CIK 1910205
Guardian Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
67
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–67 of 67
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSX | PHILLIPS 66 COM | 4K | $500K+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 3K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION COM | 3K | $500K+ | SH |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 6K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP COM | 934 | $100K–$500K | SH |
| EXP | EAGLE MATLS INC COM | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 2K | $100K–$500K | SH |
| — | ASTRAZENECA PLC ORD | 4K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | 18K | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 969 | $100K–$500K | SH |
| GRMN | GARMIN LTD SHS | 1K | $100K–$500K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 1K | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 394 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO COM | 670 | $100K–$500K | SH |
| DE | DEERE & CO COM | 454 | $100K–$500K | SH |
| KLAC | KLA CORP COM NEW | 171 | $100K–$500K | SH |
| BSM | BLACK STONE MINERALS L P COM UNIT | 12K | $100K–$500K | SH |