Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Guardian Wealth Management, Inc. (CIK 1910205) reported $183.2M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: STRL ($13.6M, 7.41%), ANET ($8.4M, 4.56%), AZO ($7.1M, 3.88%), OXY ($7.0M, 3.81%), LLY ($6.9M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STRL | STERLING INFRASTRUCTURE INC COM | $13.6M | 7.41% | 33,314 | Trimmed |
| 2 | ANET | ARISTA NETWORKS INC COM SHS | $8.4M | 4.56% | 68,065 | Added |
| 3 | AZO | AUTOZONE INC COM | $7.1M | 3.88% | 2,107 | Added |
| 4 | OXY | OCCIDENTAL PETE CORP COM | $7.0M | 3.81% | 107,422 | Added |
| 5 | LLY | ELI LILLY & CO COM | $6.9M | 3.78% | 7,523 | Added |
| 6 | NNI | NELNET INC CL A | $6.6M | 3.61% | 51,356 | Added |
| 7 | VNOM | VIPER ENERGY INC CL A | $6.5M | 3.57% | 139,182 | Added |
| 8 | ABBV | ABBVIE INC COM | $6.2M | 3.37% | 28,401 | Trimmed |
| 9 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $5.8M | 3.17% | 76,755 | Added |
| 10 | APO | APOLLO GLOBAL MGMT INC COM | $5.3M | 2.89% | 47,585 | Added |
| 11 | UTI | UNIVERSAL TECHNICAL INST INC COM | $5.2M | 2.82% | 143,125 | Added |
| 12 | SSNC | SS&C TECH HLDGS COM | $5.1M | 2.78% | 75,443 | Added |
| 13 | ASML | ASML HLDG NV N Y REGISTRY SHS | $5.0M | 2.75% | 3,820 | Added |
| 14 | LKQ | LKQ CORP COM | $5.0M | 2.73% | 170,108 | Added |
| 15 | CASH | PATHWARD FINANCIAL INC COM | $4.9M | 2.70% | 55,436 | Added |
| 16 | CAT | CATERPILLAR INC COM | $4.6M | 2.52% | 6,512 | Trimmed |
| 17 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $4.4M | 2.40% | 55,373 | Added |
| 18 | COP | CONOCOPHILLIPS COM | $4.3M | 2.36% | 32,707 | Added |
| 19 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.2M | 2.28% | 50,404 | Added |
| 20 | BN | BROOKFIELD CORP CL A LTD VT SH | $3.7M | 2.05% | 92,635 | Added |
| 21 | WM | WASTE MGMT INC DEL COM | $3.5M | 1.91% | 15,247 | Added |
| 22 | JNJ | JOHNSON & JOHNSON COM | $3.5M | 1.89% | 14,191 | Added |
| 23 | NPK | NATIONAL PRESTO INDS INC COM | $3.4M | 1.85% | 24,721 | Trimmed |
| 24 | AYI | ACUITY INC COM | $3.0M | 1.66% | 10,843 | Added |
| 25 | NICE | NICE LTD SPONSORED ADR | $2.8M | 1.54% | 25,629 | Added |
Source: SEC Form 13F filings · as of 2026-03-31