GUARDIAN WEALTH ADVISORS, LLC / NC

CIK 0001901403 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: GUARDIAN WEALTH ADVISORS, LLC / NC, Chief Compliance Officer
Address: 4270 THE CIRCLE AT NORTH HILLS STREET, SUITE 200, RALEIGH, NC, 27609
Phone: 919-874-1900
AUM: $1.61B

AUM over time

$1.78B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.61B355 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$825K	0.1%Prev: 0.1%	6,588 SH	Decreased-69 SH
ABBVIE INC	COM	$2.8M	0.2%Prev: 0.2%	12,093 SH	Decreased+4 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$862K	0.1%Prev: 0.1%	3,213 SH	Increased-129 SH
ADOBE INC	COM	$261K	0.0%Prev: 0.0%	747 SH	Decreased-505 SH
ADVANCED MICRO DEVICES INC	COM	$1.6M	0.1%Prev: 0.1%	7,331 SH	Increased+68 SH
ADVISORSHARES TR	DORSEY WRIGT ADR	$201K	0.0%Prev: 0.0%	2,328 SH	Decreased
AFLAC INC	COM	$464K	0.0%Prev: 0.0%	4,206 SH	Increased+186 SH
AGNC INVT CORP	COM	$173K	0.0%Prev: 0.0%	16,101 SH	Increased
AIR PRODS & CHEMS INC	COM	$311K	0.0%Prev: 0.0%	1,257 SH	Decreased+31 SH
ALLSTATE CORP	COM	$311K	0.0%Prev: 0.0%	1,494 SH	Decreased+8 SH
ALPHABET INC	CAP STK CL A	$14.4M	0.9%Prev: 0.7%	45,971 SH	Increased+1,940 SH
ALPHABET INC	CAP STK CL C	$6.1M	0.4%Prev: 0.3%	19,333 SH	Increased+2,125 SH
ALTRIA GROUP INC	COM	$242K	0.0%Prev: 0.0%	4,196 SH	Decreased-1,575 SH
AMAZON COM INC	COM	$13.5M	0.8%Prev: 0.8%	58,303 SH	Increased+5,107 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$415K	0.0%Prev: 0.0%	4,066 SH	Increased+7 SH
AMERICAN ELEC PWR CO INC	COM	$205K	0.0%Prev: 0.0%	1,780 SH	Increased
AMERICAN EXPRESS CO	COM	$1.1M	0.1%Prev: 0.1%	2,863 SH	Increased+7 SH
AMERICAN INTL GROUP INC	COM NEW	$318K	0.0%Prev: 0.0%	3,714 SH	Increased+274 SH
AMERICAN TOWER CORP NEW	COM	$1.8M	0.1%Prev: 0.1%	10,124 SH	Decreased-1,661 SH
AMERIPRISE FINL INC	COM	$235K	0.0%Prev: 0.0%	479 SH	Decreased-3 SH
AMGEN INC	COM	$499K	0.0%Prev: 0.0%	1,525 SH	Increased+187 SH
AMPHENOL CORP NEW	CL A	$1.8M	0.1%	13,578 SH	New
ANALOG DEVICES INC	COM	$227K	0.0%Prev: 0.0%	838 SH	Increased+18 SH
APPLE INC	COM	$35.4M	2.2%Prev: 2.1%	130,042 SH	Increased+4,704 SH
APPLIED MATLS INC	COM	$840K	0.1%Prev: 0.0%	3,269 SH	Increased-4 SH
ARISTA NETWORKS INC	COM SHS	$336K	0.0%Prev: 0.0%	2,561 SH	Decreased+33 SH
ARK ETF TR	INNOVATION ETF	$358K	0.0%Prev: 0.0%	4,657 SH	Decreased+272 SH
ASML HOLDING N V	N Y REGISTRY SHS	$460K	0.0%Prev: 0.0%	430 SH	Increased+1 SH
AT&T INC	COM	$914K	0.1%Prev: 0.1%	36,778 SH	Decreased-1,538 SH
ATMOS ENERGY CORP	COM	$234K	0.0%Prev: 0.0%	1,395 SH	Decreased
AUTOMATIC DATA PROCESSING IN	COM	$309K	0.0%Prev: 0.0%	1,200 SH	Decreased+9 SH
BANK AMERICA CORP	COM	$2.2M	0.1%Prev: 0.2%	40,681 SH	Decreased-9,819 SH
BANK NEW YORK MELLON CORP	COM	$574K	0.0%Prev: 0.0%	4,948 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.9M	0.9%Prev: 0.9%	27,590 SH	Increased+274 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$274K	0.0%Prev: 0.0%	5,761 SH	Decreased+824 SH
BLACKROCK INC	COM	$982K	0.1%Prev: 0.1%	917 SH	Decreased+2 SH
BLUEROCK PVT REAL ESTATE FD	COM	$3.4M	0.2%	228,454 SH	New
BNY MELLON ETF TRUST	CORE BOND ETF	$3.5M	0.2%Prev: 0.2%	83,553 SH	Increased+1,315 SH
BOEING CO	COM	$1.1M	0.1%Prev: 0.1%	4,934 SH	Increased+102 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$5.7M	0.4%Prev: 0.5%	114,335 SH	Decreased-37,957 SH
BOOKING HOLDINGS INC	COM	$402K	0.0%Prev: 0.0%	75 SH	Increased+7 SH
BOSTON OMAHA CORP	CL A COM STK	$136K	0.0%Prev: 0.0%	11,000 SH	Decreased+500 SH
BOSTON SCIENTIFIC CORP	COM	$352K	0.0%Prev: 0.0%	3,695 SH	Decreased-25 SH
BRISTOL-MYERS SQUIBB CO	COM	$262K	0.0%	4,857 SH	New
