Q2 2026 13F · SEC CIK 1910205

Guardian Wealth Management, Inc.

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $203.5M
Reported positions: 66
Top holdings a year, 3 yrs: +20.4%
Assets under management: $411.1M

Guardian Wealth Management, Inc. is a wealth manager that reported 66 positions worth $203.5M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Arista Networks Inc (ANET, 5.7%), Eli Lilly & Co (LLY, 4.6%), Sterling Infrastructure Inc (STRL, 4.1%). A portfolio copying its top holdings returned 20.4% a year over the last 3 years, against 20.4% for the S&P 500.

Guardian Wealth Management, Inc. holdings largest 50 of 66 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Guardian Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ANETArista Networks Inc	5.7%	4.6%	68,153	+0.1%	$11.6M
LLYEli Lilly & Co	4.6%	3.8%	7,823	+4.0%	$9.4M
STRLSterling Infrastructure Inc	4.1%	7.4%	10,048	-69.8%	$8.4M
ASMLAsml Hldg NV	3.8%	2.8%	3,923	+2.7%	$7.8M
ABBVAbbvie Inc	3.6%	3.4%	29,040	+2.2%	$7.3M
NNINelnet Inc	3.5%	3.6%	53,433	+4.0%	$7.1M
CATCaterpillar Inc	3.4%	2.5%	6,581	+1.1%	$7.0M
AZOAutozone Inc	3.4%	3.9%	2,162	+2.6%	$6.9M
UTIUniversal Technical Inst Inc	3.0%	2.8%	141,544	-1.1%	$6.1M
VNOMViper Energy Inc	2.9%	3.6%	141,567	+1.7%	$6.0M
APOApollo Global Management Inc	2.8%	2.9%	48,895	+2.8%	$5.8M
SFMSprouts Fmrs Mkt Inc	2.7%	1.4%	64,704	+96.9%	$5.5M
OXYOccidental Pete Corp	2.6%	3.8%	107,695	+0.3%	$5.2M
POOLPool Corp	2.6%	—	24,267	—	$5.2M
VCSHVanguard Scottsdale Fds	2.5%	2.4%	65,551	+18.4%	$5.2M
CASHPathward Financial Inc	2.5%	2.7%	57,305	+3.4%	$5.0M
SSNCSs&c Tech Hldgs	2.4%	2.8%	78,891	+4.6%	$4.9M
VCITVanguard Scottsdale Fds	2.4%	2.3%	58,682	+16.4%	$4.9M
LKQLkq Corp	2.3%	2.7%	176,772	+3.9%	$4.7M
ZTSZoetis Inc	2.3%	—	64,124	—	$4.6M
AYIAcuity Inc	2.1%	1.7%	11,316	+4.4%	$4.3M
VBILVanguard Instl Index Fd	2.0%	3.2%	54,508	-29.0%	$4.1M
BNBrookfield Corp	2.0%	2.0%	95,374	+3.0%	$4.1M
JNJJohnson & Johnson	1.8%	1.9%	14,613	+3.0%	$3.7M
COPConocophillips	1.7%	2.4%	33,994	+3.9%	$3.5M
WMWaste Mgmt Inc Del	1.7%	1.9%	15,627	+2.5%	$3.5M
RPCRidgepost Cap Inc	1.5%	1.5%	380,685	+3.2%	$3.0M
NPKNational Presto Inds Inc	1.4%	1.8%	22,968	-7.1%	$2.9M
KKRKkr & Co Inc	1.3%	1.5%	28,667	-3.1%	$2.6M
PGProcter & Gamble Co	1.2%	1.3%	17,225	+3.3%	$2.5M
ABTAbbott Laboratories	1.2%	1.4%	26,096	+2.6%	$2.4M
MAMastercard Incorporated	1.2%	1.2%	4,587	+3.2%	$2.4M
PEPPepsico Inc	1.1%	1.4%	17,192	+3.6%	$2.3M
AMCRAmcor PLC	1.1%	1.1%	51,859	+3.8%	$2.2M
NICENice Ltd	1.1%	1.5%	24,054	-6.1%	$2.2M
STAGStag Industrial Inc	1.1%	1.1%	56,342	+4.7%	$2.1M
KMBKimberly-Clark Corp	1.0%	0.9%	17,767	+4.3%	$2.0M
FRPHFrp Hldgs Inc	1.0%	1.1%	77,953	-16.3%	$1.9M
GPNGlobal Pmts Inc	0.9%	0.9%	25,786	+3.6%	$1.9M
ULUnilever PLC	0.9%	0.9%	30,172	+6.5%	$1.8M
LHLabcorp Holdings Inc	0.9%	0.9%	6,451	+2.0%	$1.8M
MMM3m Co	0.9%	0.8%	11,069	+3.9%	$1.8M
PINEAlpine Income Ppty Tr Inc	0.8%	0.7%	79,412	+7.5%	$1.6M
WBDWarner Bros Discovery Inc	0.8%	0.9%	57,402	-7.6%	$1.5M
AAPLApple Inc	0.7%	0.7%	4,853	-1.7%	$1.4M
DISDisney Walt Co	0.6%	0.7%	13,525	+3.3%	$1.3M
LMTLockheed Martin Corp	0.6%	0.8%	2,499	-2.6%	$1.3M
SCHDSchwab Strategic Tr	0.6%	0.6%	38,380	+0.6%	$1.2M
SIRISiriusxm Holdings Inc	0.6%	0.5%	38,377	+4.8%	$1.1M
SCHBSchwab Strategic Tr	0.5%	0.6%	36,953	-16.3%	$1.1M

What Guardian Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.5% /yr; S&P 500 +20.1%
3 years: +20.4% /yr; S&P 500 +20.4%
5 years: +16.1% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$203.5M	66
Q1 2026	$183.2M	61
Q4 2025	$170.3M	67
Q3 2025	$169.3M	61
Q2 2025	$150.2M	61
Q1 2025	$149.8M	229
Q4 2024	$146.8M	229
Q3 2024	$141.9M	239
Q2 2024	$130.8M	245
Q1 2024	$129.8M	244
Q4 2023	$118.3M	258
Q3 2023	$106.8M	226

Questions about Guardian Wealth Management, Inc.'s portfolio

What stocks does Guardian Wealth Management, Inc. own?

Guardian Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 66 positions worth $203.5M. The largest are Arista Networks Inc (ANET) at 5.7%, Eli Lilly & Co (LLY) at 4.6%, Sterling Infrastructure Inc (STRL) at 4.1%, Asml Hldg NV (ASML) at 3.8% and Abbvie Inc (ABBV) at 3.6%.

What did Guardian Wealth Management, Inc. buy last quarter?

In Q2 2026, Guardian Wealth Management, Inc. added Sprouts Fmrs Mkt Inc (SFM) (+96.9% shares), Vanguard Scottsdale Fds (VCSH) (+18.4% shares) and Vanguard Scottsdale Fds (VCIT) (+16.4% shares), compared with its Q1 2026 filing.

What did Guardian Wealth Management, Inc. sell last quarter?

In Q2 2026, Guardian Wealth Management, Inc. cut from its top 50 Phillips 66 (PSX), cut from its top 50 Eagle Matls Inc (EXP), Sterling Infrastructure Inc (STRL) (-69.8% shares), Vanguard Instl Index Fd (VBIL) (-29.0% shares) and Schwab Strategic Tr (SCHB) (-16.3% shares), compared with its Q1 2026 filing.

How has Guardian Wealth Management, Inc.'s portfolio performed?

A portfolio copying Guardian Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.5% against +20.1%. Over 5 years: +16.1% a year against +16.8%.

When is Guardian Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Guardian Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Guardian Wealth Management, Inc. manage?

Guardian Wealth Management, Inc. reported $411.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $203.5M.