Guardian Wealth Management
Latest statistics and disclosures from Guardian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ANET, LLY, STRL, ASML, ABBV, and represent 21.87% of Guardian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: POOL (+$5.2M), ZTS, SFM, VCSH, VCIT, LLY, NNI, KLAC, TSM, JPM.
- Started 6 new stock positions in ZTS, JPM, DE, KLAC, POOL, TSM.
- Reduced shares in these 10 stocks: STRL (-$20M), VBIL, FRPH, PLTR, EXP, NPK, SCHB, NICE, WBD, KKR.
- Sold out of its position in PLTR.
- Guardian Wealth Management was a net seller of stock by $-4.4M.
- Guardian Wealth Management has $204M in assets under management (AUM), dropping by 11.08%.
- Central Index Key (CIK): 0001910205
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Portfolio Holdings for Guardian Wealth Management
Guardian Wealth Management holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Arista Networks Stock (ANET) | 5.7 | $12M | 68k | 169.88 |
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| Eli Lilly & Co Stock (LLY) | 4.6 | $9.4M | +3% | 7.8k | 1199.56 |
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| Sterling Infrastructure Stock (STRL) | 4.1 | $8.4M | -69% | 10k | 839.36 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 3.8 | $7.8M | +2% | 3.9k | 1989.44 |
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| Abbvie Stock (ABBV) | 3.6 | $7.3M | +2% | 29k | 251.65 |
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| Nelnet Inc Cl A Stock (NNI) | 3.5 | $7.1M | +4% | 53k | 133.33 |
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| Caterpillar Stock (CAT) | 3.4 | $7.0M | 6.6k | 1064.99 |
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| Autozone Stock (AZO) | 3.4 | $6.9M | +2% | 2.2k | 3195.94 |
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| Universal Technical Inst Stock (UTI) | 3.0 | $6.1M | 142k | 42.77 |
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| Viper Energy Inc Cl A Stock (VNOM) | 2.9 | $6.0M | 142k | 42.40 |
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| Apollo Global Mgmt Stock (APO) | 2.8 | $5.8M | +2% | 49k | 118.31 |
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| Sprouts Fmrs Mkt Stock (SFM) | 2.7 | $5.5M | +96% | 65k | 84.58 |
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| Occidental Pete Corp Stock (OXY) | 2.6 | $5.2M | 108k | 48.57 |
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| Pool Corp Stock (POOL) | 2.6 | $5.2M | NEW | 24k | 214.90 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 2.5 | $5.2M | +18% | 66k | 79.03 |
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| Pathward Financial Stock (CASH) | 2.5 | $5.0M | +3% | 57k | 87.06 |
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| Ss&c Tech Hldgs Stock (SSNC) | 2.4 | $4.9M | +4% | 79k | 62.05 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 2.4 | $4.9M | +16% | 59k | 82.65 |
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| Lkq Corp Stock (LKQ) | 2.3 | $4.7M | +3% | 177k | 26.33 |
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| Zoetis Inc Cl A Stock (ZTS) | 2.3 | $4.6M | NEW | 64k | 71.86 |
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| Acuity Stock (AYI) | 2.1 | $4.3M | +4% | 11k | 376.69 |
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| Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) | 2.0 | $4.1M | -28% | 55k | 75.68 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 2.0 | $4.1M | +2% | 95k | 42.59 |
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| Johnson & Johnson Stock (JNJ) | 1.8 | $3.7M | +2% | 15k | 253.99 |
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| Conocophillips Stock (COP) | 1.7 | $3.5M | +3% | 34k | 103.96 |
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| Waste Mgmt Inc Del Stock (WM) | 1.7 | $3.5M | +2% | 16k | 222.89 |
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| Ridgepost Cap Inc Cl A Stock (RPC) | 1.5 | $3.0M | +3% | 381k | 7.87 |
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| National Presto Inds Stock (NPK) | 1.4 | $2.9M | -7% | 23k | 125.00 |
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| Kkr & Co Stock (KKR) | 1.3 | $2.6M | -3% | 29k | 91.78 |
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| Procter & Gamble Stock (PG) | 1.2 | $2.5M | +3% | 17k | 146.64 |
