Skip to main content

Guardian Wealth Management, Inc.

13F filer · CIK 0001910205
Reported Jul 13, 2026
Net seller this quarter
13F portfolio value$204MU.S. long equity reported on 13F
Positions586 new · 1 closed
Net flow last quarter-$4MBuys minus sells
Top 10 positions weight38.1%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 13, 202658 positions
ANETArista Networks, Inc.$11.6M5.69%0.01%+0.1%Q4 2021
LLYELI LILLY & Co$9.38M4.61%0.00%+4.0%Q4 2021
STRLSterling Infrastructure, Inc.$8.43M4.14%0.03%-69.8%Q4 2022
ASMLAsml Holding NV$7.8M3.83%0.00%+2.7%Q1 2025
ABBVAbbVie Inc.$7.31M3.59%0.00%+2.3%Q4 2021
NNINelnet Inc$7.12M3.50%Not reported+4.0%Q4 2021
CATCaterpillar Inc$7.01M3.44%0.00%+1.1%Q4 2021
AZOAutozone Inc$6.91M3.40%0.01%+2.6%Q4 2021
UTIUniversal Technical Institute Inc$6.05M2.97%0.26%-1.1%Q4 2022
VNOMViper Energy, Inc.$6M2.95%Not reported+1.7%Q3 2025
APOApollo Global Management, Inc.$5.78M2.84%0.01%+2.8%Q4 2021
SFMSprouts Farmers Market, Inc.$5.47M2.69%0.07%+96.9%Q4 2021
OXYOccidental Petroleum Corp$5.23M2.57%0.01%+0.3%Q2 2024
POOLPool Corp$5.21M2.56%0.07%NewQ2 2026
CASHPathward Financial, Inc.$4.99M2.45%0.27%+3.4%Q1 2023
SSNCSS&C Technologies Holdings Inc$4.9M2.41%0.03%+4.6%Q4 2021
LKQLKQ Corp$4.65M2.29%0.07%+3.9%Q4 2021
ZTSZoetis Inc.$4.61M2.26%0.02%NewQ2 2026
AYIAcuity Inc. (De)$4.26M2.09%0.04%+4.4%Q4 2021
BNBROOKFIELD Corp$4.06M2.00%Not reported+3.0%Q4 2022
JNJJohnson & Johnson$3.71M1.82%0.00%+3.0%Q4 2021
COPConocophillips$3.53M1.74%0.00%+3.9%Q4 2021
WMWaste Management Inc$3.48M1.71%0.00%+2.5%Q4 2021
RPCRidgepost Capital, Inc.$3M1.47%0.61%+3.2%Q1 2022
NPKNational Presto Industries Inc$2.87M1.41%0.32%-7.1%Q4 2024
KKRKKR & Co. Inc.$2.63M1.29%0.00%-3.1%Q4 2021
PGPROCTER & GAMBLE Co$2.53M1.24%0.00%+3.3%Q4 2021
ABTAbbott Laboratories$2.37M1.16%0.00%+2.6%Q4 2021
MAMastercard Inc$2.36M1.16%0.00%+3.2%Q4 2021
PEPPepsico Inc$2.33M1.14%0.00%+3.6%Q4 2021
AMCRAmcor plc$2.25M1.10%0.01%+3.8%Q2 2025
NICENICE Ltd.$2.19M1.07%0.04%-6.2%Q1 2025
STAGSTAG Industrial, Inc.$2.14M1.05%0.03%+4.7%Q4 2021
KMBKimberly Clark Corp$1.95M0.96%0.01%+4.3%Q4 2021
FRPHFRP Holdings, Inc.$1.95M0.96%0.41%-16.3%Q4 2021
GPNGlobal Payments Inc$1.87M0.92%0.01%+3.6%Q4 2024
