Guardian Wealth Management, LLC: 13F holdings
CIK 20953732026Q2
| Positions | 30 |
|---|
| Reported value | $356.7m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 30 (+0 vs prior quarter) |
|---|
| Reported value | $356.7m (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| YM=F DIMENSIONAL ETF TRUST | 824,333 | $45.3m | 12.7% |
| DFUS DIMENSIONAL ETF TRUST | 494,759 | $40.5m | 11.4% |
| DIMENSIONAL ETF TRUST | 338,393 | $27.9m | 7.8% |
| DFGR DIMENSIONAL ETF TRUST | 912,517 | $26.4m | 7.4% |
| DFGX DIMENSIONAL ETF TRUST | 486,969 | $26.1m | 7.3% |
| DIMENSIONAL ETF TRUST | 352,499 | $24.6m | 6.9% |
| DFSD DIMENSIONAL ETF TRUST | 489,267 | $23.4m | 6.5% |
| DFCF DIMENSIONAL ETF TRUST | 433,642 | $18.3m | 5.1% |
| DFIV DIMENSIONAL ETF TRUST | 256,328 | $13.8m | 3.9% |
| DFAI DIMENSIONAL ETF TRUST | 334,641 | $13.8m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2095373")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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