Guardian Wealth Management, LLC

CIK 0002095373 · CHATTANOOGA, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Guardian Wealth Management, LLC reported 30 positions worth $356.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: DFUV (12.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$356.7M
2026 Q2
Positions
30
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.0%
Est. Net Flow (Q)
2026 Q2
10 / 30 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFUVDIMENSIONAL ETF TRUSTSH$45.3M12.71%824,333
2DFUSDIMENSIONAL ETF TRUSTSH$40.5M11.37%494,759
3DFASDIMENSIONAL ETF TRUSTSH$27.9M7.81%338,393
4DFGRDIMENSIONAL ETF TRUSTSH$26.4M7.41%912,517
5DFGXDIMENSIONAL ETF TRUSTSH$26.1M7.32%486,969
6DFATDIMENSIONAL ETF TRUSTSH$24.6M6.91%352,499
7DFSDDIMENSIONAL ETF TRUSTSH$23.4M6.55%489,267
8DFCFDIMENSIONAL ETF TRUSTSH$18.3M5.13%433,642
9DFIVDIMENSIONAL ETF TRUSTSH$13.8M3.88%256,328
10DFAIDIMENSIONAL ETF TRUSTSH$13.8M3.87%334,641

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Guardian Wealth Management, LLC hold as of Q2 2026?

Guardian Wealth Management, LLC reported 30 positions worth $356.7M in its Q2 2026 13F filing. Largest positions: DFUV (12.7%), DFUS (11.4%), DFAS (7.8%), DFGR (7.4%) and DFGX (7.3%).

What did Guardian Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Guardian Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.