§ 13F · FUND PROFILE
Guardian Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 29Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$315.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | 855K | $39.8T | 12.6% | NEW |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 478K | $35.4T | 11.2% | NEW |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 338K | $23.6T | 7.5% | NEW |
| 4 | DFGR | DIMENSIONAL ETF TRUST | 873K | $23.1T | 7.3% | NEW |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 362K | $21.5T | 6.8% | NEW |
| 6 | DFGX | DIMENSIONAL ETF TRUST | 391K | $20.6T | 6.5% | NEW |
| 7 | DFSD | DIMENSIONAL ETF TRUST | 406K | $19.5T | 6.2% | NEW |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 367K | $15.6T | 5.0% | NEW |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 277K | $13.8T | 4.4% | NEW |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 329K | $12.5T | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUARDIAN SIGNAL
AC read
Guardian Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed