Guardian Wealth Management

Guardian Wealth Management as of Dec. 31, 2025

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 65k 190.99
Sterling Infrastructure Stock (STRL) 6.0 $10M 34k 306.23
Arista Networks Stock (ANET) 5.1 $8.7M 67k 131.03
Eli Lilly & Co Stock (LLY) 4.5 $7.7M 7.2k 1074.69
Abbvie Stock (ABBV) 3.9 $6.7M 29k 228.49
Autozone Stock (AZO) 3.9 $6.7M 2.0k 3391.50
Nelnet Inc Cl A Stock (NNI) 3.8 $6.5M 49k 132.96
Apollo Global Mgmt Stock (APO) 3.7 $6.4M 44k 144.76
Ss&c Technologies Hldgs Stock (SSNC) 2.9 $5.0M 57k 87.42
Caterpillar Stock (CAT) 2.6 $4.4M 7.7k 572.88
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 2.5 $4.2M 92k 45.89
Asml Hldg Nv N Y Registry Adr (ASML) 2.3 $4.0M 3.7k 1069.86
State Street Energy Select Sector Spdr Etf Etf (XLE) 2.3 $4.0M 89k 44.71
Kkr & Co Stock (KKR) 2.3 $3.8M 30k 127.48
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.2 $3.7M 46k 79.73
Universal Technical Inst Stock (UTI) 2.1 $3.6M 138k 26.13
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.1 $3.6M 43k 83.75
Acuity Stock (AYI) 2.1 $3.5M 9.8k 360.05
Pathward Financial Stock (CASH) 2.0 $3.4M 48k 71.00
Viper Energy Inc Cl A Stock (VNOM) 2.0 $3.4M 87k 38.63
Waste Mgmt Inc Del Stock (WM) 1.9 $3.3M 15k 219.71
Abbott Labs Stock (ABT) 1.9 $3.2M 26k 125.29
Johnson & Johnson Stock (JNJ) 1.7 $2.9M 14k 206.95
National Presto Inds Stock (NPK) 1.6 $2.8M 26k 106.76
Mastercard Incorporated Cl A Stock (MA) 1.4 $2.5M 4.3k 570.89
Lkq Corp Stock (LKQ) 1.4 $2.4M 78k 30.20
Omnicom Group Stock (OMC) 1.3 $2.3M 28k 80.75
Pepsico Stock (PEP) 1.3 $2.3M 16k 143.53
Procter & Gamble Stock (PG) 1.3 $2.2M 15k 143.32
Conocophillips Stock (COP) 1.2 $2.0M 21k 93.61
P10 Inc Com Cl A Stock (PX) 1.1 $2.0M 199k 9.81
Amcor Stock (AMCR) 1.1 $1.9M 233k 8.34
Stag Industrial Reit (STAG) 1.1 $1.9M 51k 36.76
Unilever Adr (UL) 1.0 $1.8M 27k 65.40
Occidental Pete Corp Stock (OXY) 1.0 $1.7M 41k 41.12
Warner Bros Discovery Inc Com Ser A Stock (WBD) 1.0 $1.6M 57k 28.82
3M Stock (MMM) 1.0 $1.6M 10k 160.11
Labcorp Holdings Stock (LH) 0.9 $1.6M 6.2k 250.92
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.5M 56k 26.23
Disney Walt Stock (DIS) 0.8 $1.4M 12k 113.77
Lockheed Martin Corp Stock (LMT) 0.8 $1.4M 2.8k 483.67
Apple Stock (AAPL) 0.8 $1.3M 4.9k 271.87
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $1.3M 48k 27.43
Alpine Income Ppty Tr Reit (PINE) 0.7 $1.1M 67k 16.72
Nice Adr (NICE) 0.6 $1.0M 9.1k 113.04
Kimberly-clark Corp Stock (KMB) 0.5 $854k 8.5k 100.90
Northwest Nat Hldg Stock (NWN) 0.5 $793k 17k 46.74
Global Pmts Stock (GPN) 0.4 $693k 8.9k 77.40
Broadridge Finl Solutions Stock (BR) 0.4 $691k 3.1k 223.18
FRP HLDGS Stock (FRPH) 0.4 $616k 27k 22.79
Phillips 66 Stock (PSX) 0.3 $572k 4.4k 129.06
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $539k 2.5k 211.83
Nvidia Corporation Stock (NVDA) 0.3 $524k 2.8k 186.50
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.3 $465k 6.2k 75.43
Microsoft Corp Stock (MSFT) 0.3 $452k 934.00 483.98
Eagle Matls Stock (EXP) 0.2 $421k 2.0k 206.68
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $418k 2.4k 177.75
Astrazeneca Plc Ord Adr (AZN) 0.2 $358k 3.9k 91.93
Siriusxm Holdings Stock (SIRI) 0.2 $353k 18k 20.00
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $304k 969.00 313.95
Garmin Stock (GRMN) 0.2 $294k 1.4k 202.90
Vanguard S&p 500 Value Etf Etf (VOOV) 0.2 $260k 1.3k 205.01
Vanguard S&p 500 Etf Etf (VOO) 0.1 $247k 394.00 627.13
Jpmorgan Chase & Co Stock (JPM) 0.1 $216k 670.00 322.34
Deere & Co Stock (DE) 0.1 $211k 454.00 465.57
Kla Corp Stock (KLAC) 0.1 $209k 171.00 1222.00
Black Stone Minerals L P Com Unit Stock (BSM) 0.1 $164k 12k 13.29