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CIK: 0001910205
Total reported value
$203.5M
$203.5M
61 檔
18.7%
In Q2 2025, Guardian Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $203.5M, distributed across 61 disclosed stock positions.
During Q2 2025, Guardian Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 7.79% | -3.27% | +1.32% | |
| 2 | AZO | Autozone Inc | Stock-Consumer Disc | 4.88% | -0.48% | +1.18% | |
| 3 | ANET | Arista Networks Inc | Stock-Tech | 4.64% | +1.13% | +0.04% | |
| 4 | APO | Apollo Global Management Inc | Stock-Financials | 4.11% | -0.05% | +0.46% | |
| 5 | NNI | Nelnet Inc-cl A | Stock-Other | 3.85% | -0.11% | +2.97% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.65% | +0.83% | -6.97% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.63% | +0.22% | +0.71% | |
| 8 | SB9 | Sitio Royalties Corp-a | Stock-Other | 3.32% | — | +33.19% | |
| 9 | UTI | Universal Technical Institut | Stock-Other | 3.21% | +0.15% | +3.79% | |
| 10 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 3.09% | -0.37% | +57.28% | |
| 11 | OXY | Occidental Petroleum CORP | Stock-Energy | 2.91% | -1.24% | +95.65% | |
| 12 | KKR | Kkr & Co Inc | Stock-Financials | 2.80% | -0.20% | +0.48% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 2.52% | -0.05% | +4.64% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.52% | -0.27% | +0.05% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 2.29% | -0.20% | +0.11% | |
| 16 | NICE | Nice LTD - Spon Adr | Stock-Tech | 2.05% | -0.47% | +134.42% | |
| 17 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.02% | -0.44% | +3.06% | |
| 18 | FRPH | Frp Holdings Inc | Stock-Other | 1.98% | -0.15% | +0.37% | |
| 19 | AYI | Acuity Inc | Stock-Industrials | 1.88% | +0.43% | +1.31% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.85% | -0.62% | +2.06% | |
| 21 | NPK | National Presto Inds Inc | Stock-Other | 1.72% | -0.44% | -16.68% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.07% | +0.99% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.68% | +0.15% | +3.74% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.66% | — | +0.94% | |
| 25 | RPC | Ridgepost Capital Inc-a | Stock-Other | 1.64% | +0.01% | +66.98% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.61% | -0.05% | +0.65% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.55% | +0.10% | +2.88% | |
| 28 | OMC | Omnicom Group | Stock-Comm Services | 1.45% | — | +2.01% | |
| 29 | AMCR | Amcor plc | Stock-Consumer Disc | 1.40% | — | — | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.40% | -0.27% | +0.51% | |
| 31 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.39% | +0.06% | +0.73% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.07% | +1.02% | |
| 33 | GPN | Global Payments Inc | Stock-Industrials | 1.26% | +0.01% | +7.63% | |
| 34 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.21% | -0.01% | +1.62% | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 1.19% | — | +1.93% | |
| 36 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.09% | -0.03% | -0.35% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.04% | -0.05% | -0.82% | |
| 38 | MMM | 3m Co | Stock-Industrials | 1.03% | +0.04% | +0.46% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.93% | -0.08% | -4.79% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.91% | -0.04% | +0.30% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.89% | -0.22% | -3.38% | |
| 42 | RVTY | Revvity Inc | Stock-Healthcare | 0.73% | — | -0.42% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.01% | -0.78% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.92% | -0.22% | |
| 45 | PINE | Alpine Income Property Trust | Stock-Other | 0.58% | +0.08% | +2.97% | |
| 46 | BR | Broadridge Financial Solutio | Stock-Tech | 0.52% | -0.07% | -6.23% | |
| 47 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.50% | +0.10% | +0.49% | |
| 48 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.44% | -0.18% | -0.86% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.04% | +1.06% | |
| 50 | NWN | Northwest Natural Holding Co | Stock-Other | 0.41% | — | +2.34% |
According to official SEC Form 13F filings, Guardian Wealth Management, Inc. reported a total U.S. public equity portfolio value of $203.5M across 61 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including STRL, AZO, ANET) accounted for 18.7% of total reported equity market value during Q2 2025.
During Q2 2025, Guardian Wealth Management, Inc.'s top holdings by market value included STRL (7.8%)、AZO (4.9%)、ANET (4.6%). The largest single position, STRL, represented 7.8% of total portfolio value.
In Q2 2025, Guardian Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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