Guardian Wealth Advisors, LLC / NC reported 204 positions worth $365.27M for the quarter ended Jun 30, 2026, up 15.2% on the prior quarter. It opened 20 new positions, added to 93, trimmed 83 and exited 9. Its largest holding is Nvidia Corp at 10.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | +5,667 | +15.4% | $2.14M | 4.39% |
| ISRG Intuitive Surgical Inc | +4,470 | +177.9% | $1.78M | 0.76% |
| SNDK Sandisk Corp | +325 | – | $738.96K | 0.202% |
| MU Micron Technology Inc | +608 | +14.6% | $701.81K | 1.51% |
| GLD Spdr Gold Trust | +1,717 | +105.8% | $632.51K | 0.337% |
| ADUR Aduro Clean Technologies Inc. | +40.0K | – | $630.40K | 0.173% |
| FIG Figma, Inc. | +32.2K | +94.9% | $582.46K | 0.327% |
| WDC Western Digital Corp | +750 | – | $479.33K | 0.131% |
| LLY ELI LILLY & Co | +383 | +8.5% | $459.38K | 1.61% |
| PHYS Sprott Physical Gold Trust | +14.8K | +17.5% | $447.78K | 0.821% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BR Broadridge Financial Solutions, Inc. | -9,455 | -63.9% | $1.30M | 0.201% |
| CAT Caterpillar Inc | -1,193 | -29.1% | $1.27M | 0.848% |
| PG PROCTER & GAMBLE Co | -5,790 | -36.0% | $849.05K | 0.414% |
| NVDA Nvidia Corp | -1,663 | -0.8% | $332.75K | 10.76% |
| FNB Fnb Corp | -16.7K | -42.6% | $319.32K | 0.118% |
| RY Royal Bank Of Canada | -1,269 | -22.1% | $262.64K | 0.253% |
| TMUS T-Mobile US, Inc. | -1,202 | -100.0% | $252.52K | Exited |
| MDT Medtronic plc | -2,835 | -100.0% | $245.61K | Exited |
| BSX Boston Scientific Corp | -3,813 | -100.0% | $239.27K | Exited |
| BITB Bitwise Bitcoin ETF | -6,204 | -100.0% | $228.37K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SNDK Sandisk Corp | +325 | $738.96K | 0.202% |
| ADUR Aduro Clean Technologies Inc. | +40.0K | $630.40K | 0.173% |
| WDC Western Digital Corp | +750 | $479.33K | 0.131% |
| TYL Tyler Technologies Inc | +1,520 | $444.54K | 0.122% |
| PANW Palo Alto Networks Inc | +1,283 | $437.53K | 0.12% |
| KLAC Kla Corp | +1,276 | $384.98K | 0.105% |
| MRVL Marvell Technology, Inc. | +1,264 | $376.53K | 0.103% |
| FTNT Fortinet, Inc. | +1,997 | $306.78K | 0.084% |
| CVS CVS HEALTH Corp | +2,707 | $280.01K | 0.077% |
| HONA Honeywell Aerospace Inc. | +1,241 | $274.36K | 0.075% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TMUS T-Mobile US, Inc. | -1,202 | $252.52K | 0.08% |
| MDT Medtronic plc | -2,835 | $245.61K | 0.077% |
| BSX Boston Scientific Corp | -3,813 | $239.27K | 0.075% |
| BITB Bitwise Bitcoin ETF | -6,204 | $228.37K | 0.072% |
| ROIV Roivant Sciences Ltd. | -7,950 | $220.22K | 0.069% |
| CEG Constellation Energy Corp | -774 | $216.14K | 0.068% |
| MSTR Strategy Inc | -1,713 | $213.81K | 0.067% |
| ROP Roper Technologies Inc | -594 | $210.32K | 0.066% |
| CMCSA Comcast Corp | -7,060 | $202.69K | 0.064% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 196.5K | $39.31M | 10.76% | -1,663 | -0.8% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 107.6K | $31.15M | 8.53% | -64 | -0.1% | Reduced | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 42.5K | $16.04M | 4.39% | +5,667 | +15.4% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 43.9K | $15.69M | 4.29% | -105 | -0.2% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 41.1K | $15.31M | 4.19% | +110 | +0.3% | Added | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 27.7K | $13.87M | 3.8% | -9 | 0.0% | Reduced | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 31.7K | $13.33M | 3.65% | -158 | -0.5% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 53.8K | $12.83M | 3.51% | +819 | +1.5% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 28.6K | $9.35M | 2.56% | -23 | -0.1% | Reduced | 0% |
| 10 | V Visa Inc. | Financial Services | 21.5K | $7.39M | 2.02% | +150 | +0.7% | Added | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 56.6K | $6.42M | 1.76% | -572 | -1.0% | Reduced | 0% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 17.4K | $6.13M | 1.68% | +302 | +1.8% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 4,898 | $5.87M | 1.61% | +383 | +8.5% | Added | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 16.5K | $5.82M | 1.59% | +536 | +3.4% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 4,784 | $5.52M | 1.51% | +608 | +14.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Guardian Wealth Advisors.
As of its Q2 2026 13F filing, Guardian Wealth Advisors, LLC / NC’s five largest positions were Nvidia Corp (NVDA) at 10.8%, Apple Inc. (AAPL) at 8.5%, Broadcom Inc. (AVGO) at 4.4%, Alphabet Inc. (GOOGL) at 4.3%, Microsoft Corp (MSFT) at 4.2% of the reported portfolio.
Guardian Wealth Advisors, LLC / NC reported a 13F portfolio worth $365.27M across 204 positions for Q2 2026. That is up 15.2% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($2.14M), Intuitive Surgical Inc ($1.78M), Sandisk Corp ($738.96K). It opened 20 new positions.
Its largest sales by value were Broadridge Financial Solutions, Inc. ($1.30M), Caterpillar Inc ($1.27M), PROCTER & GAMBLE Co ($849.05K). It exited 9 positions entirely.
From the Form 13F-HR reports Guardian Wealth Advisors, LLC / NC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.