BROADCOM INC	COM	$13.4M	0.8%Prev: 0.8%	38,628 SH	Increased-479 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$3.3M	0.2%Prev: 0.2%	14,661 SH	Decreased+445 SH
BROADSTONE NET LEASE INC	COM	$333K	0.0%Prev: 0.0%	19,148 SH	Decreased
BROOKFIELD CORP	CL A LTD VT SH	$216K	0.0%Prev: 0.0%	4,707 SH	Increased+1,569 SH
CADENCE DESIGN SYSTEM INC	COM	$686K	0.0%Prev: 0.1%	2,196 SH	Decreased-7 SH
CALAMOS STRATEGIC TOTAL RETU	COM SH BEN INT	$441K	0.0%Prev: 0.0%	22,958 SH	Decreased-473 SH
CANTERBURY PK HLDG CORP	COM	$645K	0.0%Prev: 0.0%	41,682 SH	Decreased
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$54.7M	3.4%Prev: 3.2%	1,252,659 SH	Increased+66,965 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$6.8M	0.4%Prev: 0.4%	152,434 SH	Increased+5,364 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$745K	0.0%Prev: 0.0%	28,650 SH	Increased
CAPITAL ONE FINL CORP	COM	$366K	0.0%Prev: 0.0%	1,510 SH	Increased-63 SH
CARRIER GLOBAL CORPORATION	COM	$314K	0.0%	5,947 SH	New
CATERPILLAR INC	COM	$2.4M	0.1%Prev: 0.1%	4,110 SH	Increased-37 SH
CHEMED CORP NEW	COM	$1.7M	0.1%Prev: 0.1%	4,078 SH	Decreased-765 SH
CHEVRON CORP NEW	COM	$1.2M	0.1%Prev: 0.1%	8,192 SH	Decreased+48 SH
CHUBB LIMITED	COM	$349K	0.0%Prev: 0.0%	1,118 SH	Increased+98 SH
CINTAS CORP	COM	$493K	0.0%Prev: 0.0%	2,623 SH	Decreased+46 SH
CISCO SYS INC	COM	$1.6M	0.1%Prev: 0.1%	20,608 SH	Increased+546 SH
CITIGROUP INC	COM NEW	$425K	0.0%Prev: 0.0%	3,646 SH	Increased+1 SH
CME GROUP INC	COM	$347K	0.0%Prev: 0.0%	1,270 SH	Increased-8 SH
COCA COLA CO	COM	$1.2M	0.1%Prev: 0.1%	16,494 SH	Increased-214 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$6.5M	0.4%Prev: 0.4%	168,326 SH	Increased-804 SH
COMCAST CORP NEW	CL A	$206K	0.0%	6,896 SH	New
CONOCOPHILLIPS	COM	$464K	0.0%Prev: 0.0%	4,957 SH	Decreased-624 SH
CONSTELLATION ENERGY CORP	COM	$248K	0.0%Prev: 0.0%	703 SH	Increased+22 SH
COPART INC	COM	$2.2M	0.1%Prev: 0.2%	56,264 SH	Decreased-3,581 SH
CORNING INC	COM	$251K	0.0%Prev: 0.0%	2,867 SH	Increased
COSTCO WHSL CORP NEW	COM	$2.0M	0.1%Prev: 0.1%	2,307 SH	Decreased-12 SH
CROWDSTRIKE HLDGS INC	CL A	$301K	0.0%Prev: 0.0%	642 SH	Decreased-362 SH
CSX CORP	COM	$268K	0.0%	7,390 SH	New
CVS HEALTH CORP	COM	$218K	0.0%Prev: 0.0%	2,751 SH	Increased+11 SH
D R HORTON INC	COM	$276K	0.0%Prev: 0.0%	1,915 SH	Decreased+5 SH
DANAHER CORPORATION	COM	$307K	0.0%Prev: 0.0%	1,341 SH	Increased+189 SH
DEERE & CO	COM	$359K	0.0%Prev: 0.0%	771 SH	Increased+40 SH
DELTA AIR LINES INC DEL	COM NEW	$372K	0.0%Prev: 0.0%	5,360 SH	Increased-195 SH
DIAMONDBACK ENERGY INC	COM	$2.3M	0.1%Prev: 0.1%	15,168 SH	Increased-761 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.9M	0.3%Prev: 0.3%	114,265 SH	Increased+1,485 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$13.0M	0.8%Prev: 0.8%	341,109 SH	Increased-3,209 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$558K	0.0%Prev: 0.0%	14,089 SH	Increased+1 SH
DISNEY WALT CO	COM	$587K	0.0%Prev: 0.1%	5,159 SH	Decreased-8,512 SH
DOLLAR GEN CORP NEW	COM	$259K	0.0%Prev: 0.0%	1,948 SH	Increased-12 SH
DOMINION ENERGY INC	COM	$471K	0.0%Prev: 0.0%	8,043 SH	Decreased+103 SH
DOUBLELINE ETF TRUST	MORTGAGE ETF	$239K	0.0%Prev: 0.0%	4,818 SH	Increased+306 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$14.3M	0.9%Prev: 0.9%	308,766 SH	Increased+8,303 SH
DUKE ENERGY CORP NEW	COM NEW	$961K	0.1%Prev: 0.1%	8,201 SH	Increased+475 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$5.5M	0.3%Prev: 0.3%	47,793 SH	Increased+5,089 SH
EA SERIES TRUST	FREEDOM 100 EM	$32.2M	2.0%Prev: 1.8%	627,230 SH	Increased+325 SH
