Guardian Wealth Management, LLC
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 353,345
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 30 | 353,345 | 13F-HR | Guardian Wealth Management, LLC |
| Q2 2026 | 7/24/2026 | 30 | 356,702 | 13F-HR | Guardian Wealth Management, LLC |
| Q1 2026 | 4/23/2026 | 30 | 329,625 | 13F-HR | Guardian Wealth Management, LLC |
| Q4 2025 | 1/20/2026 | 29 | 315,426 | 13F-HR | Guardian Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.469 K | 1.0% | 834 | 0 | 834 |
| ETFs | 349.9 K | 99.0% | 0 | 4.193 K | -4.193 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
353,345
Holdings
30
QoQ value change ($000)
-3,357
(-0.9%)
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.