13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002095373
Total reported value
$356.7M
$356.7M
30 檔
41.5%
During the Q1 2026 filing period, Guardian Wealth Management, LLC (CIK: 0002095373) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $356.7M across 30 reported positions.
During Q1 2026, Guardian Wealth Management, LLC performed routine portfolio adjustments (1 new buys, 13 additions, 16 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US Marketwide Va | ETF-Other | 12.40% | +0.31% | -1.36% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.70% | +0.67% | +4.06% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.35% | +0.46% | +0.61% | |
| 4 | DFGR | Dim Global Real Estate ETF | ETF-Other | 7.30% | +0.11% | +3.65% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 7.13% | +0.19% | +14.81% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 6.76% | +0.15% | -1.29% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 6.52% | +0.03% | +10.52% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.17% | -0.04% | +9.88% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 4.17% | -0.29% | -7.07% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 3.92% | -0.05% | +0.81% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.76% | +0.10% | -5.26% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.72% | +0.12% | -4.28% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 3.70% | -0.29% | -6.44% | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 3.69% | -0.18% | -2.81% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.72% | -0.04% | +25.94% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.69% | -0.22% | +14.54% | |
| 17 | VDE | Vanguard Energy ETF | ETF-Other | 2.14% | -0.54% | -9.53% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.83% | -0.35% | -12.82% | |
| 19 | VAW | Vanguard Materials ETF | ETF-Other | 1.65% | -0.11% | -7.44% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 1.19% | +0.07% | +1.18% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 0.37% | -0.06% | — | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.30% | -0.02% | -7.66% | |
| 23 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.28% | — | -33.50% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | -0.09% | EXIT | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.08% | +0.01% | +2.47% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.01% | -0.29% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | -0.71% | |
| 28 | GPN | Global Payments Inc | Stock-Industrials | 0.07% | — | +0.39% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -0.63% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.06% | — | -9.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.6% | +14.81% | Add |
| 2 | DFNM | Dimensional National Muni Bd | +0.5% | +25.94% | Add |
| 3 | DFSD | Dimensional Short Duration | +0.3% | +10.52% | Add |
| 4 | VDE | Vanguard Energy ETF | +0.3% | -9.53% | Trim |
| 5 | VGSH | Vanguard Short-term Treasury | +0.2% | +14.54% | Add |
| 6 | DFCF | Dimensional Core Fixed Inc | +0.2% | +9.88% | Add |
| 7 | WMT | Walmart Inc | 0% | -0.29% | Trim |
| 8 | AAPL | Apple Inc | — | -0.71% | Trim |
| 9 | DFAC | Dimensional US Core Equity 2 | — | +2.47% | Add |
| 10 | SO | Southern Co/the | — | -9.21% | Trim |
| 11 | AMZN | Amazon.com Inc | 0% | -0.63% | Trim |
| 12 | DFGR | Dim Global Real Estate ETF | 0% | +3.65% | Add |
| 13 | MSFT | Microsoft CORP | 0% | +3.10% | Add |
| 14 | GPN | Global Payments Inc | 0% | +0.39% | Add |
| 15 | DFAR | Dimensional US Real Est ETF | 0% | -7.66% | Trim |
| 16 | DFAI | Dimensional International Co | -0.1% | +0.81% | Add |
| 17 | VAW | Vanguard Materials ETF | -0.1% | -7.44% | Trim |
| 18 | DFAT | Dimensional US Target Value | -0.1% | -1.29% | Trim |
| 19 | VHT | Vanguard Health Care ETF | -0.1% | +1.18% | Add |
| 20 | DFAS | Dimensional US Small Cap ETF | -0.1% | +0.61% | Add |
| 21 | DFIS | Dimensional International Sm | -0.1% | -2.81% | Trim |
| 22 | DFEV | Dimensional Emrg Mrkt Val | -0.2% | -5.26% | Trim |
| 23 | DUSB | Dimension Ultrashort Fi ETF | -0.2% | -33.50% | Trim |
| 24 | IAU | Ishares Gold Trust | -0.2% | -12.82% | Trim |
| 25 | DFAE | Dimensional Emerging Core Eq | -0.2% | -4.28% | Trim |
| 26 | DFIV | Dimensional International Va | -0.2% | -7.07% | Trim |
| 27 | DFUV | Dimensional US Marketwide Va | -0.2% | -1.36% | Trim |
| 28 | DISV | Dimensional International Sm | -0.2% | -6.44% | Trim |
| 29 | DFUS | Dimensional US Eq Mkt ETF | -0.5% | +4.06% | Add |
| 30 | DHR | Danaher CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Guardian Wealth Management, LLC reported a total U.S. public equity portfolio value of $356.7M across 30 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUV, DFUS, DFAS) accounted for 41.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
DHR
市值: $1.2M
Top Position Liquidated / Trimmed
DFUV
前期市值: $39.8M
During Q1 2026, Guardian Wealth Management, LLC's top holdings by market value included DFUV (12.4%)、DFUS (10.7%)、DFAS (7.3%). The largest single position, DFUV, represented 12.4% of total portfolio value.
In Q1 2026, Guardian Wealth Management, LLC made 30 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.