Guardian Wealth Management, LLC Top Holdings and 13F Report (2026) About Guardian Wealth Management, LLCInvestment ActivityGuardian Wealth Management, LLC has $356.70 million in total holdings as of June 30, 2026.Guardian Wealth Management, LLC owns shares of 30 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.92% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Guardian Wealth Management, LLC has purchased 30 new stocks and bought additional shares in 14 stocks.Guardian Wealth Management, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Marketwide Value ETF $45,346,583Dimensional U.S. Equity ETF $40,540,568Dimensional U.S. Small Cap ETF $27,863,313Dimensional Global Real Estate ETF $26,435,617DIMENSIONAL ETF TRUST $26,099,006 Largest New Holdings this Quarter 194162103 - Colgate-Palmolive $290,992 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 38,599 shares (about $2.07M)Dimensional Short-Duration Fixed Income ETF 40,080 shares (about $1.91M)Dimensional Core Fixed Income ETF 30,017 shares (about $1.27M)Dimensional National Municipal Bond ETF 11,128 shares (about $537.87K)Colgate-Palmolive 3,174 shares (about $290.99K) Largest Sales this Quarter Dimensional US Marketwide Value ETF 19,177 shares (about $1.05M)Dimensional Emerging Markets Value ETF 24,124 shares (about $1.03M)Dimensional Emerging Core Equity Market ETF 20,994 shares (about $844.17K)Vanguard Energy ETF 2,816 shares (about $422.77K)Dimensional U.S. Targeted Value ETF 4,570 shares (about $319.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$45,346,583$1,054,927 â–¼-2.3%824,33312.7%ETFDFUSDimensional U.S. Equity ETF$40,540,568$206,571 â–¼-0.5%494,75911.4%ETFDFASDimensional U.S. Small Cap ETF$27,863,313$176,455 â–¼-0.6%338,3937.8%ETFDFGRDimensional Global Real Estate ETF$26,435,617$208,468 â–²0.8%912,5177.4%ETFDIMENSIONAL ETF TRUST$26,099,006$2,068,706 â–²8.6%486,9697.3%INTL COR FIX ETFDFATDimensional U.S. Targeted Value ETF$24,639,695$319,443 â–¼-1.3%352,4996.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$23,362,505$1,913,820 â–²8.9%489,2676.5%ETFDFCFDimensional Core Fixed Income ETF$18,304,039$1,267,018 â–²7.4%433,6425.1%ETFDFIVDimensional International Value ETF$13,846,842$68,011 â–¼-0.5%256,3283.9%ETFDFAIDimensional International Core Equity Market ETF$13,803,929$122,471 â–²0.9%334,6413.9%ETFDFEVDimensional Emerging Markets Value ETF$13,753,247$1,029,303 â–¼-7.0%322,3383.9%ETFDFAEDimensional Emerging Core Equity Market ETF$13,713,084$844,168 â–¼-5.8%341,0373.8%ETFDFISDimensional International Small Cap ETF$12,505,604$10,579 â–²0.1%356,9973.5%ETFDISVDimensional International Small Cap Value ETF$12,170,374$111,842 â–¼-0.9%303,2743.4%ETFDFNMDimensional National Municipal Bond ETF$9,570,895$537,871 â–²6.0%198,0122.7%ETFVGSHVanguard Short-Term Treasury ETF$8,803,623$24,386 â–¼-0.3%151,2652.5%ETFVDEVanguard Energy ETF$5,711,562$422,767 â–¼-6.9%38,0441.6%ETFVAWVanguard Materials ETF$5,504,305$11,897 â–¼-0.2%24,0581.5%ETFIAUiShares Gold Trust$5,291,391$176,845 â–²3.5%70,0751.5%FinanceVHTVanguard Health Care ETF$4,480,718$157,879 â–²3.7%14,9851.3%ETFDHRDanaher$1,115,832$104,383 â–¼-8.6%5,8580.3%MedicalDFARDimensional US Real Estate ETF$1,003,130$97,315 â–¼-8.8%38,3460.3%ETFDIMENSIONAL ETF TRUST$989,093$71,549 â–²7.8%19,4780.3%ULTR FIX INC ETFDFACDimensional U.S. Core Equity 2 ETF$325,892$24,130 â–²8.0%7,3470.1%ETFCLColgate-Palmolive$290,992$290,992 â–²New Holding3,1740.1%Consumer StaplesAAPLApple$289,360$6,366 â–²2.2%1,0000.1%Computer and TechnologyGPNGlobal Payments$264,459$943 â–²0.4%3,6450.1%Business ServicesAMZNAmazon.com$235,480$26,217 â–¼-10.0%9880.1%Retail/WholesaleWALMART INC$235,354$1,133 â–¼-0.5%2,0780.1%COMSOSouthern$205,011$1,149 â–²0.6%2,1420.1%UtilitiesMSFTMicrosoft$0$283,182 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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