Guardian Wealth Management, LLC reported 8 positions worth $8.61M for the quarter ended Sep 30, 2026, up 8.6% on the prior quarter. It opened 1 new position, added to 2, trimmed 5 and exited 1. Its largest holding is Ishares Gold Trust at 69.3% 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 |
|---|---|---|---|---|
| SO Southern Co | -2,142 | -100.0% | $205.01K | Exited |
| DHR Danaher Corp | -739 | -12.6% | $163.73K | 13.17% |
| GPN Global Payments Inc | -936 | -25.7% | $76.43K | 2.57% |
| AAPL Apple Inc. | -28 | -2.8% | $9.32K | 3.76% |
| AMZN Amazon Com Inc | -25 | -2.5% | $6.23K | 2.79% |
| WMT Walmart Inc. | -18 | -0.9% | $1.87K | 2.49% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MSFT Microsoft Corp | +461 | $236.48K | 2.75% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SO Southern Co | -2,142 | $205.01K | 2.59% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 76.4K | $5.97M | 69.31% | +6,324 | +9.0% | Added | 0.01% |
| 2 | DHR Danaher Corp | Healthcare | 5,119 | $1.13M | 13.17% | -739 | -12.6% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 972 | $323.70K | 3.76% | -28 | -2.8% | Reduced | 0% |
| 4 | CL Colgate Palmolive Co | Consumer Staples | 3,192 | $272.36K | 3.16% | +18 | +0.6% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 963 | $239.93K | 2.79% | -25 | -2.5% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 461 | $236.48K | 2.75% | +461 | – | New | 0% |
| 7 | GPN Global Payments Inc | Technology | 2,709 | $221.21K | 2.57% | -936 | -25.7% | Reduced | 0% |
| 8 | WMT Walmart Inc. | Consumer Staples | 2,060 | $214.08K | 2.49% | -18 | -0.9% | Reduced | 0% |
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, LLC’s five largest positions were Ishares Gold Trust (IAU) at 69.3%, Danaher Corp (DHR) at 13.2%, Apple Inc. (AAPL) at 3.8%, Colgate Palmolive Co (CL) at 3.2%, Amazon Com Inc (AMZN) at 2.8% of the reported portfolio.
Guardian Wealth Management, LLC reported a 13F portfolio worth $8.61M across 8 positions for Q3 2026. That is up 8.6% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($493.91K), Microsoft Corp ($236.48K), Colgate Palmolive Co ($1.54K). It opened 1 new positions.
Its largest sales by value were Southern Co ($205.01K), Danaher Corp ($163.73K), Global Payments Inc ($76.43K). It exited 1 positions entirely.
From the Form 13F-HR reports Guardian Wealth Management, LLC 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.