StockDriftsStockDriftsTop 50 Guardian Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC COM SHS | 5.69% | 68.2K | $11.6M | +0.13%(+88) | $34.88(+476.53%) | 2026-06-30 | |
| LLY | ELI LILLY & CO COM | 4.61% | 7.8K | $9.4M | +3.99%(+300) | $451.16(+161.41%) | 2026-06-30 | |
| STRL | STERLING INFRASTRUCTURE INC COM | 4.14% | 10.0K | $8.4M | -69.84%(-23.27K) | $69.06(+734.76%) | 2026-06-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 3.83% | 3.9K | $7.8M | +2.70%(+103) | $911.38(+104.94%) | 2026-06-30 | |
| ABBV | ABBVIE INC COM | 3.59% | 29.0K | $7.3M | +2.25%(+639) | $135.38(+84.24%) | 2026-06-30 | |
| NNI | NELNET INC CL A | 3.5% | 53.4K | $7.1M | +4.04%(+2.08K) | $95.61(+33.65%) | 2026-06-30 | |
| CAT | CATERPILLAR INC COM | 3.44% | 6.6K | $7.0M | +1.06%(+69) | $443.22(+96.17%) | 2026-06-30 | |
| AZO | AUTOZONE INC COM | 3.4% | 2.2K | $6.9M | +2.61%(+55) | $2213.64(+39.55%) | 2026-06-30 | |
| UTI | UNIVERSAL TECHNICAL INST INC COM | 2.97% | 141.5K | $6.1M | -1.10%(-1.58K) | $18.89(+33.15%) | 2026-06-30 | |
| VNOM | VIPER ENERGY INC CL A | 2.95% | 141.6K | $6.0M | +1.71%(+2.38K) | $39.98(+5.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.61% | +93.50% | — | — | +80.65% |
| Top 20 Holdings Unweighted | +19.36% | +70.05% | — | — | +61.68% |
Guardian Wealth Management, Inc. reports $203.52M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are ANET (5.7%), LLY (4.6%) and STRL (4.1%). The top 20 holdings account for 63.12% of reported assets. Its disclosed equity book has returned +93.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Guardian Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910205). View Guardian Wealth Management, Inc.’s 13F filings on SEC