Guardian Wealth Management, Inc. 13F Holdings · Q2 2026
Guardian Wealth Management, Inc. reported 66 securities worth $203.52M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ANET (5.69%), LLY (4.61%), STRL (4.14%). Among its top 25 positions this quarter: 2 new, 20 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ANET | ARISTA NETWORKS INC COM SHS | $11.6M | 5.69% | 68,153 | Added |
| 2 | LLY | ELI LILLY & CO COM | $9.4M | 4.61% | 7,823 | Added |
| 3 | STRL | STERLING INFRASTRUCTURE INC COM | $8.4M | 4.14% | 10,048 | Trimmed |
| 4 | ASML | ASML HLDG NV N Y REGISTRY SHS | $7.8M | 3.83% | 3,923 | Added |
| 5 | ABBV | ABBVIE INC COM | $7.3M | 3.59% | 29,040 | Added |
| 6 | NNI | NELNET INC CL A | $7.1M | 3.50% | 53,433 | Added |
| 7 | CAT | CATERPILLAR INC COM | $7.0M | 3.44% | 6,581 | Added |
| 8 | AZO | AUTOZONE INC COM | $6.9M | 3.40% | 2,162 | Added |
| 9 | UTI | UNIVERSAL TECHNICAL INST INC COM | $6.1M | 2.97% | 141,544 | Trimmed |
| 10 | VNOM | VIPER ENERGY INC CL A | $6.0M | 2.95% | 141,567 | Added |
| 11 | APO | APOLLO GLOBAL MGMT INC COM | $5.8M | 2.84% | 48,895 | Added |
| 12 | SFM | SPROUTS FMRS MKT INC COM | $5.5M | 2.69% | 64,704 | Added |
| 13 | OXY | OCCIDENTAL PETE CORP COM | $5.2M | 2.57% | 107,695 | Added |
| 14 | POOL | POOL CORP COM | $5.2M | 2.56% | 24,267 | New |
| 15 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $5.2M | 2.55% | 65,551 | Added |
| 16 | CASH | PATHWARD FINANCIAL INC COM | $5.0M | 2.45% | 57,305 | Added |
| 17 | SSNC | SS&C TECH HLDGS COM | $4.9M | 2.41% | 78,891 | Added |
| 18 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.9M | 2.38% | 58,682 | Added |
| 19 | LKQ | LKQ CORP COM | $4.7M | 2.29% | 176,772 | Added |
| 20 | ZTS | ZOETIS INC CL A | $4.6M | 2.26% | 64,124 | New |
| 21 | AYI | ACUITY INC COM | $4.3M | 2.09% | 11,316 | Added |
| 22 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $4.1M | 2.03% | 54,508 | Trimmed |
| 23 | BN | BROOKFIELD CORP CL A LTD VT SH | $4.1M | 2.00% | 95,374 | Added |
| 24 | JNJ | JOHNSON & JOHNSON COM | $3.7M | 1.82% | 14,613 | Added |
| 25 | COP | CONOCOPHILLIPS COM | $3.5M | 1.74% | 33,994 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR