Guardian Wealth Management, Inc.
CIK: 0001910205SEC EDGAR →
Portfolio Value
$170.3M
Holdings
67
As of
Q4 2025
New Positions
4
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD VALUE ETF | 64,925 | $12.4M | 7.28% |
| 2 | STERLING INFRASTRUCTURE INC COM | 33,507 | $10.3M | 6.03% |
| 3 | ARISTA NETWORKS INC COM SHS | 66,742 | $8.7M | 5.14% |
| 4 | ELI LILLY & CO COM | 7,180 | $7.7M | 4.53% |
| 5 | ABBVIE INC COM | 29,299 | $6.7M | 3.93% |
| 6 | AUTOZONE INC COM | 1,973 | $6.7M | 3.93% |
| 7 | NELNET INC CL A | 49,228 | $6.5M | 3.84% |
| 8 | APOLLO GLOBAL MGMT INC COM | 44,051 | $6.4M | 3.74% |
| 9 | SS&C TECHNOLOGIES HLDGS INC COM | 56,994 | $5.0M | 2.93% |
| 10 | CATERPILLAR INC COM | 7,669 | $4.4M | 2.58% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $50.4M | 29.6% |
| Industrials | 9 | $28.1M | 16.5% |
| Healthcare | 6 | $22.4M | 13.1% |
| Technology | 10 | $21.6M | 12.7% |
| Consumer Defensive | 5 | $10.6M | 6.2% |
| Unknown | 3 | $9.9M | 5.8% |
| Consumer Cyclical | 2 | $8.6M | 5.1% |
| Energy | 5 | $7.8M | 4.6% |
| Communication Services | 5 | $5.9M | 3.5% |
| Real Estate | 3 | $3.6M | 2.1% |
| Utilities | 1 | $793K | 0.5% |
| Basic Materials | 1 | $420K | 0.2% |