Guardian Wealth Management, Inc.
All 13F Filings
- Location
- Peoria, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 183,218
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 61 | 183,218 | 13F-HR | Guardian Wealth Management, Inc. |
| Q4 2025 | 2/13/2026 | 67 | 170,259 | 13F-HR | Guardian Wealth Management, Inc. |
| Q3 2025 | 11/14/2025 | 61 | 169,259 | 13F-HR | Guardian Wealth Management, Inc. |
| Q2 2025 | 8/14/2025 | 61 | 150,211 | 13F-HR | Guardian Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 165.4 K | 90.3% | 23.08 K | 0 | 23.08 K |
| ETFs | 17.79 K | 9.7% | 0 | 10.12 K | -10.12 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
183,218
Holdings
61
QoQ value change ($000)
12,959
(7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.