Guardian Wealth Management, LLC Top Holdings and 13F Report (2026) About Guardian Wealth Management, LLCInvestment ActivityGuardian Wealth Management, LLC has $353.34 million in total holdings as of September 30, 2026.Guardian Wealth Management, LLC owns shares of 30 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 3.24% of the portfolio was sold this quarter.This quarter, Guardian Wealth Management, LLC has purchased 30 new stocks and bought additional shares in 8 stocks.Guardian Wealth Management, LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional US Marketwide Value ETF $42,409,974Dimensional U.S. Equity ETF $39,303,594DIMENSIONAL ETF TRUST $28,264,914Dimensional Short-Duration Fixed Income ETF $27,115,349Dimensional U.S. Small Cap ETF $24,891,413 Largest New Holdings this Quarter 25239Y147 - DFA INVT DIMENSIONS GROUP IN $827,914 Holding594918104 - Microsoft $236,483 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 94,210 shares (about $4.38M)DIMENSIONAL ETF TRUST 65,744 shares (about $3.36M)Dimensional Core Fixed Income ETF 51,758 shares (about $2.08M)Dimensional National Municipal Bond ETF 22,202 shares (about $1.02M)DFA INVT DIMENSIONS GROUP IN 34,268 shares (about $827.91K) Largest Sales this Quarter Dimensional US Marketwide Value ETF 53,243 shares (about $2.93M)Dimensional U.S. Equity ETF 21,393 shares (about $1.78M)Dimensional U.S. Small Cap ETF 16,882 shares (about $1.31M)Dimensional U.S. Targeted Value ETF 16,454 shares (about $1.09M)Dimensional Emerging Markets Value ETF 12,260 shares (about $519.82K) 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$42,409,974$2,928,367 ▼-6.5%771,09012.0%ETFDFUSDimensional U.S. Equity ETF$39,303,594$1,776,261 ▼-4.3%473,36611.1%ETFDIMENSIONAL ETF TRUST$28,264,914$3,362,050 ▲13.5%552,7138.0%INTL COR FIX ETFDFSDDimensional Short-Duration Fixed Income ETF$27,115,349$4,378,128 ▲19.3%583,4777.7%ETFDFASDimensional U.S. Small Cap ETF$24,891,413$1,307,006 ▼-5.0%321,5117.0%ETFDFGRDimensional Global Real Estate ETF$24,402,021$281,563 ▼-1.1%902,1086.9%ETFDFATDimensional U.S. Targeted Value ETF$22,326,844$1,093,204 ▼-4.7%336,0456.3%ETFDFCFDimensional Core Fixed Income ETF$19,474,251$2,076,531 ▲11.9%485,4005.5%ETFDFIVDimensional International Value ETF$13,935,118$383,367 ▼-2.7%249,4653.9%ETFDFAIDimensional International Core Equity Market ETF$13,619,044$245,141 ▼-1.8%328,7243.9%ETFDFEVDimensional Emerging Markets Value ETF$13,147,327$519,825 ▼-3.8%310,0783.7%ETFDFAEDimensional Emerging Core Equity Market ETF$13,023,405$382,762 ▼-2.9%331,3003.7%ETFDISVDimensional International Small Cap Value ETF$12,755,386$373,333 ▼-2.8%294,6503.6%ETFDFISDimensional International Small Cap ETF$12,715,715$218,286 ▼-1.7%350,9723.6%ETFDFNMDimensional National Municipal Bond ETF$10,136,436$1,021,957 ▲11.2%220,2142.9%ETFVGSHVanguard Short-Term Treasury ETF$8,669,169$37,644 ▼-0.4%150,6112.5%ETFVDEVanguard Energy ETF$6,355,134$194,541 ▼-3.0%36,9141.8%ETFIAUiShares Gold Trust$5,966,791$493,907 ▲9.0%76,3991.7%ETFVAWVanguard Materials ETF$5,386,689$137,885 ▲2.6%24,6901.5%ETFVHTVanguard Health Care ETF$4,517,788$218,730 ▼-4.6%14,2931.3%ETFDIMENSIONAL ETF TRUST$1,155,868$172,423 ▲17.5%22,8930.3%ULTR FIX INC ETFDHRDanaher$1,134,114$163,725 ▼-12.6%5,1190.3%HealthcareDFA INVT DIMENSIONS GROUP IN$827,914$827,914 ▲New Holding34,2680.2%REAL ESTATE SECUAAPLApple$323,695$9,325 ▼-2.8%9720.1%TechnologyDFACDimensional U.S. Core Equity 2 ETF$302,843$23,737 ▼-7.3%6,8130.1%ETFCLColgate-Palmolive$272,364$1,536 ▲0.6%3,1920.1%Consumer StaplesAMZNAmazon.com$239,931$6,229 ▼-2.5%9630.1%Consumer DiscretionaryMSFTMicrosoft$236,483$236,483 ▲New Holding4610.1%TechnologyGPNGlobal Payments$221,208$76,431 ▼-25.7%2,7090.1%FinanceWALMART INC$214,075$1,871 ▼-0.9%2,0600.1%COMDFARDimensional US Real Estate ETF$0$1,003,130 ▼-100.0%00.0%ETFSOSouthern$0$205,011 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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