ULUnilever PLC$1.81M0.89%0.00%+6.6%Q4 2021
LHLabcorp Holdings Inc.$1.81M0.89%0.01%+2.0%Q2 2024
MMM3m Co$1.79M0.88%0.00%+3.9%Q4 2021
PINEAlpine Income Property Trust, Inc.$1.65M0.81%0.45%+7.5%Q4 2021
WBDWarner Bros. Discovery, Inc.$1.53M0.75%0.00%-7.6%Q2 2022
AAPLApple Inc.$1.4M0.69%0.00%-1.7%Q4 2021
DISWalt Disney Co$1.3M0.64%0.00%+3.3%Q4 2021
LMTLockheed Martin Corp$1.27M0.63%0.00%-2.7%Q4 2021
SIRISirius XM Holdings Inc.$1.13M0.56%0.01%+4.8%Q3 2024
PSXPhillips 66$647K0.32%0.00%+0.5%Q4 2021
EXPEagle Materials Inc$571K0.28%0.01%-27.9%Q4 2025
NVDANvidia Corp$551K0.27%0.00%-1.9%Q4 2021
GOOGAlphabet Inc.$317K0.16%Not reported+1.5%Q1 2022
GRMNGarmin Ltd$292K0.14%0.00%Not reportedQ4 2021
Q1 2026Reported May 8, 202653 positions
STRLSterling Infrastructure, Inc.$13.6M7.41%0.11%-0.6%Q4 2022
ANETArista Networks, Inc.$8.36M4.56%0.01%+2.0%Q4 2021
AZOAutozone Inc$7.12M3.88%0.01%+6.8%Q4 2021
OXYOccidental Petroleum Corp$6.98M3.81%0.01%+160.2%Q2 2024
LLYELI LILLY & Co$6.92M3.78%0.00%+4.8%Q4 2021
NNINelnet Inc$6.62M3.61%Not reported+4.3%Q4 2021
VNOMViper Energy, Inc.$6.54M3.57%Not reported+59.5%Q3 2025
ABBVAbbVie Inc.$6.18M3.37%0.00%-3.1%Q4 2021
APOApollo Global Management, Inc.$5.3M2.89%0.01%+8.0%Q4 2021
UTIUniversal Technical Institute Inc$5.17M2.82%0.26%+4.0%Q4 2022
SSNCSS&C Technologies Holdings Inc$5.1M2.78%0.03%+32.4%Q4 2021
ASMLAsml Holding NV$5.05M2.75%0.00%+2.7%Q1 2025
LKQLKQ Corp$5M2.73%0.07%+118.4%Q4 2021
CASHPathward Financial, Inc.$4.95M2.70%0.25%+14.9%Q1 2023
CATCaterpillar Inc$4.61M2.52%0.00%-15.1%Q4 2021
COPConocophillips$4.32M2.36%0.00%+56.1%Q4 2021
BNBROOKFIELD Corp$3.75M2.05%Not reported+1.1%Q4 2022
WMWaste Management Inc$3.5M1.91%0.00%+1.7%Q4 2021
JNJJohnson & Johnson$3.47M1.89%0.00%+2.6%Q4 2021
NPKNational Presto Industries Inc$3.39M1.85%0.35%-4.1%Q4 2024
AYIAcuity Inc. (De)$3.04M1.66%0.04%+10.5%Q4 2021
NICENICE Ltd.$2.83M1.54%0.04%+181.5%Q1 2025
KKRKKR & Co. Inc.$2.74M1.49%0.00%-1.6%Q4 2021
RPCRidgepost Capital, Inc.$2.68M1.46%0.59%+85.4%Q1 2022
ABTAbbott Laboratories$2.61M1.43%0.00%-0.2%Q4 2021
PEPPepsico Inc$2.58M1.41%0.00%+5.2%Q4 2021
SFMSprouts Farmers Market, Inc.$2.53M1.38%0.03%Not reportedQ4 2021
