Guardian Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Peoria, IL
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$170,259
Net value change ($000)
+1,000 (0.6%)
New positions
10
Sold out positions
4
Turnover %
15.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 12,400 NEW
XLE 3,960 NEW
CAT 3,292 299.0%
LLY 2,267 41.6%
AMCR 1,941 NEW
UL 1,755 NEW
VCIT 737 25.9%
VCSH 670 22.3%
WBD 517 46.0%
VBIL 465 NEW
Top Reduces (Value $000, Stocks/ETFs)
OXY -3,282 -65.9%
NICE -2,811 -73.2%
LKQ -2,510 -51.6%
FRPH -2,114 -77.4%
AMCR -1,964 -100.0%
RPC -1,917 -49.5%
AZO -1,915 -22.3%
Unilever PLC -1,784 -100.0%
VNOM -1,746 -34.1%
GPN -1,299 -65.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type