GW
Guardian Wealth Management, Inc.
13F filer · CIK 0001910205Reported 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 freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 13, 202658 positions | |||||
| $11.6M | 5.69% | 0.01% | +0.1% | Q4 2021 | |
| $9.38M | 4.61% | 0.00% | +4.0% | Q4 2021 | |
| $8.43M | 4.14% | 0.03% | -69.8% | Q4 2022 | |
| $7.8M | 3.83% | 0.00% | +2.7% | Q1 2025 | |
| $7.31M | 3.59% | 0.00% | +2.3% | Q4 2021 | |
| $7.12M | 3.50% | Not reported | +4.0% | Q4 2021 | |
| $7.01M | 3.44% | 0.00% | +1.1% | Q4 2021 | |
| $6.91M | 3.40% | 0.01% | +2.6% | Q4 2021 | |
| $6.05M | 2.97% | 0.26% | -1.1% | Q4 2022 | |
| VEVNOMViper Energy, Inc. | $6M | 2.95% | Not reported | +1.7% | Q3 2025 |
| $5.78M | 2.84% | 0.01% | +2.8% | Q4 2021 | |
| $5.47M | 2.69% | 0.07% | +96.9% | Q4 2021 | |
| $5.23M | 2.57% | 0.01% | +0.3% | Q2 2024 | |
| $5.21M | 2.56% | 0.07% | New | Q2 2026 | |
| $4.99M | 2.45% | 0.27% | +3.4% | Q1 2023 | |
| $4.9M | 2.41% | 0.03% | +4.6% | Q4 2021 | |
| $4.65M | 2.29% | 0.07% | +3.9% | Q4 2021 | |
| $4.61M | 2.26% | 0.02% | New | Q2 2026 | |
| $4.26M | 2.09% | 0.04% | +4.4% | Q4 2021 | |
| $4.06M | 2.00% | Not reported | +3.0% | Q4 2022 | |
| $3.71M | 1.82% | 0.00% | +3.0% | Q4 2021 | |
| $3.53M | 1.74% | 0.00% | +3.9% | Q4 2021 | |
| $3.48M | 1.71% | 0.00% | +2.5% | Q4 2021 | |
| $3M | 1.47% | 0.61% | +3.2% | Q1 2022 | |
| $2.87M | 1.41% | 0.32% | -7.1% | Q4 2024 | |
| $2.63M | 1.29% | 0.00% | -3.1% | Q4 2021 | |
| $2.53M | 1.24% | 0.00% | +3.3% | Q4 2021 | |
| $2.37M | 1.16% | 0.00% | +2.6% | Q4 2021 | |
| $2.36M | 1.16% | 0.00% | +3.2% | Q4 2021 | |
| $2.33M | 1.14% | 0.00% | +3.6% | Q4 2021 | |
| $2.25M | 1.10% | 0.01% | +3.8% | Q2 2025 | |
| $2.19M | 1.07% | 0.04% | -6.2% | Q1 2025 | |
| $2.14M | 1.05% | 0.03% | +4.7% | Q4 2021 | |
| $1.95M | 0.96% | 0.01% | +4.3% | Q4 2021 | |
| $1.95M | 0.96% | 0.41% | -16.3% | Q4 2021 | |
| $1.87M | 0.92% | 0.01% | +3.6% | Q4 2024 | |
| $1.81M | 0.89% | 0.00% | +6.6% | Q4 2021 | |
| $1.81M | 0.89% | 0.01% | +2.0% | Q2 2024 | |
| $1.79M | 0.88% | 0.00% | +3.9% | Q4 2021 | |
| $1.65M | 0.81% | 0.45% | +7.5% | Q4 2021 | |
| $1.53M | 0.75% | 0.00% | -7.6% | Q2 2022 | |
| $1.4M | 0.69% | 0.00% | -1.7% | Q4 2021 | |
| $1.3M | 0.64% | 0.00% | +3.3% | Q4 2021 | |
| $1.27M | 0.63% | 0.00% | -2.7% | Q4 2021 | |
| $1.13M | 0.56% | 0.01% | +4.8% | Q3 2024 | |
| $647K | 0.32% | 0.00% | +0.5% | Q4 2021 | |
| $571K | 0.28% | 0.01% | -27.9% | Q4 2025 | |
| $551K | 0.27% | 0.00% | -1.9% | Q4 2021 | |
