Guardian Wealth Management, LLC
CIK: 0002095373SEC EDGAR →
Portfolio Value
$315.4M
Holdings
29
As of
Q4 2025
New Positions
29
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 855,118 | $39.8M | 12.63% |
| 2 | DIMENSIONAL ETF TRUST | 477,870 | $35.4M | 11.24% |
| 3 | DIMENSIONAL ETF TRUST | 338,472 | $23.6M | 7.48% |
| 4 | DIMENSIONAL ETF TRUST | 873,467 | $23.1M | 7.32% |
| 5 | DIMENSIONAL ETF TRUST | 361,753 | $21.5M | 6.83% |
| 6 | DIMENSIONAL ETF TRUST | 390,548 | $20.6M | 6.52% |
| 7 | DIMENSIONAL ETF TRUST | 406,426 | $19.5M | 6.18% |
| 8 | DIMENSIONAL ETF TRUST | 367,323 | $15.6M | 4.96% |
| 9 | DIMENSIONAL ETF TRUST | 277,185 | $13.8M | 4.38% |
| 10 | DIMENSIONAL ETF TRUST | 329,016 | $12.5M | 3.97% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $307.5M | 97.5% |
| Unknown | 1 | $6.3M | 2.0% |
| Technology | 2 | $625K | 0.2% |
| Industrials | 1 | $280K | 0.1% |
| Consumer Cyclical | 1 | $255K | 0.1% |
| Consumer Defensive | 1 | $233K | 0.1% |
| Utilities | 1 | $204K | 0.1% |