Guardian Wealth Management
Guardian Wealth Management reported 30 stocks worth $353M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are DFUV (12.0%), DFUS (11.1%) and DFGX (8.0%). Compared with Q2 2026, the fund opened new positions in DFAR and MSFT, added to DFGX, DFSD and DFCF, trimmed DFUV, DFUS and DFGR and sold out of SO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUV Dimensional US Marketwide Value ETF | $42.4M | 12.0% | 771K | −53K (−6%) | 4 of 4 | |
| 2 |  DFUS Dimensional US Equity Market ETF | $39.3M | 11.1% | 473K | −21K (−4%) | 4 of 4 | |
| 3 |  DFGX Dimensional ETF Trust | $28.3M | 8.0% | 553K | +66K (+14%) | 4 of 4 | |
| 4 |  DFSD Dimensional Shrt Drt Fxd | $27.1M | 7.7% | 583K | +94K (+19%) | 4 of 4 | |
| 5 | DIMENSIONAL U S SMALL CAP ETF | $24.9M | 7.0% | 322K | −17K (−5%) | 4 of 4 | |
| 6 |  DFGR Dimensional ETF Trust | $24.4M | 6.9% | 902K | −10K (−1%) | 4 of 4 | |
| 7 | DIMENSIONAL U S TARGETED | $22.3M | 6.3% | 336K | −16K (−5%) | 4 of 4 | |
| 8 |  DFCF Dimensional Core Fixed | $19.5M | 5.5% | 485K | +52K (+12%) | 4 of 4 | |
| 9 |  DFIV Dimensional ETF Trust | $13.9M | 3.9% | 249K | −6,863 (−3%) | 4 of 4 | |
| 10 |  DFAI Dimensional Intern Core | $13.6M | 3.9% | 329K | −5,917 (−2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $1M | 38K |
 SO Southern Co | $205K | 2,142 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Guardian Wealth Management 13F FAQ
What does Guardian Wealth Management own?
Guardian Wealth Management reported 30 stocks worth $353M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are DFUV (12.0%), DFUS (11.1%) and DFGX (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did Guardian Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 8 added to, 20 trimmed and 2 sold out. New positions include DFAR and MSFT. It sold all of SO.
When will Guardian Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Guardian Wealth Management's portfolio worth?
The Q3 2026 filing reports $353M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.