13F-HR filed by Guardian Wealth Management, Inc.
Guardian Wealth Management, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 67 holding rows worth $170,258,900.
- Accession
- 0001910205-26-000001
- Filer
- CIK 1910205
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 67 entries on the cover page, a total value of $170,258,900 stated on the cover page (in dollars after the unit check, H1), rows summing to $170,258,900 with VALUE read as dollars as filed, 13F file number 028-22191. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | 922908744 | SHS | 64,925 | $12,400,120 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 33,507 | $10,260,849 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 66,742 | $8,745,204 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 7,180 | $7,716,245 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 29,299 | $6,694,667 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 1,973 | $6,691,430 | dollars as filed | |
| NELNET INC | 64031N108 | CL A | 49,228 | $6,545,425 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 44,051 | $6,376,837 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 56,994 | $4,982,500 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 7,669 | $4,393,451 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 91,615 | $4,204,212 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 3,720 | $3,979,879 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 88,579 | $3,960,367 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 30,060 | $3,832,138 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 46,038 | $3,670,660 | dollars as filed | |
| UNIVERSAL TECHNICAL INST INC | 913915104 | COM | 137,691 | $3,597,866 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 42,763 | $3,581,430 | dollars as filed | |
| ACUITY INC COM | 00508Y102 | Stock | 9,815 | $3,533,889 | dollars as filed | |
| PATHWARD FINANCIAL INC | 59100U108 | COM | 48,229 | $3,424,259 | dollars as filed | |
| VIPER ENERGY INC | 64361Q101 | CL A | 87,275 | $3,371,468 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 14,997 | $3,295,017 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 25,483 | $3,192,844 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 13,832 | $2,862,588 | dollars as filed | |
| NATIONAL PRESTO INDS INC | 637215104 | COMMON STOCK | 25,770 | $2,751,252 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 4,315 | $2,463,381 | dollars as filed | |
| LKQ CORP COM | 501889208 | Stock | 77,891 | $2,352,330 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 28,107 | $2,269,661 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 15,779 | $2,264,688 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 15,132 | $2,168,655 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 20,956 | $1,961,777 | dollars as filed | |
| RIDGEPOST CAP INC CL A COM | 69376K106 | Stock | 198,988 | $1,952,075 | dollars as filed | |
| AMCOR PLC | g0250x149 | COM NEW | 232,736 | $1,941,021 | dollars as filed | |
| STAG INDUSTRIAL INC | 85254J102 | COM | 51,172 | $1,881,092 | dollars as filed | |
| UNILEVER PLC SPON ADR NEW | 904767803 | ADR | 26,832 | $1,754,813 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 41,286 | $1,697,693 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 56,895 | $1,639,714 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 10,186 | $1,630,866 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 6,201 | $1,555,954 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 55,462 | $1,454,788 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 12,086 | $1,375,030 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 2,809 | $1,358,635 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,928 | $1,339,773 | dollars as filed | |
| SCHD | 808524797 | COM | 48,336 | $1,325,867 | dollars as filed | |
| ALPINE INCOME PROPERTY TRUST | 02083X103 | REIT | 67,131 | $1,122,433 | dollars as filed | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 9,104 | $1,029,116 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 8,467 | $854,301 | dollars as filed | |
| NORTHWEST NAT HLDG CO COM | 66765N105 | Stock | 16,967 | $793,072 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 8,947 | $692,542 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 3,098 | $691,396 | dollars as filed | |
| FRP HOLDINGS INC | 30292L107 | COMMON STOCK | 27,043 | $616,310 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 4,433 | $572,107 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,543 | $538,685 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,812 | $524,441 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 6,167 | $465,195 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 934 | $452,036 | dollars as filed | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 2,035 | $420,594 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,351 | $417,890 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 3,893 | $357,889 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 17,640 | $352,713 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 969 | $304,216 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 1,447 | $293,591 | dollars as filed | |
| VANGUARD ADMIRAL FDS INC | 921932703 | 500 VAL IDX FD | 1,270 | $260,364 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 394 | $247,089 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 670 | $215,966 | dollars as filed | |
| Deere & Company | 244199105 | COM | 454 | $211,369 | dollars as filed | |
| KLA CORP | 482480100 | COM | 171 | $208,962 | dollars as filed | |
| BLACK STONE MINERALS L P | 09225M101 | COM UNIT | 12,356 | $164,213 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001910205-26-000001 | this filing | 2026-02-13 | acceptance time not in the bulk data set |