§ 13F · FUND PROFILE
Guardian Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $169M (13F)Positions · 61Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | STRL | STERLING INFRASTRUCTURE INC COM | 33K | $14M | 7.4% | −1% |
| 2 | ANET | ARISTA NETWORKS INC COM SHS | 68K | $8M | 4.6% | +2% |
| 3 | AZO | AUTOZONE INC COM | 2K | $7M | 3.9% | +7% |
| 4 | OXY | OCCIDENTAL PETE CORP COM | 107K | $7M | 3.8% | +160% |
| 5 | LLY | ELI LILLY & CO COM | 8K | $7M | 3.8% | +5% |
| 6 | NNI | NELNET INC CL A | 51K | $7M | 3.6% | +4% |
| 7 | VNOM | VIPER ENERGY INC CL A | 139K | $7M | 3.6% | +59% |
| 8 | ABBV | ABBVIE INC COM | 28K | $6M | 3.4% | −3% |
| 9 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 77K | $6M | 3.2% | +1145% |
| 10 | APO | APOLLO GLOBAL MGMT INC COM | 48K | $5M | 2.9% | +8% |
§ 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 $169 million in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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