13F Insight
DOSSIER · 13F-HR · Q2 2026

Guardian Wealth Management, Inc.

$204M in tracked AUM across 66 positions as of Q2 2026.

GW
CIK 0001910205 · last filed Jun 30, 2026
Total AUM
$204M
as of Q2 2026
Holdings
66
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Guardian Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ANET
ARISTA NETWORKS INC COM SHS
$12M68K5.7%02
LLY
ELI LILLY & CO COM
$9M8K4.6%03
STRL
STERLING INFRASTRUCTURE INC COM
$8M10K4.1%04
N07059210
ASML HLDG NV N Y REGISTRY SHS
$8M4K3.8%05
ABBV
ABBVIE INC COM
$7M29K3.6%06
NNI
NELNET INC CL A
$7M53K3.5%07
CAT
CATERPILLAR INC COM
$7M7K3.4%08
AZO
AUTOZONE INC COM
$7M2K3.4%09
UTI
UNIVERSAL TECHNICAL INST INC COM
$6M142K3.0%10
VNOM
VIPER ENERGY INC CL A
$6M142K2.9%

Filing history

2026Q2Jun 30
$204M▲ 11.1%
66 positionsView →2026Q1Mar 31
$183M▲ 7.6%
61 positionsView →2025Q4Dec 31
$170M▲ 0.6%
67 positionsView →2025Q3Sep 30
$169M▲ 12.7%
61 positionsView →2025Q2Jun 30
$150M▲ 116.2%
61 positionsLocked2025Q1Mar 31
$69M▼ 52.7%
105 positionsLocked2024Q4Dec 31
$147M▲ 3.5%
229 positionsLocked2024Q3Sep 30
$142M▲ 8.5%
244 positionsLocked2024Q2Jun 30
$131M▲ 0.8%
246 positionsLocked2024Q1Mar 31
$130M▲ 9.7%
244 positionsLocked2023Q4Dec 31
$118M▲ 10.7%
258 positionsLocked2023Q3Sep 30
$107M▼ 2.5%
226 positionsLocked
Showing 12 of 19