Guardian Wealth Management, Inc. reported 59 positions worth $180.97M for the quarter ended Sep 30, 2026, down 1.8% on the prior quarter. It opened 5 new positions, added to 32, trimmed 19 and exited 3. Its largest holding is Arista Networks, Inc. at 7.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LHX L3Harris Technologies, Inc. | +22.4K | – | $5.29M | 2.93% |
| SSNC SS&C Technologies Holdings Inc | +26.1K | +33.1% | $2.01M | 4.47% |
| UTI Universal Technical Institute Inc | +50.6K | +35.7% | $944.18K | 1.98% |
| GOOG Alphabet Inc. | +2,072 | +231.0% | $706.03K | 0.559% |
| CLS Celestica Inc | +1,663 | – | $601.06K | 0.332% |
| PWR Quanta Services, Inc. | +865 | – | $555.77K | 0.307% |
| NVDA Nvidia Corp | +1,736 | +63.0% | $396.48K | 0.567% |
| MAA Mid America Apartment Communities Inc. | +3,316 | – | $390.52K | 0.216% |
| ZTS Zoetis Inc. | +5,462 | +8.5% | $381.41K | 2.69% |
| LLY ELI LILLY & Co | +226 | +2.9% | $261.53K | 5.15% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NPK National Presto Industries Inc | -23.0K | -100.0% | $2.87M | Exited |
| KKR KKR & Co. Inc. | -5,589 | -19.5% | $510.29K | 1.16% |
| LKQ Lkq Corp | -20.5K | -11.6% | $467.81K | 1.97% |
| ANET Arista Networks, Inc. | -1,398 | -2.1% | $284.62K | 7.51% |
| KLAC Kla Corp | -770 | -100.0% | $232.40K | Exited |
| EXP Eagle Materials Inc | -1,327 | -52.3% | $227.06K | 0.114% |
| STAG STAG Industrial, Inc. | -6,185 | -11.0% | $221.49K | 0.992% |
| DE Deere & Co | -318 | -100.0% | $201.80K | Exited |
| KMB Kimberly Clark Corp | -1,887 | -10.6% | $183.86K | 0.855% |
| AYI Acuity Inc. (De) | -532 | -4.7% | $164.83K | 1.85% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ANET Arista Networks, Inc. | Technology | 66.8K | $13.59M | 7.51% | -1,398 | -2.1% | Reduced | 0.01% |
| 2 | LLY ELI LILLY & Co | Healthcare | 8,049 | $9.31M | 5.15% | +226 | +2.9% | Added | 0% |
| 3 | SSNC SS&C Technologies Holdings Inc | Technology | 105.0K | $8.09M | 4.47% | +26.1K | +33.1% | Added | 0.04% |
| 4 | ABBV AbbVie Inc. | Healthcare | 29.3K | $7.67M | 4.24% | +265 | +0.9% | Added | 0% |
| 5 | ASML Asml Holding Nv | Technology | 4,016 | $7.28M | 4.02% | +93 | +2.4% | Added | 0% |
| 6 | NNI Nelnet Inc | Financial Services | 53.1K | $6.53M | 3.61% | -366 | -0.7% | Reduced | 0.15% |
| 7 | OXY Occidental Petroleum Corp | Energy | 109.5K | $6.06M | 3.35% | +1,778 | +1.7% | Added | 0.01% |
| 8 | AZO Autozone Inc | Consumer Discretionary | 2,139 | $6.05M | 3.34% | -23 | -1.1% | Reduced | 0.01% |
| 9 | VNOM Viper Energy, Inc. | Energy | 146.9K | $5.86M | 3.24% | +5,289 | +3.7% | Added | 0.08% |
| 10 | APO Apollo Global Management, Inc. | Financial Services | 50.0K | $5.81M | 3.21% | +1,125 | +2.3% | Added | 0.01% |
| 11 | LHX L3Harris Technologies, Inc. | Industrials | 22.4K | $5.29M | 2.93% | +22.4K | – | New | 0.01% |
| 12 | CAT Caterpillar Inc | Industrials | 6,524 | $5.29M | 2.92% | -57 | -0.9% | Reduced | 0% |
| 13 | STRL Sterling Infrastructure, Inc. | Industrials | 10.4K | $5.11M | 2.82% | +346 | +3.4% | Added | 0.03% |
| 14 | ZTS Zoetis Inc. | Healthcare | 69.6K | $4.86M | 2.69% | +5,462 | +8.5% | Added | 0.02% |
| 15 | SFM Sprouts Farmers Market, Inc. | Consumer Staples | 68.1K | $4.52M | 2.5% | +3,422 | +5.3% | Added | 0.07% |
Tip. Select a row to see that position’s full history at Guardian Wealth Management.
As of its Q3 2026 13F filing, Guardian Wealth Management, Inc.’s five largest positions were Arista Networks, Inc. (ANET) at 7.5%, ELI LILLY & Co (LLY) at 5.1%, SS&C Technologies Holdings Inc (SSNC) at 4.5%, AbbVie Inc. (ABBV) at 4.2%, Asml Holding Nv (ASML) at 4.0% of the reported portfolio.
Guardian Wealth Management, Inc. reported a 13F portfolio worth $180.97M across 59 positions for Q3 2026. That is down 1.8% from the previous quarter.
Its largest purchases by value were L3Harris Technologies, Inc. ($5.29M), SS&C Technologies Holdings Inc ($2.01M), Universal Technical Institute Inc ($944.18K). It opened 5 new positions.
Its largest sales by value were National Presto Industries Inc ($2.87M), KKR & Co. Inc. ($510.29K), Lkq Corp ($467.81K). It exited 3 positions entirely.
From the Form 13F-HR reports Guardian Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.