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, OXY, LLY, and represent 23.44% of Guardian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VBIL (+$5.3M), OXY, LKQ, SFM, VNOM, NICE, COP, FRPH, SSNC, RPC.
- Started 1 new stock position in SFM.
- Reduced shares in these 10 stocks: VTV (-$12M), AMCR (-$7.3M), , OMC, CAT, NWN, AZN, SCHD, SCHB, VOO.
- Sold out of its positions in DE, JPM, KLAC, NWN, OMC, XLE, VOO.
- Guardian Wealth Management was a net buyer of stock by $2.2M.
- Guardian Wealth Management has $183M in assets under management (AUM), dropping by 7.61%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sterling Infrastructure Stock (STRL) | 7.4 | $14M | 33k | 407.27 |
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| Arista Networks Stock (ANET) | 4.6 | $8.4M | 68k | 122.78 |
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| Autozone Stock (AZO) | 3.9 | $7.1M | +6% | 2.1k | 3377.78 |
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| Occidental Pete Corp Stock (OXY) | 3.8 | $7.0M | +160% | 107k | 65.00 |
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| Eli Lilly & Co Stock (LLY) | 3.8 | $6.9M | +4% | 7.5k | 919.81 |
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| Nelnet Inc Cl A Stock (NNI) | 3.6 | $6.6M | +4% | 51k | 128.96 |
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| Viper Energy Inc Cl A Stock (VNOM) | 3.6 | $6.5M | +59% | 139k | 46.99 |
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| Abbvie Stock (ABBV) | 3.4 | $6.2M | -3% | 28k | 217.50 |
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| Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) | 3.2 | $5.8M | +1144% | 77k | 75.65 |
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| Apollo Global Mgmt Stock (APO) | 2.9 | $5.3M | +8% | 48k | 111.42 |
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| Universal Technical Inst Stock (UTI) | 2.8 | $5.2M | +3% | 143k | 36.10 |
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| Ss&c Tech Hldgs Stock (SSNC) | 2.8 | $5.1M | +32% | 75k | 67.57 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 2.8 | $5.0M | +2% | 3.8k | 1320.83 |
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| Lkq Corp Stock (LKQ) | 2.7 | $5.0M | +118% | 170k | 29.37 |
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| Pathward Financial Stock (CASH) | 2.7 | $4.9M | +14% | 55k | 89.23 |
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| Caterpillar Stock (CAT) | 2.5 | $4.6M | -15% | 6.5k | 708.56 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 2.4 | $4.4M | +20% | 55k | 79.27 |
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| Conocophillips Stock (COP) | 2.4 | $4.3M | +56% | 33k | 132.00 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 2.3 | $4.2M | +17% | 50k | 82.75 |
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| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 2.0 | $3.7M | 93k | 40.47 |
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| Waste Mgmt Inc Del Stock (WM) | 1.9 | $3.5M | 15k | 229.79 |
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| Johnson & Johnson Stock (JNJ) | 1.9 | $3.5M | +2% | 14k | 244.45 |
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| National Presto Inds Stock (NPK) | 1.8 | $3.4M | -4% | 25k | 137.06 |
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| Acuity Stock (AYI) | 1.7 | $3.0M | +10% | 11k | 280.24 |
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| Nice Adr (NICE) | 1.5 | $2.8M | +181% | 26k | 110.26 |
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| Kkr & Co Stock (KKR) | 1.5 | $2.7M | 30k | 92.50 |
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| Ridgepost Cap Inc Cl A Stock (RPC) | 1.5 | $2.7M | +85% | 369k | 7.26 |
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| Abbott Laboratories Stock (ABT) | 1.4 | $2.6M | 25k | 102.67 |
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| Pepsico Stock (PEP) | 1.4 | $2.6M | +5% | 17k | 155.29 |
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| Sprouts Fmrs Mkt Stock (SFM) | 1.4 | $2.5M | NEW | 33k | 77.13 |
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| Procter & Gamble Stock (PG) | 1.3 | $2.4M | +10% | 17k | 144.44 |
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| Mastercard Incorporated Cl A Stock (MA) | 1.2 | $2.2M | +3% | 4.4k | 499.70 |
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| FRP HLDGS Stock (FRPH) | 1.1 | $2.0M | +244% | 93k | 21.88 |
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| Amcor Stock (AMCR) | 1.1 | $2.0M | -78% | 50k | 39.75 |
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| Stag Industrial Reit (STAG) | 1.1 | $1.9M | +5% | 54k | 36.06 |
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.9 | $1.7M | +9% | 62k | 27.46 |
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| Labcorp Holdings Stock (LH) | 0.9 | $1.7M | +2% | 6.3k | 266.85 |
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| Global Pmts Stock (GPN) | 0.9 | $1.7M | +178% | 25k | 67.30 |
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| Kimberly-clark Corp Stock (KMB) | 0.9 | $1.6M | +101% | 17k | 96.47 |
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| Unilever Adr (UL) | 0.9 | $1.6M | +5% | 28k | 56.97 |
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| Lockheed Martin Corp Stock (LMT) | 0.8 | $1.6M | -8% | 2.6k | 604.62 |
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| 3M Stock (MMM) | 0.8 | $1.5M | +4% | 11k | 145.24 |
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| Alpine Income Ppty Tr Reit (PINE) | 0.7 | $1.3M | +10% | 74k | 18.00 |
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| Disney Walt Stock (DIS) | 0.7 | $1.3M | +8% | 13k | 96.39 |
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| Apple Stock (AAPL) | 0.7 | $1.3M | 4.9k | 253.81 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.6 | $1.2M | -21% | 38k | 30.68 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.6 | $1.1M | -20% | 44k | 25.10 |
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| Siriusxm Holdings Stock (SIRI) | 0.5 | $846k | +107% | 37k | 23.08 |
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| Phillips 66 Stock (PSX) | 0.4 | $694k | -14% | 3.8k | 182.20 |
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| Eagle Matls Stock (EXP) | 0.4 | $666k | +72% | 3.5k | 189.48 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.3 | $544k | 2.5k | 217.29 |
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| Nvidia Corporation Stock (NVDA) | 0.3 | $490k | 2.8k | 174.40 |
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| Broadridge Finl Solutions Stock (BR) | 0.2 | $347k | -31% | 2.1k | 162.49 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $344k | 2.4k | 146.28 |
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| Vanguard Value Etf Etf (VTV) | 0.2 | $338k | -97% | 1.7k | 196.24 |
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| Astrazeneca Plc Ord Adr (AZN) | 0.2 | $316k | -58% | 1.6k | 197.22 |
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| Garmin Stock (GRMN) | 0.2 | $285k | -14% | 1.2k | 232.01 |
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| Vanguard S&p 500 Value Etf Etf (VOOV) | 0.1 | $257k | 1.3k | 203.85 |
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| Microsoft Corp Stock (MSFT) | 0.1 | $257k | -25% | 693.00 | 370.19 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $254k | -8% | 884.00 | 287.05 |
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| Black Stone Minerals L P Com Unit Stock (BSM) | 0.1 | $188k | 12k | 15.12 |
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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 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
- Guardian Wealth Management 2022 Q2 filed Aug. 15, 2022