Guardian Wealth Management, LLC

CHATTANOOGA, TN · CIK 2095373 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChattanooga, TN

$356.7m reported value +8.2% vs Q1 2026

30positions

73.0%in top 10

1 new 14 added 15 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	824,333	$45.3m12.71%	12.71%	Reduced -19.2k	-19,177 -2.3%
2	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	494,759	$40.5m11.37%	11.37%	Reduced -2.5k	-2,521 -0.5%
3	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	338,393	$27.9m7.81%	7.81%	Reduced -2.1k	-2,143 -0.6%
4	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	912,517	$26.4m7.41%	7.41%	Added +7.2k	+7,196 0.8%
5	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	486,969	$26.1m7.32%	7.32%	Added +38.6k	+38,599 8.6%
6	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	352,499	$24.6m6.91%	6.91%	Reduced -4.6k	-4,570 -1.3%
7	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	489,267	$23.4m6.55%	6.55%	Added +40.1k	+40,080 8.9%
8	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	433,642	$18.3m5.13%	5.13%	Added +30.0k	+30,017 7.4%
9	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	256,328	$13.8m3.88%	3.88%	Reduced -1.3k	-1,259 -0.5%
10	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	334,641	$13.8m3.87%	3.87%	Added +3.0k	+2,969 0.9%
11	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	322,338	$13.8m3.86%	3.86%	Reduced -24.1k	-24,124 -7.0%
12	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	341,037	$13.7m3.84%	3.84%	Reduced -21.0k	-20,994 -5.8%
13	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	356,997	$12.5m3.51%	3.51%	Added +302	+302 0.1%
14	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	303,274	$12.2m3.41%	3.41%	Reduced -2.8k	-2,787 -0.9%
15	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	198,012	$9.6m2.68%	2.68%	Added +11.1k	+11,128 6.0%
16	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	151,265	$8.8m2.47%	2.47%	Reduced -419	-419 -0.3%
17	VANGUARD WORLD FD ENERGY ETF VDE	VDE	38,044	$5.7m1.60%	1.60%	Reduced -2.8k	-2,816 -6.9%
18	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	24,058	$5.5m1.54%	1.54%	Reduced -52	-52 -0.2%
19	ISHARES GOLD TR ISHARES NEW IAU	IAU	70,075	$5.3m1.48%	1.48%	Added +2.3k	+2,342 3.5%
20	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	14,985	$4.5m1.26%	1.26%	Added +528	+528 3.6%
21	DANAHER CORPORATION COM DHR	DHR	5,858	$1.1m0.31%	0.31%	Reduced -548	-548 -8.6%
22	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		38,346	$1.0m0.28%	0.28%	Reduced -3.7k	-3,720 -8.8%
23	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	19,478	$989.1k0.28%	0.28%	Added +1.4k	+1,409 7.8%
24	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	7,347	$325.9k0.09%	0.09%	Added +544	+544 8.0%
25	COLGATE PALMOLIVE CO COM CL	CL	3,174	$291.0k0.08%	0.08%	New
26	APPLE INC COM AAPL	AAPL	1,000	$289.4k0.08%	0.08%	Added +22	+22 2.2%
27	GLOBAL PMTS INC COM GPN	GPN	3,645	$264.5k0.07%	0.07%	Added +13	+13 0.4%
28	AMAZON COM INC COM AMZN	AMZN	988	$235.5k0.07%	0.07%	Reduced -110	-110 -10.0%
29	WALMART INC COM WMT	WMT	2,078	$235.4k0.07%	0.07%	Reduced -10	-10 -0.5%
30	SOUTHERN CO COM SO	SO	2,142	$205.0k0.06%	0.06%	Added +12	+12 0.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MICROSOFT CORP MSFT	MSFT	765	$283.2k765 shares