PGPROCTER & GAMBLE Co$2.41M1.31%0.00%+10.2%Q4 2021
MAMastercard Inc$2.22M1.21%0.00%+3.0%Q4 2021
FRPHFRP Holdings, Inc.$2.04M1.11%0.49%+244.4%Q4 2021
AMCRAmcor plc$1.99M1.08%0.01%+7.4%Q2 2025
STAGSTAG Industrial, Inc.$1.94M1.06%0.03%+5.2%Q4 2021
WBDWarner Bros. Discovery, Inc.$1.71M0.93%0.00%+9.2%Q2 2022
LHLabcorp Holdings Inc.$1.69M0.92%0.01%+2.0%Q2 2024
GPNGlobal Payments Inc$1.68M0.91%0.01%+178.2%Q4 2024
KMBKimberly Clark Corp$1.64M0.90%0.01%+101.2%Q4 2021
ULUnilever PLC$1.61M0.88%0.00%+5.5%Q4 2021
LMTLockheed Martin Corp$1.55M0.85%0.00%-8.6%Q4 2021
MMM3m Co$1.55M0.84%0.00%+4.6%Q4 2021
PINEAlpine Income Property Trust, Inc.$1.33M0.73%0.45%+10.0%Q4 2021
DISWalt Disney Co$1.26M0.69%0.00%+8.3%Q4 2021
AAPLApple Inc.$1.25M0.68%0.00%+0.2%Q4 2021
SIRISirius XM Holdings Inc.$846K0.46%0.01%+107.7%Q3 2024
PSXPhillips 66$694K0.38%0.00%-14.0%Q4 2021
EXPEagle Materials Inc$666K0.36%0.01%+72.7%Q4 2025
NVDANvidia Corp$490K0.27%0.00%-0.2%Q4 2021
BRBroadridge Financial Solutions, Inc.$347K0.19%0.00%-31.1%Q4 2021
PLTRPalantir Technologies Inc.$344K0.19%0.00%Not reportedQ2 2025
AZNAstrazeneca PLC$316K0.17%Not reported-17.7%Q4 2021
GRMNGarmin Ltd$285K0.16%0.00%-15.0%Q4 2021
Q4 2025Reported Feb 13, 202657 positions
STRLSterling Infrastructure, Inc.$10.3M6.03%0.11%-1.4%Q4 2022
ANETArista Networks, Inc.$8.75M5.14%0.01%-2.6%Q4 2021
LLYELI LILLY & Co$7.72M4.53%0.00%+0.6%Q4 2021
ABBVAbbVie Inc.$6.69M3.93%0.00%-2.8%Q4 2021
AZOAutozone Inc$6.69M3.93%0.01%-1.7%Q4 2021
NNINelnet Inc$6.55M3.84%Not reported-0.5%Q4 2021
APOApollo Global Management, Inc.$6.38M3.75%0.01%-2.5%Q4 2021
SSNCSS&C Technologies Holdings Inc$4.98M2.93%0.02%-0.9%Q4 2021
CATCaterpillar Inc$4.39M2.58%0.00%+232.4%Q4 2021
BNBROOKFIELD Corp$4.2M2.47%Not reported-0.9%Q4 2022
ASMLAsml Holding NV$3.98M2.34%0.00%-1.0%Q1 2025
KKRKKR & Co. Inc.$3.83M2.25%0.00%-3.8%Q4 2021
UTIUniversal Technical Institute Inc$3.6M2.11%0.25%-3.3%Q4 2022
AYIAcuity Inc. (De)$3.53M2.08%0.03%0.0%Q4 2021
CASHPathward Financial, Inc.$3.42M2.01%0.22%+19.0%Q1 2023
VNOMViper Energy, Inc.$3.37M1.98%Not reported-34.8%Q3 2025
WMWaste Management Inc$3.3M1.94%0.00%-1.7%Q4 2021
ABTAbbott Laboratories$3.19M1.88%0.00%-8.7%Q4 2021