| $317K | 0.16% | Not reported | +1.5% | Q1 2022 | |
| $292K | 0.14% | 0.00% | Not reported | Q4 2021 | |
| Q1 2026Reported May 8, 202653 positions | |||||
| $13.6M | 7.41% | 0.11% | -0.6% | Q4 2022 | |
| $8.36M | 4.56% | 0.01% | +2.0% | Q4 2021 | |
| $7.12M | 3.88% | 0.01% | +6.8% | Q4 2021 | |
| $6.98M | 3.81% | 0.01% | +160.2% | Q2 2024 | |
| $6.92M | 3.78% | 0.00% | +4.8% | Q4 2021 | |
| $6.62M | 3.61% | Not reported | +4.3% | Q4 2021 | |
| VEVNOMViper Energy, Inc. | $6.54M | 3.57% | Not reported | +59.5% | Q3 2025 |
| $6.18M | 3.37% | 0.00% | -3.1% | Q4 2021 | |
| $5.3M | 2.89% | 0.01% | +8.0% | Q4 2021 | |
| $5.17M | 2.82% | 0.26% | +4.0% | Q4 2022 | |
| $5.1M | 2.78% | 0.03% | +32.4% | Q4 2021 | |
| $5.05M | 2.75% | 0.00% | +2.7% | Q1 2025 | |
| $5M | 2.73% | 0.07% | +118.4% | Q4 2021 | |
| $4.95M | 2.70% | 0.25% | +14.9% | Q1 2023 | |
| $4.61M | 2.52% | 0.00% | -15.1% | Q4 2021 | |
| $4.32M | 2.36% | 0.00% | +56.1% | Q4 2021 | |
| $3.75M | 2.05% | Not reported | +1.1% | Q4 2022 | |
| $3.5M | 1.91% | 0.00% | +1.7% | Q4 2021 | |
| $3.47M | 1.89% | 0.00% | +2.6% | Q4 2021 | |
| $3.39M | 1.85% | 0.35% | -4.1% | Q4 2024 | |
| $3.04M | 1.66% | 0.04% | +10.5% | Q4 2021 | |
| $2.83M | 1.54% | 0.04% | +181.5% | Q1 2025 | |
| $2.74M | 1.49% | 0.00% | -1.6% | Q4 2021 | |
| $2.68M | 1.46% | 0.59% | +85.4% | Q1 2022 | |
| $2.61M | 1.43% | 0.00% | -0.2% | Q4 2021 | |
| $2.58M | 1.41% | 0.00% | +5.2% | Q4 2021 | |
| $2.53M | 1.38% | 0.03% | Not reported | Q4 2021 | |
| $2.41M | 1.31% | 0.00% | +10.2% | Q4 2021 | |
| $2.22M | 1.21% | 0.00% | +3.0% | Q4 2021 | |
| $2.04M | 1.11% | 0.49% | +244.4% | Q4 2021 | |
| $1.99M | 1.08% | 0.01% | +7.4% | Q2 2025 | |
| $1.94M | 1.06% | 0.03% | +5.2% | Q4 2021 | |
| $1.71M | 0.93% | 0.00% | +9.2% | Q2 2022 | |
| $1.69M | 0.92% | 0.01% | +2.0% | Q2 2024 | |
| $1.68M | 0.91% | 0.01% | +178.2% | Q4 2024 | |
| $1.64M | 0.90% | 0.01% | +101.2% | Q4 2021 | |
| $1.61M | 0.88% | 0.00% | +5.5% | Q4 2021 | |
| $1.55M | 0.85% | 0.00% | -8.6% | Q4 2021 | |
| $1.55M | 0.84% | 0.00% | +4.6% | Q4 2021 | |
| $1.33M | 0.73% | 0.45% | +10.0% | Q4 2021 | |
| $1.26M | 0.69% | 0.00% | +8.3% | Q4 2021 | |
| $1.25M | 0.68% | 0.00% | +0.2% | Q4 2021 | |
| $846K | 0.46% | 0.01% | +107.7% | Q3 2024 | |
| $694K | 0.38% | 0.00% | -14.0% | Q4 2021 | |
| $666K | 0.36% | 0.01% | +72.7% | Q4 2025 | |
| $490K | 0.27% | 0.00% | -0.2% | Q4 2021 | |
| $347K | 0.19% | 0.00% | -31.1% | Q4 2021 | |
| $344K | 0.19% | 0.00% | Not reported | Q2 2025 | |
| $316K | 0.17% | Not reported | -17.7% | Q4 2021 | |
