13F Filings History of GUARDIAN WEALTH ADVISORS, LLC / NC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,594,036,958
Signature - Title
Christian Keedy - Chief Compliance Officer
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by GUARDIAN WEALTH ADVISORS, LLC / NC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GUARDIAN WEALTH ADVISORS, LLC / NC reported 358 stock holdings with total value $1,594,036,958 as of Q4 2025. Top holdings included ACIO, DRSK, SCHX, VOO, and OSCV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 358 $1,594,036,958 +$67,519,900 -$28,862,929 +$38,656,971 ACIO, DRSK, SCHX, VOO, OSCV 13F-HR 17 Feb 2026, 09:00
Q3 2025 355 $1,532,937,704 +$128,734,456 -$98,086,661 +$30,647,795 ACIO, DRSK, SCHX, OSCV, VOO 13F-HR 14 Nov 2025, 09:00
Q2 2025 550 $1,420,229,374 +$110,854,220 -$31,755,434 +$79,098,786 ACIO, DRSK, SCHX, JUCY, VOO 13F-HR 14 Aug 2025, 09:00
Q1 2025 528 $1,250,384,987 +$47,400,170 -$15,635,979 +$31,764,191 ACIO, DRSK, JUCY, SCHX, OSCV 13F-HR 15 May 2025, 09:00
Q4 2024 515 $1,251,204,918 +$397,847,454 -$38,394,991 +$359,452,463 ACIO, DRSK, JUCY, SCHX, OSCV 13F-HR 14 Feb 2025, 09:00
Q3 2024 449 $923,712,001 +$48,180,856 -$14,742,892 +$33,437,964 ACIO, DRSK, JUCY, SCHX, OSCV 13F-HR 14 Nov 2024, 09:00
Q2 2024 438 $855,077,452 +$64,470,603 -$28,148,847 +$36,321,756 ACIO, DRSK, JUCY, SCHX, OSCV 13F-HR 14 Aug 2024, 09:00
Q1 2024 452 $817,188,841 +$125,695,808 -$14,394,728 +$111,301,080 ACIO, DRSK, JUCY, OSCV, SCHX 13F-HR 15 May 2024, 09:00
Q4 2023 440 $658,025,168 +$52,671,310 -$36,881,396 +$15,789,914 ACIO, DRSK, OSCV, SCHX, XHLF 13F-HR 14 Feb 2024, 09:00
Q3 2023 422 $588,093,911 +$109,876,022 -$86,363,288 +$23,512,734 ACIO, DRSK, OSCV, SCHX, JEPI 13F-HR 14 Nov 2023, 09:00
Q2 2023 415 $583,851,179 +$45,173,988 -$52,590,787 -$7,416,799 ACIO, DRSK, OSCV, JEPI, RDVY 13F-HR 14 Aug 2023, 09:00
Q1 2023 412 $569,748,087 +$48,967,999 -$17,565,160 +$31,402,839 DRSK, ACIO, OSCV, ADME, JEPI 13F-HR 15 May 2023, 09:00
Q4 2022 374 $520,160,177 +$37,496,712 -$79,121,982 -$41,625,270 DRSK, ACIO, OSCV, ADME, FTCS 13F-HR 14 Feb 2023, 09:00
Q3 2022 341 $536,543,000 +$28,778,906 -$12,100,093 +$16,678,813 DRSK, ACIO, ADME, OSCV, FTCS 13F-HR 14 Nov 2022, 09:00
Q2 2022 346 $547,497,000 +$366,318,813 -$22,008,741 +$344,310,072 DRSK, ACIO, ADME, OSCV, FTCS 13F-HR 15 Aug 2022, 07:19
Q1 2022 244 $231,850,000 +$47,031,305 -$35,525,152 +$11,506,153 DRSK, ACIO, ADME, OSCV, VOO 13F-HR 16 May 2022, 09:53
Q4 2021 238 $232,608,000 $0 $0 $0 DRSK, ADME, ACIO, VOO, MSFT Restatement 16 May 2022, 09:26