Guardian Wealth Management, Inc. Portfolio Stock Holdings
Guardian Wealth Management, Inc. disclosed 61 stock positions valued at approximately $183.2 million in its latest SEC 13F filing. The largest holdings include STERLING INFRASTRUCTURE INC COM, ARISTA NETWORKS INC COM SHS, and AUTOZONE INC COM. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 61
- Portfolio Value
- $183.2M
Holdings by Sector
Guardian Wealth Management, Inc. Portfolio Holdings in Q1 2026
56 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STERLING INFRASTRUCTURE INC COM | STRL | Industrials | 7.41% | 33,314 | -193 | -0.58% | $13,567,793 |
| ARISTA NETWORKS INC COM SHS | ANET | Other | 4.56% | 68,065 | +1,323 | +1.98% | $8,357,021 |
| AUTOZONE INC COM | AZO | Consumer Cyclical | 3.88% | 2,107 | +134 | +6.79% | $7,116,982 |
| OCCIDENTAL PETE CORP COM | OXY | Energy | 3.81% | 107,422 | +66,136 | +160.19% | $6,982,450 |
| ELI LILLY & CO COM | LLY | Healthcare | 3.78% | 7,523 | +343 | +4.78% | $6,919,753 |
| NELNET INC CL A | NNI | Financial Services | 3.61% | 51,356 | +2,128 | +4.32% | $6,622,993 |
| ABBVIE INC COM | ABBV | Healthcare | 3.37% | 28,401 | -898 | -3.06% | $6,177,088 |
| APOLLO GLOBAL MGMT INC COM | APO | Financial Services | 2.89% | 47,585 | +3,534 | +8.02% | $5,302,005 |
| UNIVERSAL TECHNICAL INST INC COM | UTI | Consumer Defensive | 2.82% | 143,125 | +5,434 | +3.95% | $5,166,813 |
| SS&C TECH HLDGS COM | SSNC | Technology | 2.78% | 75,443 | +18,449 | +32.37% | $5,097,748 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 2.75% | 3,820 | +100 | +2.69% | $5,045,571 |
| LKQ CORP COM | LKQ | Consumer Cyclical | 2.73% | 170,108 | +92,217 | +118.39% | $4,996,094 |
| PATHWARD FINANCIAL INC COM | CASH | Financial Services | 2.70% | 55,436 | +7,207 | +14.94% | $4,946,559 |
| CATERPILLAR INC COM | CAT | Industrials | 2.52% | 6,512 | -1,157 | -15.09% | $4,614,171 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 2.40% | 55,373 | +9,335 | +20.28% | $4,389,472 |
| CONOCOPHILLIPS COM | COP | Energy | 2.36% | 32,707 | +11,751 | +56.07% | $4,317,326 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | VCIT | Other | 2.28% | 50,404 | +7,641 | +17.87% | $4,170,936 |
| BROOKFIELD CORP CL A LTD VT SH | BN | Financial Services | 2.05% | 92,635 | +1,020 | +1.11% | $3,748,938 |
| WASTE MGMT INC DEL COM | WM | Industrials | 1.91% | 15,247 | +250 | +1.67% | $3,503,628 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 1.89% | 14,191 | +359 | +2.60% | $3,469,006 |
| NATIONAL PRESTO INDS INC COM | NPK | Industrials | 1.85% | 24,721 | -1,049 | -4.07% | $3,388,268 |
| ACUITY INC COM | AYI | Industrials | 1.66% | 10,843 | +1,028 | +10.47% | $3,038,687 |
| NICE LTD SPONSORED ADR | NICE | Technology | 1.54% | 25,629 | +16,525 | +181.51% | $2,825,854 |
| KKR & CO INC COM | KKR | Financial Services | 1.49% | 29,571 | -489 | -1.63% | $2,735,319 |
