Guardian Wealth Management, Inc. has disclosed its latest 13F-HR filing, revealing a portfolio valued at approximately $196.5 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and overall market positioning.

The filing, dated October 30, 2026, indicates a total of 67 holdings, showcasing a diverse array of investments across various sectors. This diversity may reflect Guardian Wealth Management's strategy to mitigate risks while capitalizing on growth opportunities in the financial services sector.

Background

Guardian Wealth Management, Inc., incorporated in Illinois, operates within the financial services sector. The company is not publicly traded and does not have an associated ticker symbol. Its recent filings include a series of 13F-HR submissions, with the latest being filed on October 30, 2026, under accession number 0001910205-26-000005.

What the Filing Says

The recent filing highlights that Guardian Wealth Management's portfolio is valued at $196,487,329. The report covers the investments held as of September 30, 2026, and includes a total of 67 different positions. The filing does not provide specific details about individual investments or changes from previous quarters.

Impact

This filing may impact various stakeholders, including investors, analysts, and competitors within the financial services industry. The insights gleaned from Guardian Wealth Management’s portfolio could influence market perceptions and strategies among other firms operating in the same space.

What's Next

The filing does not say what happens next, but it is expected that Guardian Wealth Management will continue to monitor its investments closely and adjust its strategies as necessary in response to market conditions.