Guardian Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$329.6M
Q ending 2026-03-31
Prior quarter
$315.4M
Q ending 2025-12-31
Change
+4.5% QoQ
Positions
30
reported holdings
Largest positions
All 30 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFUV | Shares | $40.9M | 844K |
| Dimensional Etf Trust | DFUS | Shares | $35.3M | 497K |
| Dimensional Etf Trust | DFAS | Shares | $24.2M | 341K |
| Dimensional Etf Trust | DFGR | Shares | $24.1M | 905K |
| Dimensional Etf Trust | DFGX | Shares | $23.5M | 448K |
| Dimensional Etf Trust | DFAT | Shares | $22.3M | 357K |
| Dimensional Etf Trust | DFSD | Shares | $21.5M | 449K |
| Dimensional Etf Trust | DFCF | Shares | $17.0M | 404K |
| Dimensional Etf Trust | DFIV | Shares | $13.7M | 258K |
| Dimensional Etf Trust | DFAI | Shares | $12.9M | 332K |
| Dimensional Etf Trust | DFEV | Shares | $12.4M | 346K |
| Dimensional Etf Trust | DFAE | Shares | $12.3M | 362K |
| Dimensional Etf Trust | DISV | Shares | $12.2M | 306K |
| Dimensional Etf Trust | DFIS | Shares | $12.2M | 357K |
| Dimensional Etf Trust | DFNM | Shares | $9.0M | 187K |
| Vanguard Scottsdale Fds | VGSH | Shares | $8.9M | 152K |
| Vanguard World Fd | VDE | Shares | $7.1M | 41K |
| Ishares Gold Tr | IAU | Shares | $6.0M | 68K |
| Vanguard World Fd | VAW | Shares | $5.4M | 24K |
| Vanguard World Fd | VHT | Shares | $3.9M | 14K |
| Danaher Corp Del | DHR | Shares | $1.2M | 6K |
| Dimensional Etf Trust | DFAR | Shares | $995K | 42K |
| Dimensional Etf Trust | DUSB | Shares | $916K | 18K |
| Microsoft Corp | MSFT | Shares | $283K | 765 |
| Dimensional Etf Trust | DFAC | Shares | $264K | 7K |
| Walmart Inc | WMT | Shares | $259K | 2K |
| Apple Inc | AAPL | Shares | $248K | 978 |
| Global Pmts Inc | GPN | Shares | $244K | 4K |
| Amazon Com Inc | AMZN | Shares | $229K | 1K |
| Southern Co | SO | Shares | $206K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.