Guardian Wealth Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$183.2M
Q ending 2026-03-31
Prior quarter
$170.3M
Q ending 2025-12-31
Change
+7.6% QoQ · +22.3% YoY
Positions
61
reported holdings
Largest positions
All 61 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Sterling Infrastructure Inc Com | STRL | Shares | $13.6M | 33K |
| Arista Networks Inc Com Shs | ANET | Shares | $8.4M | 68K |
| Autozone Inc Com | AZO | Shares | $7.1M | 2K |
| Occidental Pete Corp Com | OXY | Shares | $7.0M | 107K |
| Eli Lilly & Co Com | LLY | Shares | $6.9M | 8K |
| Nelnet Inc Cl A | NNI | Shares | $6.6M | 51K |
| Viper Energy Inc Cl A | VNOM | Shares | $6.5M | 139K |
| Abbvie Inc Com | ABBV | Shares | $6.2M | 28K |
| Vanguard 0-3 Month Treasury Bill E | VBIL | Shares | $5.8M | 77K |
| Apollo Global Mgmt Inc Com | APO | Shares | $5.3M | 48K |
| Universal Technical Inst Inc Com | UTI | Shares | $5.2M | 143K |
| Ss&C Tech Hldgs Com | SSNC | Shares | $5.1M | 75K |
| Asml Hldg Nv N Y Registry Shs | Shares | $5.0M | 4K | |
| Lkq Corp Com | LKQ | Shares | $5.0M | 170K |
| Pathward Financial Inc Com | CASH | Shares | $4.9M | 55K |
| Caterpillar Inc Com | CAT | Shares | $4.6M | 7K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $4.4M | 55K |
| Conocophillips Com | COP | Shares | $4.3M | 33K |
| Vanguard Intermediate-Term Corpora | VCIT | Shares | $4.2M | 50K |
| Brookfield Corp Cl A Ltd Vt Sh | BN | Shares | $3.7M | 93K |
| Waste Mgmt Inc Del Com | WM | Shares | $3.5M | 15K |
| Johnson & Johnson Com | JNJ | Shares | $3.5M | 14K |
| National Presto Inds Inc Com | NPK | Shares | $3.4M | 25K |
| Acuity Inc Com | AYI | Shares | $3.0M | 11K |
| Nice Ltd Sponsored Adr | NICE | Shares | $2.8M | 26K |
| Kkr & Co Inc Com | KKR | Shares | $2.7M | 30K |
| Ridgepost Cap Inc Cl A Com | RPC | Shares | $2.7M | 369K |
| Abbott Laboratories Com | ABT | Shares | $2.6M | 25K |
| Pepsico Inc Com | PEP | Shares | $2.6M | 17K |
| Sprouts Fmrs Mkt Inc Com | SFM | Shares | $2.5M | 33K |
| Procter & Gamble Co Com | PG | Shares | $2.4M | 17K |
| Mastercard Incorporated Cl A | MA | Shares | $2.2M | 4K |
| Frp Hldgs Inc Com | FRPH | Shares | $2.0M | 93K |
| Amcor Plc Com New | Shares | $2.0M | 50K | |
| Stag Industrial Inc Com | STAG | Shares | $1.9M | 54K |
| Warner Bros Discovery Inc Com Ser | WBD | Shares | $1.7M | 62K |
| Labcorp Holdings Inc Com Shs | LH | Shares | $1.7M | 6K |
| Global Pmts Inc Com | GPN | Shares | $1.7M | 25K |
| Kimberly-Clark Corp Com | KMB | Shares | $1.6M | 17K |
| Unilever Plc Spon Adr New | UL | Shares | $1.6M | 28K |
| Lockheed Martin Corp Com | LMT | Shares | $1.6M | 3K |
| 3M Co Com | MMM | Shares | $1.5M | 11K |
| Alpine Income Ppty Tr Inc Com | PINE | Shares | $1.3M | 74K |
| Disney Walt Co Com | DIS | Shares | $1.3M | 13K |
| Apple Inc Com | AAPL | Shares | $1.3M | 5K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $1.2M | 38K |
| Schwab U.S. Broad Market Etf | SCHB | Shares | $1.1M | 44K |
| Siriusxm Holdings Inc Common Stock | SIRI | Shares | $846K | 37K |
| Phillips 66 Com | PSX | Shares | $694K | 4K |
| Eagle Matls Inc Com | EXP | Shares | $666K | 4K |
| Vanguard Small Cap Value Etf | VBR | Shares | $544K | 3K |
| Nvidia Corporation Com | NVDA | Shares | $490K | 3K |
| Broadridge Finl Solutions Inc Com | BR | Shares | $347K | 2K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $344K | 2K |
| Vanguard Value Etf | VTV | Shares | $338K | 2K |
| Astrazeneca Plc Ord | Shares | $316K | 2K | |
| Garmin Ltd Shs | Shares | $285K | 1K | |
| Vanguard S&P 500 Value Etf | VOOV | Shares | $257K | 1K |
| Microsoft Corp Com | MSFT | Shares | $257K | 693 |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $254K | 884 |
| Black Stone Minerals L P Com Unit | BSM | Shares | $188K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.