EATON VANCE TAX-MANAGED DIVE	COM	$2.5M	0.2%Prev: 0.2%	164,227 SH	Decreased-383 SH
EATON VANCE TAX-MANAGED GLOB	COM	$96K	0.0%Prev: 0.0%	10,407 SH	Increased+10 SH
ELI LILLY & CO	COM	$5.4M	0.3%Prev: 0.2%	5,018 SH	Increased+121 SH
EMCOR GROUP INC	COM	$280K	0.0%Prev: 0.0%	458 SH	Decreased
EMERSON ELEC CO	COM	$569K	0.0%Prev: 0.0%	4,284 SH	Increased+24 SH
ETF SER SOLUTIONS	APTUS APRIL BUF	$1.0M	0.1%	39,415 SH	New
ETF SER SOLUTIONS	APTUS COLLRD INV	$191.4M	11.9%Prev: 12.3%	4,380,579 SH	Increased+12,444 SH
ETF SER SOLUTIONS	APTUS DEFINED	$124.0M	7.7%Prev: 8.1%	4,354,072 SH	Decreased+47,702 SH
ETF SER SOLUTIONS	APTUS DRAWDOWN	$21.0M	1.3%Prev: 1.3%	409,250 SH	Increased+9,750 SH
ETF SER SOLUTIONS	APTUS ENHANCED	$14.4M	0.9%Prev: 1.0%	649,110 SH	Decreased-65,768 SH
ETF SER SOLUTIONS	APTUS JAN BUFFER	$2.1M	0.1%	81,096 SH	New
ETF SER SOLUTIONS	APTUS JULY BUFR	$1.1M	0.1%	43,302 SH	New
ETF SER SOLUTIONS	APTUS LARGE CAP	$17.1M	1.1%Prev: 1.1%	454,467 SH	Increased-3,165 SH
ETF SER SOLUTIONS	APTUS OCT BUFF E	$1.1M	0.1%	44,141 SH	New
ETF SER SOLUTIONS	DEFIANCE CONNECT	$1.7M	0.1%Prev: 0.1%	26,271 SH	Increased
ETF SER SOLUTIONS	OPUS SML CP VL	$59.4M	3.7%Prev: 3.8%	1,604,109 SH	Increased+69,356 SH
EUPRAXIA PHARMACEUTICALS INC	COM	$76K	0.0%	10,000 SH	New
EXXON MOBIL CORP	COM	$2.0M	0.1%Prev: 0.1%	16,488 SH	Increased+172 SH
F N B CORP	COM	$653K	0.0%Prev: 0.0%	38,183 SH	Increased-31 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$9.5M	0.6%Prev: 0.6%	103,918 SH	Decreased-3,244 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.5M	0.2%Prev: 0.2%	53,950 SH	Increased+3,875 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$326K	0.0%Prev: 0.0%	4,282 SH	Decreased-6 SH
FIGMA INC	CLASS A COM STK	$487K	0.0%Prev: 0.0%	13,035 SH	Increased+5,575 SH
FIRST CTZNS BANCSHARES INC D	CL A	$2.7M	0.2%Prev: 0.2%	1,244 SH	Increased-50 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$457K	0.0%Prev: 0.0%	25,095 SH	Decreased
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$3.1M	0.2%Prev: 0.2%	133,728 SH	Decreased+4,935 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$1.1M	0.1%Prev: 0.1%	8,378 SH	Decreased
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$216K	0.0%Prev: 0.0%	3,016 SH	Decreased
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$44.7M	2.8%Prev: 2.6%	643,484 SH	Increased+39,482 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$3.6M	0.2%Prev: 0.2%	39,329 SH	Decreased+3 SH
FIRST TR EXCHANGE-TRADED FD	DOW 30 EQL WGT	$3.5M	0.2%Prev: 0.2%	83,725 SH	Increased-1,099 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$3.4M	0.2%Prev: 0.2%	56,155 SH	Increased+2,617 SH
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$456K	0.0%Prev: 0.0%	4,230 SH	Increased
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$787K	0.0%Prev: 0.1%	41,000 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$3.5M	0.2%	24,614 SH	New
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$19.4M	1.2%Prev: 1.1%	505,206 SH	Increased+66,394 SH
FIRST TR EXCHANGE-TRADED FD	VEST INVESTMENT	$38.3M	2.4%Prev: 2.0%	1,904,709 SH	Increased+369,463 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$50.3M	3.1%Prev: 3.2%	1,467,661 SH	Increased-7,948 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$229K	0.0%Prev: 0.0%	5,865 SH	Decreased-1,300 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$2.9M	0.2%Prev: 0.2%	65,300 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$372K	0.0%Prev: 0.0%	9,000 SH	Increased
FORD MTR CO	COM	$262K	0.0%Prev: 0.0%	19,989 SH	Increased+541 SH
FS SPECIALTY LENDING FD	COM SH BEN INT	$236K	0.0%	16,695 SH	New
