Guardian Wealth Management

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

  • Top 5 stock holdings are DFUV, DFUS, DFAS, DFGR, DFGX, and represent 46.62% of Guardian Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFGX, DFSD, DFCF, DFNM, CL, DFGR, IAU, VHT, DFAI, DUSB.
  • Started 1 new stock position in CL.
  • Reduced shares in these 10 stocks: DFUV, DFEV, DFAE, VDE, DFAT, MSFT, DFUS, DFAS, DISV, DHR.
  • Sold out of its position in MSFT.
  • Guardian Wealth Management was a net buyer of stock by $2.1M.
  • Guardian Wealth Management has $357M in assets under management (AUM), dropping by 8.21%.
  • Central Index Key (CIK): 0002095373

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Guardian Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV) 12.7 $45M -2% 824k 55.01
 View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 11.4 $41M 495k 81.94
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 7.8 $28M 338k 82.34
 View chart
Dimensional Etf Trust Global Real Est (DFGR) 7.4 $26M 913k 28.97
 View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 7.3 $26M +8% 487k 53.59
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.9 $25M 353k 69.90
 View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 6.5 $23M +8% 489k 47.75
 View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF) 5.1 $18M +7% 434k 42.21
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 3.9 $14M 256k 54.02
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.9 $14M 335k 41.25
 View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV) 3.9 $14M -6% 322k 42.67
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.8 $14M -5% 341k 40.21
 View chart
Dimensional Etf Trust Intl Small Cap E (DFIS) 3.5 $13M 357k 35.03
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 3.4 $12M 303k 40.13
 View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.7 $9.6M +5% 198k 48.33
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.5 $8.8M 151k 58.20
 View chart
Vanguard World Energy Etf (VDE) 1.6 $5.7M -6% 38k 150.13
 View chart
Vanguard World Materials Etf (VAW) 1.5 $5.5M 24k 228.79
 View chart
Ishares Gold Tr Ishares New (IAU) 1.5 $5.3M +3% 70k 75.51
 View chart
Vanguard World Health Car Etf (VHT) 1.3 $4.5M +3% 15k 299.01
 View chart
Danaher Corporation (DHR) 0.3 $1.1M -8% 5.9k 190.48
 View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.3 $1.0M -8% 38k 26.16
 View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.3 $989k +7% 20k 50.78
 View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.1 $326k +7% 7.3k 44.36
 View chart
Colgate-Palmolive Company (CL) 0.1 $291k NEW 3.2k 91.68
 View chart
Apple (AAPL) 0.1 $289k +2% 1.0k 289.36
 View chart
Global Payments (GPN) 0.1 $265k 3.6k 72.55
 View chart
Amazon (AMZN) 0.1 $236k -10% 988.00 238.34
 View chart
Wal-Mart Stores (WMT) 0.1 $235k 2.1k 113.26
 View chart
Southern Company (SO) 0.1 $205k 2.1k 95.71
 View chart

Past Filings by Guardian Wealth Management

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