Back to Guardian Wealth Management, LLC
Guardian Wealth Management, LLC
Q3 2026 13F filing
Updated 5 days ago30 disclosed positions worth $353.3M
Portfolio value
$353.3M
Total holdings
30
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-10-14
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $42.4M | 771.1K | 12.00% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $39.3M | 473.4K | 11.12% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $28.3M | 552.7K | 8.00% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $27.1M | 583.5K | 7.67% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $24.9M | 321.5K | 7.04% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $24.4M | 902.1K | 6.91% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $22.3M | 336.0K | 6.32% | — |
| 8 | H DIMENSIONAL ETF TRUST | $19.5M | 485.4K | 5.51% | — |
| 9 | M DIMENSIONAL ETF TRUST | $13.9M | 249.5K | 3.94% | — |
| 10 | C DIMENSIONAL ETF TRUST | $13.6M | 328.7K | 3.85% | — |
| 11 | C DIMENSIONAL ETF TRUST | $13.1M | 310.1K | 3.72% | — |
| 12 | N DIMENSIONAL ETF TRUST | $13M | 331.3K | 3.69% | — |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $12.8M | 294.6K | 3.61% | — |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $12.7M | 351.0K | 3.60% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $10.1M | 220.2K | 2.87% | — |
| 16 | V VANGUARD SCOTTSDALE FDS | $8.7M | 150.6K | 2.45% | — |
| 17 | V VANGUARD WORLD FD | $6.4M | 36.9K | 1.80% | — |
| 18 | I ISHARES GOLD TR | $6M | 76.4K | 1.69% | — |
| 19 | V VANGUARD WORLD FD | $5.4M | 24.7K | 1.52% | — |
| 20 | V VANGUARD WORLD FD | $4.5M | 14.3K | 1.28% | — |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 22.9K | 0.33% | — |
| 22 | D DANAHER CORP DEL | $1.1M | 5.1K | 0.32% | — |
| 23 | ? N/A DFA INVT DIMENSIONS GROUP IN | $828K | 34.3K | 0.23% | — |
| 24 | A APPLE INC | $324K | 972 | 0.09% | — |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $303K | 6.8K | 0.09% | — |
| 26 | C COLGATE PALMOLIVE CO | $272K | 3.2K | 0.08% | — |
| 27 | A AMAZON COM INC | $240K | 963 | 0.07% | — |
| 28 | M MICROSOFT CORP | $236K | 461 | 0.07% | — |
| 29 | G GLOBAL PMTS INC | $221K | 2.7K | 0.06% | — |
| 30 | W WALMART INC | $214K | 2.1K | 0.06% | — |