Guardian Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Guardian Wealth Management, Inc. disclosed 61 stock positions valued at approximately $203.52M as of quarter-end June 30, 2026. The largest holdings include ARISTA NETWORKS INC COM SHS, ELI LILLY & CO COM, and STERLING INFRASTRUCTURE INC COM.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $203.52M
Holdings by Sector
Guardian Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS INC COM SHS | ANET | Other | 5.69% | 68,153 | +88 | +0.13% | $11,577,832 |
| ELI LILLY & CO COM | LLY | Healthcare | 4.61% | 7,823 | +300 | +3.99% | $9,384,139 |
| STERLING INFRASTRUCTURE INC COM | STRL | Industrials | 4.14% | 10,048 | -23,266 | -69.84% | $8,433,889 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 3.83% | 3,923 | +103 | +2.70% | $7,804,573 |
| ABBVIE INC COM | ABBV | Healthcare | 3.59% | 29,040 | +639 | +2.25% | $7,307,856 |
| NELNET INC CL A | NNI | Financial Services | 3.50% | 53,433 | +2,077 | +4.04% | $7,124,303 |
| CATERPILLAR INC COM | CAT | Industrials | 3.44% | 6,581 | +69 | +1.06% | $7,008,678 |
| AUTOZONE INC COM | AZO | Consumer Cyclical | 3.40% | 2,162 | +55 | +2.61% | $6,909,622 |
| UNIVERSAL TECHNICAL INST INC COM | UTI | Consumer Defensive | 2.97% | 141,544 | -1,581 | -1.10% | $6,053,837 |
| APOLLO GLOBAL MGMT INC COM | APO | Financial Services | 2.84% | 48,895 | +1,310 | +2.75% | $5,784,780 |
| SPROUTS FMRS MKT INC COM | SFM | Consumer Defensive | 2.69% | 64,704 | +31,842 | +96.90% | $5,472,664 |
| OCCIDENTAL PETE CORP COM | OXY | Energy | 2.57% | 107,695 | +273 | +0.25% | $5,230,752 |
| POOL CORP COM | POOL | Industrials | 2.56% | 24,267 | +24,267 | +100.00% | $5,214,978 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 2.55% | 65,551 | +10,178 | +18.38% | $5,180,501 |
| PATHWARD FINANCIAL INC COM | CASH | Financial Services | 2.45% | 57,305 | +1,869 | +3.37% | $4,989,014 |
| SS&C TECH HLDGS COM | SSNC | Technology | 2.41% | 78,891 | +3,448 | +4.57% | $4,895,224 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | VCIT | Other | 2.38% | 58,682 | +8,278 | +16.42% | $4,850,148 |
| LKQ CORP COM | LKQ | Consumer Cyclical | 2.29% | 176,772 | +6,664 | +3.92% | $4,654,410 |
| ZOETIS INC CL A | ZTS | Healthcare | 2.26% | 64,124 | +64,124 | +100.00% | $4,607,951 |
| ACUITY INC COM | AYI | Industrials | 2.09% | 11,316 | +473 | +4.36% | $4,262,593 |
| BROOKFIELD CORP CL A LTD VT SH | BN | Financial Services | 2.00% | 95,374 | +2,739 | +2.96% | $4,061,979 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 1.82% | 14,613 | +422 | +2.97% | $3,711,503 |
| CONOCOPHILLIPS COM | COP | Energy | 1.74% | 33,994 | +1,287 | +3.93% | $3,534,058 |
| WASTE MGMT INC DEL COM | WM | Industrials | 1.71% | 15,627 | +380 | +2.49% | $3,483,074 |
| RIDGEPOST CAP INC CL A COM | PX | Financial Services | 1.47% | 380,685 | +11,724 | +3.18% | $2,995,993 |
| NATIONAL PRESTO INDS INC COM | NPK | Industrials | 1.41% | 22,968 | -1,753 | -7.09% | $2,870,887 |
| KKR & CO INC COM | KKR | Financial Services | 1.29% | 28,667 | -904 | -3.06% | $2,631,070 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 1.24% | 17,225 | +553 | +3.32% | $2,525,875 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 1.16% | 26,096 | +655 | +2.57% | $2,367,966 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 1.16% | 4,587 | +141 | +3.17% | $2,356,342 |
Showing 30 of 61 holdings in the latest reporting period.