Guardian Wealth Management, LLC — 13F holdings

Guardian Wealth Management, LLC reported 30 holdings worth $353M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. DFUV DIMENSIONAL ETF TRUST — $42.4M (12.0%)
  2. DFUS DIMENSIONAL ETF TRUST — $39.3M (11.1%)
  3. DFGX DIMENSIONAL ETF TRUST — $28.3M (8.0%)
  4. DFSD DIMENSIONAL ETF TRUST — $27.1M (7.7%)
  5. DIMENSIONAL ETF TRUST — $24.9M (7.0%)
  6. DFGR DIMENSIONAL ETF TRUST — $24.4M (6.9%)
  7. DIMENSIONAL ETF TRUST — $22.3M (6.3%)
  8. DFCF DIMENSIONAL ETF TRUST — $19.5M (5.5%)
  9. DFIV DIMENSIONAL ETF TRUST — $13.9M (3.9%)
  10. DFAI DIMENSIONAL ETF TRUST — $13.6M (3.9%)