Guardian Wealth Management, LLC - Portfolio overview

Guardian Wealth Management, LLC has 30 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. DFUV - DIMENSIONAL ETF TRUST, 12.40%
2. DFUS - DIMENSIONAL ETF TRUST, 10.70%
3. DFAS - DIMENSIONAL ETF TRUST, 7.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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