Guardian Wealth Advisors, LLC / Nc
Annual return '25
+18.6%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$1.6B
Holdings
601
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ACIO
ETF SER SOLUTIONS
Q4 2025: Exited (was 4.37M shares)
11.8%
02
$DRSK
ETF SER SOLUTIONS
Q4 2025: Exited (was 4.31M shares)
7.8%
03
$SCHX
SCHWAB STRATEGIC TR
Q4 2025: Sold 100.0% (2.50M → 810 shares)
4.5%
04
$OSCV
ETF SER SOLUTIONS
Q4 2025: Exited (was 1.53M shares)
3.8%
05
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +129.0% (138 → 316 shares)
3.7%
06
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q4 2025: Exited (was 1.19M shares)
3.4%
07
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Exited (was 1.48M shares)
3.1%
08
$RDVY
FIRST TR EXCHANGE TRADED FD
Q1 2026: New position (765 shares)
2.8%
09
$LQTI
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Exited (was 1.54M shares)
2.5%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 87.4% (4.5k → 571 shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.