Guardian Wealth Management, LLC
Net buyer this quarter
$357M
8
+$59.2K
2.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IAU | $5.29M | 1.48% | 0.01% | +3.5% | Q4 2025 |
 DHR | $1.12M | 0.31% | 0.00% | -8.6% | Q1 2026 |
 CL | $291K | 0.08% | 0.00% | New | Q2 2026 |
 AAPL | $289K | 0.08% | 0.00% | +2.3% | Q4 2025 |
 GPN | $264K | 0.07% | 0.00% | +0.4% | Q4 2025 |
 AMZN | $235K | 0.07% | 0.00% | -10.0% | Q4 2025 |
 WMT | $235K | 0.07% | 0.00% | -0.5% | Q4 2025 |
 SO | $205K | 0.06% | 0.00% | +0.6% | Q4 2025 |
| Q1 2026 | |||||
| IAU | $6.03M | 1.83% | 0.01% | -12.8% | Q4 2025 |
| DHR | $1.21M | 0.37% | 0.00% | New | Q1 2026 |
 MSFT | $283K | 0.09% | 0.00% | +3.1% | Q4 2025 |
| WMT | $259K | 0.08% | 0.00% | -0.3% | Q4 2025 |
| AAPL | $248K | 0.08% | 0.00% | -0.7% | Q4 2025 |
| GPN | $244K | 0.07% | 0.00% | +0.4% | Q4 2025 |
| AMZN | $229K | 0.07% | 0.00% | -0.6% | Q4 2025 |
| SO | $206K | 0.06% | 0.00% | -9.2% | Q4 2025 |
| Q4 2025 | |||||
| IAU | $6.31M | 2.00% | 0.01% | New | Q4 2025 |
| MSFT | $359K | 0.11% | 0.00% | New | Q4 2025 |
| GPN | $280K | 0.09% | 0.00% | New | Q4 2025 |
| AAPL | $268K | 0.08% | 0.00% | New | Q4 2025 |
| AMZN | $255K | 0.08% | 0.00% | New | Q4 2025 |
| WMT | $233K | 0.07% | 0.00% | New | Q4 2025 |
| SO | $205K | 0.06% | 0.00% | New | Q4 2025 |