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CIK: 0001910205
Total reported value
$203.5M
$203.5M
61 檔
21.3%
The Q3 2025 SEC filing reveals that Guardian Wealth Management, Inc. held a total portfolio value of $203.5M, covering 61 public equity positions.
Guardian Wealth Management, Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 14 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 6.82% | -3.27% | -32.97% | |
| 2 | ANET | Arista Networks Inc | Stock-Tech | 5.90% | +1.13% | +0.52% | |
| 3 | AZO | Autozone Inc | Stock-Consumer Disc | 5.08% | -0.48% | +1.62% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 4.12% | +0.22% | +2.49% | |
| 5 | NNI | Nelnet Inc-cl A | Stock-Other | 3.67% | -0.11% | +3.73% | |
| 6 | APO | Apollo Global Management Inc | Stock-Financials | 3.56% | -0.05% | +3.75% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.22% | +0.83% | +1.48% | |
| 8 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 3.02% | -0.62% | — | |
| 9 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 3.02% | -0.37% | +2.67% | |
| 10 | OXY | Occidental Petroleum CORP | Stock-Energy | 2.94% | -1.24% | +1.26% | |
| 11 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.87% | -0.44% | +94.25% | |
| 12 | UTI | Universal Technical Institut | Stock-Other | 2.74% | +0.15% | +0.14% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 2.50% | -0.05% | +0.60% | |
| 14 | KKR | Kkr & Co Inc | Stock-Financials | 2.40% | -0.20% | -1.29% | |
| 15 | RPC | Ridgepost Capital Inc-a | Stock-Other | 2.29% | +0.01% | +47.70% | |
| 16 | NICE | Nice LTD - Spon Adr | Stock-Tech | 2.27% | -0.47% | +45.19% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 2.21% | -0.27% | +0.44% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 2.15% | +1.08% | — | |
| 19 | AYI | Acuity Inc | Stock-Industrials | 2.00% | +0.43% | +3.50% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.99% | -0.20% | +1.46% | |
| 21 | COP | Conocophillips | Stock-Energy | 1.81% | -0.62% | +5.06% | |
| 22 | NPK | National Presto Inds Inc | Stock-Other | 1.81% | -0.44% | +3.32% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.77% | +0.15% | +18.33% | |
| 24 | CASH | Pathward Financial Inc | Stock-Other | 1.77% | -0.25% | — | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.68% | +0.10% | +20.46% | |
| 26 | FRPH | Frp Holdings Inc | Stock-Other | 1.61% | -0.15% | +1.58% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | -0.07% | +1.60% | |
| 28 | OMC | Omnicom Group | Stock-Comm Services | 1.51% | — | +3.52% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.49% | -0.07% | +1.93% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.46% | -0.05% | +0.93% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.34% | -0.27% | +1.48% | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.21% | +0.06% | +2.15% | |
| 33 | GPN | Global Payments Inc | Stock-Industrials | 1.18% | +0.01% | +1.18% | |
| 34 | AMCR | Amcor plc | Stock-Consumer Disc | 1.16% | — | +5.00% | |
| 35 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.08% | -0.01% | +3.74% | |
| 36 | UL | Unilever PLC | Stock-Consumer Staples | 1.05% | — | +2.70% | |
| 37 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.05% | -0.03% | -0.27% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.94% | +0.04% | +1.50% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.87% | -0.08% | -2.75% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.86% | -0.05% | +1.26% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | -0.22% | -1.46% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.04% | -4.23% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.01% | +0.08% | |
| 44 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.66% | -0.18% | +0.46% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.92% | -0.17% | |
| 46 | PINE | Alpine Income Property Trust | Stock-Other | 0.54% | +0.08% | +9.06% | |
