Guardian Wealth Management
Latest statistics and disclosures from Guardian Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUV, DFUS, DFGX, DFSD, Dimensional Etf Trust, and represent 45.84% of Guardian Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFSD, DFGX, DFCF, DFNM, DFAR, IAU, MSFT, DUSB, VAW, CL.
- Started 2 new stock positions in MSFT, DFAR.
- Reduced shares in these 10 stocks: DFUV, DFUS, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, DFEV, DFIV, DFAE, DISV, DFGR.
- Sold out of its positions in Dimensional Etf Trust, SO.
- Guardian Wealth Management was a net buyer of stock by $1.3M.
- Guardian Wealth Management has $353M in assets under management (AUM), dropping by -0.94%.
- Central Index Key (CIK): 0002095373
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Portfolio Holdings for Guardian Wealth Management
Guardian Wealth Management holds 30 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Past Filings by Guardian Wealth Management
SEC 13F filings are viewable for Guardian Wealth Management going back to 2026
- Guardian Wealth Management 2026 Q3 filed Oct. 14, 2026
- Guardian Wealth Management 2026 Q2 filed July 24, 2026
- Guardian Wealth Management 2026 Q1 filed April 23, 2026