TraderTrends

Manager Profile

Guardian Wealth Management, LLC

Diversified · Financial Services 11%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

CHATTANOOGA, TN

Portfolio Value

$356.7M

Latest reported 13F value

Holdings

30

Distinct positions in last filing

Top Position

DIMENSIONAL ETF TRUST

Latest disclosed holding

Top 4

25434V724 25434V401 DFAS 25434V658 25434V575

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
10.6%
Healthcare
0.3%
Technology
0.1%
Consumer Defensive
0.1%
Consumer Cyclical
0%
Utilities
0%
Basic Materials
0%
Communication Services
0%
Energy
0%
Industrials
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
DIMENSIONAL ETF TRUST

Shares: 824.3K

45.3M

Position Value
2
DIMENSIONAL ETF TRUST

Shares: 494.8K

40.5M

Position Value
3
Dimensional U.S. Small Cap ETF

Shares: 338.4K

27.9M

Position Value
4
DIMENSIONAL ETF TRUST

Shares: 912.5K

26.4M

Position Value
5
DIMENSIONAL ETF TRUST

Shares: 487K

26.1M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID