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Guardian Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Guardian Wealth Management, Inc.

Investment Activity

  • Guardian Wealth Management, Inc. has $196.49 million in total holdings as of September 30, 2026.
  • Guardian Wealth Management, Inc. owns shares of 67 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 7.61% of the portfolio was purchased this quarter.
  • About 5.28% of the portfolio was sold this quarter.
  • This quarter, Guardian Wealth Management, Inc. has purchased 66 new stocks and bought additional shares in 37 stocks.
  • Guardian Wealth Management, Inc. sold shares of 21 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

ARISTA NETWORKS INC COM SHS
$13,590,650
AbbVie
$7,666,146
ASML
$7,275,667

Largest New Holdings this Quarter

502431109 - L3Harris Technologies
$5,294,638 Holding
15101Q207 - CELESTICA INC COM
$601,058 Holding
74762E102 - Quanta Services
$555,771 Holding
59522J103 - Mid-America Apartment Communities
$390,523 Holding
G25508105 - CRH PLC ORD
$248,400 Holding

Largest Purchases this Quarter

L3Harris Technologies
22,361 shares (about $5.29M)
SS&C Technologies
26,105 shares (about $2.01M)
Universal Technical Institute
50,572 shares (about $944.18K)
Alphabet
2,072 shares (about $706.03K)
Vanguard Short-Term Corporate Bond ETF
8,034 shares (about $620.63K)

