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Guardian Wealth Management, LLC

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13F filer, CIK 2095373, CHATTANOOGA, TN

Guardian Wealth Management, LLC reported $356,701,503 across 30 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-24. Its ten largest share positions make up 72.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002095373-26-000003

Period
2026-06-30
Reported value
$357M
Holdings
30
Top 10 weight
72.96%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFGXadded+38,599$2.07M
DFSDadded+40,080$1.91M
DFCFadded+30,017$1.27M
DFNMadded+11,128$538K
CLnew+3,174$291K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFUVreduced-19,177-$1.05M
DFEVreduced-24,124-$1.03M
DFAEreduced-20,994-$844K
VDEreduced-2,816-$423K
DFATreduced-4,570-$319K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002095373-26-000003, largest first. % of portfolio is the value over $356,701,503, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 855,118 shares; 2026Q1: 843,510 shares; 2026Q2: 824,333 shares 824,333$45.3M12.71%-19,177Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 477,870 shares; 2026Q1: 497,280 shares; 2026Q2: 494,759 shares 494,759$40.5M11.37%-2,521Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 338,472 shares; 2026Q1: 340,536 shares; 2026Q2: 338,393 shares 338,393$27.9M7.81%-2,143Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 873,467 shares; 2026Q1: 905,321 shares; 2026Q2: 912,517 shares 912,517$26.4M7.41%+7,196Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 390,548 shares; 2026Q1: 448,370 shares; 2026Q2: 486,969 shares 486,969$26.1M7.32%+38,599Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 361,753 shares; 2026Q1: 357,069 shares; 2026Q2: 352,499 shares 352,499$24.6M6.91%-4,570Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 406,426 shares; 2026Q1: 449,187 shares; 2026Q2: 489,267 shares 489,267$23.4M6.55%+40,080Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 367,323 shares; 2026Q1: 403,625 shares; 2026Q2: 433,642 shares 433,642$18.3M5.13%+30,017Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 277,185 shares; 2026Q1: 257,587 shares; 2026Q2: 256,328 shares 256,328$13.8M3.88%-1,259Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 329,016 shares; 2026Q1: 331,672 shares; 2026Q2: 334,641 shares 334,641$13.8M3.87%+2,969Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 365,694 shares; 2026Q1: 346,462 shares; 2026Q2: 322,338 shares 322,338$13.8M3.86%-24,124Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 378,223 shares; 2026Q1: 362,031 shares; 2026Q2: 341,037 shares 341,037$13.7M3.84%-20,994Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 367,000 shares; 2026Q1: 356,695 shares; 2026Q2: 356,997 shares 356,997$12.5M3.51%+302Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 327,128 shares; 2026Q1: 306,061 shares; 2026Q2: 303,274 shares 303,274$12.2M3.41%-2,787Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 148,396 shares; 2026Q1: 186,884 shares; 2026Q2: 198,012 shares 198,012$9.57M2.68%+11,128Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 132,434 shares; 2026Q1: 151,684 shares; 2026Q2: 151,265 shares 151,265$8.8M2.47%-419Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 45,165 shares; 2026Q1: 40,860 shares; 2026Q2: 38,044 shares 38,044$5.71M1.6%-2,816Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,047 shares; 2026Q1: 24,110 shares; 2026Q2: 24,058 shares 24,058$5.5M1.54%-52Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 77,690 shares; 2026Q1: 67,733 shares; 2026Q2: 70,075 shares 70,075$5.29M1.48%+2,342Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,288 shares; 2026Q1: 14,457 shares; 2026Q2: 14,985 shares 14,985$4.48M1.26%+528Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,406 shares; 2026Q2: 5,858 shares 5,858$1.12M0.31%-548Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 45,554 shares; 2026Q1: 42,066 shares; 2026Q2: 38,346 shares 38,346$1M0.28%-3,720Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,172 shares; 2026Q1: 18,069 shares; 2026Q2: 19,478 shares 19,478$989K0.28%+1,409Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,639 shares; 2026Q1: 6,803 shares; 2026Q2: 7,347 shares 7,347$326K0.09%+544Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,174 shares 3,174$291K0.08%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 985 shares; 2026Q1: 978 shares; 2026Q2: 1,000 shares 1,000$289K0.08%+22Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,618 shares; 2026Q1: 3,632 shares; 2026Q2: 3,645 shares 3,645$264K0.07%+13Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,105 shares; 2026Q1: 1,098 shares; 2026Q2: 988 shares 988$235K0.07%-110Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,094 shares; 2026Q1: 2,088 shares; 2026Q2: 2,078 shares 2,078$235K0.07%-10Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,346 shares; 2026Q1: 2,130 shares; 2026Q2: 2,142 shares 2,142$205K0.06%+12Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP765$283Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002095373-26-000003 base2026-07-24acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002095373-26-000003 Quarter ended 2026-06-302026-07-24acceptance time not in the bulk data set
13F-HR 0002095373-26-000002 Quarter ended 2026-03-312026-04-23acceptance time not in the bulk data set
13F-HR 0002095373-26-000001 Quarter ended 2025-12-312026-01-20acceptance time not in the bulk data set