Guardian Wealth Management, Inc.

PEORIA, IL · CIK 1910205 · 13F filing filed 2026-07-13

SEC-registered investment adviser since 2018 · corporation

Assets managed$289.1m
Staff5 · 4 in investment roles
Main clients (by assets)High net worth individuals 50%, Pension plans 25%, Companies 16%
Websitegwmanagers.com
Form ADV · 2026-05-19SEC adviser record

$203.5m reported value +11.1% vs Q1 2026

66positions

38.1%in top 10

6 new 42 added 17 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ARISTA NETWORKS INC COM SHS ANET	ANET	68,153	$11.6m5.69%	5.69%	Added +88	+88 0.1%
2	ELI LILLY & CO COM LLY	LLY	7,823	$9.4m4.61%	4.61%	Added +300	+300 4.0%
3	STERLING INFRASTRUCTURE INC COM STRL	STRL	10,048	$8.4m4.14%	4.14%	Reduced -23.3k	-23,266 -69.8%
4	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,923	$7.8m3.83%	3.83%	Added +103	+103 2.7%
5	ABBVIE INC COM ABBV	ABBV	29,040	$7.3m3.59%	3.59%	Added +639	+639 2.2%
6	NELNET INC CL A NNI	NNI	53,433	$7.1m3.50%	3.50%	Added +2.1k	+2,077 4.0%
7	CATERPILLAR INC COM CAT	CAT	6,581	$7.0m3.44%	3.44%	Added +69	+69 1.1%
8	AUTOZONE INC COM AZO	AZO	2,162	$6.9m3.40%	3.40%	Added +55	+55 2.6%
9	UNIVERSAL TECHNICAL INST INC COM UTI	UTI	141,544	$6.1m2.97%	2.97%	Reduced -1.6k	-1,581 -1.1%
10	VIPER ENERGY INC CL A VNOM	VNOM	141,567	$6.0m2.95%	2.95%	Added +2.4k	+2,385 1.7%
11	APOLLO GLOBAL MGMT INC COM APO	APO	48,895	$5.8m2.84%	2.84%	Added +1.3k	+1,310 2.8%
12	SPROUTS FMRS MKT INC COM SFM	SFM	64,704	$5.5m2.69%	2.69%	Added +31.8k	+31,842 96.9%
13	OCCIDENTAL PETE CORP COM OXY	OXY	107,695	$5.2m2.57%	2.57%	Added +273	+273 0.2%
14	POOL CORP COM POOL	POOL	24,267	$5.2m2.56%	2.56%	New
15	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	65,551	$5.2m2.55%	2.55%	Added +10.2k	+10,178 18.4%
16	PATHWARD FINANCIAL INC COM CASH	CASH	57,305	$5.0m2.45%	2.45%	Added +1.9k	+1,869 3.4%
17	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	78,891	$4.9m2.41%	2.41%	Added +3.4k	+3,448 4.6%
18	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	58,682	$4.9m2.38%	2.38%	Added +8.3k	+8,278 16.4%
19	LKQ CORP COM LKQ	LKQ	176,772	$4.7m2.29%	2.29%	Added +6.7k	+6,664 3.9%
20	ZOETIS INC CL A ZTS	ZTS	64,124	$4.6m2.26%	2.26%	New
21	ACUITY INC COM AYI	AYI	11,316	$4.3m2.09%	2.09%	Added +473	+473 4.4%
22	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	54,508	$4.1m2.03%	2.03%	Reduced -22.2k	-22,247 -29.0%
23	BROOKFIELD CORP CL A LTD VT SH BN	BN	95,374	$4.1m2.00%	2.00%	Added +2.7k	+2,739 3.0%
24	JOHNSON & JOHNSON COM JNJ	JNJ	14,613	$3.7m1.82%	1.82%	Added +422	+422 3.0%
25	CONOCOPHILLIPS COM COP	COP	33,994	$3.5m1.74%	1.74%	Added +1.3k	+1,287 3.9%
26	WASTE MGMT INC DEL COM WM	WM	15,627	$3.5m1.71%	1.71%	Added +380	+380 2.5%
27	P10 INC COM CL A RPC	RPC	380,685	$3.0m1.47%	1.47%	Added +11.7k	+11,724 3.2%
28	NATIONAL PRESTO INDS INC COM NPK	NPK	22,968	$2.9m1.41%	1.41%	Reduced -1.8k	-1,753 -7.1%
29	KKR & CO INC COM KKR	KKR	28,667	$2.6m1.29%	1.29%	Reduced -904	-904 -3.1%
30	PROCTER AND GAMBLE CO COM PG	PG	17,225	$2.5m1.24%	1.24%	Added +553	+553 3.3%
31	ABBOTT LABS COM ABT	ABT	26,096	$2.4m1.16%	1.16%	Added +655	+655 2.6%
