Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Guardian Wealth Management, LLC (CIK 2095373) reported $356.7M across 30 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUV ($45.3M, 12.71%), DFUS ($40.5M, 11.37%), DFAS ($27.9M, 7.81%), DFGR ($26.4M, 7.41%), DFGX ($26.1M, 7.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $45.3M | 12.71% | 824,333 | Trimmed |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $40.5M | 11.37% | 494,759 | Trimmed |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $27.9M | 7.81% | 338,393 | Trimmed |
| 4 | DFGR | DIMENSIONAL ETF TRUST | $26.4M | 7.41% | 912,517 | Added |
| 5 | DFGX | DIMENSIONAL ETF TRUST | $26.1M | 7.32% | 486,969 | Added |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $24.6M | 6.91% | 352,499 | Trimmed |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $23.4M | 6.55% | 489,267 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $18.3M | 5.13% | 433,642 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $13.8M | 3.88% | 256,328 | Trimmed |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $13.8M | 3.87% | 334,641 | Added |
| 11 | DFEV | DIMENSIONAL ETF TRUST | $13.8M | 3.86% | 322,338 | Trimmed |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $13.7M | 3.84% | 341,037 | Trimmed |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $12.5M | 3.51% | 356,997 | Added |
| 14 | DISV | DIMENSIONAL ETF TRUST | $12.2M | 3.41% | 303,274 | Trimmed |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $9.6M | 2.68% | 198,012 | Added |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | $8.8M | 2.47% | 151,265 | Trimmed |
| 17 | VDE | VANGUARD WORLD FD | $5.7M | 1.60% | 38,044 | Trimmed |
| 18 | VAW | VANGUARD WORLD FD | $5.5M | 1.54% | 24,058 | Trimmed |
| 19 | IAU | ISHARES GOLD TR | $5.3M | 1.48% | 70,075 | Added |
| 20 | VHT | VANGUARD WORLD FD | $4.5M | 1.26% | 14,985 | Added |
| 21 | DHR | DANAHER CORP DEL | $1.1M | 0.31% | 5,858 | Trimmed |
| 22 | DFAR | DIMENSIONAL ETF TRUST | $1.0M | 0.28% | 38,346 | Trimmed |
| 23 | DUSB | DIMENSIONAL ETF TRUST | $989,093 | 0.28% | 19,478 | Added |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $325,892 | 0.09% | 7,347 | Added |
| 25 | CL | COLGATE PALMOLIVE CO | $290,992 | 0.08% | 3,174 | New |
Source: SEC Form 13F filings · as of 2026-06-30