Guardian Wealth Management, LLC
CIK
2095373
Location
CHATTANOOGA, TN
Portfolio Value
Micro
$1,214,577
Diversification
Highly concentrated
Filing Date
Global Rank
#8,162
/ 8,578
▲ 86
Top Industry
Diagnostics & Research
45.2%
3Y Alpha vs SPY
-57.3%
Period ended 3 months ago
Filed Apr 23, 2026 · 53d
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
-9.8%
SPY
+9.1%
Annualised alpha
-56.9%
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.
1 positions ·
$1,214,577 total
· Healthcare only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DHR |
Danaher Corp /De/
Healthcare
|
NEW | 6,406 | $1,214,577 | 100.00% |