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Guardian Wealth Management, Inc.
Updated 6 days agoManaged by Guardian Wealth Management, Inc. • Latest filing Q3 2026
Portfolio value
$196.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $169.3M |
| Q4 2025 | $170.3M |
| Q1 2026 | $183.2M |
| Q2 2026 | $203.5M |
| Q3 2026 | $196.5M |
Top holdings
67 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $13.6M | 66.8K | 6.92% | — | |
| 2 | $9.3M | 8.0K | 4.74% | — | |
| 3 | $8.1M | 105.0K | 4.12% | — | |
| 4 | $7.7M | 29.3K | 3.90% | — | |
| 5 | $7.3M | 4.0K | 3.70% | — | |
| 6 | $6.5M | 53.1K | 3.32% | — | |
| 7 | $6.1M | 109.5K | 3.08% | — | |
| 8 | $6.1M | 2.1K | 3.08% | — | |
| 9 | $5.9M | 146.9K | 2.98% | — | |
| 10 | $5.8M | 50.0K | 2.95% | — | |
| 11 | $5.7M | 73.6K | 2.89% | — | |
| 12 | $5.3M | 22.4K | 2.69% | — | |
| 13 | $5.3M | 6.5K | 2.69% | — | |
| 14 | $5.1M | 10.4K | 2.60% | — | |
| 15 | $5.1M | 65.1K | 2.59% | — | |
| 16 | $4.9M | 69.6K | 2.47% | — | |
| 17 | $4.5M | 68.1K | 2.30% | — | |
| 18 | $4.4M | 35.0K | 2.23% | — | |
| 19 | $4.2M | 59.0K | 2.13% | — | |
| 20 | $4.1M | 25.5K | 2.10% | — |