| $285K | 0.16% | 0.00% | -15.0% | Q4 2021 | |
| Q4 2025Reported Feb 13, 202657 positions | |||||
| $10.3M | 6.03% | 0.11% | -1.4% | Q4 2022 | |
| $8.75M | 5.14% | 0.01% | -2.6% | Q4 2021 | |
| $7.72M | 4.53% | 0.00% | +0.6% | Q4 2021 | |
| $6.69M | 3.93% | 0.00% | -2.8% | Q4 2021 | |
| $6.69M | 3.93% | 0.01% | -1.7% | Q4 2021 | |
| $6.55M | 3.84% | Not reported | -0.5% | Q4 2021 | |
| $6.38M | 3.75% | 0.01% | -2.5% | Q4 2021 | |
| $4.98M | 2.93% | 0.02% | -0.9% | Q4 2021 | |
| $4.39M | 2.58% | 0.00% | +232.4% | Q4 2021 | |
| $4.2M | 2.47% | Not reported | -0.9% | Q4 2022 | |
| $3.98M | 2.34% | 0.00% | -1.0% | Q1 2025 | |
| $3.83M | 2.25% | 0.00% | -3.8% | Q4 2021 | |
| $3.6M | 2.11% | 0.25% | -3.3% | Q4 2022 | |
| $3.53M | 2.08% | 0.03% | 0.0% | Q4 2021 | |
| $3.42M | 2.01% | 0.22% | +19.0% | Q1 2023 | |
| VEVNOMViper Energy, Inc. | $3.37M | 1.98% | Not reported | -34.8% | Q3 2025 |
| $3.3M | 1.94% | 0.00% | -1.7% | Q4 2021 | |
| $3.19M | 1.88% | 0.00% | -8.7% | Q4 2021 | |
| $2.86M | 1.68% | 0.00% | -0.1% | Q4 2021 | |
| $2.75M | 1.62% | 0.36% | -5.5% | Q4 2024 | |
| $2.46M | 1.45% | 0.00% | -0.8% | Q4 2021 | |
| $2.35M | 1.38% | 0.03% | -51.1% | Q4 2021 | |
| $2.27M | 1.33% | 0.01% | -10.3% | Q4 2021 | |
| $2.26M | 1.33% | 0.00% | -2.2% | Q4 2021 | |
| $2.17M | 1.27% | 0.00% | -7.9% | Q4 2021 | |
| $1.96M | 1.15% | 0.00% | -35.4% | Q4 2021 | |
| $1.95M | 1.15% | 0.32% | -44.1% | Q1 2022 | |
| $1.94M | 1.14% | 0.01% | -3.1% | Q2 2025 | |
| $1.88M | 1.10% | 0.03% | -1.1% | Q4 2021 | |
| $1.75M | 1.03% | 0.00% | +0.4% | Q4 2021 | |
| $1.7M | 1.00% | 0.00% | -60.8% | Q2 2024 | |
| $1.64M | 0.96% | 0.00% | -1.0% | Q2 2022 | |
| $1.63M | 0.96% | 0.00% | -0.9% | Q4 2021 | |
| $1.56M | 0.91% | 0.01% | 0.0% | Q2 2024 | |
| $1.38M | 0.81% | 0.00% | -4.8% | Q4 2021 | |
| $1.36M | 0.80% | 0.00% | -1.1% | Q4 2021 | |
| $1.34M | 0.79% | 0.00% | -3.7% | Q4 2021 | |
| $1.12M | 0.66% | 0.45% | +3.2% | Q4 2021 | |
| $1.03M | 0.60% | 0.02% | -65.7% | Q1 2025 | |
| $854K | 0.50% | 0.00% | -48.8% | Q4 2021 | |
| $793K | 0.47% | 0.04% | +1.6% | Q4 2021 | |
| $693K | 0.41% | 0.00% | -62.7% | Q4 2024 | |
| $691K | 0.41% | 0.00% | -2.8% | Q4 2021 | |
| $616K | 0.36% | 0.14% | -75.9% | Q4 2021 | |
| $572K | 0.34% | 0.00% | -1.1% | Q4 2021 | |
| $524K | 0.31% | 0.00% | +44.1% | Q4 2021 | |
| $452K | 0.27% | 0.00% | -25.0% | Q4 2021 | |
| $421K | 0.25% | 0.01% | New | Q4 2025 | |
| $418K | 0.25% | 0.00% | -4.5% | Q2 2025 | |
| $358K | 0.21% | Not reported | -0.5% | Q4 2021 | |