GALLAGHER ARTHUR J & CO	COM	$242K	0.0%Prev: 0.0%	935 SH	Decreased+34 SH
GE AEROSPACE	COM NEW	$673K	0.0%Prev: 0.0%	2,184 SH	Increased+194 SH
GE VERNOVA INC	COM	$282K	0.0%Prev: 0.0%	432 SH	Increased+92 SH
GENERAL DYNAMICS CORP	COM	$304K	0.0%Prev: 0.0%	903 SH	Increased+16 SH
GENERAL MLS INC	COM	$640K	0.0%Prev: 0.0%	13,770 SH	Decreased-803 SH
GENERAL MTRS CO	COM	$399K	0.0%Prev: 0.0%	4,911 SH	Increased+4 SH
GILEAD SCIENCES INC	COM	$384K	0.0%Prev: 0.0%	3,125 SH	Increased+24 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$26.5M	1.6%Prev: 1.7%	311,622 SH	Increased+8,140 SH
GOLDMAN SACHS GROUP INC	COM	$2.2M	0.1%Prev: 0.1%	2,474 SH	Increased+8 SH
GRAYSCALE COINDESK CRYPTO	USD SHS	$231K	0.0%	5,582 SH	New
HALLIBURTON CO	COM	$220K	0.0%	7,795 SH	New
HARTFORD INSURANCE GROUP INC	COM	$239K	0.0%Prev: 0.0%	1,736 SH	Increased-11 SH
HOME DEPOT INC	COM	$9.6M	0.6%Prev: 0.7%	27,800 SH	Decreased-7 SH
HONEYWELL INTL INC	COM	$497K	0.0%Prev: 0.0%	2,547 SH	Decreased-1,020 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$273K	0.0%	8,150 SH	New
INNOVATOR ETFS TRUST	EQUITY DUAL DIRC	$249K	0.0%Prev: 0.0%	11,735 SH	Increased
INNOVATOR ETFS TRUST	EQUITY DUAL NOV	$214K	0.0%	11,170 SH	New
INNOVATOR ETFS TRUST	US EQT ULTRA BFR	$269K	0.0%Prev: 0.0%	7,300 SH	Increased+750 SH
INTEL CORP	COM	$401K	0.0%Prev: 0.0%	10,859 SH	Increased+1,359 SH
INTERNATIONAL BUSINESS MACHS	COM	$544K	0.0%Prev: 0.0%	1,836 SH	Increased-42 SH
INTUIT	COM	$302K	0.0%Prev: 0.0%	456 SH	Increased+49 SH
INTUITIVE SURGICAL INC	COM NEW	$1.4M	0.1%Prev: 0.1%	2,541 SH	Increased+40 SH
INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$2.9M	0.2%Prev: 0.2%	115,075 SH	Increased+6,279 SH
INVESCO DB US DLR INDEX TR	BULLISH FD	$1.4M	0.1%Prev: 0.1%	51,697 SH	Increased+3,014 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.2M	0.1%Prev: 0.1%	4,788 SH	Increased+11 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$505K	0.0%Prev: 0.0%	7,071 SH	Decreased-248 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$3.0M	0.2%Prev: 0.2%	158,548 SH	Decreased-696 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$3.9M	0.2%Prev: 0.1%	199,085 SH	Increased+143,468 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.2M	0.1%Prev: 0.1%	59,112 SH	Increased+4,249 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$1.2M	0.1%Prev: 0.1%	57,331 SH	Decreased-117 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$2.2M	0.1%Prev: 0.1%	13,954 SH	Increased-60 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$207K	0.0%Prev: 0.0%	4,502 SH	Increased-23 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$474K	0.0%Prev: 0.0%	2,475 SH	Increased+2 SH
INVESCO QQQ TR	UNIT SER 1	$5.6M	0.3%Prev: 0.4%	9,144 SH	Increased+9 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$311K	0.0%Prev: 0.0%	6,262 SH	Decreased-691 SH
ISHARES INC	CORE MSCI EMKT	$913K	0.1%Prev: 0.1%	13,584 SH	Decreased-507 SH
ISHARES SILVER TR	ISHARES	$708K	0.0%Prev: 0.0%	10,985 SH	Increased+1,143 SH
ISHARES TR	0-3 MNTH TREASRY	$238K	0.0%Prev: 0.0%	2,372 SH	Decreased
ISHARES TR	1 3 YR TREAS BD	$332K	0.0%Prev: 0.0%	4,014 SH	Increased+1,475 SH
ISHARES TR	CORE DIV GRWTH	$4.6M	0.3%Prev: 0.3%	65,569 SH	Increased+2,528 SH
ISHARES TR	CORE MSCI EAFE	$1.4M	0.1%Prev: 0.1%	15,232 SH	Increased+155 SH
ISHARES TR	CORE MSCI TOTAL	$821K	0.1%	9,702 SH	New
ISHARES TR	CORE S&P MCP ETF	$1.7M	0.1%Prev: 0.1%	26,083 SH	Increased+65 SH
ISHARES TR	CORE S&P SCP ETF	$992K	0.1%Prev: 0.1%	8,251 SH	Decreased-408 SH
ISHARES TR	CORE S&P TTL STK	$13.7M	0.9%Prev: 0.8%	92,097 SH	Increased+2,839 SH
