Guardian Wealth Management, LLC Top Holdings and 13F Report (2026) About Guardian Wealth Management, LLCInvestment ActivityGuardian Wealth Management, LLC has $329.62 million in total holdings as of March 31, 2026.Guardian Wealth Management, LLC owns shares of 30 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.05% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Guardian Wealth Management, LLC has purchased 29 new stocks and bought additional shares in 13 stocks.Guardian Wealth Management, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Marketwide Value ETF $40,876,516Dimensional U.S. Equity ETF $35,262,138Dimensional U.S. Small Cap ETF $24,222,355Dimensional Global Real Estate ETF $24,063,432DIMENSIONAL ETF TRUST $23,517,231 Largest New Holdings this Quarter 235851102 - Danaher $1,214,578 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 57,822 shares (about $3.03M)Dimensional Short-Duration Fixed Income ETF 42,761 shares (about $2.05M)Dimensional National Municipal Bond ETF 38,488 shares (about $1.84M)Dimensional Core Fixed Income ETF 36,302 shares (about $1.53M)Dimensional U.S. Equity ETF 19,410 shares (about $1.38M) Largest Sales this Quarter Dimensional International Value ETF 19,598 shares (about $1.04M)iShares Gold Trust 9,957 shares (about $886.92K)Dimensional International Small Cap Value ETF 21,067 shares (about $839.10K)Vanguard Energy ETF 4,305 shares (about $744.94K)Dimensional Emerging Markets Value ETF 19,232 shares (about $688.89K) 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$40,876,516$562,524 ▼-1.4%843,51012.4%ETFDFUSDimensional U.S. Equity ETF$35,262,138$1,376,364 ▲4.1%497,28010.7%ETFDFASDimensional U.S. Small Cap ETF$24,222,355$146,812 ▲0.6%340,5367.3%ETFDFGRDimensional Global Real Estate ETF$24,063,432$846,679 ▲3.6%905,3217.3%ETFDIMENSIONAL ETF TRUST$23,517,231$3,032,793 ▲14.8%448,3707.1%DIMENSIONAL INTEDFATDimensional U.S. Targeted Value ETF$22,298,973$292,516 ▼-1.3%357,0696.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$21,507,079$2,047,397 ▲10.5%449,1876.5%ETFDFCFDimensional Core Fixed Income ETF$17,041,068$1,532,672 ▲9.9%403,6255.2%ETFDFIVDimensional International Value ETF$13,731,939$1,044,768 ▼-7.1%257,5874.2%ETFDFAIDimensional International Core Equity Market ETF$12,921,958$103,478 ▲0.8%331,6723.9%ETFDFEVDimensional Emerging Markets Value ETF$12,410,257$688,890 ▼-5.3%346,4623.8%ETFDFAEDimensional Emerging Core Equity Market ETF$12,258,381$548,262 ▼-4.3%362,0313.7%ETFDISVDimensional International Small Cap Value ETF$12,190,391$839,097 ▼-6.4%306,0613.7%ETFDFISDimensional International Small Cap ETF$12,152,533$351,089 ▼-2.8%356,6953.7%ETFDFNMDimensional National Municipal Bond ETF$8,957,335$1,844,727 ▲25.9%186,8842.7%ETFVGSHVanguard Short-Term Treasury ETF$8,879,581$1,126,895 ▲14.5%151,6842.7%ETFVDEVanguard Energy ETF$7,070,431$744,939 ▼-9.5%40,8602.1%ETFIAUiShares Gold Trust$6,033,340$886,923 ▼-12.8%67,7331.8%FinanceVAWVanguard Materials ETF$5,433,021$436,489 ▼-7.4%24,1101.6%ETFVHTVanguard Health Care ETF$3,937,123$46,024 ▲1.2%14,4571.2%ETFDHRDanaher$1,214,578$1,214,578 ▲New Holding6,4060.4%MedicalDFARDimensional US Real Estate ETF$994,867$82,492 ▼-7.7%42,0660.3%ETFDIMENSIONAL ETF TRUST$916,279$461,613 ▼-33.5%18,0690.3%ULTRASHORT FIXEDMSFTMicrosoft$283,182$8,514 ▲3.1%7650.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$264,359$6,373 ▲2.5%6,8030.1%ETFWALMART INC$259,497$746 ▼-0.3%2,0880.1%COMAAPLApple$248,207$1,777 ▼-0.7%9780.1%Computer and TechnologyGPNGlobal Payments$244,407$942 ▲0.4%3,6320.1%Business ServicesAMZNAmazon.com$228,680$1,458 ▼-0.6%1,0980.1%Retail/WholesaleSOSouthern$205,588$20,848 ▼-9.2%2,1300.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
