Institutional Fund
Guardian Wealth Management, Inc.
Peoria, ILCIK 19102055 filings on record
Portfolio Value
$183.22M
Q1 2026
Holdings
61
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+7.6%
from $170.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Sterling Infrastructure Inc7.4%
- Arista Networks Inc4.6%
- Autozone Inc3.9%
- Occidental Pete Corp3.8%
- Eli Lilly & Co3.8%
- Nelnet Inc3.6%
- Other72.9%
Portfolio Holdings
61 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sterling Infrastructure Inc | 33.3K | $13.57M | 7.4% | −193 | Reduced |
| 2 | Arista Networks Inc | 68.1K | $8.36M | 4.6% | +1.3K | Added |
| 3 | Autozone Inc | 2.1K | $7.12M | 3.9% | +134 | Added |
| 4 | Occidental Pete Corp | 107.4K | $6.98M | 3.8% | +66.1K | Added |
| 5 | Eli Lilly & Co | 7.5K | $6.92M | 3.8% | +343 | Added |
| 6 | Nelnet Inc | 51.4K | $6.62M | 3.6% | +2.1K | Added |
| 7 | Viper Energy Inc | 139.2K | $6.54M | 3.6% | +51.9K | Added |
| 8 | Abbvie Inc | 28.4K | $6.18M | 3.4% | −898 | Reduced |
| 9 | Vanguard Instl Index Fd | 76.8K | $5.81M | 3.2% | +70.6K | Added |
| 10 | Apollo Global Mgmt Inc | 47.6K | $5.30M | 2.9% | +3.5K | Added |
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