Guardian Wealth Management, Inc. Top Holdings and 13F Report (2026) About Guardian Wealth Management, Inc.Investment ActivityGuardian Wealth Management, Inc. has $183.22 million in total holdings as of March 31, 2026.Guardian Wealth Management, Inc. owns shares of 61 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 17.86% of the portfolio was purchased this quarter.About 16.65% of the portfolio was sold this quarter.This quarter, Guardian Wealth Management, Inc. has purchased 67 new stocks and bought additional shares in 39 stocks.Guardian Wealth Management, Inc. sold shares of 20 stocks and completely divested from 7 stocks this quarter.Largest Holdings Sterling Infrastructure $13,567,793ARISTA NETWORKS INC COM SHS $8,357,021AutoZone $7,116,982Occidental Petroleum $6,982,450Eli Lilly and Company $6,919,753 Largest New Holdings this Quarter 85208M102 - Sprouts Farmers Market $2,534,646 Holding Largest Purchases this Quarter VANGUARD 0-3 MONTH TREASURY BILL ETF 70,588 shares (about $5.34M)Occidental Petroleum 66,136 shares (about $4.30M)LKQ 92,217 shares (about $2.71M)Sprouts Farmers Market 32,862 shares (about $2.53M)VIPER ENERGY INC CL A 51,907 shares (about $2.44M) Largest Sales this Quarter Vanguard Value ETF 63,205 shares (about $12.40M)AMCOR PLC COM NEW 182,753 shares (about $7.26M)Caterpillar 1,157 shares (about $819.81K)AstraZeneca 2,291 shares (about $451.83K)Schwab US Dividend Equity ETF 10,191 shares (about $312.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTRLSterling Infrastructure$13,567,793$78,603 ▼-0.6%33,3147.4%ConstructionARISTA NETWORKS INC COM SHS$8,357,021$162,438 ▲2.0%68,0654.6%StockAZOAutoZone$7,116,982$452,622 ▲6.8%2,1073.9%Retail/WholesaleOXYOccidental Petroleum$6,982,450$4,298,852 ▲160.2%107,4223.8%EnergyLLYEli Lilly and Company$6,919,753$315,496 ▲4.8%7,5233.8%MedicalNNINelnet$6,622,993$274,432 ▲4.3%51,3563.6%FinanceVIPER ENERGY INC CL A$6,540,202$2,439,125 ▲59.5%139,1823.6%StockABBVAbbVie$6,177,088$195,311 ▼-3.1%28,4013.4%MedicalVANGUARD 0-3 MONTH TREASURY BILL ETF$5,806,547$5,340,011 ▲1,144.6%76,7553.2%ETFAPOApollo Global Management$5,302,005$393,765 ▲8.0%47,5852.9%FinanceUTIUniversal Technical Institute$5,166,813$196,167 ▲3.9%143,1252.8%Consumer DiscretionarySSNCSS&C Technologies$5,097,748$1,246,615 ▲32.4%75,4432.8%Computer and TechnologyASMLASML$5,045,571$132,083 ▲2.7%3,8202.8%Computer and TechnologyLKQLKQ$4,996,094$2,708,425 ▲118.4%170,1082.7%Auto/Tires/TrucksCASHPathward Financial$4,946,559$643,081 ▲14.9%55,4362.7%FinanceCATCaterpillar$4,614,171$819,809 ▼-15.1%6,5122.5%IndustrialsVCSHVanguard Short-Term Corporate Bond ETF$4,389,472$739,995 ▲20.3%55,3732.4%ETFCOPConocoPhillips$4,317,326$1,551,133 ▲56.1%32,7072.4%EnergyVCITVanguard Intermediate-Term Corporate Bond ETF$4,170,936$632,294 ▲17.9%50,4042.3%ETFBNBrookfield$3,748,938$41,279 ▲1.1%92,6352.0%FinanceWMWaste Management$3,503,628$57,448 ▲1.7%15,2471.9%Business ServicesJNJJohnson & Johnson$3,469,006$87,758 ▲2.6%14,1911.9%MedicalNPKNational Presto Industries$3,388,268$143,776 ▼-4.1%24,7211.8%Multi-Sector ConglomeratesAYIAcuity$3,038,687$288,091 ▲10.5%10,8431.7%Business ServicesNICENiCE$2,825,854$1,822,047 ▲181.5%25,6291.5%Computer and TechnologyKKRKKR & Co. Inc.