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CIK: 0001910205
Total reported value
$203.5M
$203.5M
67 檔
22.5%
During the Q4 2025 filing period, Guardian Wealth Management, Inc. (CIK: 0001910205) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.5M across 67 reported positions.
In Q4 2025, Guardian Wealth Management, Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 7.28% | — | — | |
| 2 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 6.03% | -3.27% | -1.43% | |
| 3 | ANET | Arista Networks Inc | Stock-Tech | 5.14% | +1.13% | -2.58% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.53% | +0.83% | +0.55% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.93% | +0.22% | -2.75% | |
| 6 | AZO | Autozone Inc | Stock-Consumer Disc | 3.93% | -0.48% | -1.65% | |
| 7 | NNI | Nelnet Inc-cl A | Stock-Other | 3.84% | -0.11% | -0.54% | |
| 8 | APO | Apollo Global Management Inc | Stock-Financials | 3.75% | -0.05% | -2.45% | |
| 9 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 2.93% | -0.37% | -0.90% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.58% | +0.92% | +232.42% | |
| 11 | BN | Brookfield CORP | Stock-Financials | 2.47% | -0.05% | +48.59% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 2.34% | +1.08% | -0.98% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 2.33% | — | — | |
| 14 | KKR | Kkr & Co Inc | Stock-Financials | 2.25% | -0.20% | -3.78% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.16% | +0.15% | +22.61% | |
| 16 | UTI | Universal Technical Institut | Stock-Other | 2.11% | +0.15% | -3.27% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.10% | +0.10% | +26.46% | |
| 18 | AYI | Acuity Inc | Stock-Industrials | 2.08% | +0.43% | +0.03% | |
| 19 | CASH | Pathward Financial Inc | Stock-Other | 2.01% | -0.25% | +18.95% | |
| 20 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 1.98% | -0.62% | -34.81% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.94% | -0.20% | -1.71% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.88% | -0.27% | -8.73% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.68% | -0.07% | -0.12% | |
| 24 | NPK | National Presto Inds Inc | Stock-Other | 1.62% | -0.44% | -5.47% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.45% | -0.05% | -0.80% | |
| 26 | LKQ | Lkq CORP | Stock-Consumer Disc | 1.38% | -0.44% | -51.07% | |
| 27 | OMC | Omnicom Group | Stock-Comm Services | 1.33% | — | -10.25% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.33% | -0.27% | -2.18% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.07% | -7.88% | |
| 30 | COP | Conocophillips | Stock-Energy | 1.15% | -0.62% | -35.43% | |
| 31 | RPC | Ridgepost Capital Inc-a | Stock-Other | 1.15% | +0.01% | -44.05% | |
| 32 | AMCR | Amcor plc | Stock-Consumer Disc | 1.14% | +0.02% | — | |
| 33 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.10% | -0.01% | -1.14% | |
| 34 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.03% | +0.01% | — | |
| 35 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.00% | -1.24% | -60.83% | |
| 36 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.96% | -0.18% | -1.04% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.96% | +0.04% | -0.92% | |
| 38 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.91% | -0.03% | -0.03% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.85% | -0.08% | -2.71% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.05% | -4.83% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.80% | -0.22% | -1.13% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.01% | -3.71% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | -0.04% | -2.20% | |
| 44 | PINE | Alpine Income Property Trust | Stock-Other | 0.66% | +0.08% | +3.24% | |
| 45 | NICE | Nice LTD - Spon Adr | Stock-Tech | 0.60% | -0.47% | -65.68% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.50% | +0.06% | -48.78% | |