| Q3 2025Reported Nov 14, 202555 positions | |||||
| $11.5M | 6.82% | 0.11% | -33.0% | Q4 2022 | |
| $9.98M | 5.90% | 0.01% | +0.5% | Q4 2021 | |
| $8.61M | 5.08% | 0.01% | +1.6% | Q4 2021 | |
| $6.98M | 4.12% | 0.00% | +2.5% | Q4 2021 | |
| $6.21M | 3.67% | Not reported | +3.7% | Q4 2021 | |
| $6.02M | 3.56% | 0.01% | +3.8% | Q4 2021 | |
| $5.45M | 3.22% | 0.00% | +1.5% | Q4 2021 | |
| VEVNOMViper Energy, Inc. | $5.12M | 3.02% | Not reported | New | Q3 2025 |
| $5.1M | 3.02% | 0.02% | +2.7% | Q4 2021 | |
| $4.98M | 2.94% | 0.01% | +1.3% | Q2 2024 | |
| $4.86M | 2.87% | 0.06% | +94.3% | Q4 2021 | |
| $4.63M | 2.74% | 0.26% | +0.1% | Q4 2022 | |
| $4.23M | 2.50% | Not reported | +0.6% | Q4 2022 | |
| $4.06M | 2.40% | 0.00% | -1.3% | Q4 2021 | |
| $3.87M | 2.29% | 0.57% | +47.7% | Q1 2022 | |
| $3.84M | 2.27% | 0.04% | +45.2% | Q1 2025 | |
| $3.74M | 2.21% | 0.00% | +0.4% | Q4 2021 | |
| $3.64M | 2.15% | 0.00% | Not reported | Q1 2025 | |
| $3.38M | 2.00% | 0.03% | +3.5% | Q4 2021 | |
| $3.37M | 1.99% | 0.00% | +1.5% | Q4 2021 | |
| $3.07M | 1.81% | 0.00% | +5.1% | Q4 2021 | |
| $3.06M | 1.81% | 0.38% | +3.3% | Q4 2024 | |
| $3M | 1.77% | 0.18% | Not reported | Q1 2023 | |
| $2.73M | 1.61% | 0.59% | +1.6% | Q4 2021 | |
| $2.57M | 1.52% | 0.00% | +1.6% | Q4 2021 | |
| $2.55M | 1.51% | 0.02% | +3.5% | Q4 2021 | |
| $2.52M | 1.49% | 0.00% | +1.9% | Q4 2021 | |
| $2.47M | 1.46% | 0.00% | +0.9% | Q4 2021 | |
| $2.27M | 1.34% | 0.00% | +1.5% | Q4 2021 | |
| $2.06M | 1.21% | 0.01% | +2.2% | Q4 2021 | |
| $1.99M | 1.18% | 0.01% | +1.2% | Q4 2024 | |
| $1.96M | 1.16% | 0.01% | +5.0% | Q2 2025 | |
| $1.83M | 1.08% | 0.03% | +3.7% | Q4 2021 | |
| $1.78M | 1.05% | 0.00% | +2.7% | Q4 2021 | |
| $1.78M | 1.05% | 0.01% | -0.3% | Q2 2024 | |
| $1.6M | 0.94% | 0.00% | +1.5% | Q4 2021 | |
| $1.45M | 0.86% | 0.00% | +1.3% | Q4 2021 | |
| $1.42M | 0.84% | 0.00% | -1.5% | Q4 2021 | |
| $1.3M | 0.77% | 0.00% | +0.1% | Q4 2021 | |
| $1.12M | 0.66% | 0.00% | +0.5% | Q2 2022 | |
| $1.1M | 0.65% | 0.00% | -0.2% | Q4 2021 | |
| $921K | 0.54% | 0.46% | +9.1% | Q4 2021 | |
| $787K | 0.47% | 0.01% | +4.2% | Q3 2024 | |
| $759K | 0.45% | 0.00% | -0.5% | Q4 2021 | |
| $750K | 0.44% | 0.04% | +8.7% | Q4 2021 | |
| $645K | 0.38% | 0.00% | +0.1% | Q4 2021 | |
| $610K | 0.36% | 0.00% | -1.4% | Q4 2021 | |
| $449K | 0.27% | 0.00% | Not reported | Q2 2025 | |
| $364K | 0.22% | 0.00% | +0.1% | Q4 2021 | |
| $356K | 0.21% | 0.00% | Not reported | Q4 2021 | |
Premium opens every quarter this fund has filed