ISHARES TR	CORE S&P500 ETF	$16.7M	1.0%Prev: 1.1%	24,349 SH	Increased-129 SH
ISHARES TR	CORE UNIVRSL USD	$504K	0.0%	10,828 SH	New
ISHARES TR	CORE US AGGBD ET	$391K	0.0%Prev: 0.0%	3,911 SH	Decreased-1,095 SH
ISHARES TR	EAFE GRWTH ETF	$654K	0.0%Prev: 0.0%	5,739 SH	Decreased-407 SH
ISHARES TR	EAFE VALUE ETF	$12.3M	0.8%Prev: 0.8%	171,880 SH	Increased+376 SH
ISHARES TR	ESG AWR MSCI USA	$228K	0.0%Prev: 0.0%	1,528 SH	Increased-20 SH
ISHARES TR	EUROPE ETF	$734K	0.0%Prev: 0.0%	10,694 SH	Increased+116 SH
ISHARES TR	FLTG RATE NT ETF	$2.9M	0.2%Prev: 0.2%	56,926 SH	Increased+3,306 SH
ISHARES TR	GLOBAL ENERG ETF	$675K	0.0%Prev: 0.0%	16,102 SH	Increased
ISHARES TR	GLOBAL REIT ETF	$495K	0.0%Prev: 0.0%	19,845 SH	Increased+1,710 SH
ISHARES TR	GLOBAL TECH ETF	$573K	0.0%Prev: 0.0%	5,453 SH	Increased+4 SH
ISHARES TR	INTL DIV GRWTH	$584K	0.0%Prev: 0.0%	7,056 SH	Increased-2 SH
ISHARES TR	MBS ETF	$2.1M	0.1%Prev: 0.1%	21,585 SH	Increased+715 SH
ISHARES TR	MRGSTR SM CP ETF	$261K	0.0%Prev: 0.0%	4,021 SH	Increased+16 SH
ISHARES TR	MSCI USA MIN VOL	$3.3M	0.2%Prev: 0.2%	34,813 SH	Increased+1,565 SH
ISHARES TR	MSCI USA QLT FCT	$7.4M	0.5%Prev: 0.5%	37,227 SH	Increased+336 SH
ISHARES TR	NATIONAL MUN ETF	$1.7M	0.1%Prev: 0.1%	16,294 SH	Increased+964 SH
ISHARES TR	RUS 1000 ETF	$3.7M	0.2%Prev: 0.2%	9,804 SH	Increased-127 SH
ISHARES TR	RUS 1000 GRW ETF	$417K	0.0%Prev: 0.0%	880 SH	Decreased-25 SH
ISHARES TR	RUS 1000 VAL ETF	$1.4M	0.1%Prev: 0.1%	6,666 SH	Decreased-620 SH
ISHARES TR	RUS MID CAP ETF	$933K	0.1%Prev: 0.1%	9,694 SH	Increased+267 SH
ISHARES TR	RUSSELL 2000 ETF	$225K	0.0%Prev: 0.0%	915 SH	Increased+52 SH
ISHARES TR	RUSSELL 3000 ETF	$1.9M	0.1%Prev: 0.1%	4,813 SH	Increased+9 SH
ISHARES TR	S&P 500 GRWT ETF	$263K	0.0%Prev: 0.0%	2,131 SH	Decreased-1,493 SH
ISHARES TR	SELECT DIVID ETF	$1.1M	0.1%Prev: 0.1%	8,136 SH	Decreased
ISHARES TR	TRS FLT RT BD	$422K	0.0%Prev: 0.0%	8,358 SH	Decreased-509 SH
ISHARES TR	U.S. TECH ETF	$411K	0.0%Prev: 0.0%	2,057 SH	Decreased-246 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$27.6M	1.7%Prev: 1.8%	581,795 SH	Increased+13,702 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$11.6M	0.7%Prev: 0.8%	202,781 SH	Decreased-5,478 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$592K	0.0%Prev: 0.0%	10,189 SH	Increased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.6M	0.3%Prev: 0.3%	91,219 SH	Decreased-2,273 SH
JABIL INC	COM	$235K	0.0%Prev: 0.0%	1,030 SH	Increased
JANUS DETROIT STR TR	HENDERSN SML ETF	$242K	0.0%Prev: 0.0%	2,969 SH	Decreased
JOHNSON & JOHNSON	COM	$2.1M	0.1%Prev: 0.1%	10,170 SH	Increased+172 SH
JPMORGAN CHASE & CO.	COM	$9.5M	0.6%Prev: 0.6%	29,491 SH	Increased+233 SH
KINDER MORGAN INC DEL	COM	$288K	0.0%Prev: 0.0%	10,486 SH	Decreased-1,111 SH
L3HARRIS TECHNOLOGIES INC	COM	$357K	0.0%Prev: 0.0%	1,216 SH	Decreased+19 SH
LABCORP HOLDINGS INC	COM SHS	$448K	0.0%Prev: 0.0%	1,786 SH	Decreased-4 SH
LAM RESEARCH CORP	COM NEW	$962K	0.1%Prev: 0.0%	5,622 SH	Increased+108 SH
LATTICE STRATEGIES TR	HARTFORD MLT ETF	$615K	0.0%Prev: 0.0%	16,637 SH	Increased
LINDE PLC	SHS	$465K	0.0%Prev: 0.0%	1,091 SH	Decreased-63 SH
LISTED FDS TR	HORIZON KINETICS	$4.7M	0.3%Prev: 0.3%	105,959 SH	Increased+5,628 SH
LOCKHEED MARTIN CORP	COM	$577K	0.0%Prev: 0.0%	1,194 SH	Decreased+14 SH
LOWES COS INC	COM	$1.2M	0.1%Prev: 0.1%	4,991 SH	Decreased+29 SH
M & T BK CORP	COM	$225K	0.0%Prev: 0.0%	1,116 SH	Increased-1 SH
MANAGED PORTFOLIO SERIES	KENSINGTON HEDGE	$3.3M	0.2%Prev: 0.2%	129,772 SH	Increased+27,288 SH
MARATHON PETE CORP	COM	$384K	0.0%Prev: 0.0%	2,360 SH	Decreased+3 SH
MARKEL GROUP INC	COM	$559K	0.0%Prev: 0.0%	260 SH	Increased
