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Guardian Wealth Management, Inc.
Guardian Wealth Management, Inc. is a registered investment adviser based in Peoria, Illinois, United States. The firm appears to have been registered with the SEC since at least 2018 and provides wealth management and investment advisory services, likely serving individual investors, families, and possibly institutions. With a relatively modest asset base, it is positioned to offer personalized financial guidance and portfolio management.
Investment Strategy
Guardian Wealth Management, Inc. manages portfolios by allocating capital across a diversified selection of public equities and possibly other securities, as indicated by their 13F filings. Their approach typically involves long-only equity positions, structured to match the individual needs, risk profiles, and objectives of their clients. The firm likely emphasizes a long-term investment philosophy with customized asset allocation and ongoing portfolio rebalancing.
Latest 13F Filing Activity
Guardian Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 60 equity positions with a total 13F market value of $150M. The fund increased holdings in Sterling Infrastructure Inc. Com, Amcor PLC Ord, Nice LTD Sponsored Adr among other positions. Guardian Wealth Management, Inc. reduced exposure to Verisign Inc. Com, Berry Global Group Inc. Com, Eli Lilly & Co. Com among others.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STRL | STERLING INFRASTRUCTURE INC COM | 7.79% | $11.7M | 50,713 | $73.37 | $230.73 | +$6.0M |
A AZO | AUTOZONE INC COM | 4.88% | $7.3M | 1,974 | $2246.02 | $3712.23 | -$110.8K |
A ANET | ARISTA NETWORKS INC COM SHS | 4.64% | $7.0M | 68,156 | $109.35 | $102.31 | +$1.7M |
A APO | APOLLO GLOBAL MGMT INC COM | 4.11% | $6.2M | 43,528 | $76.46 | $141.87 | +$241.9K |
N NNI | NELNET INC CL A | 3.85% | $5.8M | 47,718 | $96.05 | $121.12 | +$638.7K |
Industry Allocation
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