Guardian Wealth Management, Inc.
•CIK: 1910205•Filing: Q4 2025
**Guardian Wealth Management, Inc.** is a sophisticated multi-strategy manager overseeing $170M in assets. The fund maintains a focused portfolio of 67 positions, demonstrating tactical allocation across key sectors. Top holdings include VTV at $12.4M and UAO at $10.3M, signaling significant exposure to technology and industrial themes. Further concentration in ANET ($8.7M) and LLY ($7.7M) underscores a conviction in high-growth, established market leaders.
Total AUM
$170.3M
QoQ Performance
+0.6%
Positions
67
Top 10 Concentration
43.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
STRL
ANET
VTV7.3%
STRL6.0%
ANET5.1%
LLY4.5%
ABBV3.9%
AZO3.9%
NIJ3.8%
APO3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.3%
Healthcare12.0%
Industrial4.5%
Financial4.0%
Energy2.1%
Technology1.5%
Consumer Staples1.3%
Communication1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑14 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022