13F-HR filed by Guardian Wealth Management, LLC
Guardian Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-20, with 29 holding rows worth $315,426,272.
- Accession
- 0002095373-26-000001
- Filer
- CIK 2095373
- Filed
- 2026-01-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 29 entries on the cover page, a total value of $315,426,272 stated on the cover page (in dollars after the unit check, H1), rows summing to $315,426,272 with VALUE read as dollars as filed, 13F file number 028-25929. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 855,118 | $39,839,968 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 477,870 | $35,443,632 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 338,472 | $23,581,372 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 873,467 | $23,076,998 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 361,753 | $21,538,787 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V575 | INTL COR FIX ETF | 390,548 | $20,556,494 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 406,426 | $19,488,133 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 367,323 | $15,633,264 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 277,185 | $13,831,535 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 329,016 | $12,538,803 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 327,128 | $12,430,853 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 365,694 | $12,338,531 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 378,223 | $12,318,730 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V773 | INTL SMALL CAP E | 367,000 | $12,088,979 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 132,434 | $7,777,849 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 148,396 | $7,148,220 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 77,690 | $6,306,127 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 45,165 | $5,687,188 | dollars as filed | |
| Vanguard Materials ETF | 92204A801 | SHS | 26,047 | $5,406,123 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 14,288 | $4,112,852 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 27,172 | $1,376,262 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 45,554 | $1,043,247 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 742 | $358,745 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 3,618 | $280,041 | dollars as filed | |
| Apple Inc | 037833100 | COM | 985 | $267,782 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 6,639 | $262,837 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,105 | $255,056 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,094 | $233,293 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,346 | $204,571 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002095373-26-000001 | this filing | 2026-01-20 | acceptance time not in the bulk data set |