Guardian Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Guardian Wealth Management, Inc. disclosed 65 stock positions valued at approximately $196.49M as of quarter-end September 30, 2026. The largest holdings include ARISTA NETWORKS INC COM SHS, ELI LILLY & CO COM, and SS&C TECH HLDGS COM.
- Report Period
- September 30, 2026
- No. of Stocks
- 65
- Portfolio Value
- $196.49M
Holdings by Sector
Guardian Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS INC COM SHS | ANET | Technology | 6.92% | 66,755 | -1,398 | -2.05% | $13,590,650 |
| ELI LILLY & CO COM | LLY | Healthcare | 4.74% | 8,049 | +226 | +2.89% | $9,314,381 |
| SS&C TECH HLDGS COM | SSNC | Technology | 4.12% | 104,996 | +26,105 | +33.09% | $8,092,117 |
| ABBVIE INC COM | ABBV | Healthcare | 3.90% | 29,305 | +265 | +0.91% | $7,666,146 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Technology | 3.70% | 4,016 | +93 | +2.37% | $7,275,667 |
| NELNET INC CL A | NNI | Financial Services | 3.32% | 53,067 | -366 | -0.68% | $6,531,500 |
| OCCIDENTAL PETE CORP COM | OXY | Energy | 3.08% | 109,473 | +1,778 | +1.65% | $6,056,074 |
| AUTOZONE INC COM | AZO | Consumer Cyclical | 3.08% | 2,139 | -23 | -1.06% | $6,053,413 |
| VIPER ENERGY INC CL A | VNOM | Energy | 2.98% | 146,856 | +5,289 | +3.74% | $5,858,089 |
| APOLLO GLOBAL MGMT INC COM | APO | Financial Services | 2.95% | 50,020 | +1,125 | +2.30% | $5,805,361 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 2.89% | 73,585 | +8,034 | +12.26% | $5,684,504 |
| L3HARRIS TECHNOLOGIES INC COM | LHX | Industrials | 2.69% | 22,361 | +22,361 | +100.00% | $5,294,638 |
| CATERPILLAR INC COM | CAT | Industrials | 2.69% | 6,524 | -57 | -0.87% | $5,289,871 |
| STERLING INFRASTRUCTURE INC COM | STRL | Industrials | 2.60% | 10,394 | +346 | +3.44% | $5,111,561 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | VCIT | Other | 2.59% | 65,089 | +6,407 | +10.92% | $5,097,147 |
| ZOETIS INC CL A | ZTS | Healthcare | 2.47% | 69,586 | +5,462 | +8.52% | $4,859,215 |
| SPROUTS FMRS MKT INC COM | SFM | Consumer Defensive | 2.30% | 68,126 | +3,422 | +5.29% | $4,520,160 |
| CONOCOPHILLIPS COM | COP | Energy | 2.23% | 35,003 | +1,009 | +2.97% | $4,380,636 |
| PATHWARD FINANCIAL INC COM | CASH | Financial Services | 2.13% | 58,954 | +1,649 | +2.88% | $4,194,022 |
| POOL CORP COM | POOL | Industrials | 2.10% | 25,455 | +1,188 | +4.90% | $4,120,472 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 2.00% | 14,817 | +204 | +1.40% | $3,922,821 |
| UNIVERSAL TECHNICAL INST INC COM | UTI | Consumer Defensive | 1.83% | 192,116 | +50,572 | +35.73% | $3,586,806 |
| LKQ CORP COM | LKQ | Consumer Cyclical | 1.82% | 156,281 | -20,491 | -11.59% | $3,567,903 |
| BROOKFIELD CORP CL A LTD VT SH | BN | Financial Services | 1.79% | 96,461 | +1,087 | +1.14% | $3,516,968 |
| ACUITY INC COM | AYI | Industrials | 1.70% | 10,784 | -532 | -4.70% | $3,341,289 |
| WASTE MGMT INC DEL COM | WM | Industrials | 1.62% | 15,645 | +18 | +0.12% | $3,190,493 |
| RIDGEPOST CAP INC CL A COM | PX | Financial Services | 1.46% | 384,799 | +4,114 | +1.08% | $2,859,060 |
| NICE LTD SPONSORED ADR | NICE | Technology | 1.37% | 24,161 | +107 | +0.44% | $2,688,394 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 1.32% | 26,213 | +117 | +0.45% | $2,590,659 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 1.31% | 4,651 | +64 | +1.40% | $2,565,110 |
Showing 30 of 65 holdings in the latest reporting period.