Guardian Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Peoria, IL
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$203,521
Net value change ($000)
+20,303 (11.1%)
New positions
6
Sold out positions
1
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
POOL 5,215 NEW
ZTS 4,608 NEW
ANET 3,221 38.5%
SFM 2,938 115.9%
ASML 2,759 54.7%
LLY 2,464 35.6%
CAT 2,395 51.9%
AYI 1,224 40.3%
ABBV 1,131 18.3%
UTI 887 17.2%
Top Reduces (Value $000, Stocks/ETFs)
STRL -5,134 -37.8%
OXY -1,751 -25.1%
VBIL -1,682 -29.0%
COP -783 -18.1%
NICE -641 -22.7%
VNOM -538 -8.2%
NPK -517 -15.3%
PLTR -344 -100.0%
LKQ -342 -6.8%
LMT -279 -18.0%
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