Guardian Wealth Management, Inc. holds a diversified book of 66 stocks worth $203.5M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-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 equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910205/holdings"
Use Arkolith to show Guardian Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 66 | $203.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 61 | $183.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 67 | $170.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 61 | $169.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 61 | $150.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 229 | $149.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 229 | $146.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 244 | $141.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.