Holders — by stockHoldings — by fund
Guardian Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002095373
$356.7M
disclosed book value
30
positions
12.7%
largest position share
Positions, as of 2026-06-30
top 30 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFUVDIMENSIONAL ETF TRUST | 824,333 | $45.3M | 12.7% |
| 2 | DFUSDIMENSIONAL ETF TRUST | 494,759 | $40.5M | 11.4% |
| 3 | DFASDIMENSIONAL ETF TRUST | 338,393 | $27.9M | 7.8% |
| 4 | DFGRDIMENSIONAL ETF TRUST | 912,517 | $26.4M | 7.4% |
| 5 | DFGXDIMENSIONAL ETF TRUST | 486,969 | $26.1M | 7.3% |
| 6 | DFATDIMENSIONAL ETF TRUST | 352,499 | $24.6M | 6.9% |
| 7 | DFSDDIMENSIONAL ETF TRUST | 489,267 | $23.4M | 6.5% |
| 8 | DFCFDIMENSIONAL ETF TRUST | 433,642 | $18.3M | 5.1% |
| 9 | DFIVDIMENSIONAL ETF TRUST | 256,328 | $13.8M | 3.9% |
| 10 | DFAIDIMENSIONAL ETF TRUST | 334,641 | $13.8M | 3.9% |
| 11 | DFEVDIMENSIONAL ETF TRUST | 322,338 | $13.8M | 3.9% |
| 12 | DFAEDIMENSIONAL ETF TRUST | 341,037 | $13.7M | 3.8% |
| 13 | DFISDIMENSIONAL ETF TRUST | 356,997 | $12.5M | 3.5% |
| 14 | DISVDIMENSIONAL ETF TRUST | 303,274 | $12.2M | 3.4% |
| 15 | DFNMDIMENSIONAL ETF TRUST | 198,012 | $9.6M | 2.7% |
| 16 | VGSHVANGUARD SCOTTSDALE FDS | 151,265 | $8.8M | 2.5% |
| 17 | VDEVANGUARD WORLD FD | 38,044 | $5.7M | 1.6% |
| 18 | VAWVANGUARD WORLD FD | 24,058 | $5.5M | 1.5% |
| 19 | IAUISHARES GOLD TR | 70,075 | $5.3M | 1.5% |
| 20 | VHTVANGUARD WORLD FD | 14,985 | $4.5M | 1.3% |
| 21 | DHRDANAHER CORP DEL | 5,858 | $1.1M | 0.3% |
| 22 | DFARDIMENSIONAL ETF TRUST | 38,346 | $1.0M | 0.3% |
| 23 | DUSBDIMENSIONAL ETF TRUST | 19,478 | $989,093 | 0.3% |
| 24 | DFACDIMENSIONAL ETF TRUST | 7,347 | $325,892 | 0.1% |
| 25 | CLCOLGATE PALMOLIVE CO | 3,174 | $290,992 | 0.1% |
| 26 | AAPLAPPLE INC | 1,000 | $289,360 | 0.1% |
| 27 | GPNGLOBAL PMTS INC | 3,645 | $264,459 | 0.1% |
| 28 | AMZNAMAZON COM INC | 988 | $235,480 | 0.1% |
| 29 | WMTWALMART INC | 2,078 | $235,354 | 0.1% |
| 30 | SOSOUTHERN CO | 2,142 | $205,011 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.