| 47 | NWN | Northwest Natural Holding Co | Stock-Other | 0.47% | — | +1.60% | |
| 48 | GPN | Global Payments Inc | Stock-Industrials | 0.41% | +0.01% | -62.69% | |
| 49 | BR | Broadridge Financial Solutio | Stock-Tech | 0.41% | -0.07% | -2.79% | |
| 50 | FRPH | Frp Holdings Inc | Stock-Other | 0.36% | -0.15% | -75.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1.9% | +232.42% | Add |
| 2 | LLY | Eli Lilly & Co | +1.3% | +0.55% | Add |
| 3 | VCIT | Vanguard Int-term Corporate | +0.4% | +26.46% | Add |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +22.61% | Add |
| 5 | WBD | Warner Bros Discovery Inc | +0.3% | -1.04% | Trim |
| 6 | CASH | Pathward Financial Inc | +0.2% | +18.95% | Add |
| 7 | APO | Apollo Global Management Inc | +0.2% | -2.45% | Trim |
| 8 | ASML | ASML Holding N.V. | +0.2% | -0.98% | Trim |
| 9 | NNI | Nelnet Inc-cl A | +0.2% | -0.54% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.2% | -0.12% | Trim |
| 11 | PINE | Alpine Income Property Trust | +0.1% | +3.24% | Add |
| 12 | NVDA | Nvidia CORP | +0.1% | +44.13% | Add |
| 13 | AYI | Acuity Inc | +0.1% | +0.03% | Add |
| 14 | DIS | Walt Disney Co/the | -0.1% | -4.83% | Trim |
| 15 | SSNC | Ss&c Technologies Holdings | -0.1% | -0.90% | Trim |
| 16 | MSFT | Microsoft CORP | -0.1% | -25.04% | Trim |
| 17 | LH | Labcorp Holdings Inc | -0.1% | -0.03% | Trim |
| 18 | KKR | Kkr & Co Inc | -0.2% | -3.78% | Trim |
| 19 | OMC | Omnicom Group | -0.2% | -10.25% | Trim |
| 20 | NPK | National Presto Inds Inc | -0.2% | -5.47% | Trim |
| 21 | ABBV | Abbvie Inc | -0.2% | -2.75% | Trim |
| 22 | PG | Procter & Gamble Co/the | -0.2% | -7.88% | Trim |
| 23 | SIRI | Sirius Xm Holdings Inc | -0.3% | -47.85% | Trim |
| 24 | ABT | Abbott Laboratories | -0.3% | -8.73% | Trim |
| 25 | UTI | Universal Technical Institut | -0.6% | -3.27% | Trim |
| 26 | COP | Conocophillips | -0.7% | -35.43% | Trim |
| 27 | KMB | Kimberly-clark CORP | -0.7% | -48.78% | Trim |
| 28 | ANET | Arista Networks Inc | -0.8% | -2.58% | Trim |
| 29 | GPN | Global Payments Inc | -0.8% | -62.69% | Trim |
| 30 | STRL | Sterling Infrastructure Inc | -0.8% | -1.43% | Trim |
| 31 | VNOM | Viper Energy Inc-cl A | -1% | -34.81% | Trim |
| 32 | RPC | Ridgepost Capital Inc-a | -1.1% | -44.05% | Trim |
| 33 | AZO | Autozone Inc | -1.2% | -1.65% | Trim |
| 34 | FRPH | Frp Holdings Inc | -1.3% | -75.87% | Trim |
| 35 | LKQ | Lkq CORP | -1.5% | -51.07% | Trim |
| 36 | NICE | Nice LTD - Spon Adr | -1.7% | -65.68% | Trim |
| 37 | OXY | Occidental Petroleum CORP | -1.9% | -60.83% | Trim |
| 38 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 39 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 40 | AMCR | Amcor plc | — | EXIT | Sold out |
| 41 | AMCR | Amcor plc | — | NEW | New buy |
| 42 | UL | Unilever PLC | — | EXIT | Sold out |
| 43 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 44 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 45 | EXP | Eagle Materials Inc | — | NEW | New buy |
| 46 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 49 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 50 | KLAC | Kla CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Guardian Wealth Management, Inc. reported a total U.S. public equity portfolio value of $203.5M across 67 disclosed positions in Q4 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 VTV, STRL, ANET) accounted for 22.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTV
市值: $12.4M
Top Position Liquidated / Trimmed
AMCR
前期市值: $2.0M
During Q4 2025, Guardian Wealth Management, Inc.'s top holdings by market value included VTV (7.3%)、STRL (6.0%)、ANET (5.1%). The largest single position, VTV, represented 7.3% of total portfolio value.
In Q4 2025, Guardian Wealth Management, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 8 positions, trimming 29 holdings, and fully liquidating 3 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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