Q3 2026 13F · SEC CIK 2095373

Guardian Wealth Management, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $353.3M
Reported positions: 30
Holdings vs S&P 500, 3 yrs: —
Assets under management: $411.1M

Guardian Wealth Management, LLC is a wealth manager that reported 30 positions worth $353.3M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Dimensional ETF Trust (DFUV, 12.0%), Dimensional ETF Trust (DFUS, 11.1%), Dimensional Global ex US Core Fixed Inco (DFGX, 8.0%).

Guardian Wealth Management, LLC holdings all 30 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Guardian Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFUVDimensional ETF Trust	12.0%	12.7%	771,090	-6.5%	$42.4M
DFUSDimensional ETF Trust	11.1%	11.4%	473,366	-4.3%	$39.3M
DFGXDimensional Global ex US Core Fixed Inco	8.0%	7.3%	552,713	+13.5%	$28.3M
DFSDDimensional Short-Duration Fixed Income	7.7%	6.5%	583,477	+19.3%	$27.1M
DFASDimensional ETF Trust	7.0%	7.8%	321,511	-5.0%	$24.9M
DFGRDimensional ETF Trust	6.9%	7.4%	902,108	-1.1%	$24.4M
DFATDimensional ETF Trust	6.3%	6.9%	336,045	-4.7%	$22.3M
DFCFDimensional ETF Trust	5.5%	5.1%	485,400	+11.9%	$19.5M
DFIVDimensional ETF Trust	3.9%	3.9%	249,465	-2.7%	$13.9M
DFAIDimensional ETF Trust	3.9%	3.9%	328,724	-1.8%	$13.6M
DFEVDimensional ETF Trust	3.7%	3.9%	310,078	-3.8%	$13.1M
DFAEDimensional ETF Trust	3.7%	3.8%	331,300	-2.9%	$13.0M
DISVDimensional ETF Trust	3.6%	3.4%	294,650	-2.8%	$12.8M
DFISDimensional ETF Trust	3.6%	3.5%	350,972	-1.7%	$12.7M
DFNMDimensional ETF Trust	2.9%	2.7%	220,214	+11.2%	$10.1M
VGSHVanguard Scottsdale Fds	2.5%	2.5%	150,611	-0.4%	$8.7M
VDEVanguard World Fd	1.8%	1.6%	36,914	-3.0%	$6.4M
IAUIshares Gold Tr	1.7%	1.5%	76,399	+9.0%	$6.0M
VAWVanguard World Fd	1.5%	1.5%	24,690	+2.6%	$5.4M
VHTVanguard World Fd	1.3%	1.3%	14,293	-4.6%	$4.5M
DUSBDimensional Ultrashort Fixed Income ETF	0.3%	0.3%	22,893	+17.5%	$1.2M
DHRDanaher Corp Del	0.3%	0.3%	5,119	-12.6%	$1.1M
DFARDfa Invt Dimensions Group in	0.2%	New	34,268	—	$828K
AAPLApple Inc	0.1%	0.1%	972	-2.8%	$324K
DFACDimensional ETF Trust	0.1%	0.1%	6,813	-7.3%	$303K
CLColgate Palmolive Co	0.1%	0.1%	3,192	+0.6%	$272K
AMZNAmazon Com Inc	0.1%	0.1%	963	-2.5%	$240K
MSFTMicrosoft Corp	0.1%	New	461	—	$236K
GPNGlobal Pmts Inc	0.1%	0.1%	2,709	-25.7%	$221K
WMTWalmart Inc	0.1%	0.1%	2,060	-0.9%	$214K

What Guardian Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

DFAR Dfa Invt Dimensions Group in0.2% of 13F
MSFT Microsoft Corp0.1% of 13F

Added to

DFSD Dimensional Short-Duration Fixed Income +19.3% shares
DUSB Dimensional Ultrashort Fixed Income ETF+17.5% shares
DFGX Dimensional Global ex US Core Fixed Inco+13.5% shares
DFCF Dimensional ETF Trust+11.9% shares
DFNM Dimensional ETF Trust+11.2% shares
IAU Ishares Gold Tr+9.0% shares

Reduced

Sold out

DFAR Dimensional US Realwas 0.3%
SO Southern Cowas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$353.3M	30
Q2 2026	$356.7M	30
Q1 2026	$329.6M	30
Q4 2025	$315.4M	29

Questions about Guardian Wealth Management, LLC's portfolio

What stocks does Guardian Wealth Management, LLC own?

Guardian Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 30 positions worth $353.3M. The largest are Dimensional ETF Trust (DFUV) at 12.0%, Dimensional ETF Trust (DFUS) at 11.1%, Dimensional Global ex US Core Fixed Inco (DFGX) at 8.0%, Dimensional Short-Duration Fixed Income (DFSD) at 7.7% and Dimensional ETF Trust (DFAS) at 7.0%.

What did Guardian Wealth Management, LLC buy last quarter?

In Q3 2026, Guardian Wealth Management, LLC added a new position in Dfa Invt Dimensions Group in (DFAR), a new position in Microsoft Corp (MSFT), Dimensional Short-Duration Fixed Income (DFSD) (+19.3% shares), Dimensional Ultrashort Fixed Income ETF (DUSB) (+17.5% shares) and Dimensional Global ex US Core Fixed Inco (DFGX) (+13.5% shares), compared with its Q2 2026 filing.

What did Guardian Wealth Management, LLC sell last quarter?

In Q3 2026, Guardian Wealth Management, LLC sold all of Dimensional US Real (DFAR), sold all of Southern Co (SO), Global Pmts Inc (GPN) (-25.7% shares), Danaher Corp Del (DHR) (-12.6% shares) and Dimensional ETF Trust (DFAC) (-7.3% shares), compared with its Q2 2026 filing.

When is Guardian Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Guardian Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Guardian Wealth Management, LLC manage?

Guardian Wealth Management, LLC reported $411.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $353.3M.