§ 13F · FUND PROFILE
Guardian Wealth Management, LLC.
AUM · $357M (13F)Positions · 30Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 824K | $45M | — | — |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 495K | $41M | — | — |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 338K | $28M | — | — |
| 4 | DFGR | DIMENSIONAL ETF TRUST | 913K | $26M | — | — |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 487K | $26M | — | — |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 352K | $25M | — | — |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 489K | $23M | — | — |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 434K | $18M | — | — |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 256K | $14M | — | — |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 335K | $14M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUARDIAN SIGNAL
AC read
Guardian Wealth Management, LLC is a Other fund managing $357 million in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →