Institutions / Guardian Wealth Management, Inc.
Guardian Wealth Management, Inc.
CIK 1910205 · Institution · as of Dec 31, 2025
Portfolio value
$170.26M
Positions
67
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 67 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Value ETF | $12.40M | 7.3% |
| Sterling Infrastructure, Inc. | $10.26M | 6.0% |
| Arista Networks, Inc.ANET | $8.75M | 5.1% |
| ELI LILLY & Co | $7.72M | 4.5% |
| AbbVie Inc. | $6.69M | 3.9% |
| Autozone Inc | $6.69M | 3.9% |
| Nelnet, Inc. | $6.55M | 3.8% |
| Apollo Global Management, Inc. | $6.38M | 3.7% |
| SS&C Technologies Holdings, Inc. | $4.98M | 2.9% |
| Caterpillar Inc | $4.39M | 2.6% |
| Brookfield Corp Cl a Ltd Vt Sh | $4.20M | 2.5% |
| Asml Hldg NV N Y Registry Shs | $3.98M | 2.3% |
| State Street Energy Select Sector SPDR ETF | $3.96M | 2.3% |
| KKR & Co. Inc. | $3.83M | 2.3% |
| Vanguard Short-Term Corporate Bond ETF | $3.67M | 2.2% |
| Universal Technical Institute Inc | $3.60M | 2.1% |
| Vanguard Intermediate-Term Corporate Bond ETF | $3.58M | 2.1% |
| Acuity Inc | $3.53M | 2.1% |
| Pathward Financial Inc | $3.42M | 2.0% |
| Viper Energy, Inc. | $3.37M | 2.0% |
| Waste Management Inc | $3.30M | 1.9% |
| Abbott Laboratories | $3.19M | 1.9% |
| Johnson & Johnson | $2.86M | 1.7% |
| National Presto Industries Inc | $2.75M | 1.6% |
| Mastercard Inc | $2.46M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.