Guardian Wealth Management
Latest statistics and disclosures from Guardian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STRL, ANET, AZO, ABBV, NNI, and represent 25.59% of Guardian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VNOM (+$5.1M), ASML, CASH, LKQ, PX, NICE, VCIT, VCSH, NNI, APO.
- Started 4 new stock positions in CASH, ASML, VNOM, JPM.
- Reduced shares in these 10 stocks: STRL (-$5.7M), STR, TXN, RVTY, DLTH, SCHD, KKR, SCHB, LMT, PSX.
- Sold out of its positions in DLTH, RVTY, STR, TXN.
- Guardian Wealth Management was a net buyer of stock by $5.5M.
- Guardian Wealth Management has $169M in assets under management (AUM), dropping by 12.68%.
- Central Index Key (CIK): 0001910205
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Portfolio Holdings for Guardian Wealth Management
Guardian Wealth Management holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sterling Infrastructure Stock (STRL) | 6.8 | $12M | -32% | 34k | 339.68 |
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| Arista Networks Stock (ANET) | 5.9 | $10M | 69k | 145.71 |
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| Autozone Stock (AZO) | 5.1 | $8.6M | 2.0k | 4290.24 |
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| Abbvie Stock (ABBV) | 4.1 | $7.0M | +2% | 30k | 231.54 |
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| Nelnet Inc Cl A Stock (NNI) | 3.7 | $6.2M | +3% | 50k | 125.38 |
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| Apollo Global Mgmt Stock (APO) | 3.6 | $6.0M | +3% | 45k | 133.27 |
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| Eli Lilly & Co Stock (LLY) | 3.2 | $5.4M | 7.1k | 763.01 |
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| Viper Energy Inc Cl A Stock (VNOM) | 3.0 | $5.1M | NEW | 134k | 38.22 |
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| Ss&c Technologies Hldgs Stock (SSNC) | 3.0 | $5.1M | +2% | 58k | 88.76 |
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| Occidental Pete Corp Stock (OXY) | 2.9 | $5.0M | 105k | 47.25 |
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| Lkq Corp Stock (LKQ) | 2.9 | $4.9M | +94% | 159k | 30.54 |
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| Universal Technical Inst Stock (UTI) | 2.7 | $4.6M | 142k | 32.55 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 2.5 | $4.2M | 62k | 68.58 |
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| Kkr & Co Stock (KKR) | 2.4 | $4.1M | 31k | 129.95 |
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| P10 Inc Com Cl A Stock (PX) | 2.3 | $3.9M | +47% | 356k | 10.88 |
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| Nice Adr (NICE) | 2.3 | $3.8M | +45% | 27k | 144.78 |
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| Abbott Labs Stock (ABT) | 2.2 | $3.7M | 28k | 133.94 |
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| Asml Holding N V N Y Registry Adr (ASML) | 2.1 | $3.6M | NEW | 3.8k | 968.09 |
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| Acuity Stock (AYI) | 2.0 | $3.4M | +3% | 9.8k | 344.38 |
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| Waste Mgmt Inc Del Stock (WM) | 2.0 | $3.4M | 15k | 220.83 |
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| Conocophillips Stock (COP) | 1.8 | $3.1M | +5% | 33k | 94.59 |
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| National Presto Inds Stock (NPK) | 1.8 | $3.1M | +3% | 27k | 112.15 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 1.8 | $3.0M | +18% | 38k | 79.93 |
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| Pathward Financial Stock (CASH) | 1.8 | $3.0M | NEW | 41k | 74.01 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 1.7 | $2.8M | +20% | 34k | 84.11 |
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| FRP HLDGS Stock (FRPH) | 1.6 | $2.7M | 112k | 24.36 |
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| Johnson & Johnson Stock (JNJ) | 1.5 | $2.6M | 14k | 185.42 |
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| Omnicom Group Stock (OMC) | 1.5 | $2.6M | +3% | 31k | 81.53 |
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| Procter And Gamble Stock (PG) | 1.5 | $2.5M | 16k | 153.65 |
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| Mastercard Incorporated Cl A Stock (MA) | 1.5 | $2.5M | 4.4k | 568.81 |
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| Pepsico Stock (PEP) | 1.3 | $2.3M | 16k | 140.44 |
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| Kimberly-clark Corp Stock (KMB) | 1.2 | $2.1M | +2% | 17k | 124.35 |
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| Global Pmts Stock (GPN) | 1.2 | $2.0M | 24k | 83.08 |
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| Amcor Plc Ord Stock (AMCR) | 1.2 | $2.0M | +5% | 240k | 8.18 |
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| Stag Indl Reit (STAG) | 1.1 | $1.8M | +3% | 52k | 35.29 |
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| Unilever Adr (UL) | 1.1 | $1.8M | +2% | 30k | 59.28 |
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| Labcorp Holdings Stock (LH) | 1.1 | $1.8M | 6.2k | 287.06 |
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| 3M Stock (MMM) | 0.9 | $1.6M | 10k | 155.18 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.9 | $1.5M | -2% | 57k | 25.71 |
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| Disney Walt Stock (DIS) | 0.9 | $1.5M | 13k | 114.50 |
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| Lockheed Martin Corp Stock (LMT) | 0.8 | $1.4M | 2.8k | 499.14 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.8 | $1.3M | -4% | 49k | 27.30 |
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| Apple Stock (AAPL) | 0.8 | $1.3M | 5.1k | 254.65 |
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.7 | $1.1M | 58k | 19.53 |
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| Caterpillar Stock (CAT) | 0.7 | $1.1M | 2.3k | 477.21 |
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| Alpine Income Ppty Tr Reit (PINE) | 0.5 | $921k | +9% | 65k | 14.17 |
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| Siriusxm Holdings Stock (SIRI) | 0.5 | $787k | +4% | 34k | 23.28 |
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| Broadridge Finl Solutions Stock (BR) | 0.4 | $759k | 3.2k | 238.18 |
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| Northwest Nat Hldg Stock (NWN) | 0.4 | $750k | +8% | 17k | 44.93 |
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| Microsoft Corp Stock (MSFT) | 0.4 | $645k | 1.2k | 517.89 |
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| Phillips 66 Stock (PSX) | 0.4 | $610k | 4.5k | 136.00 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.3 | $523k | 2.5k | 208.75 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.3 | $449k | 2.5k | 182.42 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $364k | 2.0k | 186.58 |
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| Garmin Stock (GRMN) | 0.2 | $356k | 1.4k | 246.28 |
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| Astrazeneca Adr (AZN) | 0.2 | $300k | 3.9k | 76.72 |
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| Vanguard S&p 500 Value Etf Etf (VOOV) | 0.1 | $250k | 1.3k | 199.56 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $212k | NEW | 671.00 | 315.24 |
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| Deere & Co Stock (DE) | 0.1 | $208k | 454.00 | 457.26 |
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| Black Stone Minerals L P Com Unit Stock (BSM) | 0.1 | $162k | 12k | 13.14 |
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| Mind C T I Ltd Ord Stock (MNDO) | 0.0 | $57k | 52k | 1.10 |
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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 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
- Guardian Wealth Management 2021 Q4 filed Feb. 15, 2022