MARSH & MCLENNAN COS INC	COM	$406K	0.0%Prev: 0.0%	2,190 SH	Increased+381 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.1%Prev: 0.1%	2,329 SH	Decreased-73 SH
MCDONALDS CORP	COM	$1.2M	0.1%Prev: 0.1%	4,064 SH	Increased+7 SH
MCKESSON CORP	COM	$1.3M	0.1%Prev: 0.1%	1,589 SH	Increased-5 SH
MEDTRONIC PLC	SHS	$286K	0.0%Prev: 0.0%	2,973 SH	Decreased-57 SH
MERCK & CO INC	COM	$1.0M	0.1%Prev: 0.1%	9,806 SH	Increased-154 SH
META PLATFORMS INC	CL A	$3.3M	0.2%Prev: 0.2%	5,024 SH	Decreased-96 SH
METLIFE INC	COM	$586K	0.0%Prev: 0.0%	7,420 SH	Decreased-20 SH
MICRON TECHNOLOGY INC	COM	$1.6M	0.1%Prev: 0.1%	5,452 SH	Increased+323 SH
MICROSOFT CORP	COM	$20.2M	1.3%Prev: 1.4%	41,756 SH	Decreased+322 SH
MILESTONE PHARMACEUTICALS IN	COM	$532K	0.0%Prev: 0.0%	263,200 SH	Increased+53,000 SH
MONDELEZ INTL INC	CL A	$280K	0.0%Prev: 0.0%	5,210 SH	Decreased-1,987 SH
MOODYS CORP	COM	$373K	0.0%Prev: 0.0%	731 SH	Increased-50 SH
MORGAN STANLEY	COM NEW	$443K	0.0%Prev: 0.0%	2,493 SH	Increased-13 SH
MOTOROLA SOLUTIONS INC	COM NEW	$201K	0.0%Prev: 0.0%	523 SH	Decreased-6 SH
NETFLIX INC	COM	$879K	0.1%Prev: 0.1%	9,380 SH	Decreased+8,549 SH
NEXTERA ENERGY INC	COM	$961K	0.1%Prev: 0.1%	11,969 SH	Increased+96 SH
NIKE INC	CL B	$325K	0.0%Prev: 0.0%	5,093 SH	Decreased-295 SH
NORFOLK SOUTHN CORP	COM	$1.1M	0.1%Prev: 0.1%	3,925 SH	Increased+459 SH
NORTHROP GRUMMAN CORP	COM	$251K	0.0%Prev: 0.0%	440 SH	Decreased+27 SH
NOVARTIS AG	SPONSORED ADR	$377K	0.0%Prev: 0.0%	2,733 SH	Increased
NOVO-NORDISK A S	ADR	$337K	0.0%Prev: 0.0%	6,618 SH	Decreased-500 SH
NUCOR CORP	COM	$369K	0.0%Prev: 0.0%	2,265 SH	Increased+98 SH
NVIDIA CORPORATION	COM	$39.9M	2.5%Prev: 2.4%	213,999 SH	Increased+12,711 SH
ORACLE CORP	COM	$2.2M	0.1%Prev: 0.2%	11,118 SH	Decreased-194 SH
OWENS CORNING NEW	COM	$1.1M	0.1%Prev: 0.1%	10,000 SH	Decreased
PACER FDS TR	US CASH COWS 100	$708K	0.0%Prev: 0.1%	11,775 SH	Decreased-2,741 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.6M	0.1%Prev: 0.1%	8,741 SH	Increased+598 SH
PAYCHEX INC	COM	$241K	0.0%Prev: 0.0%	2,148 SH	Decreased-14 SH
PEAKSTONE REALTY TRUST	COMMON SHARES	$170K	0.0%	11,876 SH	New
PEPSICO INC	COM	$972K	0.1%Prev: 0.1%	6,772 SH	Increased+225 SH
PFIZER INC	COM	$973K	0.1%Prev: 0.1%	39,077 SH	Decreased-3,123 SH
PHILIP MORRIS INTL INC	COM	$657K	0.0%Prev: 0.0%	4,099 SH	Increased+131 SH
PNC FINL SVCS GROUP INC	COM	$450K	0.0%Prev: 0.0%	2,154 SH	Increased-5 SH
PRECIGEN INC	COM	$186K	0.0%Prev: 0.0%	44,399 SH	Increased
PROCTER AND GAMBLE CO	COM	$2.3M	0.1%Prev: 0.2%	16,312 SH	Decreased-153 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$3.5M	0.2%	53,967 SH	New
PROGRESSIVE CORP	COM	$3.2M	0.2%Prev: 0.2%	14,018 SH	Decreased+951 SH
PROLOGIS INC.	COM	$355K	0.0%Prev: 0.0%	2,783 SH	Increased+134 SH
PROSHARES TR	ULTRAPRO QQQ	$425K	0.0%Prev: 0.0%	8,065 SH	Decreased+3,789 SH
PRUDENTIAL FINL INC	COM	$202K	0.0%Prev: 0.0%	1,791 SH	Decreased-574 SH
PULTE GROUP INC	COM	$253K	0.0%Prev: 0.0%	2,158 SH	Decreased+42 SH
QUALCOMM INC	COM	$1.1M	0.1%Prev: 0.1%	6,270 SH	Increased-10 SH
QUANTA SVCS INC	COM	$3.2M	0.2%Prev: 0.2%	7,535 SH	Increased+51 SH
QUANTUMSCAPE CORP	COM CL A	$111K	0.0%Prev: 0.0%	10,632 SH	Decreased-700 SH
RBB FD INC	US TREAS 3 MNTH	$1.5M	0.1%Prev: 0.1%	29,140 SH	Increased+2,142 SH
REGENERON PHARMACEUTICALS	COM	$342K	0.0%Prev: 0.0%	443 SH	Increased+14 SH
REPUBLIC SVCS INC	COM	$250K	0.0%Prev: 0.0%	1,178 SH	Decreased-1 SH
ROCKET COS INC	COM CL A	$355K	0.0%	18,338 SH	New
ROIVANT SCIENCES LTD	SHS	$210K	0.0%	9,697 SH	New
ROPER TECHNOLOGIES INC	COM	$686K	0.0%Prev: 0.2%	1,542 SH	Decreased-3,459 SH
ROYAL BK CDA	COM	$993K	0.1%Prev: 0.0%	5,823 SH	Increased+3,663 SH
RTX CORPORATION	COM	$1.7M	0.1%Prev: 0.1%	8,998 SH	Increased+1,427 SH
S&P GLOBAL INC	COM	$225K	0.0%Prev: 0.0%	430 SH	Increased-25 SH
SALESFORCE INC	COM	$1.2M	0.1%Prev: 0.1%	4,652 SH	Increased+275 SH
SCHWAB CHARLES CORP	COM	$341K	0.0%Prev: 0.0%	3,410 SH	Increased+350 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$2.6M	0.2%Prev: 0.2%	79,895 SH	Increased+4,770 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.4M	0.1%Prev: 0.1%	51,987 SH	Increased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$579K	0.0%Prev: 0.0%	24,092 SH	Increased+2,299 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$517K	0.0%Prev: 0.0%	21,196 SH	Increased+513 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$367K	0.0%Prev: 0.0%	14,002 SH	Increased+3,826 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$454K	0.0%Prev: 0.0%	16,537 SH	Increased+3,352 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$414K	0.0%Prev: 0.0%	12,676 SH	Increased+4,872 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$70.6M	4.4%Prev: 4.3%	2,622,172 SH	Increased+126,713 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$401K	0.0%Prev: 0.0%	13,351 SH	Increased+66 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$529K	0.0%Prev: 0.0%	18,579 SH	Increased+126 SH
SERVICENOW INC	COM	$1.7M	0.1%Prev: 0.1%	11,084 SH	Decreased+8,857 SH
SHOPIFY INC	CL A SUB VTG SHS	$709K	0.0%Prev: 0.0%	4,402 SH	Increased-144 SH
SOUTHERN CO	COM	$1.1M	0.1%Prev: 0.1%	12,422 SH	Decreased-1,666 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.5M	0.2%Prev: 0.2%	7,239 SH	Increased-142 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.1%Prev: 0.1%	3,475 SH	Increased+180 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$419K	0.0%Prev: 0.0%	8,958 SH	Increased+1,260 SH
SPDR S&P 500 ETF TR	TR UNIT	$15.9M	1.0%Prev: 1.0%	23,355 SH	Increased-205 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$228K	0.0%Prev: 0.0%	377 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$12.7M	0.8%	172,641 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$388K	0.0%Prev: 0.0%	8,474 SH	Increased
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$3.1M	0.2%Prev: 0.2%	93,203 SH	Increased-5,910 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$3.2M	0.2%Prev: 0.2%	135,261 SH	Increased-45,760 SH
STARBUCKS CORP	COM	$503K	0.0%Prev: 0.0%	5,971 SH	Increased+256 SH
STRATEGY INC	CL A NEW	$334K	0.0%Prev: 0.0%	2,197 SH	Decreased+443 SH
STRYKER CORPORATION	COM	$416K	0.0%Prev: 0.0%	1,184 SH	Decreased-272 SH
SYNOPSYS INC	COM	$372K	0.0%Prev: 0.0%	793 SH	Decreased-23 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$470K	0.0%Prev: 0.0%	12,294 SH	Increased+9 SH
T-MOBILE US INC	COM	$240K	0.0%Prev: 0.0%	1,180 SH	Decreased-6 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$662K	0.0%Prev: 0.0%	2,177 SH	Increased+78 SH
TARGET CORP	COM	$254K	0.0%Prev: 0.0%	2,598 SH	Decreased-1,140 SH
TESLA INC	COM	$14.9M	0.9%Prev: 0.9%	33,067 SH	Increased+479 SH
TEXAS INSTRS INC	COM	$436K	0.0%Prev: 0.0%	2,512 SH	Decreased-79 SH
THE CIGNA GROUP	COM	$307K	0.0%Prev: 0.0%	1,114 SH	Decreased-49 SH
THERMO FISHER SCIENTIFIC INC	COM	$636K	0.0%Prev: 0.0%	1,097 SH	Increased-12 SH
TJX COS INC NEW	COM	$451K	0.0%Prev: 0.0%	2,935 SH	Increased+87 SH
TRANE TECHNOLOGIES PLC	SHS	$333K	0.0%Prev: 0.0%	855 SH	Decreased+1 SH
TRAVELERS COMPANIES INC	COM	$782K	0.0%Prev: 0.1%	2,697 SH	Decreased-110 SH
TRUIST FINL CORP	COM	$3.8M	0.2%Prev: 0.1%	76,269 SH	Increased+31,860 SH
UBER TECHNOLOGIES INC	COM	$394K	0.0%Prev: 0.0%	4,818 SH	Decreased+8 SH
