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CIK: 0002095373
Total reported value
$353.3M
$353.3M
30 檔
47.1%
As reported in its official Q2 2026 Form 13F filing, Guardian Wealth Management, LLC's tracked investment portfolio stood at $353.3M with 30 total positions.
Guardian Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 1 new positions while fully exiting 1 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US Marketwide Va | ETF-Other | 12.71% | -0.71% | -2.27% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.37% | -0.25% | -0.51% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.81% | -0.77% | -0.63% | |
| 4 | DFGR | Dim Global Real Estate ETF | ETF-Other | 7.41% | -0.50% | +0.79% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 7.32% | +0.68% | +8.61% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 6.91% | -0.59% | -1.28% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 6.55% | +1.12% | +8.92% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.13% | +0.38% | +7.44% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.88% | +0.06% | -0.49% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 3.87% | -0.02% | +0.90% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.86% | -0.14% | -6.96% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.84% | -0.15% | -5.80% | |
| 13 | DFIS | Dimensional International Sm | ETF-Other | 3.51% | +0.09% | +0.08% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 3.41% | +0.20% | -0.91% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.68% | +0.19% | +5.95% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.47% | -0.02% | -0.28% | |
| 17 | VDE | Vanguard Energy ETF | ETF-Other | 1.60% | +0.20% | -6.89% | |
| 18 | VAW | Vanguard Materials ETF | ETF-Other | 1.54% | -0.02% | -0.22% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.48% | +0.21% | +3.46% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 1.26% | +0.02% | +3.65% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 0.31% | +0.01% | -8.55% | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.28% | -0.28% | EXIT | |
| 23 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.28% | +0.05% | +7.80% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.09% | — | +8.00% | |
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.08% | — | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.08% | +0.01% | +2.25% | |
| 27 | GPN | Global Payments Inc | Stock-Industrials | 0.07% | -0.01% | +0.36% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -10.02% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.01% | -0.48% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.06% | -0.06% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +0.7% | -0.51% | Trim |
| 2 | DFAS | Dimensional US Small Cap ETF | +0.5% | -0.63% | Trim |
| 3 | DFUV | Dimensional US Marketwide Va | +0.3% | -2.27% | Trim |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.2% | +8.61% | Add |
| 5 | DFAT | Dimensional US Target Value | +0.2% | -1.28% | Trim |
| 6 | DFAE | Dimensional Emerging Core Eq | +0.1% | -5.80% | Trim |
| 7 | DFGR | Dim Global Real Estate ETF | +0.1% | +0.79% | Add |
| 8 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | -6.96% | Trim |
| 9 | CL | Colgate-palmolive Co | +0.1% | NEW | New buy |
| 10 | VHT | Vanguard Health Care ETF | +0.1% | +3.65% | Add |
| 11 | DFSD | Dimensional Short Duration | 0% | +8.92% | Add |
| 12 | DFAC | Dimensional US Core Equity 2 | 0% | +8.00% | Add |
| 13 | DUSB | Dimension Ultrashort Fi ETF | — | +7.80% | Add |
| 14 | AAPL | Apple Inc | — | +2.25% | Add |
| 15 | GPN | Global Payments Inc | — | +0.36% | Add |
| 16 | AMZN | Amazon.com Inc | — | -10.02% | Trim |
| 17 | SO | Southern Co/the | — | +0.56% | Add |
| 18 | WMT | Walmart Inc | 0% | -0.48% | Trim |
| 19 | DFAR | Dimensional US Real Est ETF | 0% | -8.84% | Trim |
| 20 | DFCF | Dimensional Core Fixed Inc | 0% | +7.44% | Add |
| 21 | DFNM | Dimensional National Muni Bd | 0% | +5.95% | Add |
| 22 | DFAI | Dimensional International Co | -0.1% | +0.90% | Add |
| 23 | DHR | Danaher CORP | -0.1% | -8.55% | Trim |
| 24 | MSFT | Microsoft CORP | -0.1% | EXIT | Sold out |
| 25 | VAW | Vanguard Materials ETF | -0.1% | -0.22% | Trim |
| 26 | DFIS | Dimensional International Sm | -0.2% | +0.08% | Add |
| 27 | VGSH | Vanguard Short-term Treasury | -0.2% | -0.28% | Trim |
| 28 | DFIV | Dimensional International Va | -0.3% | -0.49% | Trim |
| 29 | DISV | Dimensional International Sm | -0.3% | -0.91% | Trim |
| 30 | IAU | Ishares Gold Trust | -0.4% | +3.46% | Add |
| 31 | VDE | Vanguard Energy ETF | -0.5% | -6.89% | Trim |
According to official SEC Form 13F filings, Guardian Wealth Management, LLC reported a total U.S. public equity portfolio value of $353.3M across 30 disclosed positions in Q2 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 47.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
CL
市值: $291.0K
Top Position Liquidated / Trimmed
MSFT
前期市值: $283.2K
During Q2 2026, Guardian Wealth Management, LLC's top holdings by market value included DFUV (12.7%)、DFUS (11.4%)、DFAS (7.8%). The largest single position, DFUV, represented 12.7% of total portfolio value.
In Q2 2026, Guardian Wealth Management, LLC made 31 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 1 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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