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Guardian Wealth Management, LLC

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13F filer, CIK 2095373, CHATTANOOGA, TN

Guardian Wealth Management, LLC reported $353,344,857 across 30 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 72.38% of the portfolio.

Accepted , ingested 13F-HR 0002095373-26-000004

Period
2026-09-30
Reported value
$353M
Holdings
30
Top 10 weight
72.38%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSDadded+94,210$4.38M
DFGXadded+65,744$3.36M
DFCFadded+51,758$2.08M
DFNMadded+22,202$1.02M
DFARnew+34,268$828K

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-53,243-$2.93M
DFUSreduced-21,393-$1.78M
DFASreduced-16,882-$1.31M
DFATreduced-16,454-$1.09M
DFARexited-38,346-$1M

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, Q3 2026

Share positions as resolved from 13F-HR 0002095373-26-000004, largest first. % of portfolio is the value over $353,344,857, 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 855,118 shares; 2026Q1: 843,510 shares; 2026Q2: 824,333 shares; 2026Q3: 771,090 shares 771,090$42.4M12%-53,243Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 477,870 shares; 2026Q1: 497,280 shares; 2026Q2: 494,759 shares; 2026Q3: 473,366 shares 473,366$39.3M11.12%-21,393Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 390,548 shares; 2026Q1: 448,370 shares; 2026Q2: 486,969 shares; 2026Q3: 552,713 shares 552,713$28.3M8%+65,744Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 406,426 shares; 2026Q1: 449,187 shares; 2026Q2: 489,267 shares; 2026Q3: 583,477 shares 583,477$27.1M7.67%+94,210Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 338,472 shares; 2026Q1: 340,536 shares; 2026Q2: 338,393 shares; 2026Q3: 321,511 shares 321,511$24.9M7.04%-16,882Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 873,467 shares; 2026Q1: 905,321 shares; 2026Q2: 912,517 shares; 2026Q3: 902,108 shares 902,108$24.4M6.91%-10,409Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 361,753 shares; 2026Q1: 357,069 shares; 2026Q2: 352,499 shares; 2026Q3: 336,045 shares 336,045$22.3M6.32%-16,454Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 367,323 shares; 2026Q1: 403,625 shares; 2026Q2: 433,642 shares; 2026Q3: 485,400 shares 485,400$19.5M5.51%+51,758Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 277,185 shares; 2026Q1: 257,587 shares; 2026Q2: 256,328 shares; 2026Q3: 249,465 shares 249,465$13.9M3.94%-6,863Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 329,016 shares; 2026Q1: 331,672 shares; 2026Q2: 334,641 shares; 2026Q3: 328,724 shares 328,724$13.6M3.85%-5,917Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 365,694 shares; 2026Q1: 346,462 shares; 2026Q2: 322,338 shares; 2026Q3: 310,078 shares 310,078$13.1M3.72%-12,260Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 378,223 shares; 2026Q1: 362,031 shares; 2026Q2: 341,037 shares; 2026Q3: 331,300 shares 331,300$13M3.69%-9,737Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 327,128 shares; 2026Q1: 306,061 shares; 2026Q2: 303,274 shares; 2026Q3: 294,650 shares 294,650$12.8M3.61%-8,624Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 367,000 shares; 2026Q1: 356,695 shares; 2026Q2: 356,997 shares; 2026Q3: 350,972 shares 350,972$12.7M3.6%-6,025Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 148,396 shares; 2026Q1: 186,884 shares; 2026Q2: 198,012 shares; 2026Q3: 220,214 shares 220,214$10.1M2.87%+22,202Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 132,434 shares; 2026Q1: 151,684 shares; 2026Q2: 151,265 shares; 2026Q3: 150,611 shares 150,611$8.67M2.45%-654Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 45,165 shares; 2026Q1: 40,860 shares; 2026Q2: 38,044 shares; 2026Q3: 36,914 shares 36,914$6.36M1.8%-1,130Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 77,690 shares; 2026Q1: 67,733 shares; 2026Q2: 70,075 shares; 2026Q3: 76,399 shares 76,399$5.97M1.69%+6,324Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,047 shares; 2026Q1: 24,110 shares; 2026Q2: 24,058 shares; 2026Q3: 24,690 shares 24,690$5.39M1.52%+632Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,288 shares; 2026Q1: 14,457 shares; 2026Q2: 14,985 shares; 2026Q3: 14,293 shares 14,293$4.52M1.28%-692Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,172 shares; 2026Q1: 18,069 shares; 2026Q2: 19,478 shares; 2026Q3: 22,893 shares 22,893$1.16M0.33%+3,415Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 6,406 shares; 2026Q2: 5,858 shares; 2026Q3: 5,119 shares 5,119$1.13M0.32%-739Timeline
DFARDFA INVT DIMENSIONS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,268 shares 34,268$828K0.23%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 985 shares; 2026Q1: 978 shares; 2026Q2: 1,000 shares; 2026Q3: 972 shares 972$324K0.09%-28Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,639 shares; 2026Q1: 6,803 shares; 2026Q2: 7,347 shares; 2026Q3: 6,813 shares 6,813$303K0.09%-534Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,174 shares; 2026Q3: 3,192 shares 3,192$272K0.08%+18Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,105 shares; 2026Q1: 1,098 shares; 2026Q2: 988 shares; 2026Q3: 963 shares 963$240K0.07%-25Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 742 shares; 2026Q1: 765 shares; 2026Q2: not reported; 2026Q3: 461 shares 461$236K0.07%newTimeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,618 shares; 2026Q1: 3,632 shares; 2026Q2: 3,645 shares; 2026Q3: 2,709 shares 2,709$221K0.06%-936Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,094 shares; 2026Q1: 2,088 shares; 2026Q2: 2,078 shares; 2026Q3: 2,060 shares 2,060$214K0.06%-18Timeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
DFARDIMENSIONAL ETF TRUST38,346$1Mshares
SOSOUTHERN CO2,142$205Kshares

How Q3 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 0002095373-26-000004 base2026-10-14