13F HOLDINGS REPORT
Guardian Wealth Management, LLC
Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0002095373-26-000001
Total Value
$315.4M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V724 | 855,118 | $39.8M | 12.63% |
| 2 | DIMENSIONAL ETF TRUST | 25434V401 | 477,870 | $35.4M | 11.24% |
| 3 | DIMENSIONAL ETF TRUST | 25434V500 | 338,472 | $23.6M | 7.48% |
| 4 | DIMENSIONAL ETF TRUST | 25434V658 | 873,467 | $23.1M | 7.32% |
| 5 | DIMENSIONAL ETF TRUST | 25434V609 | 361,753 | $21.5M | 6.83% |
| 6 | DIMENSIONAL ETF TRUST | 25434V575 | 390,548 | $20.6M | 6.52% |
| 7 | DIMENSIONAL ETF TRUST | 25434V864 | 406,426 | $19.5M | 6.18% |
| 8 | DIMENSIONAL ETF TRUST | 25434V872 | 367,323 | $15.6M | 4.96% |
| 9 | DIMENSIONAL ETF TRUST | 25434V807 | 277,185 | $13.8M | 4.39% |
| 10 | DIMENSIONAL ETF TRUST | 25434V203 | 329,016 | $12.5M | 3.98% |
| 11 | DIMENSIONAL ETF TRUST | 25434V781 | 327,128 | $12.4M | 3.94% |
| 12 | DIMENSIONAL ETF TRUST | 25434V740 | 365,694 | $12.3M | 3.91% |
| 13 | DIMENSIONAL ETF TRUST | 25434V302 | 378,223 | $12.3M | 3.91% |
| 14 | DIMENSIONAL ETF TRUST | 25434V773 | 367,000 | $12.1M | 3.83% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C102 | 132,434 | $7.8M | 2.47% |
| 16 | DIMENSIONAL ETF TRUST | 25434V849 | 148,396 | $7.1M | 2.27% |
| 17 | ISHARES GOLD TR | IAU | 77,690 | $6.3M | 2.00% |
| 18 | VANGUARD WORLD FD | 92204A306 | 45,165 | $5.7M | 1.80% |
| 19 | VANGUARD WORLD FD | 92204A801 | 26,047 | $5.4M | 1.71% |
| 20 | VANGUARD WORLD FD | 92204A504 | 14,288 | $4.1M | 1.30% |
| 21 | DIMENSIONAL ETF TRUST | 25434V591 | 27,172 | $1.4M | 0.44% |
| 22 | DIMENSIONAL ETF TRUST | 25434V823 | 45,554 | $1.0M | 0.33% |
| 23 | MICROSOFT CORP | MSFT | 742 | $358,745 | 0.11% |
| 24 | GLOBAL PMTS INC | 37940X102 | 3,618 | $280,041 | 0.09% |
| 25 | APPLE INC | AAPL | 985 | $267,782 | 0.08% |
| 26 | DIMENSIONAL ETF TRUST | 25434V708 | 6,639 | $262,837 | 0.08% |
| 27 | AMAZON COM INC | AMZN | 1,105 | $255,056 | 0.08% |
| 28 | WALMART INC | WMT | 2,094 | $233,293 | 0.07% |
| 29 | SOUTHERN CO | SOMN | 2,346 | $204,571 | 0.06% |