SEC Form 13F

Guardian Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$356,701,503
Positions30

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$45,346,583824,333
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$40,540,568494,759
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$27,863,313338,393
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$26,435,617912,517
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$26,099,006486,969
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$24,639,695352,499
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$23,362,505489,267
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$18,304,039433,642
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$13,846,842256,328
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$13,803,929334,641

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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