Guardian Wealth Management, Inc.: 13F holdings
CIK 19102052026Q2
| Positions | 66 |
|---|
| Reported value | $203.5m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 66 (+5 vs prior quarter) |
|---|
| Reported value | $203.5m (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ANET ARISTA NETWORKS INC COM SHS | 68,153 | $11.6m | 5.7% |
| LLY ELI LILLY & CO COM | 7,823 | $9.4m | 4.6% |
| STRL STERLING INFRASTRUCTURE INC COM | 10,048 | $8.4m | 4.1% |
| ASML HLDG NV N Y REGISTRY SHS | 3,923 | $7.8m | 3.8% |
| ABBV ABBVIE INC COM | 29,040 | $7.3m | 3.6% |
| NNI NELNET INC CL A | 53,433 | $7.1m | 3.5% |
| CAT CATERPILLAR INC COM | 6,581 | $7.0m | 3.4% |
| AZO AUTOZONE INC COM | 2,162 | $6.9m | 3.4% |
| UTI UNIVERSAL TECHNICAL INST INC COM | 141,544 | $6.1m | 3.0% |
| VNOM VIPER ENERGY INC CL A | 141,567 | $6.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910205")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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