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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 $356.7M. In the most recent quarter, they have increased their positions in DFGX (+38.6K shares, valued at $2.1M), DFSD (+40.1K shares, valued at $1.9M), DFCF (+30.0K shares, valued at $1.3M); decreased their positions in DFUV (-19.2K shares, valued at $1.1M), DFEV (-24.1K shares, valued at $1.0M), DFAE (-21.0K shares, valued at $844.2K); initiated new positions in CL (+3.2K shares, valued at $291.0K).

1M P&L

+3.5M+0.97%

3M P&L

+14.4M+4.16%

HY P&L

+29.1M+8.81%

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/A354.1M

99.3%

2Diagnostics & Research1.1M

0.3%

3Household & Personal Products291.0K

0.1%

Top Industries by Stock Count

1N/A23 stocks

79.3%

2Internet Retail1 stocks

3.4%

3Consumer Electronics1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUV DIMENSIONAL ETF TRUST824.3K shares-2.27%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST494.8K shares-0.51%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST338.4K shares-0.63%2026-06-302026-07-24

DFGR DIMENSIONAL ETF TRUST912.5K shares0.79%2026-06-302026-07-24

DFGX DIMENSIONAL ETF TRUST487.0K shares8.61%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST352.5K shares-1.28%2026-06-302026-07-24

DFSD DIMENSIONAL ETF TRUST489.3K shares8.92%2026-06-302026-07-24

DFCF DIMENSIONAL ETF TRUST433.6K shares7.44%2026-06-302026-07-24

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DFIV DIMENSIONAL ETF TRUST256.3K shares-0.49%2026-06-302026-07-24

DFAI DIMENSIONAL ETF TRUST334.6K shares0.90%2026-06-302026-07-24

DFEV DIMENSIONAL ETF TRUST322.3K shares-6.96%2026-06-302026-07-24

DFAE DIMENSIONAL ETF TRUST341.0K shares-5.80%2026-06-302026-07-24

DFIS DIMENSIONAL ETF TRUST357.0K shares0.08%2026-06-302026-07-24

DISV DIMENSIONAL ETF TRUST303.3K shares-0.91%2026-06-302026-07-24

DFNM DIMENSIONAL ETF TRUST198.0K shares5.95%2026-06-302026-07-24

VGSH VANGUARD SCOTTSDALE FDS151.3K shares-0.28%2026-06-302026-07-24

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VDE VANGUARD WORLD FD38.0K shares-6.89%2026-06-302026-07-24

VAW VANGUARD WORLD FD24.1K shares-0.22%2026-06-302026-07-24

IAU ISHARES GOLD TR70.1K shares3.46%2026-06-302026-07-24

VHT VANGUARD WORLD FD15.0K shares3.65%2026-06-302026-07-24

DHR DANAHER CORP DEL5.9K shares-8.55%2026-06-302026-07-24

DFAR DIMENSIONAL ETF TRUST38.3K shares-8.84%2026-06-302026-07-24

DUSB DIMENSIONAL ETF TRUST19.5K shares7.80%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST7.3K shares8.00%2026-06-302026-07-24

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CL COLGATE PALMOLIVE CO3.2K sharesnew addition2026-06-302026-07-24

AAPL APPLE INC1.0K shares2.25%2026-06-302026-07-24

GPN GLOBAL PMTS INC3.6K shares0.36%2026-06-302026-07-24

AMZN AMAZON COM INC988 shares-10.02%2026-06-302026-07-24

WMT WALMART INC2.1K shares-0.48%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO2.1K shares0.56%2026-06-302026-07-24

DFUV

DIMENSIONAL ETF TRUST

-2.27%

Shares824.3K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

-0.51%

Shares494.8K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

-0.63%

Shares338.4K

Event2026-06-30

Filed2026-07-24

DFGR

DIMENSIONAL ETF TRUST

0.79%

Shares912.5K

Event2026-06-30

Filed2026-07-24

DFGX

DIMENSIONAL ETF TRUST

8.61%

Shares487.0K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

-1.28%

Shares352.5K

Event2026-06-30

Filed2026-07-24

DFSD

DIMENSIONAL ETF TRUST

8.92%

Shares489.3K

Event2026-06-30

Filed2026-07-24

DFCF

DIMENSIONAL ETF TRUST

7.44%

Shares433.6K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

-0.49%

Shares256.3K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

0.90%

Shares334.6K

Event2026-06-30

Filed2026-07-24

DFEV

DIMENSIONAL ETF TRUST

-6.96%

Shares322.3K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL ETF TRUST

-5.80%

Shares341.0K

Event2026-06-30

Filed2026-07-24

DFIS

DIMENSIONAL ETF TRUST

0.08%

Shares357.0K

Event2026-06-30

Filed2026-07-24

DISV

DIMENSIONAL ETF TRUST

-0.91%

Shares303.3K

Event2026-06-30

Filed2026-07-24

DFNM

DIMENSIONAL ETF TRUST

5.95%

Shares198.0K

Event2026-06-30

Filed2026-07-24

VGSH

VANGUARD SCOTTSDALE FDS

-0.28%

Shares151.3K

Event2026-06-30

Filed2026-07-24

VDE

VANGUARD WORLD FD

-6.89%

Shares38.0K

Event2026-06-30

Filed2026-07-24

VAW

VANGUARD WORLD FD

-0.22%

Shares24.1K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

3.46%

Shares70.1K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

3.65%

Shares15.0K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

-8.55%

Shares5.9K

Event2026-06-30

Filed2026-07-24

DFAR

DIMENSIONAL ETF TRUST

-8.84%

Shares38.3K

Event2026-06-30

Filed2026-07-24

DUSB

DIMENSIONAL ETF TRUST

7.80%

Shares19.5K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

8.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

New

Shares3.2K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

2.25%

Shares1.0K

Event2026-06-30

Filed2026-07-24

GPN

GLOBAL PMTS INC

0.36%

Shares3.6K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-10.02%

Shares988

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-0.48%

Shares2.1K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

0.56%

Shares2.1K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available