Guardian Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Guardian Wealth Management, LLC held in its portfolio 29 assets valued at $315,426,272 (i.e. $315.43M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($39.84M), DIMENSIONAL ETF TRUST ($35.44M), and DIMENSIONAL ETF TRUST ($23.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Guardian Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 855118 | 39839968 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 477870 | 35443632 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 338472 | 23581372 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 873467 | 23076998 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 361753 | 21538787 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 390548 | 20556494 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 406426 | 19488133 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 367323 | 15633264 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 277185 | 13831535 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 329016 | 12538803 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 327128 | 12430853 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 365694 | 12338531 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 378223 | 12318730 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 367000 | 12088979 | INTL SMALL CAP E |
| VANGUARD SCOTTSDALE FDS | 132434 | 7777849 | SHORT TERM TREAS |
| DIMENSIONAL ETF TRUST | 148396 | 7148220 | NATL MUN BD ETF |
| ISHARES GOLD TR | 77690 | 6306127 | ISHARES NEW |
| VANGUARD WORLD FD | 45165 | 5687188 | ENERGY ETF |
| VANGUARD WORLD FD | 26047 | 5406123 | MATERIALS ETF |
| VANGUARD WORLD FD | 14288 | 4112852 | HEALTH CAR ETF |
| DIMENSIONAL ETF TRUST | 27172 | 1376262 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 45554 | 1043247 | US REAL ESTATE E |
| MICROSOFT CORP | 742 | 358745 | COM |
| GLOBAL PMTS INC | 3618 | 280041 | COM |
| APPLE INC | 985 | 267782 | COM |
| DIMENSIONAL ETF TRUST | 6639 | 262837 | US CORE EQUITY 2 |
| AMAZON COM INC | 1105 | 255056 | COM |
| WALMART INC | 2094 | 233293 | COM |
| SOUTHERN CO | 2346 | 204571 | COM |
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