Guardian Wealth Management, LLC
13F Reported Value
ⓘ$329.6M
Holdings
30
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Guardian Wealth Management, LLC disclosed 30 positions worth $329.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $DHR. The portfolio is most concentrated in Other (97.4% of disclosed assets). All figures are sourced directly from Guardian Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2095373.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST
—Quality
$40.9M843,510 shDIMENSIONAL ETF TRUST
—Quality
$35.3M497,280 shDIMENSIONAL ETF TRUST
—Quality
$24.2M340,536 shDIMENSIONAL ETF TRUST
—Quality
$24.1M905,321 shDIMENSIONAL ETF TRUST
—Quality
$23.5M448,370 shDIMENSIONAL ETF TRUST
—Quality
$22.3M357,069 shDIMENSIONAL ETF TRUST
—Quality
$21.5M449,187 shDIMENSIONAL ETF TRUST
—Quality
$17.0M403,625 shDIMENSIONAL ETF TRUST
—Quality
$13.7M257,587 shDIMENSIONAL ETF TRUST
—Quality
$12.9M331,672 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $40.9M | 843,510 |
| DIMENSIONAL ETF TRUST | — | $35.3M | 497,280 |
| DIMENSIONAL ETF TRUST | — | $24.2M | 340,536 |
| DIMENSIONAL ETF TRUST | — | $24.1M | 905,321 |
| DIMENSIONAL ETF TRUST | — | $23.5M | 448,370 |
| DIMENSIONAL ETF TRUST | — | $22.3M | 357,069 |
| DIMENSIONAL ETF TRUST | — | $21.5M | 449,187 |
| DIMENSIONAL ETF TRUST | — | $17.0M | 403,625 |
| DIMENSIONAL ETF TRUST | — | $13.7M | 257,587 |
| DIMENSIONAL ETF TRUST | — | $12.9M | 331,672 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Guardian Wealth Management, LLC's 30 positions.
Showing top 10 of 30 holdings.
Sector Allocation
Other
$320.9M
Financials
$6.0M
Technology
$1.7M
Consumer Discretionary
$488,177
Industrials
$244,407
Utilities
$205,588
Full Holdings — Guardian Wealth Management, LLC (Q1 2026)
All 30 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $40.9M | 12.4% | -1% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $35.3M | 10.7% | +4% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $24.2M | 7.3% | +1% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $24.1M | 7.3% | +4% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $23.5M | 7.1% | +15% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $22.3M | 6.8% | -1% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $21.5M | 6.5% | +11% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $17.0M | 5.2% | +10% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $13.7M | 4.2% | -7% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $12.9M | 3.9% | +1% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $12.4M | 3.8% | -5% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $12.3M | 3.7% | -4% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $12.2M | 3.7% | -6% | — |
| 14 | — | DIMENSIONAL ETF TRUST | $12.2M | 3.7% | -3% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $9.0M | 2.7% | +26% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS | $8.9M | 2.7% | +15% | — |
| 17 | — | VANGUARD WORLD FD | $7.1M | 2.1% | -10% | — |
| 18 |  $IAU | ISHARES GOLD TRUST | $6.0M | 1.8% | -13% | — |
| 19 | — | VANGUARD WORLD FD | $5.4M | 1.6% | -7% | — |
| 20 | — | VANGUARD WORLD FD | $3.9M | 1.2% | +1% | — |
| 21 |  $DHR | DANAHER CORP /DE/ | $1.2M | 0.4% | NEW | 63.9 |
| 22 | — | DIMENSIONAL ETF TRUST | $994,867 | 0.3% | -8% | — |
| 23 | — | DIMENSIONAL ETF TRUST | $916,279 | 0.3% | -34% | — |
| 24 |  $MSFT | MICROSOFT CORP | $283,182 | 0.1% | +3% | 83.7 |
| 25 | — | DIMENSIONAL ETF TRUST | $264,359 | 0.1% | +2% | — |
| 26 |  $WMT | Walmart Inc. | $259,497 | 0.1% | -0% | 63.2 |
| 27 |  $AAPL | Apple Inc. | $248,207 | 0.1% | -1% | 76.1 |
| 28 |  $GPN | GLOBAL PAYMENTS INC | $244,407 | 0.1% | +0% | 42.9 |
| 29 |  $AMZN | AMAZON COM INC | $228,680 | 0.1% | -1% | 74.6 |
| 30 |  $SO | SOUTHERN CO | $205,588 | 0.1% | -9% | 65.1 |
New Positions (1)
$DHR DANAHER CORP /DE/$1.2MBrowse Top Institutional Investors
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