Guardian Wealth Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists the firm's total assets under management as $1,964,873,329.
The filing details 67 individual securities held by the firm. The largest position disclosed is Arista Networks Inc., with 6,675 shares valued at $13,590,650. Other significant holdings include Eli Lilly & Co., with 9,314 shares valued at $8,092,117; SS&C Technologies Holdings Inc., with 10,499,676 shares valued at $8,092,117; and AbbVie Inc., with 7,666,146 shares valued at $7,666,146.
The portfolio includes a mix of large-cap technology, healthcare, and industrial companies, as well as various exchange-traded funds. Notable holdings include Occidental Petroleum Corp., Apollo Global Management Inc., L3Harris Technologies Inc., Caterpillar Inc., and Johnson & Johnson. The firm also holds positions in Mastercard Incorporated, Procter & Gamble Co., PepsiCo Inc., and 3M Co. Additionally, the filing lists several ETFs, including the Schwab U.S. Broad Market ETF, the Vanguard S&P 500 Value ETF, and various bond ETFs.