| RIDGEPOST CAP INC CL A COM | PX | Financial Services | 1.46% | 368,961 | +169,973 | +85.42% | $2,678,664 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 1.43% | 25,441 | -42 | -0.16% | $2,612,080 |
| PEPSICO INC COM | PEP | Consumer Defensive | 1.41% | 16,594 | +815 | +5.17% | $2,576,885 |
| SPROUTS FMRS MKT INC COM | SFM | Consumer Defensive | 1.38% | 32,862 | +32,862 | +100.00% | $2,534,646 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 1.31% | 16,672 | +1,540 | +10.18% | $2,408,151 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 1.21% | 4,446 | +131 | +3.04% | $2,221,667 |
| FRP HLDGS INC COM | FRPH | Real Estate | 1.11% | 93,130 | +66,087 | +244.38% | $2,037,684 |
| STAG INDUSTRIAL INC COM | STAG | Real Estate | 1.06% | 53,813 | +2,641 | +5.16% | $1,940,498 |
| WARNER BROS DISCOVERY INC COM SER A | WBD | Communication Services | 0.93% | 62,148 | +5,253 | +9.23% | $1,706,584 |
| LABCORP HOLDINGS INC COM SHS | LH | Healthcare | 0.92% | 6,327 | +126 | +2.03% | $1,688,355 |
| GLOBAL PMTS INC COM | GPN | Industrials | 0.91% | 24,890 | +15,943 | +178.19% | $1,675,105 |
| KIMBERLY-CLARK CORP COM | KMB | Consumer Defensive | 0.90% | 17,032 | +8,565 | +101.16% | $1,643,137 |
| LOCKHEED MARTIN CORP COM | LMT | Industrials | 0.85% | 2,567 | -242 | -8.62% | $1,552,066 |
| 3M CO COM | MMM | Industrials | 0.84% | 10,653 | +467 | +4.58% | $1,547,222 |
| ALPINE INCOME PPTY TR INC COM | PINE | Real Estate | 0.73% | 73,866 | +6,735 | +10.03% | $1,329,602 |
| DISNEY WALT CO COM | DIS | Communication Services | 0.69% | 13,093 | +1,007 | +8.33% | $1,261,991 |
| APPLE INC COM | AAPL | Technology | 0.68% | 4,936 | +8 | +0.16% | $1,252,823 |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Other | 0.64% | 38,145 | -10,191 | -21.08% | $1,170,297 |
| SCHWAB U.S. BROAD MARKET ETF | SCHB | Other | 0.61% | 44,173 | -11,289 | -20.35% | $1,108,761 |
| SIRIUSXM HOLDINGS INC COMMON STOCK | SIRI | Consumer Discretionary | 0.46% | 36,633 | +18,993 | +107.67% | $845,503 |
| PHILLIPS 66 COM | PSX | Energy | 0.38% | 3,811 | -622 | -14.03% | $694,357 |
| EAGLE MATLS INC COM | EXP | Basic Materials | 0.36% | 3,515 | +1,480 | +72.73% | $666,032 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 0.30% | 2,502 | -41 | -1.61% | $543,667 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.27% | 2,807 | -5 | -0.18% | $489,544 |
| BROADRIDGE FINL SOLUTIONS INC COM | BR | Technology | 0.19% | 2,135 | -963 | -31.08% | $346,910 |
| PALANTIR TECHNOLOGIES INC CL A | PLTR | Technology | 0.19% | 2,351 | - | - | $343,904 |
| VANGUARD VALUE ETF | VTV | Other | 0.18% | 1,720 | -63,205 | -97.35% | $337,540 |
| GARMIN LTD SHS | GRMN | Other | 0.16% | 1,230 | -217 | -15.00% | $285,372 |
| VANGUARD S&P 500 VALUE ETF | VOOV | Other | 0.14% | 1,262 | -8 | -0.63% | $257,259 |
| MICROSOFT CORP COM | MSFT | Technology | 0.14% | 693 | -241 | -25.80% | $256,544 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.14% | 884 | -85 | -8.77% | $253,756 |
| BLACK STONE MINERALS L P COM UNIT | BSM | Energy | 0.10% | 12,407 | +51 | +0.41% | $187,601 |