Guardian Wealth Management, Inc. - Portfolio Stock Holdings
Guardian Wealth Management, Inc. disclosed 71 stock positions in a recent SEC 13F filing. $203,515,393 of stock holdings were filed, with the largest holdings including ANET, LLY, and STRL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $289,077,000 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
71Est. Stock Holding Value:
$203,515,393Top Stock Holdings By Sector
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Portfolio Stock Holdings - Guardian Wealth Management, Inc.
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Stock
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Holdings (Shares)
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% of Portfolio
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