Current Market Value 1,420,229,374
Current Holdings 550
Most Recent File Date 2025-08-14
Total Filings on Record 16
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 550 1,420,229
2025-05-15 2025-03-31 13F-HR 528 1,250,385
2025-02-14 2024-12-31 13F-HR 518 1,269,051
2024-11-14 2024-09-30 13F-HR 453 942,325
2024-08-14 2024-06-30 13F-HR 438 855,078
2024-05-15 2024-03-31 13F-HR 452 817,189
2024-02-14 2023-12-31 13F-HR 440 658,025
2023-11-14 2023-09-30 13F-HR 422 588,094
2023-08-14 2023-06-30 13F-HR 415 583,851
2023-05-15 2023-03-31 13F-HR 412 569,748
2023-02-14 2022-12-31 13F-HR 374 520,160
2022-11-14 2022-09-30 13F-HR 352 536,552
2022-08-15 2022-06-30 13F-HR 352 547,503
2022-05-16 2022-03-31 13F-HR 252 231,876
2022-05-16 2021-12-31 13F-HR/A 1 R 245 232,635
2022-02-14 2021-12-31 13F-HR 66 103,552