Guardian Wealth Management
Latest statistics and disclosures from Guardian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, STRL, ANET, LLY, ABBV, and represent 26.91% of Guardian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$12M), XLE, CAT, AMCR, UL, BN, VCIT, VCSH, CASH, VBIL.
- Started 10 new stock positions in XLE, EXP, VOO, VTV, AZN, KLAC, GOOG, AMCR, UL, VBIL.
- Reduced shares in these 10 stocks: OXY, LKQ, NICE, Amcor, FRPH, VNOM, Unilever, PX, GPN, COP.
- Sold out of its positions in AstraZeneca, Unilever, Amcor, MNDO.
- Guardian Wealth Management was a net buyer of stock by $6.2M.
- Guardian Wealth Management has $170M in assets under management (AUM), dropping by 0.59%.
- Central Index Key (CIK): 0001910205
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Portfolio Holdings for Guardian Wealth Management
Guardian Wealth Management holds 67 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Value Etf Etf (VTV) | 7.3 | $12M | NEW | 65k | 190.99 |
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| Sterling Infrastructure Stock (STRL) | 6.0 | $10M | 34k | 306.23 |
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| Arista Networks Stock (ANET) | 5.1 | $8.7M | -2% | 67k | 131.03 |
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| Eli Lilly & Co Stock (LLY) | 4.5 | $7.7M | 7.2k | 1074.69 |
|
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| Abbvie Stock (ABBV) | 3.9 | $6.7M | -2% | 29k | 228.49 |
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| Autozone Stock (AZO) | 3.9 | $6.7M | 2.0k | 3391.50 |
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| Nelnet Inc Cl A Stock (NNI) | 3.8 | $6.5M | 49k | 132.96 |
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| Apollo Global Mgmt Stock (APO) | 3.7 | $6.4M | -2% | 44k | 144.76 |
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| Ss&c Technologies Hldgs Stock (SSNC) | 2.9 | $5.0M | 57k | 87.42 |
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| Caterpillar Stock (CAT) | 2.6 | $4.4M | +232% | 7.7k | 572.88 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 2.5 | $4.2M | +48% | 92k | 45.89 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 2.3 | $4.0M | 3.7k | 1069.86 |
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| State Street Energy Select Sector Spdr Etf Etf (XLE) | 2.3 | $4.0M | NEW | 89k | 44.71 |
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| Kkr & Co Stock (KKR) | 2.3 | $3.8M | -3% | 30k | 127.48 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 2.2 | $3.7M | +22% | 46k | 79.73 |
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| Universal Technical Inst Stock (UTI) | 2.1 | $3.6M | -3% | 138k | 26.13 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 2.1 | $3.6M | +26% | 43k | 83.75 |
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| Acuity Stock (AYI) | 2.1 | $3.5M | 9.8k | 360.05 |
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| Pathward Financial Stock (CASH) | 2.0 | $3.4M | +18% | 48k | 71.00 |
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| Viper Energy Inc Cl A Stock (VNOM) | 2.0 | $3.4M | -34% | 87k | 38.63 |
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| Waste Mgmt Inc Del Stock (WM) | 1.9 | $3.3M | 15k | 219.71 |
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| Abbott Labs Stock (ABT) | 1.9 | $3.2M | -8% | 26k | 125.29 |
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| Johnson & Johnson Stock (JNJ) | 1.7 | $2.9M | 14k | 206.95 |
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| National Presto Inds Stock (NPK) | 1.6 | $2.8M | -5% | 26k | 106.76 |
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| Mastercard Incorporated Cl A Stock (MA) | 1.4 | $2.5M | 4.3k | 570.89 |
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| Lkq Corp Stock (LKQ) | 1.4 | $2.4M | -51% | 78k | 30.20 |
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| Omnicom Group Stock (OMC) | 1.3 | $2.3M | -10% | 28k | 80.75 |
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| Pepsico Stock (PEP) | 1.3 | $2.3M | -2% | 16k | 143.53 |
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| Procter & Gamble Stock (PG) | 1.3 | $2.2M | -7% | 15k | 143.32 |
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| Conocophillips Stock (COP) | 1.2 | $2.0M | -35% | 21k | 93.61 |
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| P10 Inc Com Cl A Stock (PX) | 1.1 | $2.0M | -44% | 199k | 9.81 |
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| Amcor Stock (AMCR) | 1.1 | $1.9M | NEW | 233k | 8.34 |
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| Stag Industrial Reit (STAG) | 1.1 | $1.9M | 51k | 36.76 |
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| Unilever Adr (UL) | 1.0 | $1.8M | NEW | 27k | 65.40 |
