Guardian Wealth Management

Guardian Wealth Management as of March 31, 2026

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