GUARDIAN WEALTH ADVISORS, LLC / NC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,609,565
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 366 | 1,609,565 | 13F-HR | GUARDIAN WEALTH ADVISORS, LLC / NC |
| Q3 2025 | 11/14/2025 | 357 | 1,541,765 | 13F-HR | GUARDIAN WEALTH ADVISORS, LLC / NC |
| Q2 2025 | 8/14/2025 | 550 | 1,420,229 | 13F-HR | GUARDIAN WEALTH ADVISORS, LLC / NC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
15.53 K
(1.0% of total reported value)
· QoQ Δ:
+6.701 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.311 M | 82.3% | 46.49 K | 0 | 46.49 K |
| ETFs | 275.2 K | 17.3% | 14.38 K | 0 | 14.38 K |
| Debt | 6.436 K | 0.4% | 194 | 0 | 194 |
| Other | 735 | 0.0% | 83 | 0 | 83 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
1,609,565
Holdings
366
QoQ value change ($000)
67,800
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.