Guardian Wealth Management, Inc.

CIK 0001910205 · PEORIA, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Guardian Wealth Management, Inc. reported 66 positions worth $203.5M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: ANET (5.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$203.5M
2026 Q2
Positions
66
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.1%
Est. Net Flow (Q)
2026 Q2
10 / 66 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ANETARISTA NETWORKS INC COM SHSSH$11.6M5.69%68,153
2LLYELI LILLY & CO COMSH$9.4M4.61%7,823
3STRLSTERLING INFRASTRUCTURE INC COMSH$8.4M4.14%10,048
4ASMLASML HLDG NV N Y REGISTRY SHSSH$7.8M3.83%3,923
5ABBVABBVIE INC COMSH$7.3M3.59%29,040
6NNINELNET INC CL ASH$7.1M3.50%53,433
7CATCATERPILLAR INC COMSH$7.0M3.44%6,581
8AZOAUTOZONE INC COMSH$6.9M3.40%2,162
9UTIUNIVERSAL TECHNICAL INST INC COMSH$6.1M2.97%141,544
10VNOMVIPER ENERGY INC CL ASH$6.0M2.95%141,567

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Guardian Wealth Management, Inc. hold as of Q2 2026?

Guardian Wealth Management, Inc. reported 66 positions worth $203.5M in its Q2 2026 13F filing. Largest positions: ANET (5.7%), LLY (4.6%), STRL (4.1%), ASML (3.8%) and ABBV (3.6%).

What did Guardian Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Guardian Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.