1y return+22.9%S&P 500 +20.9%
3y return+62.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $142 against $157 in the S&P 500.2
Guardian Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ANETArista Networks Inc Com Shs | $11.6M | 5.7% | |
| LLYEli Lilly & Co Com | $9.4M | 4.6% | +4.0% |
| STRLSterling Infrastructure Inc Com | $8.4M | 4.1% | −69.8% |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | $7.8M | 3.8% | +2.7% |
| ABBVAbbvie Inc Com | $7.3M | 3.6% | +2.2% |
| NNINelnet Inc Cl A | $7.1M | 3.5% | +4.0% |
| CATCaterpillar Inc Com | $7.0M | 3.4% | +1.1% |
| AZOAutozone Inc Com | $6.9M | 3.4% | +2.6% |
| UTIUniversal Technical Inst Inc Com | $6.1M | 3.0% | −1.1% |
| VNOMViper Energy Inc Cl A | $6.0M | 2.9% | +1.7% |
| APOApollo Global Mgmt Inc Com | $5.8M | 2.8% | +2.8% |
| SFMSprouts Fmrs Mkt Inc Com | $5.5M | 2.7% | +96.9% |
| OXYOccidental Pete Corp Com | $5.2M | 2.6% | |
| POOLPool Corp Com | $5.2M | 2.6% | New |
| VCSHVanguard Short-term Corporate Bond Etf | $5.2M | 2.5% | +18.4% |
| CASHPathward Financial Inc Com | $5.0M | 2.5% | +3.4% |
| SSNCSs&c Tech Hldgs Com | $4.9M | 2.4% | +4.6% |
| VCITVanguard Intermediate-term Corporate Bond Etf | $4.9M | 2.4% | +16.4% |
| LKQLkq Corp Com | $4.7M | 2.3% | +3.9% |
| ZTSZoetis Inc Cl A | $4.6M | 2.3% | New |
| AYIAcuity Inc Com | $4.3M | 2.1% | +4.4% |
| VBILVanguard 0-3 Month Treasury Bill Etf | $4.1M | 2.0% | −29.0% |
| BNBrookfield Corp Cl A Ltd Vt Sh | $4.1M | 2.0% | +3.0% |
| JNJJohnson & Johnson Com | $3.7M | 1.8% | +3.0% |
| COPConocophillips Com | $3.5M | 1.7% | +3.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| STRLSterling Infrastructure Inc Com | December 31, 2022 | +2459.0% | $8.4M |
| UTIUniversal Technical Inst Inc Com | December 31, 2022 | +536.5% | $6.1M |
| CATCaterpillar Inc Com | December 31, 2021 | +415.1% | $7.0M |
| LLYEli Lilly & Co Com | December 31, 2021 | +334.2% | $9.4M |
| Asml Hldg Nv N Y Registry ShsCUSIP N07059210 | September 30, 2025 | +105.5% | $7.8M |
| ABBVAbbvie Inc Com | December 31, 2021 | +85.8% | $7.3M |
| AYIAcuity Inc Com | December 31, 2021 | +77.9% | $4.3M |
| APOApollo Global Mgmt Inc Com | December 31, 2021 | +63.4% | $5.8M |
| ANETArista Networks Inc Com Shs | December 31, 2024 | +53.7% | $11.6M |
| AZOAutozone Inc Com | December 31, 2021 | +52.4% | $6.9M |
Sold off last quarter
- PLTRPalantir Technologies Inc Cl A was $344K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.5% | +14.8% |
| March 31, 2026 | +2.6% | −4.6% |
| December 31, 2025 | −2.9% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +1.3% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −12.3% | −16.5% |
| March 31, 2022 | −5.8% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Guardian Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910205&type=13F-HR&dateb=&owner=include&count=40CIK 1910205
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910205/000191020526000003/Filed July 13, 2026 · accession 0001910205-26-000003