Guardian Wealth Management, LLC holds a focused book of 30 stocks worth $356.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Colgate-Palmolive Co and trimmed Dimensional US Marketwide Va. Their largest long position is Dimensional US Marketwide Va at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Guardian Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 31 / 30 | $165.1B |
| RAYMOND JAMES FINANCIAL INC | 31 / 30 | $24.3B |
| LPL Financial LLC | 31 / 30 | $18.1B |
| ENVESTNET ASSET MANAGEMENT INC | 31 / 30 | $15.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 31 / 30 | $5.9B |
| OSAIC HOLDINGS, INC. | 31 / 30 | $4.9B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31 / 30 | $4.7B |
| MML INVESTORS SERVICES, LLC | 31 / 30 | $2.7B |
Ranked by how many of Guardian Wealth Management, LLC's top 30 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US MKTWIDE VALUE | $45.3M | 824.3K | 12.7% | ▼−2.3% Reduced · −19K sh | |
| 2 | Dimensional ETF Trust US EQUI MARK ETF | $40.5M | 494.8K | 11.4% | ▼−0.5% Reduced · −3K sh | |
| 3 | Dimensional ETF Trust US SMALL CAP ETF | $27.9M | 338.4K | 7.8% | ▼−0.6% Reduced · −2K sh | |
| 4 | Dimensional ETF Trust GLOBAL REAL EST | $26.4M | 912.5K | 7.4% | ▲+0.8% Added · +7K sh | |
| 5 | Dimensional ETF Trust INTL COR FIX ETF | $26.1M | 487.0K | 7.3% | ▲+8.6% Added · +39K sh | |
| 6 | Dimensional ETF Trust US TARGETED VLU | $24.6M | 352.5K | 6.9% | ▼−1.3% Reduced · −5K sh | |
| 7 | Dimensional ETF Trust SHOR DUR FIX ETF | $23.4M | 489.3K | 6.5% | ▲+8.9% Added · +40K sh | |
| 8 | Dimensional ETF Trust CORE FIXE IN ETF | $18.3M | 433.6K | 5.1% | ▲+7.4% Added · +30K sh | |
| 9 | Dimensional ETF Trust INTERNATNAL VAL | $13.8M | 256.3K | 3.9% | ▼−0.5% Reduced · −1K sh | |
| 10 | Dimensional ETF Trust INTL CORE EQT MK | $13.8M | 334.6K | 3.9% | ▲+0.9% Added · +3K sh | |
| 11 | Dimensional ETF Trust EMERGING MKTS VA | $13.8M | 322.3K | 3.9% | ▼−7.0% Reduced · −24K sh | |
| 12 | Dimensional ETF Trust EMGR CRE EQT MNG | $13.7M | 341.0K | 3.8% | ▼−5.8% Reduced · −21K sh | |
| 13 | Dimensional ETF Trust INTL SMALL CAP E | $12.5M | 357.0K | 3.5% | ▲+0.1% Added · +302 sh | |
| 14 | Dimensional ETF Trust INTL SMALL CAP V | $12.2M | 303.3K | 3.4% | ▼−0.9% Reduced · −3K sh | |
| 15 | Dimensional ETF Trust NATL MUN BD ETF | $9.6M | 198.0K | 2.7% | ▲+6.0% Added · +11K sh | |
| 16 | Vanguard Scottsdale FDS SHORT TERM TREAS | $8.8M | 151.3K | 2.5% | ▼−0.3% Reduced · −419 sh | |
| 17 | Vanguard World FD ENERGY ETF | $5.7M | 38.0K | 1.6% | ▼−6.9% Reduced · −3K sh | |
| 18 | Vanguard World FD MATERIALS ETF | $5.5M | 24.1K | 1.5% | ▼−0.2% Reduced · −52 sh | |
| 19 | Ishares Gold TR ISHARES NEW | $5.3M | 70.1K | 1.5% | ▲+3.5% Added · +2K sh | |
| 20 | Vanguard World FD HEALTH CAR ETF | $4.5M | 15.0K | 1.3% | ▲+3.6% Added · +528 sh | |
| 21 | Danaher Corp Del COM | $1.1M | 5.9K | 0.3% | ▼−8.6% Reduced · −548 sh | |
| 22 | Dimensional ETF Trust US REAL ESTA ETF | $1.0M | 38.3K | 0.3% | ▼−8.8% Reduced · −4K sh | |
| 23 | Dimensional ETF Trust ULTR FIX INC ETF | $989K | 19.5K | 0.3% | ▲+7.8% Added · +1K sh | |
| 24 | Dimensional ETF Trust US COR EQU 2 ETF | $326K | 7.3K | 0.1% | ▲+8.0% Added · +544 sh | |
| 25 | Colgate Palmolive Co COM | $291K | 3.2K | 0.1% | ▲New New position | |
| 26 | Apple Inc COM | $289K | 1.0K | 0.1% | ▲+2.2% Added · +22 sh | |
| 27 | Global PMTS Inc COM | $264K | 3.6K | 0.1% | ▲+0.3% Added · +13 sh | |
| 28 | Amazon Com Inc COM | $235K | 988 | 0.1% | ▼−10% Reduced · −110 sh | |
| 29 | Walmart Inc COM | $235K | 2.1K | 0.1% | ▼−0.5% Reduced · −10 sh | |
| 30 | Southern Co COM | $205K | 2.1K | 0.1% | ▲+0.6% Added · +12 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2095373/holdings"
Use Arkolith to show Guardian Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.