Largest Sales this Quarter

VANGUARD 0-3 MONTH TREASURY BILL ETF
38,477 shares (about $2.91M)
KKR & Co. Inc.
5,589 shares (about $510.29K)
LKQ
20,491 shares (about $467.81K)
ARISTA NETWORKS INC COM SHS
1,398 shares (about $284.62K)
Eagle Materials
1,327 shares (about $227.06K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGuardian Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
ARISTA NETWORKS INC COM SHS
$13,590,650$284,619 ▼-2.1%66,7556.9%Stock
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,314,381$261,529 ▲2.9%8,0494.7%Healthcare
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$8,092,117$2,011,931 ▲33.1%104,9964.1%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$7,666,146$69,324 ▲0.9%29,3053.9%Healthcare
ASML Holding N.V. stock logo
ASML
ASML
$7,275,667$168,485 ▲2.4%4,0163.7%Technology
Nelnet, Inc. stock logo
NNI
Nelnet
$6,531,500$45,047 ▼-0.7%53,0673.3%Finance
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$6,056,074$98,359 ▲1.7%109,4733.1%Energy
AutoZone, Inc. stock logo
AZO
AutoZone
$6,053,413$65,090 ▼-1.1%2,1393.1%Consumer Discretionary
VIPER ENERGY INC CL A
$5,858,089$210,978 ▲3.7%146,8563.0%Stock
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$5,805,361$130,568 ▲2.3%50,0203.0%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$5,684,504$620,633 ▲12.3%73,5852.9%ETF
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$5,294,638$5,294,638 ▲New Holding22,3612.7%Industrials
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,289,871$46,217 ▼-0.9%6,5242.7%Industrials
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$5,111,561$170,156 ▲3.4%10,3942.6%Industrials
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$5,097,147$501,735 ▲10.9%65,0892.6%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$4,859,215$381,413 ▲8.5%69,5862.5%Healthcare
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$4,520,160$227,050 ▲5.3%68,1262.3%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$4,380,636$126,277 ▲3.0%35,0032.2%Energy
Pathward Financial, Inc. stock logo
CASH
Pathward Financial
$4,194,022$117,311 ▲2.9%58,9542.1%Finance
Pool Corporation stock logo
POOL
Pool
$4,120,472$192,305 ▲4.9%25,4552.1%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,922,821$54,009 ▲1.4%14,8172.0%Healthcare
Universal Technical Institute Inc stock logo
UTI
Universal Technical Institute
$3,586,806$944,179 ▲35.7%192,1161.8%Consumer Discretionary
LKQ Corporation stock logo
LKQ
LKQ
$3,567,903$467,811 ▼-11.6%156,2811.8%Consumer Discretionary
Brookfield Corporation stock logo
BN
Brookfield
$3,516,968$39,632 ▲1.1%96,4611.8%Finance
Acuity, Inc. stock logo
AYI
Acuity
$3,341,289$164,834 ▼-4.7%10,7841.7%Industrials
Waste Management, Inc. stock logo
WM
Waste Management
$3,190,493$3,671 ▲0.1%15,6451.6%Industrials
P10, Inc. stock logo
PX
P10
$2,859,060$30,567 ▲1.1%384,7991.5%Materials
NiCE stock logo
NICE
NiCE
$2,688,394$11,906 ▲0.4%24,1611.4%Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,590,659$11,563 ▲0.4%26,2131.3%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$2,565,110$35,297 ▲1.4%4,6511.3%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,464,060$38,501 ▼-1.5%16,9601.3%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,247,812$69,191 ▲3.2%17,7381.1%Consumer Staples
AMCOR PLC COM NEW
$2,209,507$38,679 ▲1.8%52,7831.1%Stock
Global Payments Inc. stock logo
GPN
Global Payments
$2,114,160$8,167 ▲0.4%25,8861.1%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$2,107,069$510,287 ▼-19.5%23,0781.1%Finance
LABCORP HOLDINGS INC COM SHS
$2,007,971$20,335 ▲1.0%6,5171.0%Stock
Stag Industrial, Inc. stock logo
STAG
Stag Industrial
$1,796,141$221,487 ▼-11.0%50,1570.9%Real Estate
UNILEVER PLC SPON ADR NEW
$1,794,663$37,714 ▼-2.1%29,5510.9%ADR
3M Company stock logo
MMM
3M
$1,711,543$105,556 ▼-5.8%10,4260.9%Industrials
FRP Holdings, Inc. stock logo
FRPH
FRP
$1,657,995$35,793 ▲2.2%79,6730.8%Real Estate
Apple Inc. stock logo
AAPL
Apple
$1,616,4200.0%4,8530.8%Technology
KIMBERLY-CLARK CORP COM
$1,547,259$183,859 ▼-10.6%15,8800.8%Stock
Alpine Income Property Trust, Inc. stock logo
PINE
Alpine Income Property Trust
$1,476,213$98,410 ▲7.1%85,0840.8%Real Estate
The Walt Disney Company stock logo
DIS
Walt Disney
$1,432,984$14,162 ▲1.0%13,6600.7%Communication Services
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,258,537$14,261 ▼-1.1%2,4710.6%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,254,270$5,758 ▲0.5%38,5570.6%ETF
VANGUARD 0-3 MONTH TREASURY BILL ETF
$1,213,942$2,913,658 ▼-70.6%16,0310.6%ETF
SIRIUSXM HOLDINGS INC COMMON STOCK
$1,037,516$44,307 ▲4.5%40,0890.5%Stock
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,025,458$396,480 ▲63.0%4,4900.5%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,011,688$706,035 ▲231.0%2,9690.5%Communication Services
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$1,011,090$72,016 ▼-6.6%34,4960.5%ETF
Phillips 66 stock logo
PSX
Phillips 66
$889,201$88,358 ▼-9.0%3,4820.5%Energy
CELESTICA INC COM
$601,058$601,058 ▲New Holding1,6630.3%Stock
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$593,172$4,622 ▲0.8%2,5670.3%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$555,771$555,771 ▲New Holding8650.3%Industrials
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$390,523$390,523 ▲New Holding3,3160.2%Real Estate
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$373,263$648 ▲0.2%1,7270.2%ETF
Garmin Ltd. stock logo
GRMN
Garmin
$337,898$14,916 ▼-4.2%1,1780.2%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$290,6890.0%5660.1%Technology
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$288,1880.0%1,3070.1%ETF
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$283,714$14,983 ▼-5.0%1,7610.1%Industrials
CRH PLC ORD
$248,400$248,400 ▲New Holding3,0000.1%Stock
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$222,777$331 ▲0.1%6730.1%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$221,7080.0%4860.1%Technology
Eagle Materials Inc stock logo
EXP
Eagle Materials
$206,694$227,055 ▼-52.3%1,2080.1%Materials
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$200,546$24,221 ▼-10.8%1,2420.1%Healthcare
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$162,302$6,373 ▼-3.8%11,3330.1%Energy
National Presto Industries, Inc. stock logo
NPK
National Presto Industries
$0$2,870,887 ▼-100.0%00.0%Industrials
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$0$1,530,337 ▼-100.0%00.0%Communication Services
KLA Corporation stock logo
KLAC
KLA
$0$232,403 ▼-100.0%00.0%Technology
Deere & Company stock logo
DE
Deere & Company
$0$201,798 ▼-100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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