32	MASTERCARD INCORPORATED CL A MA	MA	4,587	$2.4m1.16%	1.16%	Added +141	+141 3.2%
33	PEPSICO INC COM PEP	PEP	17,192	$2.3m1.14%	1.14%	Added +598	+598 3.6%
34	AMCOR PLC COM NEW AMCR	AMCR	51,859	$2.2m1.10%	1.10%	Added +1.9k	+1,876 3.8%
35	NICE LTD SPONSORED ADR NICE	NICE	24,054	$2.2m1.07%	1.07%	Reduced -1.6k	-1,575 -6.2%
36	STAG INDL INC COM STAG	STAG	56,342	$2.1m1.05%	1.05%	Added +2.5k	+2,529 4.7%
37	KIMBERLY-CLARK CORP COM KMB	KMB	17,767	$2.0m0.96%	0.96%	Added +735	+735 4.3%
38	FRP HLDGS INC COM FRPH	FRPH	77,953	$1.9m0.96%	0.96%	Reduced -15.2k	-15,177 -16.3%
39	GLOBAL PMTS INC COM GPN	GPN	25,786	$1.9m0.92%	0.92%	Added +896	+896 3.6%
40	UNILEVER PLC SPON ADR NEW UL	UL	30,172	$1.8m0.89%	0.89%	Added +1.9k	+1,854 6.5%
41	LABCORP HOLDINGS INC COM SHS LH	LH	6,451	$1.8m0.89%	0.89%	Added +124	+124 2.0%
42	3M CO COM MMM	MMM	11,069	$1.8m0.88%	0.88%	Added +416	+416 3.9%
43	ALPINE INCOME PPTY TR INC COM PINE	PINE	79,412	$1.6m0.81%	0.81%	Added +5.5k	+5,546 7.5%
44	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	57,402	$1.5m0.75%	0.75%	Reduced -4.7k	-4,746 -7.6%
45	APPLE INC COM AAPL	AAPL	4,853	$1.4m0.69%	0.69%	Reduced -83	-83 -1.7%
46	DISNEY WALT CO COM DIS	DIS	13,525	$1.3m0.64%	0.64%	Added +432	+432 3.3%
47	LOCKHEED MARTIN CORP COM LMT	LMT	2,499	$1.3m0.63%	0.63%	Reduced -68	-68 -2.6%
48	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	38,380	$1.2m0.60%	0.60%	Added +235	+235 0.6%
49	SIRIUSXM HOLDINGS INC COMMON STOCK SIRI	SIRI	38,377	$1.1m0.56%	0.56%	Added +1.7k	+1,744 4.8%
50	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	36,953	$1.1m0.53%	0.53%	Reduced -7.2k	-7,220 -16.3%
51	PHILLIPS 66 COM PSX	PSX	3,828	$647.2k0.32%	0.32%	Added +17	+17 0.5%
52	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,547	$619.1k0.30%	0.30%	Added +45	+45 1.8%
53	EAGLE MATLS INC COM EXP	EXP	2,535	$570.6k0.28%	0.28%	Reduced -980	-980 -27.9%
54	NVIDIA CORPORATION COM NVDA	NVDA	2,754	$551.1k0.27%	0.27%	Reduced -53	-53 -1.9%
55	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,724	$375.7k0.18%	0.18%	Added +4	+4 0.2%
56	ALPHABET INC CAP STK CL C GOOG	GOOG	897	$317.2k0.16%	0.16%	Added +13	+13 1.5%
57	GARMIN LTD SHS GRMN	GRMN	1,230	$292.2k0.14%	0.14%	Unchanged
58	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	1,307	$286.7k0.14%	0.14%	Added +45	+45 3.6%
59	ASTRAZENECA PLC ORD AZN	AZN	1,392	$264.0k0.13%	0.13%	Reduced -210	-210 -13.1%
60	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	1,854	$254.0k0.12%	0.12%	Reduced -281	-281 -13.2%
61	KLA CORP COM NEW KLAC	KLAC	770	$232.4k0.11%	0.11%	New
62	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	486	$232.1k0.11%	0.11%	New
63	JPMORGAN CHASE & CO COM JPM	JPM	672	$220.2k0.11%	0.11%	New
64	MICROSOFT CORP COM MSFT	MSFT	566	$211.4k0.10%	0.10%	Reduced -127	-127 -18.3%
65	DEERE & CO COM DE	DE	318	$201.8k0.10%	0.10%	New
66	BLACK STONE MINERALS L P COM UNIT BSM	BSM	11,778	$164.5k0.08%	0.08%	Reduced -629	-629 -5.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PALANTIR TECHNOLOGIES INC PLTR	PLTR	2,351	$343.9k2.4k shares