Guardian Wealth Management, Llc Portfolio Stock Holdings
Guardian Wealth Management, Llc disclosed 30 stock positions valued at approximately $356.7 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 30
- Portfolio Value
- $356.7M
Holdings by Sector
Guardian Wealth Management, Llc Portfolio Holdings in Q2 2026
30 holdings in the latest reporting period.
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| 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 |