Holders — by stockHoldings — by fund
Guardian Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001910205
$203.5M
disclosed book value
66
positions
5.7%
largest position share
Positions, as of 2026-06-30
top 66 of 66 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ANETARISTA NETWORKS INC COM SHS | 68,153 | $11.6M | 5.7% |
| 2 | LLYELI LILLY & CO COM | 7,823 | $9.4M | 4.6% |
| 3 | STRLSTERLING INFRASTRUCTURE INC COM | 10,048 | $8.4M | 4.1% |
| 4 | ASMLASML HLDG NV N Y REGISTRY SHS | 3,923 | $7.8M | 3.8% |
| 5 | ABBVABBVIE INC COM | 29,040 | $7.3M | 3.6% |
| 6 | NNINELNET INC CL A | 53,433 | $7.1M | 3.5% |
| 7 | CATCATERPILLAR INC COM | 6,581 | $7.0M | 3.4% |
| 8 | AZOAUTOZONE INC COM | 2,162 | $6.9M | 3.4% |
| 9 | UTIUNIVERSAL TECHNICAL INST INC COM | 141,544 | $6.1M | 3% |
| 10 | VNOMVIPER ENERGY INC CL A | 141,567 | $6.0M | 2.9% |
| 11 | APOAPOLLO GLOBAL MGMT INC COM | 48,895 | $5.8M | 2.8% |
| 12 | SFMSPROUTS FMRS MKT INC COM | 64,704 | $5.5M | 2.7% |
| 13 | OXYOCCIDENTAL PETE CORP COM | 107,695 | $5.2M | 2.6% |
| 14 | POOLPOOL CORP COM | 24,267 | $5.2M | 2.6% |
| 15 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 65,551 | $5.2M | 2.5% |
| 16 | CASHPATHWARD FINANCIAL INC COM | 57,305 | $5.0M | 2.5% |
| 17 | SSNCSS&C TECH HLDGS COM | 78,891 | $4.9M | 2.4% |
| 18 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 58,682 | $4.9M | 2.4% |
| 19 | LKQLKQ CORP COM | 176,772 | $4.7M | 2.3% |
| 20 | ZTSZOETIS INC CL A | 64,124 | $4.6M | 2.3% |
| 21 | AYIACUITY INC COM | 11,316 | $4.3M | 2.1% |
| 22 | VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | 54,508 | $4.1M | 2% |
| 23 | BNBROOKFIELD CORP CL A LTD VT SH | 95,374 | $4.1M | 2% |
| 24 | JNJJOHNSON & JOHNSON COM | 14,613 | $3.7M | 1.8% |
| 25 | COPCONOCOPHILLIPS COM | 33,994 | $3.5M | 1.7% |
| 26 | WMWASTE MGMT INC DEL COM | 15,627 | $3.5M | 1.7% |
| 27 | RPCRIDGEPOST CAP INC CL A COM | 380,685 | $3.0M | 1.5% |
| 28 | NPKNATIONAL PRESTO INDS INC COM | 22,968 | $2.9M | 1.4% |
| 29 | KKRKKR & CO INC COM | 28,667 | $2.6M | 1.3% |
| 30 | PGPROCTER & GAMBLE CO COM | 17,225 | $2.5M | 1.2% |
| 31 | ABTABBOTT LABORATORIES COM | 26,096 | $2.4M | 1.2% |
| 32 | MAMASTERCARD INCORPORATED CL A | 4,587 | $2.4M | 1.2% |
| 33 | PEPPEPSICO INC COM | 17,192 | $2.3M | 1.1% |
| 34 | AMCRAMCOR PLC COM NEW | 51,859 | $2.2M | 1.1% |
| 35 | NICENICE LTD SPONSORED ADR | 24,054 | $2.2M | 1.1% |
| 36 | STAGSTAG INDUSTRIAL INC COM | 56,342 | $2.1M | 1.1% |
| 37 | KMBKIMBERLY-CLARK CORP COM | 17,767 | $2.0M | 1% |
| 38 | FRPHFRP HLDGS INC COM | 77,953 | $1.9M | 1% |
| 39 | GPNGLOBAL PMTS INC COM | 25,786 | $1.9M | 0.9% |
| 40 | ULUNILEVER PLC SPON ADR NEW | 30,172 | $1.8M | 0.9% |
| 41 | LHLABCORP HOLDINGS INC COM SHS | 6,451 | $1.8M | 0.9% |
| 42 | MMM3M CO COM | 11,069 | $1.8M | 0.9% |
| 43 | PINEALPINE INCOME PPTY TR INC COM | 79,412 | $1.6M | 0.8% |
| 44 | WBDWARNER BROS DISCOVERY INC COM SER A | 57,402 | $1.5M | 0.8% |
| 45 | AAPLAPPLE INC COM | 4,853 | $1.4M | 0.7% |
| 46 | DISDISNEY WALT CO COM | 13,525 | $1.3M | 0.6% |
| 47 | LMTLOCKHEED MARTIN CORP COM | 2,499 | $1.3M | 0.6% |
| 48 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 38,380 | $1.2M | 0.6% |
| 49 | SIRISIRIUSXM HOLDINGS INC COMMON STOCK | 38,377 | $1.1M | 0.6% |
| 50 | SCHBSCHWAB U.S. BROAD MARKET ETF | 36,953 | $1.1M | 0.5% |
| 51 | PSXPHILLIPS 66 COM | 3,828 | $647,162 | 0.3% |
| 52 | VBRVANGUARD SMALL CAP VALUE ETF | 2,547 | $619,095 | 0.3% |
| 53 | EXPEAGLE MATLS INC COM | 2,535 | $570,594 | 0.3% |
| 54 | NVDANVIDIA CORPORATION COM | 2,754 | $551,076 | 0.3% |
| 55 | VTVVANGUARD VALUE ETF | 1,724 | $375,711 | 0.2% |
| 56 | GOOGALPHABET INC CAP STK CL C | 897 | $317,158 | 0.2% |
| 57 | GRMNGARMIN LTD SHS | 1,230 | $292,174 | 0.1% |
| 58 | VOOVVANGUARD S&P 500 VALUE ETF | 1,307 | $286,661 | 0.1% |
| 59 | AZNASTRAZENECA PLC ORD | 1,392 | $263,951 | 0.1% |
| 60 | BRBROADRIDGE FINL SOLUTIONS INC COM | 1,854 | $254,025 | 0.1% |
| 61 | KLACKLA CORP COM NEW | 770 | $232,403 | 0.1% |
| 62 | TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 486 | $232,099 | 0.1% |
| 63 | JPMJPMORGAN CHASE & CO COM | 672 | $220,217 | 0.1% |
| 64 | MSFTMICROSOFT CORP COM | 566 | $211,408 | 0.1% |
| 65 | DEDEERE & CO COM | 318 | $201,798 | 0.1% |
| 66 | BSMBLACK STONE MINERALS L P COM UNIT | 11,778 | $164,541 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.