JNJJohnson & Johnson$2.86M1.68%0.00%-0.1%Q4 2021
NPKNational Presto Industries Inc$2.75M1.62%0.36%-5.5%Q4 2024
MAMastercard Inc$2.46M1.45%0.00%-0.8%Q4 2021
LKQLKQ Corp$2.35M1.38%0.03%-51.1%Q4 2021
OMCOmnicom Group Inc.$2.27M1.33%0.01%-10.3%Q4 2021
PEPPepsico Inc$2.26M1.33%0.00%-2.2%Q4 2021
PGPROCTER & GAMBLE Co$2.17M1.27%0.00%-7.9%Q4 2021
COPConocophillips$1.96M1.15%0.00%-35.4%Q4 2021
RPCRidgepost Capital, Inc.$1.95M1.15%0.32%-44.1%Q1 2022
AMCRAmcor plc$1.94M1.14%0.01%-3.1%Q2 2025
STAGSTAG Industrial, Inc.$1.88M1.10%0.03%-1.1%Q4 2021
ULUnilever PLC$1.75M1.03%0.00%+0.4%Q4 2021
OXYOccidental Petroleum Corp$1.7M1.00%0.00%-60.8%Q2 2024
WBDWarner Bros. Discovery, Inc.$1.64M0.96%0.00%-1.0%Q2 2022
MMM3m Co$1.63M0.96%0.00%-0.9%Q4 2021
LHLabcorp Holdings Inc.$1.56M0.91%0.01%0.0%Q2 2024
DISWalt Disney Co$1.38M0.81%0.00%-4.8%Q4 2021
LMTLockheed Martin Corp$1.36M0.80%0.00%-1.1%Q4 2021
AAPLApple Inc.$1.34M0.79%0.00%-3.7%Q4 2021
PINEAlpine Income Property Trust, Inc.$1.12M0.66%0.45%+3.2%Q4 2021
NICENICE Ltd.$1.03M0.60%0.02%-65.7%Q1 2025
KMBKimberly Clark Corp$854K0.50%0.00%-48.8%Q4 2021
NWNNorthwest Natural Holding Co$793K0.47%0.04%+1.6%Q4 2021
GPNGlobal Payments Inc$693K0.41%0.00%-62.7%Q4 2024
BRBroadridge Financial Solutions, Inc.$691K0.41%0.00%-2.8%Q4 2021
FRPHFRP Holdings, Inc.$616K0.36%0.14%-75.9%Q4 2021
PSXPhillips 66$572K0.34%0.00%-1.1%Q4 2021
NVDANvidia Corp$524K0.31%0.00%+44.1%Q4 2021
MSFTMicrosoft Corp$452K0.27%0.00%-25.0%Q4 2021
EXPEagle Materials Inc$421K0.25%0.01%NewQ4 2025
PLTRPalantir Technologies Inc.$418K0.25%0.00%-4.5%Q2 2025
AZNAstrazeneca PLC$358K0.21%Not reported-0.5%Q4 2021
Q3 2025Reported Nov 14, 202555 positions
STRLSterling Infrastructure, Inc.$11.5M6.82%0.11%-33.0%Q4 2022
ANETArista Networks, Inc.$9.98M5.90%0.01%+0.5%Q4 2021
AZOAutozone Inc$8.61M5.08%0.01%+1.6%Q4 2021
ABBVAbbVie Inc.$6.98M4.12%0.00%+2.5%Q4 2021
NNINelnet Inc$6.21M3.67%Not reported+3.7%Q4 2021
APOApollo Global Management, Inc.$6.02M3.56%0.01%+3.8%Q4 2021
LLYELI LILLY & Co$5.45M3.22%0.00%+1.5%Q4 2021
VNOMViper Energy, Inc.$5.12M3.02%Not reportedNewQ3 2025
SSNCSS&C Technologies Holdings Inc$5.1M3.02%0.02%+2.7%Q4 2021
OXYOccidental Petroleum Corp$4.98M2.94%0.01%+1.3%Q2 2024
