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CIK: 0002095373
Total reported value
$356.7M
$356.7M
29 檔
40.2%
At the close of Q4 2025, Guardian Wealth Management, LLC disclosed equity holdings valued at approximately $356.7M, spread across 29 reported holdings.
During Q4 2025, Guardian Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US Marketwide Va | ETF-Other | 12.63% | +0.31% | — | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.24% | +0.67% | — | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.48% | +0.46% | — | |
| 4 | DFGR | Dim Global Real Estate ETF | ETF-Other | 7.32% | +0.11% | — | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 6.83% | +0.15% | — | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.52% | +0.19% | — | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 6.18% | +0.03% | — | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.96% | -0.04% | — | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 4.39% | -0.29% | — | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 3.98% | -0.05% | — | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 3.94% | -0.29% | — | |
| 12 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.91% | +0.10% | — | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.91% | +0.12% | — | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 3.83% | -0.18% | — | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.47% | -0.22% | — | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.27% | -0.04% | — | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 2.00% | -0.35% | — | |
| 18 | VDE | Vanguard Energy ETF | ETF-Other | 1.80% | -0.54% | — | |
| 19 | VAW | Vanguard Materials ETF | ETF-Other | 1.71% | -0.11% | — | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 1.30% | +0.07% | — | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.44% | — | — | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.33% | -0.02% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.09% | EXIT | |
| 24 | GPN | Global Payments Inc | Stock-Industrials | 0.09% | — | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | — | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.08% | +0.01% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.06% | — | — |
According to official SEC Form 13F filings, Guardian Wealth Management, LLC reported a total U.S. public equity portfolio value of $356.7M across 29 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFUV, DFUS, DFAS) accounted for 40.2% of total reported equity market value during Q4 2025.
During Q4 2025, Guardian Wealth Management, LLC's top holdings by market value included DFUV (12.6%)、DFUS (11.2%)、DFAS (7.5%). The largest single position, DFUV, represented 12.6% of total portfolio value.
In Q4 2025, Guardian Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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