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Guardian Wealth Management

Latest statistics and disclosures from Guardian Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002095373

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Positions held by Guardian Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Guardian Wealth Management

Guardian Wealth Management holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV)	12.4	$41M	844k	48.46	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	10.7	$35M	497k	70.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.3	$24M	341k	71.13	View chart
Dimensional Etf Trust Global Real Est (DFGR)	7.3	$24M	905k	26.58	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	7.1	$24M	448k	52.45	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.8	$22M	357k	62.45	View chart
Dimensional Etf Trust Short Duration F (DFSD)	6.5	$22M	449k	47.88	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.2	$17M	404k	42.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$14M	258k	53.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.9	$13M	332k	38.96	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	3.8	$12M	347k	35.82	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.7	$12M	362k	33.86	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.7	$12M	306k	39.83	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	3.7	$12M	357k	34.07	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.7	$9.0M	187k	47.93	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.7	$8.9M	152k	58.54	View chart
Vanguard World Energy Etf (VDE)	2.1	$7.1M	41k	173.04	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$6.0M	68k	89.08	View chart
Vanguard World Materials Etf (VAW)	1.6	$5.4M	24k	225.34	View chart
Vanguard World Health Car Etf (VHT)	1.2	$3.9M	15k	272.33	View chart
Danaher Corporation (DHR)	0.4	$1.2M	6.4k	189.60	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$995k	42k	23.65	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$916k	18k	50.71	View chart
Microsoft Corporation (MSFT)	0.1	$283k	765.00	370.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$264k	6.8k	38.86	View chart
Wal-Mart Stores (WMT)	0.1	$260k	2.1k	124.28	View chart
Apple (AAPL)	0.1	$248k	978.00	253.79	View chart
Global Payments (GPN)	0.1	$244k	3.6k	67.29	View chart
Amazon (AMZN)	0.1	$229k	1.1k	208.27	View chart
Southern Company (SO)	0.1	$206k	2.1k	96.52	View chart

Past Filings by Guardian Wealth Management

SEC 13F filings are viewable for Guardian Wealth Management going back to 2026

Guardian Wealth Management 2026 Q1 filed April 23, 2026

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