§ 13F · FUND PROFILE
Guardian Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $169.3T (13F)Positions · 61Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | 65K | $12.4T | 7.3% | NEW |
| 2 | STRL | STERLING INFRASTRUCTURE INC COM | 34K | $10.3T | 6.0% | −1% |
| 3 | ANET | ARISTA NETWORKS INC COM SHS | 67K | $8.7T | 5.1% | −3% |
| 4 | LLY | ELI LILLY & CO COM | 7K | $7.7T | 4.5% | +1% |
| 5 | ABBV | ABBVIE INC COM | 29K | $6.7T | 3.9% | −3% |
| 6 | AZO | AUTOZONE INC COM | 2K | $6.7T | 3.9% | −2% |
| 7 | NNI | NELNET INC CL A | 49K | $6.5T | 3.8% | −1% |
| 8 | APO | APOLLO GLOBAL MGMT INC COM | 44K | $6.4T | 3.7% | −2% |
| 9 | SSNC | SS&C TECHNOLOGIES HLDGS INC COM | 57K | $5.0T | 2.9% | −1% |
| 10 | CAT | CATERPILLAR INC COM | 8K | $4.4T | 2.6% | +232% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUARDIAN SIGNAL
AC read
Guardian Wealth Management, Inc. is a Other fund managing $169259.0 trillion in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed