Guardian Wealth Management, Inc.

CIK

1910205

Location

PEORIA, IL

Portfolio Value

Small $165,175,507

Diversification

Diversified

Filing Date

Global Rank

#4,641 / 8,605 ▲ 338 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.2%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.3%

SPY

+76.5%

Annualised alpha

-2.9%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.2%

+1.4 pts

Top 5

26.0%

−2.8 pts

Top 10

44.0%

−4.0 pts

HHI

320

Diversified−14

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	19.9%	$32,885,277	8
Financial Services	17.1%	$28,255,742	7
Technology	14.7%	$24,301,070	10
Healthcare	12.8%	$21,181,289	6
Energy	11.3%	$18,721,796	5
Consumer Defensive	9.7%	$15,942,796	6
Consumer Cyclical	8.5%	$14,099,877	3
Real Estate	3.2%	$5,307,768	3
Communication Services	2.3%	$3,813,976	3
Basic Materials	0.4%	$665,916	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RPC	Ridgepost Capital, Inc.	+169,973	368,961	$2,678,656
LKQ	Lkq Corp	+92,217	170,108	$4,996,071
OXY	Occidental Petroleum Corp /De/	+66,136	107,422	$6,982,430
FRPH	Frp Holdings, Inc.	+66,087	93,130	$2,037,684
VNOM	Viper Energy, Inc.	+51,907	139,182	$6,540,162
SIRI	Sirius Xm Holdings Inc.	+18,993	36,633	$845,489
SSNC	SS&C Technologies Holdings Inc	+18,449	75,443	$5,097,683
NICE	NICE Ltd.	+16,525	25,629	$2,825,853
GPN	Global Payments Inc	+15,943	24,890	$1,675,097
COP	Conocophillips	+11,751	32,707	$4,317,324
KMB	Kimberly Clark Corp	+8,565	17,032	$1,643,077
CASH	Pathward Financial, Inc.	+7,207	55,436	$4,946,554
PINE	Alpine Income Property Trust, Inc.	+6,735	73,866	$1,329,588
UTI	Universal Technical Institute Inc	+5,434	143,125	$5,166,812
WBD	Warner Bros. Discovery, Inc.	+5,253	62,148	$1,706,584
APO	Apollo Global Management, Inc.	+3,534	47,585	$5,301,920
STAG	STAG Industrial, Inc.	+2,641	53,813	$1,940,496
NNI	Nelnet Inc	+2,128	51,356	$6,622,869
PG	PROCTER & GAMBLE Co	+1,540	16,672	$2,408,103
UL	Unilever PLC	+1,486	28,318	$1,613,276
EXP	Eagle Materials Inc	+1,480	3,515	$665,916
ANET	Arista Networks, Inc.	+1,323	68,065	$8,357,020
AYI	Acuity Inc. (De)	+1,028	10,843	$3,038,425
BN	BROOKFIELD Corp /ON/	+1,020	92,635	$3,748,938
DIS	Walt Disney Co	+1,007	13,093	$1,261,903
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
AMCR	Amcor plc	−182,753	49,983	$1,986,824
AZN	Astrazeneca PLC	−2,291	1,602	$315,946
CAT	Caterpillar Inc	−1,157	6,512	$4,613,491
NPK	National Presto Industries Inc	−1,049	24,721	$3,388,260
BR	Broadridge Financial Solutions, Inc.	−963	2,135	$346,894
ABBV	AbbVie Inc.	−898	28,401	$6,176,933
PSX	Phillips 66	−622	3,811	$694,287
KKR	KKR & Co. Inc.	−489	29,571	$2,735,317
LMT	Lockheed Martin Corp	−242	2,567	$1,551,469
MSFT	Microsoft Corp	−241	693	$256,527
GRMN	Garmin Ltd	−217	1,230	$285,372
STRL	Sterling Infrastructure, Inc.	−193	33,314	$13,567,792
ABT	Abbott Laboratories	−42	25,441	$2,612,027
NVDA	Nvidia Corp	−5	2,807	$489,540
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SFM	Sprouts Farmers Market, Inc.	32,862	$2,534,646
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
OMC	Omnicom Group Inc.	28,107	$2,269,640
NWN	Northwest Natural Holding Co	16,967	$793,037
JPM	Jpmorgan Chase & Co	670	$215,887
DE	Deere & Co	454	$211,368
KLAC	Kla Corp	171	$20,777
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $165,175,507 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	33,314	-193	$13,567,792	+32.2%	8.21%
ANET	Arista Networks, Inc. Technology	Added	68,065	+1,323	$8,357,020	−4.4%	5.06%
AZO	Autozone Inc Consumer Cyclical	Added	2,107	+134	$7,116,982	+6.4%	4.31%
OXY	Occidental Petroleum Corp /De/ Energy	Added	107,422	+66,136	$6,982,430	+311.3%	4.23%
LLY	ELI LILLY & Co Healthcare	Added	7,523	+343	$6,919,429	−10.3%	4.19%
