Guardian Wealth Management, Inc.

Position in APO — Apollo Global Management, Inc.

CIK 1910205 PEORIA, IL

Position in APO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$5,784,767

+$482,847 QoQ

Shares Held

48,895

+2.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

3.12%

of 13F equity value

Holder Rank

#49

of 391 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Jun 30, 2026

Guardian Wealth Management, Inc. holds $15,473,792 across 4 Asset Management names. APO ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	48,895	$5,784,767
2	BN	BROOKFIELD Corp /ON/	95,374	$4,061,978
3	RPC	Ridgepost Capital, Inc.	380,685	$2,995,990
4	KKR	KKR & Co. Inc.	28,667	$2,631,057

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,784,767	48,895	+2.8%	Shares	Sole	2026-07-13
2026-03-31	$5,301,920	47,585	+8.0%	Shares	Sole	2026-05-08
2025-12-31	$6,376,822	44,051	-2.5%	Shares	Sole	2026-02-13
2025-09-30	$6,018,339	45,159	+3.7%	Shares	Sole	2025-11-14
2025-06-30	$6,175,317	43,528	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$5,933,336	43,328	+4.6%	Shares	Sole	2025-05-06
2024-12-31	$6,838,449	41,405	+2.7%	Shares	Sole	2025-02-14
2024-09-30	$5,034,122	40,302	-1.1%	Shares	Sole	2024-11-15
2024-06-30	$4,809,109	40,731	-2.3%	Shares	Sole	2024-08-08
2024-03-31	$4,688,602	41,695	+3.0%	Shares	Sole	2024-05-14
2023-12-31	$3,773,915	40,497	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$3,605,479	40,168	-1.2%	Shares	Sole	2023-11-01
2023-06-30	$3,123,171	40,661	+3.7%	Shares	Sole	2023-08-14
2023-03-31	$2,475,998	39,202	+2.1%	Shares	Sole	2023-05-09
2022-12-31	$2,449,854	38,405	+3.1%	Shares	Sole	2023-02-10
2022-09-30	$1,732,962	37,268	+3.8%	Shares	Sole	2022-11-14
2022-06-30	$1,740,432	35,900	+7.7%	Shares	Sole	2022-08-15
2022-03-31	$2,066,250	33,332	+4.7%	Shares	Sole	2022-05-13
2021-12-31	$2,305,664	31,833	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.