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Guardian Wealth Management, LLC Portfolio
$353.3M across 30 positions as of 2026-09-30, with 72% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | $42.4M | 12.0% | 771,090 |
| DIMENSIONAL ETF TRUST | $39.3M | 11.1% | 473,366 |
| DFGXDimensional Global ex US Core Fixed Income ETF | $28.3M | 8.0% | 552,713 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $27.1M | 7.7% | 583,477 |
| DIMENSIONAL ETF TRUST | $24.9M | 7.0% | 321,511 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $24.4M | 6.9% | 902,108 |
| DFATDimensional U.S. Targeted Value ETF | $22.3M | 6.3% | 336,045 |
| DFCFDimensional Core Fixed Income ETF | $19.5M | 5.5% | 485,400 |
| DFIVDimensional International Value ETF | $13.9M | 3.9% | 249,465 |
| DFAIDimensional International Core Equity Market ETF | $13.6M | 3.9% | 328,724 |
| DIMENSIONAL ETF TRUST | $13.1M | 3.7% | 310,078 |
| DFAEDimensional Emerging Core Equity Market ETF | $13M | 3.7% | 331,300 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $12.8M | 3.6% | 294,650 |
| DIMENSIONAL ETF TRUST | $12.7M | 3.6% | 350,972 |
| DIMENSIONAL ETF TRUST | $10.1M | 2.9% | 220,214 |
| VGSHVanguard Short-Term Treasury ETF | $8.7M | 2.5% | 150,611 |
| VDEVanguard Energy ETF | $6.4M | 1.8% | 36,914 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $6M | 1.7% | 76,399 |
| VAWVanguard Materials ETF | $5.4M | 1.5% | 24,690 |
| VHTVanguard Health Care ETF | $4.5M | 1.3% | 14,293 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $1.2M | 0.3% | 22,893 |
| DHRDanaher Corp | $1.1M | 0.3% | 5,119 |
| DFARDimensional US Real Estate ETF | $827.9K | 0.2% | 34,268 |
| AAPLApple Inc | $323.7K | 0.1% | 972 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $302.8K | 0.1% | 6,813 |
| CLColgate-Palmolive Co | $272.4K | 0.1% | 3,192 |
| AMZNAmazon.com Inc | $239.9K | 0.1% | 963 |
| MSFTMicrosoft Corp | $236.5K | 0.1% | 461 |
| GPNGlobal Payments Inc | $221.2K | 0.1% | 2,709 |
| WMTWalmart Inc | $214.1K | 0.1% | 2,060 |
Quarter ending 2026-09-30.
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