Guardian Wealth Management

Guardian Wealth Management as of June 30, 2026

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
Eli Lilly & Co Stock (LLY) 4.6 $9.4M 7.8k 1199.56
Sterling Infrastructure Stock (STRL) 4.1 $8.4M 10k 839.36
Asml Hldg Nv N Y Registry Adr (ASML) 3.8 $7.8M 3.9k 1989.44
Abbvie Stock (ABBV) 3.6 $7.3M 29k 251.65
Nelnet Inc Cl A Stock (NNI) 3.5 $7.1M 53k 133.33
Caterpillar Stock (CAT) 3.4 $7.0M 6.6k 1064.99
Autozone Stock (AZO) 3.4 $6.9M 2.2k 3195.94
Universal Technical Inst Stock (UTI) 3.0 $6.1M 142k 42.77
Viper Energy Inc Cl A Stock (VNOM) 2.9 $6.0M 142k 42.40
Apollo Global Mgmt Stock (APO) 2.8 $5.8M 49k 118.31
Sprouts Fmrs Mkt Stock (SFM) 2.7 $5.5M 65k 84.58
Occidental Pete Corp Stock (OXY) 2.6 $5.2M 108k 48.57
Pool Corp Stock (POOL) 2.6 $5.2M 24k 214.90
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.5 $5.2M 66k 79.03
Pathward Financial Stock (CASH) 2.5 $5.0M 57k 87.06
Ss&c Tech Hldgs Stock (SSNC) 2.4 $4.9M 79k 62.05
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.4 $4.9M 59k 82.65
Lkq Corp Stock (LKQ) 2.3 $4.7M 177k 26.33
Zoetis Inc Cl A Stock (ZTS) 2.3 $4.6M 64k 71.86
Acuity Stock (AYI) 2.1 $4.3M 11k 376.69
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 2.0 $4.1M 55k 75.68
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 2.0 $4.1M 95k 42.59
Johnson & Johnson Stock (JNJ) 1.8 $3.7M 15k 253.99
Conocophillips Stock (COP) 1.7 $3.5M 34k 103.96
Waste Mgmt Inc Del Stock (WM) 1.7 $3.5M 16k 222.89
Ridgepost Cap Inc Cl A Stock (RPC) 1.5 $3.0M 381k 7.87
National Presto Inds Stock (NPK) 1.4 $2.9M 23k 125.00
Kkr & Co Stock (KKR) 1.3 $2.6M 29k 91.78
Procter & Gamble Stock (PG) 1.2 $2.5M 17k 146.64
Abbott Laboratories Stock (ABT) 1.2 $2.4M 26k 90.74
Mastercard Incorporated Cl A Stock (MA) 1.2 $2.4M 4.6k 513.70
Pepsico Stock (PEP) 1.1 $2.3M 17k 135.40
Amcor Stock (AMCR) 1.1 $2.2M 52k 43.35
Nice Adr (NICE) 1.1 $2.2M 24k 90.85
Stag Industrial Reit (STAG) 1.1 $2.1M 56k 38.06
Kimberly-clark Corp Stock (KMB) 1.0 $2.0M 18k 109.77
FRP HLDGS Stock (FRPH) 1.0 $1.9M 78k 24.99
Global Pmts Stock (GPN) 0.9 $1.9M 26k 72.56
Unilever Adr (UL) 0.9 $1.8M 30k 60.12
Labcorp Holdings Stock (LH) 0.9 $1.8M 6.5k 280.01
3M Stock (MMM) 0.9 $1.8M 11k 161.92
Alpine Income Ppty Tr Reit (PINE) 0.8 $1.6M 79k 20.76
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.8 $1.5M 57k 26.66
Apple Stock (AAPL) 0.7 $1.4M 4.9k 289.39
Disney Walt Stock (DIS) 0.6 $1.3M 14k 96.26
Lockheed Martin Corp Stock (LMT) 0.6 $1.3M 2.5k 509.50
Schwab Us Dividend Equity Etf Etf (SCHD) 0.6 $1.2M 38k 31.71
Siriusxm Holdings Stock (SIRI) 0.6 $1.1M 38k 29.54
Schwab U.s. Broad Market Etf Etf (SCHB) 0.5 $1.1M 37k 28.96
Phillips 66 Stock (PSX) 0.3 $647k 3.8k 169.06
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $619k 2.5k 243.07
Eagle Matls Stock (EXP) 0.3 $571k 2.5k 225.09
Nvidia Corporation Stock (NVDA) 0.3 $551k 2.8k 200.10
Vanguard Value Etf Etf (VTV) 0.2 $376k 1.7k 217.93
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $317k 897.00 353.58
Garmin Stock (GRMN) 0.1 $292k 1.2k 237.54
Vanguard S&p 500 Value Etf Etf (VOOV) 0.1 $287k 1.3k 219.33
Astrazeneca Plc Ord Adr (AZN) 0.1 $264k 1.4k 189.62
Broadridge Finl Solutions Stock (BR) 0.1 $254k 1.9k 137.01
Kla Corp Stock (KLAC) 0.1 $232k 770.00 301.82
Taiwan Semiconductor Manufact Adr (TSM) 0.1 $232k 486.00 477.57
Jpmorgan Chase & Co Stock (JPM) 0.1 $220k 672.00 327.70
Microsoft Corp Stock (MSFT) 0.1 $211k 566.00 373.51
Deere & Co Stock (DE) 0.1 $202k 318.00 634.58
Black Stone Minerals L P Com Unit Stock (BSM) 0.1 $165k 12k 13.97