LKQLKQ Corp$4.86M2.87%0.06%+94.3%Q4 2021
UTIUniversal Technical Institute Inc$4.63M2.74%0.26%+0.1%Q4 2022
BNBROOKFIELD Corp$4.23M2.50%Not reported+0.6%Q4 2022
KKRKKR & Co. Inc.$4.06M2.40%0.00%-1.3%Q4 2021
RPCRidgepost Capital, Inc.$3.87M2.29%0.57%+47.7%Q1 2022
NICENICE Ltd.$3.84M2.27%0.04%+45.2%Q1 2025
ABTAbbott Laboratories$3.74M2.21%0.00%+0.4%Q4 2021
ASMLAsml Holding NV$3.64M2.15%0.00%Not reportedQ1 2025
AYIAcuity Inc. (De)$3.38M2.00%0.03%+3.5%Q4 2021
WMWaste Management Inc$3.37M1.99%0.00%+1.5%Q4 2021
COPConocophillips$3.07M1.81%0.00%+5.1%Q4 2021
NPKNational Presto Industries Inc$3.06M1.81%0.38%+3.3%Q4 2024
CASHPathward Financial, Inc.$3M1.77%0.18%Not reportedQ1 2023
FRPHFRP Holdings, Inc.$2.73M1.61%0.59%+1.6%Q4 2021
JNJJohnson & Johnson$2.57M1.52%0.00%+1.6%Q4 2021
OMCOmnicom Group Inc.$2.55M1.51%0.02%+3.5%Q4 2021
PGPROCTER & GAMBLE Co$2.52M1.49%0.00%+1.9%Q4 2021
MAMastercard Inc$2.47M1.46%0.00%+0.9%Q4 2021
PEPPepsico Inc$2.27M1.34%0.00%+1.5%Q4 2021
KMBKimberly Clark Corp$2.06M1.21%0.01%+2.2%Q4 2021
GPNGlobal Payments Inc$1.99M1.18%0.01%+1.2%Q4 2024
AMCRAmcor plc$1.96M1.16%0.01%+5.0%Q2 2025
STAGSTAG Industrial, Inc.$1.83M1.08%0.03%+3.7%Q4 2021
ULUnilever PLC$1.78M1.05%0.00%+2.7%Q4 2021
LHLabcorp Holdings Inc.$1.78M1.05%0.01%-0.3%Q2 2024
MMM3m Co$1.6M0.94%0.00%+1.5%Q4 2021
DISWalt Disney Co$1.45M0.86%0.00%+1.3%Q4 2021
LMTLockheed Martin Corp$1.42M0.84%0.00%-1.5%Q4 2021
AAPLApple Inc.$1.3M0.77%0.00%+0.1%Q4 2021
WBDWarner Bros. Discovery, Inc.$1.12M0.66%0.00%+0.5%Q2 2022
CATCaterpillar Inc$1.1M0.65%0.00%-0.2%Q4 2021
PINEAlpine Income Property Trust, Inc.$921K0.54%0.46%+9.1%Q4 2021
SIRISirius XM Holdings Inc.$787K0.47%0.01%+4.2%Q3 2024
BRBroadridge Financial Solutions, Inc.$759K0.45%0.00%-0.5%Q4 2021
NWNNorthwest Natural Holding Co$750K0.44%0.04%+8.7%Q4 2021
MSFTMicrosoft Corp$645K0.38%0.00%+0.1%Q4 2021
PSXPhillips 66$610K0.36%0.00%-1.4%Q4 2021
PLTRPalantir Technologies Inc.$449K0.27%0.00%Not reportedQ2 2025
NVDANvidia Corp$364K0.22%0.00%+0.1%Q4 2021
GRMNGarmin Ltd$356K0.21%0.00%Not reportedQ4 2021
Premium opens every quarter this fund has filed

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.