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Joshua Kirby

Guardian Wealth Management, Inc.

Assets Managed
$183.218M
Holdings
61
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
7.62%(2Q avg: 4.11%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Guardian Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 183.218M in assets, with a quarterly growth rate of 7.62% and a 2-quarter average growth rate of 4.11%. The portfolio is managed by Joshua Kirby, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STRL
Sterling Infrastructure Inc
Recent Activity
Decreased -0.57%
7.41%
$13.568M
33,314 shares@ $407.28 avg price
ANET
Arista Networks Inc
Recent Activity
Increased 1.99%
4.57%
$8.357M
68,065 shares@ $122.79 avg price
AZO
Autozone Inc
Recent Activity
Increased 6.8%
3.89%
$7.117M
2,107 shares@ $3377.78 avg price
OXY
Occidental Petroleum Corp
Recent Activity
Increased 160.19%
3.82%
$6.982M
107,422 shares@ $65.01 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 4.78%
3.78%
$6.92M
7,523 shares@ $919.82 avg price
NNI
Nelnet Inc-cl A
Recent Activity
Increased 4.33%
3.62%
$6.623M
51,356 shares@ $128.97 avg price
VNOM
Viper Energy Inc-cl A
Recent Activity
Increased 59.48%
3.57%
$6.54M
139,182 shares@ $47.0 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -3.06%
3.38%
$6.177M
28,401 shares@ $217.5 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 1144.61%
3.17%
$5.807M
76,755 shares@ $75.66 avg price
APO
Apollo Global Management Inc
Recent Activity
Increased 8.03%
2.9%
$5.302M
47,585 shares@ $111.43 avg price

1-10 of 61