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Guardian Wealth Management, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1910205
Institutional-grade research for retail investors

Sector Allocation

  • Technology16.7%$34.0M
  • Healthcare15.3%$31.2M
  • Financials13.7%$28.0M
  • Consumer Discretionary12.3%$25.1M
  • Industrials9.8%$20.0M
  • Other8.7%$17.7M
  • Energy7.7%$15.6M
  • Consumer Staples6.0%$12.1M
  • Real Estate4.8%$9.8M
  • Communication Services1.9%$4.0M

AUM History

13fpro.ai/research/fund/guardian-wealth-management-inc-1910205

Conviction and streaks

Diversifying · top 10 = 38.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

ANET$ANETConviction hold5.7% weight · held 7 quartersLLY$LLYConviction hold4.6% weight · held 10 quartersSTRL$STRLConviction hold4.1% weight · held 10 quartersASML$ASMLConviction hold3.8% weight · held 4 quartersABBV$ABBVConviction hold3.6% weight · held 10 quarters$Accumulating+2705% shares · 9 quarters running$Accumulating+9319% shares · 9 quarters runningAYI$AYIAccumulating+32% shares · 7 quarters runningBN$BNAccumulating+69% shares · 6 quarters runningPINE$PINEAccumulating+109% shares · 6 quarters runningLMT$LMTTrimming-20% shares · 9 quarters runningBR$BRTrimming-55% shares · 9 quarters running$Trimming-47% shares · 6 quarters runningSTRL$STRLTrimming-80% shares · 4 quarters runningKKR$KKRTrimming-9% shares · 4 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/guardian-wealth-management-inc-1910205

Guardian Wealth Management, Inc. 13F holdings — Q2 2026

$203.5M portfolio (+11.1% QoQ) · 66 holdings · Q2 2026 13F · top 10 are 38% of the stock portfolio

All holdings — Guardian Wealth Management, Inc. (Q2 2026)

66 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
APO$APOApollo Global Management, Inc.$5.8M+3%
SFM$SFMSprouts Farmers Market, Inc.$5.5M+97%
OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$5.2M+0.3%
POOL$POOLPOOL CORP$5.2MNew
— VANGUARD SHORT-TERM CORPORATE BOND ETF - ETFnote$5.2M+18%
CASH$CASHPATHWARD FINANCIAL, INC.$5.0M+3%
SSNC$SSNCSS&C Technologies Holdings Inc$4.9M+5%
— VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETFnote$4.9M+16%
LKQ$LKQLKQ CORP$4.7M+4%
ZTS$ZTSZoetis Inc.$4.6MNew
AYI$AYIACUITY INC. (DE)$4.3M+4%
— VANGUARD 0-3 MONTH TREASURY BILL ETF - ETFetf/fund$4.1M-29%
BN$BNBROOKFIELD Corp /ON/$4.1M+3%
JNJ$JNJJOHNSON & JOHNSON$3.7M+3%
COP$COPCONOCOPHILLIPS$3.5M+4%

What changed in Q2 2026

Against the previous quarter's 13F: 6 new, 42 added to, 17 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

  • POOL$POOLPOOL CORP$5.2M

    first bought this quarter

  • ZTS$ZTSZoetis Inc.$4.6M

    first bought this quarter

  • KLAC$KLACKLA CORP$232K

    first bought this quarter

  • TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$232K

    first bought this quarter

  • JPM$JPMJPMORGAN CHASE & CO$220K

    first bought this quarter

  • DE$DEDEERE & CO$202K

    first bought this quarter

Added to (42)

  • SFM$SFMSprouts Farmers Market, Inc.+97%

    now $5.5M · held 2 qtrs, 2 adds in a row

  • VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF+18%

    now $5.2M

  • VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETF+16%

    now $4.9M

  • LLY$LLYELI LILLY & Co+4%

    now $9.4M · held 10+ qtrs, 2 adds in a row

  • NNI$NNINELNET INC+4%

    now $7.1M · held 10+ qtrs, 2 adds in a row

  • SSNC$SSNCSS&C Technologies Holdings Inc+5%

    now $4.9M · held 10+ qtrs, 2 adds in a row

+36 more in the Excel export

Trimmed (17)

  • STRL$STRLSTERLING INFRASTRUCTURE, INC.-70%

    now $8.4M · held 10+ qtrs

  • VANGUARD 0-3 MONTH TREASURY BILL ETF - ETF-29%

    now $4.1M

  • FRPH$FRPHFRP HOLDINGS, INC.-16%

    now $1.9M · held 10+ qtrs

  • EXP$EXPEAGLE MATERIALS INC-28%

    now $571K · held 3 qtrs

  • NPK$NPKNATIONAL PRESTO INDUSTRIES INC-7%

    now $2.9M · held 7 qtrs, 3 trims in a row

  • SCHWAB U.S. BROAD MARKET ETF - ETF-16%

    now $1.1M

+11 more in the Excel export

Sold out (1)

  • PLTR$PLTRPalantir Technologies Inc.was $344K

    held 4 qtrs

Share

Holdings by quarter

Every 13F Guardian Wealth Management, Inc. has filed, 18 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Guardian Wealth Management's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-9.8%

Value-weighted move of the 10 largest stock positions

Turnover

10%

Last quarter; 43% over the last 4

Top 10 weight

38%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Guardian Wealth Management, Inc. disclosed 66 positions worth $203.5M in its Form 13F-HR for Q2 2026, led by $ANET (Arista Networks, Inc.) at 5.7% of the equity portfolio, followed by $LLY and $STRL. During the quarter the fund opened 6 new positions and exited 1 — including a new stake in $POOL and a full exit from $PLTR. The portfolio is most concentrated in Technology (16.7% of disclosed assets). All figures are sourced directly from Guardian Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1910205.

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AI-Powered Hedge Fund Analysis: Guardian Wealth Management, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Guardian Wealth Management, Inc. (SEC CIK: 1910205), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Guardian Wealth Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.