Guardian Wealth Management, Inc. holds a diversified book of 66 reported positions worth $203.5M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Pool Corp and trimmed Sterling Infrastructure Inc. Their largest long position is Arista Networks Inc at 6% of the reported non-option book.
Guardian Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
+4 sectors below the cut, 10% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Guardian Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 33 / 66 | $43.1B |
| Uhlmann Price Securities, LLC | 24 / 66 | $2.4B |
| Independent Investors Inc | 11 / 66 | $386.1M |
| Ketron Financial | 13 / 66 | $216.0M |
| Evergreen Advisors, LLC | 9 / 66 | $287.7M |
| V. M. Manning & Co., Inc. | 12 / 66 | $70.5M |
| H&H International Investment, LLC | 7 / 66 | $12.1B |
| Private Capital Advisors, Inc. | 9 / 66 | $667.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Guardian Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Arista Networks Inc Com SHS Stock | $11.6M | 68.2K | 5.7% | ▲+0.1% Added · +88 sh | |
| 2 | Eli Lilly & Co Com Stock | $9.4M | 7.8K | 4.6% | ▲+4.0% Added · +300 sh | |
| 3 | Sterling Infrastructure Inc Com Stock | $8.4M | 10.0K | 4.1% | ▼−70% Reduced · −23K sh | |
| 4 | ASML Hldg NV N Y Registry SHS ADR | $7.8M | 3.9K | 3.8% | ▲+2.7% Added · +103 sh | |
| 5 | Abbvie Inc Com Stock | $7.3M | 29.0K | 3.6% | ▲+2.2% Added · +639 sh | |
| 6 | Nelnet Inc CL A Stock | $7.1M | 53.4K | 3.5% | ▲+4.0% Added · +2K sh | |
| 7 | Caterpillar Inc Com Stock | $7.0M | 6.6K | 3.4% | ▲+1.1% Added · +69 sh | |
| 8 | Autozone Inc Com Stock | $6.9M | 2.2K | 3.4% | ▲+2.6% Added · +55 sh | |
| 9 | Universal Technical Inst Inc Com Stock | $6.1M | 141.5K | 3.0% | ▼−1.1% Reduced · −2K sh | |
| 10 | Viper Energy Inc CL A Stock | $6.0M | 141.6K | 2.9% | ▲+1.7% Added · +2K sh | |
| 11 | Apollo Global Mgmt Inc Com Stock | $5.8M | 48.9K | 2.8% | ▲+2.8% Added · +1K sh | |
| 12 | Sprouts FMRS MKT Inc Com Stock | $5.5M | 64.7K | 2.7% | ▲+97% Added · +32K sh | |
| 13 | Occidental Pete Corp Com Stock | $5.2M | 107.7K | 2.6% | ▲+0.3% Added · +273 sh | |
| 14 | Pool Corp Com Stock | $5.2M | 24.3K | 2.6% | ▲New New position | |
| 15 | Vanguard Short-Term Corporate Bond ETF ETF | $5.2M | 65.6K | 2.5% | ▲+18% Added · +10K sh | |
| 16 | Pathward Financial Inc Com Stock | $5.0M | 57.3K | 2.5% | ▲+3.4% Added · +2K sh | |
| 17 | SS&C Tech Hldgs Com Stock | $4.9M | 78.9K | 2.4% | ▲+4.6% Added · +3K sh | |
| 18 | Vanguard Intermediate-Term Corporate Bond ETF ETF | $4.9M | 58.7K | 2.4% | ▲+16% Added · +8K sh | |
| 19 | LKQ Corp Com Stock | $4.7M | 176.8K | 2.3% | ▲+3.9% Added · +7K sh | |
| 20 | Zoetis Inc CL A Stock | $4.6M | 64.1K | 2.3% | ▲New New position | |
| 21 | Acuity Inc Com Stock | $4.3M | 11.3K | 2.1% | ▲+4.4% Added · +473 sh | |
| 22 | Vanguard 0-3 Month Treasury Bill ETF ETF | $4.1M | 54.5K | 2.0% | ▼−29% Reduced · −22K sh | |
| 23 | Brookfield Corp CL A Ltd VT SH Stock | $4.1M | 95.4K | 2.0% | ▲+3.0% Added · +3K sh | |
