Guardian Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Guardian Wealth Management, Llc disclosed 30 stock positions valued at approximately $356.70M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 30
- Portfolio Value
- $356.70M
Holdings by Sector
Guardian Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUV | Other | 12.71% | 824,333 | -19,177 | -2.27% | $45,346,583 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 11.37% | 494,759 | -2,521 | -0.51% | $40,540,568 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 7.81% | 338,393 | -2,143 | -0.63% | $27,863,313 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 7.41% | 912,517 | +7,196 | +0.79% | $26,435,617 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 7.32% | 486,969 | +38,599 | +8.61% | $26,099,006 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 6.91% | 352,499 | -4,570 | -1.28% | $24,639,695 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 6.55% | 489,267 | +40,080 | +8.92% | $23,362,505 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.13% | 433,642 | +30,017 | +7.44% | $18,304,039 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.88% | 256,328 | -1,259 | -0.49% | $13,846,842 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.87% | 334,641 | +2,969 | +0.90% | $13,803,929 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 3.86% | 322,338 | -24,124 | -6.96% | $13,753,247 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.84% | 341,037 | -20,994 | -5.80% | $13,713,084 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 3.51% | 356,997 | +302 | +0.08% | $12,505,604 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.41% | 303,274 | -2,787 | -0.91% | $12,170,374 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 2.68% | 198,012 | +11,128 | +5.95% | $9,570,895 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 2.47% | 151,265 | -419 | -0.28% | $8,803,623 |
| VANGUARD WORLD FD | VDE | Other | 1.60% | 38,044 | -2,816 | -6.89% | $5,711,562 |
| VANGUARD WORLD FD | VAW | Other | 1.54% | 24,058 | -52 | -0.22% | $5,504,305 |
| ISHARES GOLD TR | IAU | Other | 1.48% | 70,075 | +2,342 | +3.46% | $5,291,391 |
| VANGUARD WORLD FD | VHT | Other | 1.26% | 14,985 | +528 | +3.65% | $4,480,718 |
| DANAHER CORP DEL | DHR | Healthcare | 0.31% | 5,858 | -548 | -8.55% | $1,115,832 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.28% | 38,346 | -3,720 | -8.84% | $1,003,130 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.28% | 19,478 | +1,409 | +7.80% | $989,093 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.09% | 7,347 | +544 | +8.00% | $325,892 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.08% | 3,174 | +3,174 | +100.00% | $290,992 |
| APPLE INC | AAPL | Technology | 0.08% | 1,000 | +22 | +2.25% | $289,360 |
| GLOBAL PMTS INC | GPN | Industrials | 0.07% | 3,645 | +13 | +0.36% | $264,459 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.07% | 988 | -110 | -10.02% | $235,480 |
| WALMART INC | WMT | Consumer Defensive | 0.07% | 2,078 | -10 | -0.48% | $235,354 |
| SOUTHERN CO | SO | Utilities | 0.06% | 2,142 | +12 | +0.56% | $205,011 |
Showing 30 of 30 holdings in the latest reporting period.