Guardian Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Peoria, IL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$183,218
Net value change ($000)
+12,959 (7.6%)
New positions
1
Sold out positions
7
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VBIL 5,342 1148.8%
OXY 5,284 311.2%
STRL 3,307 32.2%
VNOM 3,169 94.0%
LKQ 2,644 112.4%
SFM 2,535 NEW
COP 2,355 120.0%
NICE 1,797 174.6%
UTI 1,569 43.6%
CASH 1,523 44.5%
Top Reduces (Value $000, Stocks/ETFs)
VTV -12,062 -97.3%
XLE -3,960 -100.0%
OMC -2,270 -100.0%
KKR -1,097 -28.6%
APO -1,075 -16.9%
LLY -796 -10.3%
NWN -793 -100.0%
ABT -581 -18.2%
ABBV -518 -7.7%
AYI -495 -14.0%
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