Q2 2022
FNDFSchwab Strategic Trust	$2.23M	0.14%	Not reported	Not reported	Q2 2022
CHEChemed Corp	$2.17M	0.14%	0.03%	+4.9%	Q4 2021
COSTCostco Wholesale Corp	$2.15M	0.14%	0.00%	-0.5%	Q4 2021
NOWServiceNow, Inc.	$2.05M	0.13%	0.00%	+114.8%	Q4 2021
TFCTruist Financial Corp	$2.03M	0.13%	0.00%	+228.5%	Q2 2022
CATCaterpillar Inc	$1.98M	0.13%	0.00%	+0.1%	Q1 2022
GSGoldman Sachs Group Inc	$1.96M	0.13%	0.00%	+2.6%	Q2 2022
JNJJohnson & Johnson	$1.85M	0.12%	0.00%	+1.3%	Q4 2021
XOMExxonMobil Holdings Corp	$1.84M	0.12%	0.00%	-0.7%	Q4 2021
UNHUnitedhealth Group Inc	$1.65M	0.11%	0.00%	-10.6%	Q4 2021
DISWalt Disney Co	$1.57M	0.10%	0.00%	-2.3%	Q2 2022
PLTRPalantir Technologies Inc.	$1.49M	0.10%	0.00%	+12.2%	Q4 2024
OCOwens Corning	$1.41M	0.09%	0.01%	Not reported	Q4 2021

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