UMB FINL CORP	COM	$231K	0.0%Prev: 0.0%	2,002 SH	Decreased-218 SH
UNION PAC CORP	COM	$1.2M	0.1%Prev: 0.1%	5,022 SH	Increased+1,397 SH
UNITED RENTALS INC	COM	$438K	0.0%Prev: 0.0%	542 SH	Decreased+1 SH
UNITEDHEALTH GROUP INC	COM	$1.5M	0.1%Prev: 0.1%	4,577 SH	Decreased-202 SH
US BANCORP DEL	COM NEW	$327K	0.0%Prev: 0.0%	6,112 SH	Increased-96 SH
VALERO ENERGY CORP	COM	$313K	0.0%Prev: 0.0%	1,924 SH	Decreased+3 SH
VALMONT INDS INC	COM	$2.4M	0.2%Prev: 0.2%	6,089 SH	Increased-101 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.2M	0.1%Prev: 0.1%	21,447 SH	Increased+248 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$253K	0.0%Prev: 0.0%	3,409 SH	Decreased-1,500 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.1%Prev: 0.1%	2,480 SH	Increased-7 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.3M	0.3%Prev: 0.3%	18,302 SH	Increased+359 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$60.5M	3.8%Prev: 3.8%	96,484 SH	Increased+880 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$261K	0.0%Prev: 0.0%	1,233 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$2.4M	0.1%Prev: 0.1%	9,319 SH	Increased+310 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	0.4%Prev: 0.4%	19,171 SH	Decreased-925 SH
VANGUARD INDEX FDS	VALUE ETF	$906K	0.1%Prev: 0.1%	4,742 SH	Decreased-337 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$726K	0.0%Prev: 0.0%	8,671 SH	Increased+315 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$326K	0.0%Prev: 0.0%	5,441 SH	Increased+412 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$693K	0.0%Prev: 0.0%	8,688 SH	Increased+713 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$6.2M	0.4%Prev: 0.4%	50,940 SH	Increased+76 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$423K	0.0%Prev: 0.0%	1,369 SH	Increased+36 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$212K	0.0%Prev: 0.0%	2,125 SH	Increased+4 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.9M	0.4%Prev: 0.4%	27,045 SH	Decreased-2,191 SH
VANGUARD STAR FDS	VG TL INTL STK F	$6.8M	0.4%Prev: 0.4%	89,484 SH	Increased+2,759 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$34.9M	2.2%Prev: 2.1%	559,449 SH	Increased+18,284 SH
VANGUARD WORLD FD	INF TECH ETF	$1.8M	0.1%Prev: 0.1%	2,395 SH	Increased+61 SH
VERIZON COMMUNICATIONS INC	COM	$438K	0.0%Prev: 0.1%	10,746 SH	Decreased-7,198 SH
VERTEX PHARMACEUTICALS INC	COM	$477K	0.0%Prev: 0.0%	1,053 SH	Increased+2 SH
VISA INC	COM CL A	$9.9M	0.6%Prev: 0.5%	28,187 SH	Increased+6,956 SH
WALMART INC	COM	$6.7M	0.4%Prev: 0.4%	59,785 SH	Increased-2,886 SH
WASTE MGMT INC DEL	COM	$679K	0.0%Prev: 0.0%	3,092 SH	Decreased-2 SH
WELLS FARGO CO NEW	COM	$868K	0.1%Prev: 0.1%	9,308 SH	Increased+38 SH
WISDOMTREE TR	FLOATNG RAT TREA	$21.9M	1.4%Prev: 1.2%	435,810 SH	Increased+57,399 SH

Sold (vs prior filing)

AMERICAN AIRLS GROUP INC — $143K
ARBOR REALTY TRUST INC — $233K
BLACKROCK ETF TRUST — $716K
BOOZ ALLEN HAMILTON HLDG COR — $226K
DELL TECHNOLOGIES INC — $213K
ENTERPRISE PRODS PARTNERS L — $483K
EXELON CORP — $204K
FIRST TR EXCHANGE-TRADED FD — $3.4M
FISERV INC — $288K
INVESCO EXCH TRD SLF IDX FD — $3.8M
ISHARES TR — $261K
ISHARES TR — $652K
MR COOPER GROUP INC — $350K
OMEGA HEALTHCARE INVS INC — $287K
PALO ALTO NETWORKS INC — $241K
PAYPAL HLDGS INC — $380K
PROSHARES TR — $4.8M
REALTY INCOME CORP — $265K
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $8.7M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001398344-26-003216	$1.61B	View
Nov 14, 2025	Q3 2025	13F-HR	0001398344-25-020894	$1.54B	View
Aug 14, 2026	Q2 2026