NNI	Nelnet Inc Financial Services	Added	51,356	+2,128	$6,622,869	+1.2%	4.01%
VNOM	Viper Energy, Inc. Energy	Added	139,182	+51,907	$6,540,162	+94.0%	3.96%
ABBV	AbbVie Inc. Healthcare	Reduced	28,401	-898	$6,176,933	−7.7%	3.74%
APO	Apollo Global Management, Inc. Financial Services	Added	47,585	+3,534	$5,301,920	−16.9%	3.21%
UTI	Universal Technical Institute Inc Consumer Defensive	Added	143,125	+5,434	$5,166,812	+43.6%	3.13%
SSNC	SS&C Technologies Holdings Inc Technology	Added	75,443	+18,449	$5,097,683	+2.3%	3.09%
ASML	Asml Holding NV Technology	Added	3,820	+100	$5,045,570	+26.8%	3.05%
LKQ	Lkq Corp Consumer Cyclical	Added	170,108	+92,217	$4,996,071	+112.4%	3.02%
CASH	Pathward Financial, Inc. Financial Services	Added	55,436	+7,207	$4,946,554	+44.5%	2.99%
CAT	Caterpillar Inc Industrials	Reduced	6,512	-1,157	$4,613,491	+5.0%	2.79%
COP	Conocophillips Energy	Added	32,707	+11,751	$4,317,324	+120.1%	2.61%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	92,635	+1,020	$3,748,938	−10.8%	2.27%
WM	Waste Management Inc Industrials	Added	15,247	+250	$3,503,608	+6.3%	2.12%
JNJ	Johnson & Johnson Healthcare	Added	14,191	+359	$3,468,848	+21.2%	2.10%
NPK	National Presto Industries Inc Industrials	Reduced	24,721	-1,049	$3,388,260	+23.2%	2.05%
AYI	Acuity Inc. (De) Industrials	Added	10,843	+1,028	$3,038,425	−14.0%	1.84%
NICE	NICE Ltd. Technology	Added	25,629	+16,525	$2,825,853	+174.6%	1.71%
KKR	KKR & Co. Inc. Financial Services	Reduced	29,571	-489	$2,735,317	−28.6%	1.66%
RPC	Ridgepost Capital, Inc. Financial Services	Added	368,961	+169,973	$2,678,656	+37.2%	1.62%
ABT	Abbott Laboratories Healthcare	Reduced	25,441	-42	$2,612,027	−18.2%	1.58%
PEP	Pepsico Inc Consumer Defensive	Added	16,594	+815	$2,576,882	+13.8%	1.56%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	32,862	NEW	$2,534,646	NEW	1.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,672	+1,540	$2,408,103	+11.0%	1.46%
MA	Mastercard Inc Financial Services	Added	4,446	+131	$2,221,488	−9.8%	1.34%
FRPH	Frp Holdings, Inc. Real Estate	Added	93,130	+66,087	$2,037,684	+230.6%	1.23%
AMCR	Amcor plc Consumer Cyclical	Reduced	49,983	-182,753	$1,986,824	−79.5%	1.20%
STAG	STAG Industrial, Inc. Real Estate	Added	53,813	+2,641	$1,940,496	+3.2%	1.17%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	62,148	+5,253	$1,706,584	+4.1%	1.03%
LH	Labcorp Holdings Inc. Healthcare	Added	6,327	+126	$1,688,106	+8.5%	1.02%
GPN	Global Payments Inc Industrials	Added	24,890	+15,943	$1,675,097	+141.9%	1.01%
KMB	Kimberly Clark Corp Consumer Defensive	Added	17,032	+8,565	$1,643,077	+92.3%	0.99%
UL	Unilever PLC Consumer Defensive	Added	28,318	+1,486	$1,613,276	−8.1%	0.98%
LMT	Lockheed Martin Corp Industrials	Reduced	2,567	-242	$1,551,469	+14.2%	0.94%
MMM	3M Co Industrials	Added	10,653	+467	$1,547,135	−5.1%	0.94%
PINE	Alpine Income Property Trust, Inc. Real Estate	Added	73,866	+6,735	$1,329,588	+18.5%	0.80%
DIS	Walt Disney Co Communication Services	Added	13,093	+1,007	$1,261,903	−8.2%	0.76%
AAPL	Apple Inc. Technology	Added	4,936	+8	$1,252,707	−6.5%	0.76%
SIRI	Sirius Xm Holdings Inc. Communication Services	Added	36,633	+18,993	$845,489	+139.7%	0.51%
PSX	Phillips 66 Energy	Reduced	3,811	-622	$694,287	+21.4%	0.42%
EXP	Eagle Materials Inc Basic Materials	Added	3,515	+1,480	$665,916	+58.3%	0.40%
NVDA	Nvidia Corp Technology	Reduced	2,807	-5	$489,540	−6.7%	0.30%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	2,135	-963	$346,894	−49.8%	0.21%
PLTR	Palantir Technologies Inc. Technology	Held	2,351	0	$343,904	−17.7%	0.21%
AZN	Astrazeneca PLC Healthcare	Reduced	1,602	-2,291	$315,946	−55.9%	0.19%
GRMN	Garmin Ltd Technology	Reduced	1,230	-217	$285,372	−2.8%	0.17%