GUARDIAN WEALTH ADVISORS, LLC / NC
•CIK: 1901403•Filing: Q4 2025
GUARDIAN WEALTH ADVISORS, LLC / NC manages $1.5B across a diversified portfolio of 358 positions. The fund exhibits significant concentration in technology and market-cap weighted indices, highlighted by the top holding in ACIO at $191.4M. Notable allocations include substantial positions in DRSK ($124.0M) and SCHX ($70.6M). This structure suggests a core focus on established growth sectors and broad market exposure.
Total AUM
$1.5B
+ $7.1M in options
QoQ Performance
+2.2%
Positions
257
+ 3 options
Top 10 Concentration
49.2%
Latest Filing
Q4 2025
Top Holdings Allocation
ACIO
DRSK
ACIO12.4%
DRSK8.1%
SCHX4.6%
VOO3.9%
OSCV3.9%
CGDV3.6%
BUFR3.3%
RDVY2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.5%
ETF6.3%
Technology6.1%
Financial2.7%
Consumer2.2%
Healthcare1.0%
Industrial0.5%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
+158 more exited positions
Changes from Q3 2025
NEW8 new positions
↑106 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023