Guardian Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Guardian Wealth Management, Llc disclosed 29 stock positions valued at approximately $353.34M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 29
- Portfolio Value
- $353.34M
Holdings by Sector
Guardian Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUV | Other | 12.00% | 771,090 | -53,243 | -6.46% | $42,409,974 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 11.12% | 473,366 | -21,393 | -4.32% | $39,303,594 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 8.00% | 552,713 | +65,744 | +13.50% | $28,264,914 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 7.67% | 583,477 | +94,210 | +19.26% | $27,115,349 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 7.04% | 321,511 | -16,882 | -4.99% | $24,891,413 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 6.91% | 902,108 | -10,409 | -1.14% | $24,402,021 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 6.32% | 336,045 | -16,454 | -4.67% | $22,326,844 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.51% | 485,400 | +51,758 | +11.94% | $19,474,251 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.94% | 249,465 | -6,863 | -2.68% | $13,935,118 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.85% | 328,724 | -5,917 | -1.77% | $13,619,044 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 3.72% | 310,078 | -12,260 | -3.80% | $13,147,327 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.69% | 331,300 | -9,737 | -2.86% | $13,023,405 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.61% | 294,650 | -8,624 | -2.84% | $12,755,386 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 3.60% | 350,972 | -6,025 | -1.69% | $12,715,715 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 2.87% | 220,214 | +22,202 | +11.21% | $10,136,436 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 2.45% | 150,611 | -654 | -0.43% | $8,669,169 |
| VANGUARD WORLD FD | VDE | Other | 1.80% | 36,914 | -1,130 | -2.97% | $6,355,134 |
| ISHARES GOLD TR | IAU | Other | 1.69% | 76,399 | +6,324 | +9.02% | $5,966,791 |
| VANGUARD WORLD FD | VAW | Other | 1.52% | 24,690 | +632 | +2.63% | $5,386,689 |
| VANGUARD WORLD FD | VHT | Other | 1.28% | 14,293 | -692 | -4.62% | $4,517,788 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.33% | 22,893 | +3,415 | +17.53% | $1,155,868 |
| DANAHER CORP DEL | DHR | Healthcare | 0.32% | 5,119 | -739 | -12.62% | $1,134,114 |
| APPLE INC | AAPL | Technology | 0.09% | 972 | -28 | -2.80% | $323,695 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.09% | 6,813 | -534 | -7.27% | $302,843 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.08% | 3,192 | +18 | +0.57% | $272,364 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.07% | 963 | -25 | -2.53% | $239,931 |
| MICROSOFT CORP | MSFT | Technology | 0.07% | 461 | -304 | -39.74% | $236,483 |
| GLOBAL PMTS INC | GPN | Industrials | 0.06% | 2,709 | -936 | -25.68% | $221,208 |
| WALMART INC | WMT | Consumer Defensive | 0.06% | 2,060 | -18 | -0.87% | $214,075 |
Showing 29 of 29 holdings in the latest reporting period.