Guardian Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $315 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $39.8B, Dimensional ETF Tr U S Equity with a value of $35.4B, Dimensional ETF Tr U S Small C with a value of $23.6B, Dimensional ETF Trust with a value of $23.1B, and Dimensional ETF Tr U S Target with a value of $21.5B.

Examining the 13F form we can see an increase of $315B in the current position value.

Guardian Wealth Management, LLC is based out at Chattanooga, TN

Below you can find more details about Guardian Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $315 Billion
ETFs: $269 Billion
Technology: $627 Million
Industrials: $280 Million
Consumer Cyclical: $255 Million
Consumer Defensive: $233 Million
Utilities: $205 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $315 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 29 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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