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| Abbott Laboratories Stock (ABT) | 1.2 | $2.4M | +2% | 26k | 90.74 |
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| Mastercard Incorporated Cl A Stock (MA) | 1.2 | $2.4M | +3% | 4.6k | 513.70 |
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| Pepsico Stock (PEP) | 1.1 | $2.3M | +3% | 17k | 135.40 |
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| Amcor Stock (AMCR) | 1.1 | $2.2M | +3% | 52k | 43.35 |
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| Nice Adr (NICE) | 1.1 | $2.2M | -6% | 24k | 90.85 |
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| Stag Industrial Reit (STAG) | 1.1 | $2.1M | +4% | 56k | 38.06 |
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| Kimberly-clark Corp Stock (KMB) | 1.0 | $2.0M | +4% | 18k | 109.77 |
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| FRP HLDGS Stock (FRPH) | 1.0 | $1.9M | -16% | 78k | 24.99 |
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| Global Pmts Stock (GPN) | 0.9 | $1.9M | +3% | 26k | 72.56 |
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| Unilever Adr (UL) | 0.9 | $1.8M | +6% | 30k | 60.12 |
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| Labcorp Holdings Stock (LH) | 0.9 | $1.8M | 6.5k | 280.01 |
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| 3M Stock (MMM) | 0.9 | $1.8M | +3% | 11k | 161.92 |
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| Alpine Income Ppty Tr Reit (PINE) | 0.8 | $1.6M | +7% | 79k | 20.76 |
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.8 | $1.5M | -7% | 57k | 26.66 |
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| Apple Stock (AAPL) | 0.7 | $1.4M | 4.9k | 289.39 |
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| Disney Walt Stock (DIS) | 0.6 | $1.3M | +3% | 14k | 96.26 |
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| Lockheed Martin Corp Stock (LMT) | 0.6 | $1.3M | -2% | 2.5k | 509.50 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.6 | $1.2M | 38k | 31.71 |
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| Siriusxm Holdings Stock (SIRI) | 0.6 | $1.1M | +4% | 38k | 29.54 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.5 | $1.1M | -16% | 37k | 28.96 |
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| Phillips 66 Stock (PSX) | 0.3 | $647k | 3.8k | 169.06 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.3 | $619k | 2.5k | 243.07 |
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| Eagle Matls Stock (EXP) | 0.3 | $571k | -27% | 2.5k | 225.09 |
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| Nvidia Corporation Stock (NVDA) | 0.3 | $551k | 2.8k | 200.10 |
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| Vanguard Value Etf Etf (VTV) | 0.2 | $376k | 1.7k | 217.93 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.2 | $317k | 897.00 | 353.58 |
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| Garmin Stock (GRMN) | 0.1 | $292k | 1.2k | 237.54 |
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| Vanguard S&p 500 Value Etf Etf (VOOV) | 0.1 | $287k | +3% | 1.3k | 219.33 |
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| Astrazeneca Plc Ord Adr (AZN) | 0.1 | $264k | -13% | 1.4k | 189.62 |
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| Broadridge Finl Solutions Stock (BR) | 0.1 | $254k | -13% | 1.9k | 137.01 |
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| Kla Corp Stock (KLAC) | 0.1 | $232k | NEW | 770.00 | 301.82 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.1 | $232k | NEW | 486.00 | 477.57 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $220k | NEW | 672.00 | 327.70 |
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| Microsoft Corp Stock (MSFT) | 0.1 | $211k | -18% | 566.00 | 373.51 |
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| Deere & Co Stock (DE) | 0.1 | $202k | NEW | 318.00 | 634.58 |
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| Black Stone Minerals L P Com Unit Stock (BSM) | 0.1 | $165k | -5% | 12k | 13.97 |
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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 2026 Q2 filed July 13, 2026
- Guardian Wealth Management 2026 Q1 filed May 8, 2026
- 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