Guardian Wealth Management, LLC
CIK 2095373 · View on SEC EDGAR ↗
- Portfolio value
- $356.7M
- Positions
- 30
- As of
- June 30, 2026
#4,671 of 9,443 by 13F value · top 49.5%
Portfolio value QoQ: +8.2% 13F does not disclose cash
- Top 10 holdings weight
- 72.96%
- Top 25 holdings weight
- 99.66%
- Positions above 1%
- 20
- Effective number of positions
- 14.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.39% Est. buys $6,858,787 · sells $4,782,001
- New positions
- 1
- Increased
- 14
- Decreased
- 15
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Healthcare
0.3%
Consumer products
0.1%
Technology
0.1%
Financial Services
0.1%
Retail
0.1%
Utilities
0.1%
Other/Unmapped
99.3%
Full portfolio 30 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFUV | $45,346,583 | 12.71% | 824,333 | $4,470,067 | Down ×2 | ||
| DFUS | $40,540,568 | 11.37% | 494,759 | $5,278,430 | Down ×1 | ||
| DFAS | $27,863,313 | 7.81% | 338,393 | $3,640,958 | Down ×1 | ||
| DFGR | $26,435,617 | 7.41% | 912,517 | $2,372,185 | Up ×2 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $26,099,006 | 7.32% | 486,969 | $2,581,775 | Up ×2 | ||
| DFAT | $24,639,695 | 6.91% | 352,499 | $2,340,722 | Down ×2 | ||
| DFSD | $23,362,505 | 6.55% | 489,267 | $1,855,426 | Up ×2 | ||
| DFCF | $18,304,039 | 5.13% | 433,642 | $1,262,971 | Up ×2 | ||
| DFIV | $13,846,842 | 3.88% | 256,328 | $114,903 | Down ×2 | ||
| DFAI | $13,803,929 | 3.87% | 334,641 | $881,971 | Up ×2 | ||
| DFEV | $13,753,247 | 3.86% | 322,338 | $1,342,990 | Down ×2 | ||
| DFAE | $13,713,084 | 3.84% | 341,037 | $1,454,703 | Down ×2 | ||
| DFIS | $12,505,604 | 3.51% | 356,997 | $353,071 | Up ×1 | ||
| DISV | $12,170,374 | 3.41% | 303,274 | $-20,017 | Down ×2 | ||
| DFNM | $9,570,895 | 2.68% | 198,012 | $613,560 | Up ×2 | ||
| VGSH Vanguard Short-Term Treasury ETF | $8,803,623 | 2.47% | 151,265 | $-75,958 | Down ×1 | ||
| VDE | $5,711,562 | 1.60% | 38,044 | $-1,358,869 | Down ×2 | ||
| VAW | $5,504,305 | 1.54% | 24,058 | $71,284 | Down ×2 | ||
| IAU | $5,291,391 | 1.48% | 70,075 | $-741,949 | Up ×1 | ||
| VHT | $4,480,718 | 1.26% | 14,985 | $543,595 | Up ×2 | ||
| DHR Danaher Corporation Common Stock | $1,115,832 | 0.31% | 5,858 | $-98,746 | Down ×1 | ||
| DFAR | $1,003,130 | 0.28% | 38,346 | $8,263 | Down ×2 | ||
| DUSB | $989,093 | 0.28% | 19,478 | $72,814 | Up ×1 | ||
| DFAC | $325,892 | 0.09% | 7,347 | $61,533 | Up ×2 | ||
| CL Colgate-Palmolive Company Common Stock | $290,992 | 0.08% | 3,174 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $289,360 | 0.08% | 1,000 | $41,153 | Up ×1 | ||
| GPN Global Payments Inc. Common Stock | $264,459 | 0.07% | 3,645 | $20,052 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $235,480 | 0.07% | 988 | $6,800 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $235,354 | 0.07% | 2,078 | $-24,143 | Down ×2 | ||
| SO Southern Company (The) Common Stock | $205,011 | 0.06% | 2,142 | $-577 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CL | $290,992 | 3,174 | 0.08% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFUS | Trimmed | -3K | +$5.3M |
| DFUV | Trimmed | -19K | +$4.5M |
| DFAS | Trimmed | -2K | +$3.6M |
| DFGX | Bought more | +39K | +$2.6M |
| DFGR | Bought more | +7K | +$2.4M |
| DFAT | Trimmed | -5K | +$2.3M |
| DFSD | Bought more | +40K | +$1.9M |
| DFAE | Trimmed | -21K | +$1.5M |
| VDE | Trimmed | -3K | -$1.4M |
| DFEV | Trimmed | -24K | +$1.3M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MSFT | June 30, 2026 | 765 | $283,182 | 29.5% |