Guardian Wealth Management, LLC
CIK
2095373
Location
CHATTANOOGA, TN
Portfolio Value
Micro
$8,655,500
Diversification
Highly concentrated
Filing Date
Global Rank
#7,817
/ 8,232
▲ 244
Top Industry
Diagnostics & Research
45.2%
3Y Alpha vs SPY
-57.8%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-10.0%
SPY
+9.1%
Annualised alpha
-57.8%
Max drawdown
−16.2%
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
8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
69.0%
−10.8 pts
Top 5
92.2%
−2.3 pts
Top 10
100.0%
0.0 pts
HHI
5,005
Highly concentrated−1,428
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 69.0% | $5,971,341 |
| Healthcare | 14.0% | $1,214,577 |
| Technology | 6.1% | $531,386 |
| Consumer Defensive | 3.0% | $259,496 |
| Industrials | 2.8% | $244,433 |
| Consumer Cyclical | 2.6% | $228,680 |
| Utilities | 2.4% | $205,587 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DHR | Danaher Corp /De/ | 6,406 | $1,214,577 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
8 positions ·
$8,655,500 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 67,733 | $5,971,341 | 68.99% | |
| DHR |
Danaher Corp /De/
Healthcare
|
NEW | 6,406 | $1,214,577 | 14.03% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 765 | $283,180 | 3.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,088 | $259,496 | 3.00% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 978 | $248,206 | 2.87% | |
| GPN |
Global Payments Inc
Industrials
|
Added | 3,632 | $244,433 | 2.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,098 | $228,680 | 2.64% | |
| SO |
Southern Co
Utilities
|
Reduced | 2,130 | $205,587 | 2.38% |