| 47 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.47% | +0.10% | +4.16% | |
| 48 | BR | Broadridge Financial Solutio | Stock-Tech | 0.45% | -0.07% | -0.53% | |
| 49 | NWN | Northwest Natural Holding Co | Stock-Other | 0.44% | — | +8.68% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.04% | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STRL | Sterling Infrastructure Inc | +3% | -32.97% | Trim |
| 2 | ANET | Arista Networks Inc | +2.4% | +0.52% | Add |
| 3 | ASML | ASML Holding N.V. | +2.1% | — | Add |
| 4 | NICE | Nice LTD - Spon Adr | +1.5% | +45.19% | Add |
| 5 | OXY | Occidental Petroleum CORP | +1.2% | +1.26% | Add |
| 6 | RPC | Ridgepost Capital Inc-a | +1.2% | +47.70% | Add |
| 7 | SSNC | Ss&c Technologies Holdings | +1% | +2.67% | Add |
| 8 | LKQ | Lkq CORP | +0.6% | +94.25% | Add |
| 9 | BN | Brookfield CORP | +0.5% | +0.60% | Add |
| 10 | UTI | Universal Technical Institut | +0.4% | +0.14% | Add |
| 11 | AYI | Acuity Inc | +0.4% | +3.50% | Add |
| 12 | WBD | Warner Bros Discovery Inc | +0.3% | +0.46% | Trim |
| 13 | NNI | Nelnet Inc-cl A | +0.2% | +3.73% | Add |
| 14 | VCIT | Vanguard Int-term Corporate | +0.2% | +20.46% | Add |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +18.33% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | -0.17% | Trim |
| 17 | AZO | Autozone Inc | +0.1% | +1.62% | Add |
| 18 | LH | Labcorp Holdings Inc | +0.1% | -0.27% | Trim |
| 19 | NVDA | Nvidia CORP | +0.1% | +0.05% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | +0.08% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +2.49% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +1.60% | Add |
| 23 | DIS | Walt Disney Co/the | 0% | +1.26% | Add |
| 24 | AAPL | Apple Inc | 0% | +0.08% | Trim |
| 25 | SCHB | Schwab US Broad Market ETF | 0% | -2.75% | Trim |
| 26 | KKR | Kkr & Co Inc | 0% | -1.29% | Trim |
| 27 | NPK | National Presto Inds Inc | -0.1% | +3.32% | Trim |
| 28 | GPN | Global Payments Inc | -0.3% | +1.18% | Add |
| 29 | KMB | Kimberly-clark CORP | -0.3% | +2.15% | Add |
| 30 | PG | Procter & Gamble Co/the | -0.3% | +1.93% | Add |
| 31 | FRPH | Frp Holdings Inc | -0.5% | +1.58% | Add |
| 32 | LLY | Eli Lilly & Co | -1% | +1.48% | Trim |
| 33 | VNOM | Viper Energy Inc-cl A | — | NEW | New buy |
| 34 | VRSN | Verisign Inc | — | EXIT | Sold out |
| 35 | CHKP | Check Point Software Technologies Ltd. | — | EXIT | Sold out |
| 36 | SB9 | Sitio Royalties Corp-a | — | EXIT | Sold out |
| 37 | CASH | Pathward Financial Inc | — | NEW | New buy |
| 38 | BERYEUR | Berry Global Group Inc | — | EXIT | Sold out |
| 39 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 40 | AMCR | Amcor plc | — | NEW | New buy |
| 41 | RVTY | Revvity Inc | — | EXIT | Sold out |
| 42 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 43 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 44 | AEP | American Electric Power | — | EXIT | Sold out |
| 45 | EMN | Eastman Chemical Co | — | EXIT | Sold out |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 47 | ADI | Analog Devices Inc | — | EXIT | Sold out |
| 48 | MAGN | Magnera CORP | — | EXIT | Sold out |
| 49 | GPC | Genuine Parts Co | — | EXIT | Sold out |
| 50 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
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 Q3 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, ANET, AZO) accounted for 21.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
VNOM
市值: $5.1M
Top Position Liquidated / Trimmed
VRSN
前期市值: $5.0M
During Q3 2025, Guardian Wealth Management, Inc.'s top holdings by market value included STRL (6.8%)、ANET (5.9%)、AZO (5.1%). The largest single position, STRL, represented 6.8% of total portfolio value.
In Q3 2025, Guardian Wealth Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 9 holdings, and fully liquidating 14 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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