Guardian Wealth Management, Inc.

Est. AUM

$203.5M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ARISTA NETWORKS INC COM SHS	Stock	$11.6M	68153	5.69%	SOLE
2	ELI LILLY & CO COM	Stock	$9.4M	7823	4.61%	SOLE
3	STERLING INFRASTRUCTURE INC COM	Stock	$8.4M	10048	4.14%	SOLE
4	ASML HLDG NV N Y REGISTRY SHS	ADR	$7.8M	3923	3.83%	SOLE
5	ABBVIE INC COM	Stock	$7.3M	29040	3.59%	SOLE
6	NELNET INC CL A	Stock	$7.1M	53433	3.50%	SOLE
7	CATERPILLAR INC COM	Stock	$7.0M	6581	3.44%	SOLE
8	AUTOZONE INC COM	Stock	$6.9M	2162	3.40%	SOLE
9	UNIVERSAL TECHNICAL INST INC COM	Stock	$6.1M	141544	2.97%	SOLE
10	VIPER ENERGY INC CL A	Stock	$6.0M	141567	2.95%	SOLE
11	APOLLO GLOBAL MGMT INC COM	Stock	$5.8M	48895	2.84%	SOLE
12	SPROUTS FMRS MKT INC COM	Stock	$5.5M	64704	2.69%	SOLE
13	OCCIDENTAL PETE CORP COM	Stock	$5.2M	107695	2.57%	SOLE
14	POOL CORP COM	Stock	$5.2M	24267	2.56%	SOLE
15	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$5.2M	65551	2.55%	SOLE
16	PATHWARD FINANCIAL INC COM	Stock	$5.0M	57305	2.45%	SOLE
17	SS&C TECH HLDGS COM	Stock	$4.9M	78891	2.41%	SOLE
18	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$4.8M	58682	2.38%	SOLE
19	LKQ CORP COM	Stock	$4.7M	176772	2.29%	SOLE
20	ZOETIS INC CL A	Stock	$4.6M	64124	2.26%	SOLE
21	ACUITY INC COM	Stock	$4.3M	11316	2.09%	SOLE
22	VANGUARD 0-3 MONTH TREASURY BILL ETF	ETF	$4.1M	54508	2.03%	SOLE
23	BROOKFIELD CORP CL A LTD VT SH	Stock	$4.1M	95374	2.00%	SOLE
24	JOHNSON & JOHNSON COM	Stock	$3.7M	14613	1.82%	SOLE
25	CONOCOPHILLIPS COM	Stock	$3.5M	33994	1.74%	SOLE
26	WASTE MGMT INC DEL COM	Stock	$3.5M	15627	1.71%	SOLE
27	RIDGEPOST CAP INC CL A COM	Stock	$3.0M	380685	1.47%	SOLE
28	NATIONAL PRESTO INDS INC COM	Stock	$2.9M	22968	1.41%	SOLE
29	KKR & CO INC COM	Stock	$2.6M	28667	1.29%	SOLE
30	PROCTER & GAMBLE CO COM	Stock	$2.5M	17225	1.24%	SOLE
31	ABBOTT LABORATORIES COM	Stock	$2.4M	26096	1.16%	SOLE
32	MASTERCARD INCORPORATED CL A	Stock	$2.4M	4587	1.16%	SOLE
33	PEPSICO INC COM	Stock	$2.3M	17192	1.14%	SOLE
34	AMCOR PLC COM NEW	Stock	$2.2M	51859	1.10%	SOLE
35	NICE LTD SPONSORED ADR	ADR	$2.2M	24054	1.07%	SOLE
36	STAG INDUSTRIAL INC COM	REIT	$2.1M	56342	1.05%	SOLE
37	KIMBERLY-CLARK CORP COM	Stock	$1.9M	17767	0.96%	SOLE
38	FRP HLDGS INC COM	Stock	$1.9M	77953	0.96%	SOLE
39	GLOBAL PMTS INC COM	Stock	$1.9M	25786	0.92%	SOLE
40	UNILEVER PLC SPON ADR NEW	ADR	$1.8M	30172	0.89%	SOLE
41	LABCORP HOLDINGS INC COM SHS	Stock	$1.8M	6451	0.89%	SOLE
42	3M CO COM	Stock	$1.8M	11069	0.88%	SOLE
43	ALPINE INCOME PPTY TR INC COM	REIT	$1.6M	79412	0.81%	SOLE
44	WARNER BROS DISCOVERY INC COM SER A	Stock	$1.5M	57402	0.75%	SOLE
45	APPLE INC COM	Stock	$1.4M	4853	0.69%	SOLE
46	DISNEY WALT CO COM	Stock	$1.3M	13525	0.64%	SOLE
47	LOCKHEED MARTIN CORP COM	Stock	$1.3M	2499	0.63%	SOLE
48	SCHWAB US DIVIDEND EQUITY ETF	ETF	$1.2M	38380	0.60%	SOLE
49	SIRIUSXM HOLDINGS INC COMMON STOCK	Stock	$1.1M	38377	0.56%	SOLE
50	SCHWAB U.S. BROAD MARKET ETF	ETF	$1.1M	36953	0.53%	SOLE

1–50 of 66

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.