Guardian Wealth Management

Guardian Wealth Management as of June 30, 2026

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