§ 13F · FUND PROFILE
Guardian Wealth Management, Inc..
AUM · $204M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ANET | ARISTA NETWORKS INC COM SHS | 68K | $12M | 5.7% | ±0% |
| 2 | LLY | ELI LILLY & CO COM | 8K | $9M | 4.6% | +4% |
| 3 | STRL | STERLING INFRASTRUCTURE INC COM | 10K | $8M | 4.1% | −70% |
| 4 | ASML | ASML HLDG NV N Y REGISTRY SHS | 4K | $8M | 3.8% | +3% |
| 5 | ABBV | ABBVIE INC COM | 29K | $7M | 3.6% | +2% |
| 6 | NNI | NELNET INC CL A | 53K | $7M | 3.5% | +4% |
| 7 | CAT | CATERPILLAR INC COM | 7K | $7M | 3.4% | +1% |
| 8 | AZO | AUTOZONE INC COM | 2K | $7M | 3.4% | +3% |
| 9 | UTI | UNIVERSAL TECHNICAL INST INC COM | 142K | $6M | 3.0% | −1% |
| 10 | VNOM | VIPER ENERGY INC CL A | 142K | $6M | 2.9% | +2% |
§ 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 $204 million in assets. The fund runs a portfolio of 66 positions.
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