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| Occidental Pete Corp Stock (OXY) | 1.0 | $1.7M | -60% | 41k | 41.12 |
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 1.0 | $1.6M | 57k | 28.82 |
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| 3M Stock (MMM) | 1.0 | $1.6M | 10k | 160.11 |
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| Labcorp Holdings Stock (LH) | 0.9 | $1.6M | 6.2k | 250.92 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.9 | $1.5M | -2% | 56k | 26.23 |
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| Disney Walt Stock (DIS) | 0.8 | $1.4M | -4% | 12k | 113.77 |
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| Lockheed Martin Corp Stock (LMT) | 0.8 | $1.4M | 2.8k | 483.67 |
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| Apple Stock (AAPL) | 0.8 | $1.3M | -3% | 4.9k | 271.87 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.8 | $1.3M | -2% | 48k | 27.43 |
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| Alpine Income Ppty Tr Reit (PINE) | 0.7 | $1.1M | +3% | 67k | 16.72 |
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| Nice Adr (NICE) | 0.6 | $1.0M | -65% | 9.1k | 113.04 |
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| Kimberly-clark Corp Stock (KMB) | 0.5 | $854k | -48% | 8.5k | 100.90 |
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| Northwest Nat Hldg Stock (NWN) | 0.5 | $793k | 17k | 46.74 |
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| Global Pmts Stock (GPN) | 0.4 | $693k | -62% | 8.9k | 77.40 |
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| Broadridge Finl Solutions Stock (BR) | 0.4 | $691k | -2% | 3.1k | 223.18 |
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| FRP HLDGS Stock (FRPH) | 0.4 | $616k | -75% | 27k | 22.79 |
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| Phillips 66 Stock (PSX) | 0.3 | $572k | 4.4k | 129.06 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.3 | $539k | 2.5k | 211.83 |
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| Nvidia Corporation Stock (NVDA) | 0.3 | $524k | +44% | 2.8k | 186.50 |
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| Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) | 0.3 | $465k | NEW | 6.2k | 75.43 |
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| Microsoft Corp Stock (MSFT) | 0.3 | $452k | -25% | 934.00 | 483.98 |
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| Eagle Matls Stock (EXP) | 0.2 | $421k | NEW | 2.0k | 206.68 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $418k | -4% | 2.4k | 177.75 |
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| Astrazeneca Plc Ord Adr (AZN) | 0.2 | $358k | NEW | 3.9k | 91.93 |
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| Siriusxm Holdings Stock (SIRI) | 0.2 | $353k | -47% | 18k | 20.00 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.2 | $304k | NEW | 969.00 | 313.95 |
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| Garmin Stock (GRMN) | 0.2 | $294k | 1.4k | 202.90 |
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| Vanguard S&p 500 Value Etf Etf (VOOV) | 0.2 | $260k | 1.3k | 205.01 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $247k | NEW | 394.00 | 627.13 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $216k | 670.00 | 322.34 |
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| Deere & Co Stock (DE) | 0.1 | $211k | 454.00 | 465.57 |
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| Kla Corp Stock (KLAC) | 0.1 | $209k | NEW | 171.00 | 1222.00 |
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| Black Stone Minerals L P Com Unit Stock (BSM) | 0.1 | $164k | 12k | 13.29 |
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Past Filings by Guardian Wealth Management
SEC 13F filings are viewable for Guardian Wealth Management going back to 2021
- Guardian Wealth Management 2025 Q4 filed Feb. 13, 2026
- Guardian Wealth Management 2025 Q3 filed Nov. 14, 2025
- Guardian Wealth Management 2025 Q2 filed Aug. 14, 2025
- Guardian Wealth Management 2025 Q1 filed May 6, 2025
- Guardian Wealth Management 2024 Q4 filed Feb. 14, 2025
- Guardian Wealth Management 2024 Q3 filed Nov. 15, 2024
- Guardian Wealth Management 2024 Q2 filed Aug. 8, 2024
- Guardian Wealth Management 2024 Q1 filed May 14, 2024
- Guardian Wealth Management 2023 Q4 filed Feb. 14, 2024
- Guardian Wealth Management 2023 Q3 filed Nov. 1, 2023
- Guardian Wealth Management 2023 Q2 filed Aug. 14, 2023
- Guardian Wealth Management 2023 Q1 filed May 9, 2023
- Guardian Wealth Management 2022 Q4 filed Feb. 10, 2023
- Guardian Wealth Management 2022 Q3 filed Nov. 14, 2022
- Guardian Wealth Management 2022 Q2 filed Aug. 15, 2022
- Guardian Wealth Management 2022 Q1 filed May 13, 2022