GW

Guardian Wealth Management, LLC

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$329.6M

Reporting period: 2026-03-31 · Number of holdings: 30

Guardian Wealth Management, LLC disclosed 30 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $329.6M and a quarterly turnover rate of 5.5%.

Personality snowflake

Concentration
26.26
Portfolio Stability
5.45
Momentum/Contrarian
100
Sector conviction
100
Diversification
60
Sizing Uniformity
89.98

Recent moves

  • Add DFGX

    +14.8%　$3.0M

  • Trim DFUS

    +4.1%　-$181.5K

  • Add DFNM

    +25.9%　$1.8M

  • Add DFSD

    +10.5%　$2.0M

  • Add VDE

    -9.5%　$1.4M

  • Trim DISV

    -6.4%　-$240.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFUVDimensional US Marketwide VaETF-Other12.40%-0.23%-1.36%
2DFUSDimensional US Eq Mkt ETFETF-Other10.70%-0.54%+4.06%
3DFASDimensional US Small Cap ETFETF-Small Cap7.35%-0.13%+0.61%
4DFGRDim Global Real Estate ETFETF-Other7.30%-0.02%+3.65%
5DFGXDimsnl Intr Cf In Etf-usd InETF-Other7.13%+0.61%+14.81%
6DFATDimensional US Target ValueETF-Other6.76%-0.07%-1.29%
7DFSDDimensional Short DurationETF-Other6.52%+0.34%+10.52%
8DFCFDimensional Core Fixed INCETF-Other5.17%+0.21%+9.88%
9DFIVDimensional International VaETF-Other4.17%-0.21%-7.07%
10DFAIDimensional International CoETF-Other3.92%-0.06%+0.81%
11DFEVDimensional Emrg Mrkt ValETF-Other3.76%-0.15%-5.26%
12DFAEDimensional Emerging Core EqETF-Emerging Markets3.72%-0.19%-4.28%
13DISVDimensional International SmETF-Other3.70%-0.24%-6.44%
14DFISDimensional International SmETF-Other3.69%-0.14%-2.81%
15DFNMDimensional National Muni BdETF-Other2.72%+0.45%+25.94%
16VGSHVanguard Short-term TreasuryETF-Gov Bonds2.69%+0.22%+14.54%
17VDEVanguard Energy ETFETF-Other2.14%+0.34%-9.53%
18IAUIshares Gold TrustETF-Commodities1.83%-0.17%-12.82%
19VAWVanguard Materials ETFETF-Other1.65%-0.06%-7.44%
20VHTVanguard Health Care ETFETF-Other1.19%-0.11%+1.18%
21DHRDanaher CORPStock-Healthcare0.37%+0.37%NEW
22DFARDimensional US Real Est ETFETF-Other0.30%-0.03%-7.66%
23DUSBDimension Ultrashort Fi ETFETF-Other0.28%-0.16%-33.50%
24MSFTMicrosoft CORPStock-Tech0.09%-0.02%+3.10%
25DFACDimensional US Core Equity 2ETF-Other0.08%—+2.47%
26WMTWalmart INCStock-Consumer Staples0.08%+0.01%-0.29%
27AAPLApple INCStock-Tech0.08%—-0.71%
28GPNGlobal Payments INCStock-Industrials0.07%-0.02%+0.39%
29AMZNAmazon.com INCStock-Consumer Disc0.07%-0.01%-0.63%
30SOSouthern Co/theStock-Utilities0.06%—-9.21%

Holding changes this quarter

Guardian Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Danaher CORP (DHR); Add: Dimsnl Intr Cf In Etf-usd In (DFGX) — shares +14.81%; Add: Dimensional US Eq Mkt ETF (DFUS) — shares +4.06%; Add: Dimensional National Muni Bd (DFNM) — shares +25.94%; Add: Dimensional Short Duration (DFSD) — shares +10.52%.

Position changes disclosed by Guardian Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFGXDimsnl Intr Cf In Etf-usd In+0.6%+14.81%Add
2DFNMDimensional National Muni Bd+0.5%+25.94%Add
3DFSDDimensional Short Duration+0.3%+10.52%Add
4VDEVanguard Energy ETF+0.3%-9.53%Trim
5VGSHVanguard Short-term Treasury+0.2%+14.54%Add
6DFCFDimensional Core Fixed INC+0.2%+9.88%Add
7WMTWalmart INC0%-0.29%Trim
8AAPLApple INC—-0.71%Trim
9DFACDimensional US Core Equity 2—+2.47%Add
10SOSouthern Co/the—-9.21%Trim
11AMZNAmazon.com INC0%-0.63%Trim
12DFGRDim Global Real Estate ETF0%+3.65%Add
13MSFTMicrosoft CORP0%+3.10%Add
14GPNGlobal Payments INC0%+0.39%Add
15DFARDimensional US Real Est ETF0%-7.66%Trim
16DFAIDimensional International Co-0.1%+0.81%Add
17VAWVanguard Materials ETF-0.1%-7.44%Trim
18DFATDimensional US Target Value-0.1%-1.29%Trim
19VHTVanguard Health Care ETF-0.1%+1.18%Add
20DFASDimensional US Small Cap ETF-0.1%+0.61%Add
21DFISDimensional International Sm-0.1%-2.81%Trim
22DFEVDimensional Emrg Mrkt Val-0.2%-5.26%Trim
23DUSBDimension Ultrashort Fi ETF-0.2%-33.50%Trim
24IAUIshares Gold Trust-0.2%-12.82%Trim
25DFAEDimensional Emerging Core Eq-0.2%-4.28%Trim
26DFIVDimensional International Va-0.2%-7.07%Trim
27DFUVDimensional US Marketwide Va-0.2%-1.36%Trim
28DISVDimensional International Sm-0.2%-6.44%Trim
29DFUSDimensional US Eq Mkt ETF-0.5%+4.06%Add
30DHRDanaher CORP—NEWNew buy

FAQ

What is Guardian Wealth Management, LLC and what type of investor is it?
Guardian Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $329.6M, spread across 30 disclosed positions.
What are Guardian Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Guardian Wealth Management, LLC's top holdings by market value are: 1. Dimensional US Marketwide Va (DFUV) — $40.9M (12.4%) 2. Dimensional US Eq Mkt ETF (DFUS) — $35.3M (10.7%) 3. Dimensional US Small Cap ETF (DFAS) — $24.2M (7.3%) 4. Dim Global Real Estate ETF (DFGR) — $24.1M (7.3%) 5. Dimsnl Intr Cf In Etf-usd In (DFGX) — $23.5M (7.1%)
What changes did Guardian Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Guardian Wealth Management, LLC made 30 notable position adjustments: 1 new positions were initiated, 13 existing holdings were added to, 16 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Danaher CORP (DHR); Add: Dimsnl Intr Cf In Etf-usd In (DFGX) — shares +14.81%; Add: Dimensional US Eq Mkt ETF (DFUS) — shares +4.06%; Add: Dimensional National Muni Bd (DFNM) — shares +25.94%; Add: Dimensional Short Duration (DFSD) — shares +10.52%
What sectors does Guardian Wealth Management, LLC focus on?
Guardian Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 54.4% • Information Technology: 23.8% • Consumer Staples: 11.6% • Consumer Discretionary: 10.2%