Guardian Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Peoria, IL
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$196,487
Net value change ($000)
-7,034 (-3.5%)
New positions
5
Sold out positions
4
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
LHX 5,295 NEW
SSNC 3,197 65.3%
ANET 2,013 17.4%
COP 847 24.0%
OXY 825 15.8%
GOOGL 695 219.2%
CLS 601 NEW
PWR 556 NEW
VCSH 504 9.7%
NICE 503 23.0%
Top Reduces (Value $000, Stocks/ETFs)
STRL -3,322 -39.4%
VBIL -2,911 -70.6%
NPK -2,871 -100.0%
UTI -2,467 -40.7%
CAT -1,719 -24.5%
WBD -1,530 -100.0%
POOL -1,095 -21.0%
LKQ -1,086 -23.3%
SFM -953 -17.4%
AYI -922 -21.6%
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