Guardian Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Guardian Wealth Management, Inc. held in its portfolio 67 assets valued at $170,258,900 (i.e. $170.26M).
The most valuable assets in the portfolio included: VANGUARD VALUE ETF ($12.40M), STERLING INFRASTRUCTURE INC COM ($10.26M), and ARISTA NETWORKS INC COM SHS ($8.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Guardian Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD VALUE ETF | 64925 | 12400120 | ETF |
| STERLING INFRASTRUCTURE INC COM | 33507 | 10260849 | Stock |
| ARISTA NETWORKS INC COM SHS | 66742 | 8745204 | Stock |
| ELI LILLY & CO COM | 7180 | 7716245 | Stock |
| ABBVIE INC COM | 29299 | 6694667 | Stock |
| AUTOZONE INC COM | 1973 | 6691430 | Stock |
| NELNET INC CL A | 49228 | 6545425 | Stock |
| APOLLO GLOBAL MGMT INC COM | 44051 | 6376837 | Stock |
| SS&C TECHNOLOGIES HLDGS INC COM | 56994 | 4982500 | Stock |
| CATERPILLAR INC COM | 7669 | 4393451 | Stock |
| BROOKFIELD CORP CL A LTD VT SH | 91615 | 4204212 | Stock |
| ASML HLDG NV N Y REGISTRY SHS | 3720 | 3979879 | ADR |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 88579 | 3960367 | ETF |
| KKR & CO INC COM | 30060 | 3832138 | Stock |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 46038 | 3670660 | ETF |
| UNIVERSAL TECHNICAL INST INC COM | 137691 | 3597866 | Stock |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 42763 | 3581430 | ETF |
| ACUITY INC COM | 9815 | 3533889 | Stock |
| PATHWARD FINANCIAL INC COM | 48229 | 3424259 | Stock |
| VIPER ENERGY INC CL A | 87275 | 3371468 | Stock |
| WASTE MGMT INC DEL COM | 14997 | 3295017 | Stock |
| ABBOTT LABS COM | 25483 | 3192844 | Stock |
| JOHNSON & JOHNSON COM | 13832 | 2862588 | Stock |
| NATIONAL PRESTO INDS INC COM | 25770 | 2751252 | Stock |
| MASTERCARD INCORPORATED CL A | 4315 | 2463381 | Stock |
| LKQ CORP COM | 77891 | 2352330 | Stock |
| OMNICOM GROUP INC COM | 28107 | 2269661 | Stock |
| PEPSICO INC COM | 15779 | 2264688 | Stock |
| PROCTER & GAMBLE CO COM | 15132 | 2168655 | Stock |
| CONOCOPHILLIPS COM | 20956 | 1961777 | Stock |
| P10 INC COM CL A | 198988 | 1952075 | Stock |
| AMCOR PLC COM NEW | 232736 | 1941021 | Stock |
| STAG INDUSTRIAL INC COM | 51172 | 1881092 | REIT |
| UNILEVER PLC SPON ADR NEW | 26832 | 1754813 | ADR |
| OCCIDENTAL PETE CORP COM | 41286 | 1697693 | Stock |
| WARNER BROS DISCOVERY INC COM SER A | 56895 | 1639714 | Stock |
| 3M CO COM | 10186 | 1630866 | Stock |
| LABCORP HOLDINGS INC COM SHS | 6201 | 1555954 | Stock |
| SCHWAB U.S. BROAD MARKET ETF | 55462 | 1454788 | ETF |
| DISNEY WALT CO COM | 12086 | 1375030 | Stock |
| LOCKHEED MARTIN CORP COM | 2809 | 1358635 | Stock |
| APPLE INC COM | 4928 | 1339773 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 48336 | 1325867 | ETF |
| ALPINE INCOME PPTY TR INC COM | 67131 | 1122433 | REIT |
| NICE LTD SPONSORED ADR | 9104 | 1029116 | ADR |
| KIMBERLY-CLARK CORP COM | 8467 | 854301 | Stock |
| NORTHWEST NAT HLDG CO COM | 16967 | 793072 | Stock |
| GLOBAL PMTS INC COM | 8947 | 692542 | Stock |
| BROADRIDGE FINL SOLUTIONS INC COM | 3098 | 691396 | Stock |
| FRP HLDGS INC COM | 27043 | 616310 | Stock |
| PHILLIPS 66 COM | 4433 | 572107 | Stock |
| VANGUARD SMALL CAP VALUE ETF | 2543 | 538685 | ETF |
| NVIDIA CORPORATION COM | 2812 | 524441 | Stock |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | 6167 | 465195 | ETF |
| MICROSOFT CORP COM | 934 | 452036 | Stock |
| EAGLE MATLS INC COM | 2035 | 420594 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 2351 | 417890 | Stock |
| ASTRAZENECA PLC ORD | 3893 | 357889 | ADR |
| SIRIUSXM HOLDINGS INC COMMON STOCK | 17640 | 352713 | Stock |
| ALPHABET INC CAP STK CL C | 969 | 304216 | Stock |
| GARMIN LTD SHS | 1447 | 293591 | Stock |
| VANGUARD S&P 500 VALUE ETF | 1270 | 260364 | ETF |
| VANGUARD S&P 500 ETF | 394 | 247089 | ETF |
| JPMORGAN CHASE & CO COM | 670 | 215966 | Stock |
| DEERE & CO COM | 454 | 211369 | Stock |
| KLA CORP COM NEW | 171 | 208962 | Stock |
| BLACK STONE MINERALS L P COM UNIT | 12356 | 164213 | Stock |
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