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The Analysis of Guardian Wealth Management, LLC's Holdings & P&L

Currently, Guardian Wealth Management, LLC holds 30 types of securities in its portfolio with a total value $329.6M. In the most recent quarter, they have increased their positions in DFGX (+57.8K shares, valued at $3.0M), DFSD (+42.8K shares, valued at $2.0M), DFNM (+38.5K shares, valued at $1.8M); decreased their positions in DFIV (-19.6K shares, valued at $1.0M), N/A (-10.0K shares, valued at $886.9K), DISV (-21.1K shares, valued at $839.1K); initiated new positions in DHR (+6.4K shares, valued at $1.2M).

1M P&L

+1.4M+0.42%

3M P&L

+9.1M+2.68%

HY P&L

+19.4M+5.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A320.9M

99.2%

2Diagnostics & Research1.2M

0.4%

3Software - Infrastructure283.2K

0.1%

Top Industries by Stock Count

1N/A22 stocks

75.9%

2Internet Retail1 stocks

3.4%

3Consumer Electronics1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUV DIMENSIONAL ETF TRUST843.5K shares-1.36%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST497.3K shares4.06%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST340.5K shares0.61%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST905.3K shares3.65%2026-03-312026-04-23

DFGX DIMENSIONAL ETF TRUST448.4K shares14.81%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST357.1K shares-1.29%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST449.2K shares10.52%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST403.6K shares9.88%2026-03-312026-04-23

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DFIV DIMENSIONAL ETF TRUST257.6K shares-7.07%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST331.7K shares0.81%2026-03-312026-04-23

DFEV DIMENSIONAL ETF TRUST346.5K shares-5.26%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST362.0K shares-4.28%2026-03-312026-04-23

DISV DIMENSIONAL ETF TRUST306.1K shares-6.44%2026-03-312026-04-23

DFIS DIMENSIONAL ETF TRUST356.7K shares-2.81%2026-03-312026-04-23

DFNM DIMENSIONAL ETF TRUST186.9K shares25.94%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS151.7K shares14.54%2026-03-312026-04-23

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VDE VANGUARD WORLD FD40.9K shares-9.53%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR67.7K shares-12.82%2026-03-312026-04-23

VAW VANGUARD WORLD FD24.1K shares-7.44%2026-03-312026-04-23

VHT VANGUARD WORLD FD14.5K shares1.18%2026-03-312026-04-23

DHR DANAHER CORP DEL6.4K sharesnew addition2026-03-312026-04-23

DFAR DIMENSIONAL ETF TRUST42.1K shares-7.66%2026-03-312026-04-23

DUSB DIMENSIONAL ETF TRUST18.1K shares-33.50%2026-03-312026-04-23

MSFT MICROSOFT CORP765 shares3.10%2026-03-312026-04-23

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DFAC DIMENSIONAL ETF TRUST6.8K shares2.47%2026-03-312026-04-23

WMT WALMART INC2.1K shares-0.29%2026-03-312026-04-23

AAPL APPLE INC978 shares-0.71%2026-03-312026-04-23

GPN GLOBAL PMTS INC3.6K shares0.39%2026-03-312026-04-23

AMZN AMAZON COM INC1.1K shares-0.63%2026-03-312026-04-23

SO SOUTHERN CO2.1K shares-9.21%2026-03-312026-04-23

DFUV

DIMENSIONAL ETF TRUST

-1.36%

Shares843.5K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

4.06%

Shares497.3K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

0.61%

Shares340.5K

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

3.65%

Shares905.3K

Event2026-03-31

Filed2026-04-23

DFGX

DIMENSIONAL ETF TRUST

14.81%

Shares448.4K

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

-1.29%

Shares357.1K

Event2026-03-31

Filed2026-04-23

DFSD

DIMENSIONAL ETF TRUST

10.52%

Shares449.2K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

9.88%

Shares403.6K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

-7.07%

Shares257.6K

Event2026-03-31

Filed2026-04-23

DFAI

DIMENSIONAL ETF TRUST

0.81%

Shares331.7K

Event2026-03-31

Filed2026-04-23

DFEV

DIMENSIONAL ETF TRUST

-5.26%

Shares346.5K

Event2026-03-31

Filed2026-04-23

DFAE

DIMENSIONAL ETF TRUST

-4.28%

Shares362.0K

Event2026-03-31

Filed2026-04-23

DISV

DIMENSIONAL ETF TRUST

-6.44%

Shares306.1K

Event2026-03-31

Filed2026-04-23

DFIS

DIMENSIONAL ETF TRUST

-2.81%

Shares356.7K

Event2026-03-31

Filed2026-04-23

DFNM

DIMENSIONAL ETF TRUST

25.94%

Shares186.9K

Event2026-03-31

Filed2026-04-23

VGSH

VANGUARD SCOTTSDALE FDS

14.54%

Shares151.7K

Event2026-03-31

Filed2026-04-23

VDE

VANGUARD WORLD FD

-9.53%

Shares40.9K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

-12.82%

Shares67.7K

Event2026-03-31

Filed2026-04-23

VAW

VANGUARD WORLD FD

-7.44%

Shares24.1K

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD WORLD FD

1.18%

Shares14.5K

Event2026-03-31

Filed2026-04-23

DHR

DANAHER CORP DEL

New

Shares6.4K

Event2026-03-31

Filed2026-04-23

DFAR

DIMENSIONAL ETF TRUST

-7.66%

Shares42.1K

Event2026-03-31

Filed2026-04-23

DUSB

DIMENSIONAL ETF TRUST

-33.50%

Shares18.1K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

3.10%

Shares765

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

2.47%

Shares6.8K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-0.29%

Shares2.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.71%

Shares978

Event2026-03-31

Filed2026-04-23

GPN

GLOBAL PMTS INC

0.39%

Shares3.6K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-0.63%

Shares1.1K

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

-9.21%

Shares2.1K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available