| 24 | Johnson & Johnson Com Stock | $3.7M | 14.6K | 1.8% | ▲+3.0% Added · +422 sh | |
| 25 | ConocoPhillips Com Stock | $3.5M | 34.0K | 1.7% | ▲+3.9% Added · +1K sh | |
| 26 | Waste Mgmt Inc Del Com Stock | $3.5M | 15.6K | 1.7% | ▲+2.5% Added · +380 sh | |
| 27 | Ridgepost Cap Inc CL A Com Stock | $3.0M | 380.7K | 1.5% | ▲+3.2% Added · +12K sh | |
| 28 | National Presto Inds Inc Com Stock | $2.9M | 23.0K | 1.4% | ▼−7.1% Reduced · −2K sh | |
| 29 | KKR & Co Inc Com Stock | $2.6M | 28.7K | 1.3% | ▼−3.0% Reduced · −904 sh | |
| 30 | Procter & Gamble Co Com Stock | $2.5M | 17.2K | 1.2% | ▲+3.3% Added · +553 sh | |
| 31 | Abbott Laboratories Com Stock | $2.4M | 26.1K | 1.2% | ▲+2.6% Added · +655 sh | |
| 32 | Mastercard Incorporated CL A Stock | $2.4M | 4.6K | 1.2% | ▲+3.2% Added · +141 sh | |
| 33 | Pepsico Inc Com Stock | $2.3M | 17.2K | 1.1% | ▲+3.6% Added · +598 sh | |
| 34 | Amcor PLC Com New Stock | $2.2M | 51.9K | 1.1% | ▲+3.8% Added · +2K sh | |
| 35 | Nice Ltd Sponsored ADR ADR | $2.2M | 24.1K | 1.1% | ▼−6.1% Reduced · −2K sh | |
| 36 | Stag Industrial Inc Com REIT | $2.1M | 56.3K | 1.1% | ▲+4.7% Added · +3K sh | |
| 37 | Kimberly-Clark Corp Com Stock | $2.0M | 17.8K | 1.0% | ▲+4.3% Added · +735 sh | |
| 38 | FRP Hldgs Inc Com Stock | $1.9M | 78.0K | 1.0% | ▼−16% Reduced · −15K sh | |
| 39 | Global PMTS Inc Com Stock | $1.9M | 25.8K | 0.9% | ▲+3.6% Added · +896 sh | |
| 40 | Unilever PLC Spon ADR New ADR | $1.8M | 30.2K | 0.9% | ▲+6.5% Added · +2K sh | |
| 41 | Labcorp Holdings Inc Com SHS Stock | $1.8M | 6.5K | 0.9% | ▲+1.9% Added · +124 sh | |
| 42 | 3M Co Com Stock | $1.8M | 11.1K | 0.9% | ▲+3.9% Added · +416 sh | |
| 43 | Alpine Income Ppty TR Inc Com REIT | $1.6M | 79.4K | 0.8% | ▲+7.5% Added · +6K sh | |
| 44 | Warner Bros Discovery Inc Com Ser A Stock | $1.5M | 57.4K | 0.8% | ▼−7.6% Reduced · −5K sh | |
| 45 | Apple Inc Com Stock | $1.4M | 4.9K | 0.7% | ▼−1.7% Reduced · −83 sh | |
| 46 | Disney Walt Co Com Stock | $1.3M | 13.5K | 0.6% | ▲+3.3% Added · +432 sh | |
| 47 | Lockheed Martin Corp Com Stock | $1.3M | 2.5K | 0.6% | ▼−2.6% Reduced · −68 sh | |
| 48 | Schwab US Dividend Equity ETF ETF | $1.2M | 38.4K | 0.6% | ▲+0.6% Added · +235 sh | |
| 49 | Siriusxm Holdings Inc Common Stock Stock | $1.1M | 38.4K | 0.6% | ▲+4.8% Added · +2K sh | |
| 50 | Schwab U.S. Broad Market ETF ETF | $1.1M | 37.0K | 0.5% | ▼−16% Reduced · −7K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 13d | 66 | $203.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 61 | $183.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 67 | $170.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 61 | $169.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 61 | $150.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 229 | $149.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 229 | $146.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 46d | 244 | $141.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.