$2,735,319$45,233 ▼-1.6%29,5711.5%FinancePXP10$2,678,664$1,234,007 ▲85.4%368,9611.5%FinanceABTAbbott Laboratories$2,612,080$4,312 ▼-0.2%25,4411.4%MedicalPEPPepsiCo$2,576,885$126,561 ▲5.2%16,5941.4%Consumer StaplesSFMSprouts Farmers Market$2,534,646$2,534,646 ▲New Holding32,8621.4%Retail/WholesalePGProcter & Gamble$2,408,151$222,442 ▲10.2%16,6721.3%Consumer StaplesMAMastercard$2,221,667$65,461 ▲3.0%4,4461.2%Business ServicesFRPHFRP$2,037,684$1,445,983 ▲244.4%93,1301.1%FinanceAMCOR PLC COM NEW$1,986,862$7,264,570 ▼-78.5%49,9831.1%StockSTAGStag Industrial$1,940,498$95,235 ▲5.2%53,8131.1%FinanceWBDWarner Bros. Discovery$1,706,584$144,247 ▲9.2%62,1480.9%Consumer DiscretionaryLABCORP HOLDINGS INC COM SHS$1,688,355$33,623 ▲2.0%6,3270.9%StockGPNGlobal Payments$1,675,105$1,072,969 ▲178.2%24,8900.9%Business ServicesKIMBERLY-CLARK CORP COM$1,643,137$826,296 ▲101.2%17,0320.9%StockUNILEVER PLC SPON ADR NEW$1,613,299$84,659 ▲5.5%28,3180.9%ADRLMTLockheed Martin$1,552,066$146,319 ▼-8.6%2,5670.8%AerospaceMMM3M$1,547,222$67,826 ▲4.6%10,6530.8%Multi-Sector ConglomeratesPINEAlpine Income Property Trust$1,329,602$121,231 ▲10.0%73,8660.7%FinanceDISWalt Disney$1,261,991$97,061 ▲8.3%13,0930.7%Consumer DiscretionaryAAPLApple$1,252,823$2,031 ▲0.2%4,9360.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,170,297$312,662 ▼-21.1%38,1450.6%ETFSCHBSchwab US Broad Market ETF$1,108,761$283,359 ▼-20.4%44,1730.6%ETFSIRIUSXM HOLDINGS INC COMMON STOCK$845,503$438,365 ▲107.7%36,6330.5%StockPSXPhillips 66$694,357$113,327 ▼-14.0%3,8110.4%EnergyEXPEagle Materials$666,032$280,435 ▲72.7%3,5150.4%ConstructionVBRVanguard Small-Cap Value ETF$543,667$8,909 ▼-1.6%2,5020.3%ETFNVDANVIDIA$489,544$872 ▼-0.2%2,8070.3%Computer and TechnologyBRBroadridge Financial Solutions$346,910$156,475 ▼-31.1%2,1350.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$343,9040.0%2,3510.2%StockVTVVanguard Value ETF$337,540$12,403,614 ▼-97.4%1,7200.2%ETFAZNCFAstraZeneca$315,946$451,830 ▼-58.8%1,6020.2%MedicalGRMNGarmin$285,372$50,346 ▼-15.0%1,2300.2%Computer and TechnologyVOOVVanguard S&P 500 Value ETF$257,259$1,631 ▼-0.6%1,2620.1%ETFMSFTMicrosoft$256,544$89,217 ▼-25.8%6930.1%Computer and TechnologyGOOGAlphabet$253,756$24,400 ▼-8.8%8840.1%Computer and TechnologyBSMBlack Stone Minerals$187,601$771 ▲0.4%12,4070.1%EnergyXLEEnergy Select Sector SPDR Fund$0$3,960,367 ▼-100.0%00.0%ETFOMCOmnicom Group$0$2,269,661 ▼-100.0%00.0%Business ServicesNWNNorthwest Natural Gas$0$793,072 ▼-100.0%00.0%UtilitiesVOOVanguard S&P 500 ETF$0$247,089 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$215,966 ▼-100.0%00.0%FinanceDEDeere & Company$0$211,369 ▼-100.0%00.0%IndustrialsKLACKLA$0$208,962 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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