Guardian Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Guardian Wealth Management, LLC reported 29 stock positions worth $315.4 million. Its top holding was Dimensional US Marketwide Va (DFUV) at 12.6% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 11.2%) and Dimensional US Small Cap ETF (DFAS, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0002095373
- Portfolio Value
- $315.4M (Q4 2025)
- SEC Filing
- 0002095373-26-000001 ↗ filed Jan 20, 2026
Holdings Value
Holdings 29 stocks · $315.4M
| DFUV Dimensional US Marketwide Va | 12.63% | 855,118 | $39.8M | — |
| DFUS Dimensional US Eq MKT ETF | 11.24% | 477,870 | $35.4M | — |
| DFAS Dimensional US Small Cap ETF | 7.48% | 338,472 | $23.6M | — |
| DFGR Dim Global Real Estate ETF | 7.32% | 873,467 | $23.1M | — |
| DFAT Dimensional US Target Value | 6.83% | 361,753 | $21.5M | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 6.52% | 390,548 | $20.6M | — |
| DFSD Dimensional Short Duration | 6.18% | 406,426 | $19.5M | — |
| DFCF Dimensional Core Fixed Inc. | 4.96% | 367,323 | $15.6M | — |
| DFIV Dimensional International Va | 4.38% | 277,185 | $13.8M | — |
| DFAI Dimensional International Co. | 3.98% | 329,016 | $12.5M | — |
| DISV Dimensional International SM | 3.94% | 327,128 | $12.4M | — |
| DFEV Dimensional Emrg MRKT Val | 3.91% | 365,694 | $12.3M | — |
| DFAE Dimensional Emerging Core Eq | 3.91% | 378,223 | $12.3M | — |
| DFIS Dimensional International SM | 3.83% | 367,000 | $12.1M | — |
| VGSH Vanguard Short-Term Treasury | 2.47% | 132,434 | $7.8M | — |
| DFNM Dimensional National Muni BD | 2.27% | 148,396 | $7.1M | — |
| IAU iShares Gold Trust | 2.00% | 77,690 | $6.3M | — |
| VDE Vanguard Energy ETF | 1.80% | 45,165 | $5.7M | — |
| VAW Vanguard Materials ETF | 1.71% | 26,047 | $5.4M | — |
| VHT Vanguard Health Care ETF | 1.30% | 14,288 | $4.1M | — |
| DUSB Dimension Ultrashort Fi ETF | 0.44% | 27,172 | $1.4M | — |
| DFAR Dimensional US Real Est ETF | 0.33% | 45,554 | $1.0M | — |
| MSFT Microsoft Corp. | 0.11% | 742 | $359K | — |
| GPN Global Payments Inc. | 0.09% | 3,618 | $280K | — |
| AAPL Apple Inc. | 0.08% | 985 | $268K | — |
| DFAC Dimensional US Core Equity 2 | 0.08% | 6,639 | $263K | — |
| AMZN Amazon.com Inc. | 0.08% | 1,105 | $255K | — |
| WMT Walmart Inc. | 0.07% | 2,094 | $233K | — |
| SO The Southern Co. | 0.06% | 2,346 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.