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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Guardian Wealth Management, Inc.

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001910205-26-000001

Total Value
$170.3M
Positions
67
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (67)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD VALUE ETF92290874464,925$12.4M7.28%
2STERLING INFRASTRUCTURE INC COMSTRL33,507$10.3M6.03%
3ARISTA NETWORKS INC COM SHSANET66,742$8.7M5.14%
4ELI LILLY & CO COMLLY7,180$7.7M4.53%
5ABBVIE INC COMABBV29,299$6.7M3.93%
6AUTOZONE INC COMAZO1,973$6.7M3.93%
7NELNET INC CL ANNI49,228$6.5M3.84%
8APOLLO GLOBAL MGMT INC COM03769M10644,051$6.4M3.75%
9SS&C TECHNOLOGIES HLDGS INC COMSSNC56,994$5.0M2.93%
10CATERPILLAR INC COMCAT7,669$4.4M2.58%
11BROOKFIELD CORP CL A LTD VT SH11271J10791,615$4.2M2.47%
12ASML HLDG NV N Y REGISTRY SHSASMLF3,720$4.0M2.34%
13STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y50688,579$4.0M2.33%
14KKR & CO INC COMKKRT30,060$3.8M2.25%
15VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40946,038$3.7M2.16%
16UNIVERSAL TECHNICAL INST INC COMUTI137,691$3.6M2.11%
17VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87042,763$3.6M2.10%
18ACUITY INC COMAYI9,815$3.5M2.08%
19PATHWARD FINANCIAL INC COMCASH48,229$3.4M2.01%
20VIPER ENERGY INC CL AVNOM87,275$3.4M1.98%
21WASTE MGMT INC DEL COM94106L10914,997$3.3M1.94%
22ABBOTT LABS COMABLZF25,483$3.2M1.88%
23JOHNSON & JOHNSON COMJNJ13,832$2.9M1.68%
24NATIONAL PRESTO INDS INC COM63721510425,770$2.8M1.62%
25MASTERCARD INCORPORATED CL AMA4,315$2.5M1.45%
26LKQ CORP COMLKQ77,891$2.4M1.38%
27OMNICOM GROUP INC COMOMC28,107$2.3M1.33%
28PEPSICO INC COMPEP15,779$2.3M1.33%
29PROCTER & GAMBLE CO COM74271810915,132$2.2M1.27%
30CONOCOPHILLIPS COMCOP20,956$2.0M1.15%
31P10 INC COM CL A69376K106198,988$2.0M1.15%
32AMCOR PLC COM NEWAMCCF232,736$1.9M1.14%
33STAG INDUSTRIAL INC COM85254J10251,172$1.9M1.10%
34UNILEVER PLC SPON ADR NEWUNLYF26,832$1.8M1.03%
35OCCIDENTAL PETE CORP COM67459910541,286$1.7M1.00%
36WARNER BROS DISCOVERY INC COM SER AWBD56,895$1.6M0.96%
373M CO COMMMM10,186$1.6M0.96%
38LABCORP HOLDINGS INC COM SHSLH6,201$1.6M0.91%
39SCHWAB U.S. BROAD MARKET ETF80852410255,462$1.5M0.85%
40DISNEY WALT CO COM25468710612,086$1.4M0.81%
41LOCKHEED MARTIN CORP COMLMT2,809$1.4M0.80%
42APPLE INC COMAAPL4,928$1.3M0.79%
43SCHWAB US DIVIDEND EQUITY ETF80852479748,336$1.3M0.78%
44ALPINE INCOME PPTY TR INC COM02083X10367,131$1.1M0.66%
45NICE LTD SPONSORED ADRNCSYF9,104$1.0M0.60%
46KIMBERLY-CLARK CORP COMKMB8,467$854,3010.50%
47NORTHWEST NAT HLDG CO COM66765N10516,967$793,0720.47%
48GLOBAL PMTS INC COM37940X1028,947$692,5420.41%
49BROADRIDGE FINL SOLUTIONS INC COM11133T1033,098$691,3960.41%
50FRP HLDGS INC COMFRPH27,043$616,3100.36%
51PHILLIPS 66 COMPSX4,433$572,1070.34%
52VANGUARD SMALL CAP VALUE ETF9229086112,543$538,6850.32%
53NVIDIA CORPORATION COMNVDA2,812$524,4410.31%
54VANGUARD 0-3 MONTH TREASURY BILL ETF9220408456,167$465,1950.27%
55MICROSOFT CORP COMMSFT934$452,0360.27%
56EAGLE MATLS INC COM26969P1082,035$420,5940.25%
57PALANTIR TECHNOLOGIES INC CL APLTR2,351$417,8900.25%
58ASTRAZENECA PLC ORDAZN3,893$357,8890.21%
59SIRIUSXM HOLDINGS INC COMMON STOCK82993310017,640$352,7130.21%
60ALPHABET INC CAP STK CL CGOOG969$304,2160.18%
61GARMIN LTD SHSGRMN1,447$293,5910.17%
62VANGUARD S&P 500 VALUE ETF9219327031,270$260,3640.15%
63VANGUARD S&P 500 ETF922908363394$247,0890.15%
64JPMORGAN CHASE & CO COMVYLD670$215,9660.13%
65DEERE & CO COMDE454$211,3690.12%
66KLA CORP COM NEWKLAC171$208,9620.12%
67BLACK STONE MINERALS L P COM UNITBSMLP12,356$164,2130.10%