GUARDIAN WEALTH ADVISORS, LLC / NC FRDM — EA SERIES TRUST

Ownership history in GUARDIAN WEALTH ADVISORS, LLC / NC  ·  6 quarters on record

AI Ownership Summary

GUARDIAN WEALTH ADVISORS, LLC / NC reported EA SERIES TRUST (FRDM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.0% in 2025 Q4. The latest visible filing shows FRDM at 2.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FRDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUARDIAN WEALTH ADVISORS, LLC / NC's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FRDM was reported at 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FRDM stock page GUARDIAN WEALTH ADVISORS, LLC / NC fund profile GUARDIAN WEALTH ADVISORS, LLC / NC full holdings
How GUARDIAN WEALTH ADVISORS, LLC / NC held FRDM — position size vs. price
% of Fund (quarterly)    FRDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 627,230 +325 +0.1% 2.00% $32.2M 2026-02-14 (Est.) $60.14
2025 Q3 ADDED — — — 626,905 +4,534 +0.7% 1.80% $27.8M 2025-11-14 $47.07
2025 Q2 ADDED — — — 622,371 +282,447 +83.1% 1.77% $25.1M 2025-08-14 $41.47
2025 Q1 ADDED — — — 339,924 +32,800 +10.7% 0.95% $11.9M 2025-05-15 $37.71
2024 Q4 ADDED — — — 307,124 +306,549 +53312.9% 0.79% $10.0M 2025-02-14 $34.69
2024 Q3 INITIATED — — — 575 — — 0.00% $21K 2024-11-14 $32.26

🏢 Other funds also holding FRDM

As of 2026 Q1 — sorted by position size

Yardley Wealth Management LLC 7.72% Investment Planning Advisors, Inc. 7.08% Longview Financial Advisors, Inc. 5.93% ENZI WEALTH 3Y 5.57% Harbour Wealth Management Group, Inc. 4.12% Tanglewood Wealth Management, Inc. 3Y 7Y 3.58% Smallwood Wealth Investment Management, LLC 3Y 3.33% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 3.3% QUARRY HILL ADVISORS, LLC 3Y 3.08% Trademark Financial Management, LLC 3.06%

FAQ About GUARDIAN WEALTH ADVISORS, LLC / NC and FRDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has GUARDIAN WEALTH ADVISORS, LLC / NC reported owning FRDM?

GUARDIAN WEALTH ADVISORS, LLC / NC reported FRDM across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported FRDM position in GUARDIAN WEALTH ADVISORS, LLC / NC's portfolio?

The largest reported portfolio weight for FRDM was 2.00% in 2025 Q4.

What is the latest reported FRDM position on this page?

The most recent filing on this page is 2025 Q4, when GUARDIAN WEALTH ADVISORS, LLC / NC reported 627,230 shares, equal to 2.00% of portfolio, with an estimated market value of $32.2M.

What does the chart on this FRDM ownership page compare?

The chart compares GUARDIAN WEALTH ADVISORS, LLC / NC's quarterly FRDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GUARDIAN WEALTH ADVISORS, LLC / NC time their FRDM position?

Based on 13F filing dates vs. subsequent FRDM price moves, GUARDIAN WEALTH ADVISORS, LLC / NC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on FRDM relative to SPY over the holding period was +45.5%.

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