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Guardian Wealth Management, LLC - Portfolio Stock Holdings

Guardian Wealth Management, LLC disclosed 31 stock positions in a recent SEC 13F filing. $356,701,302 of stock holdings were filed, with the largest holdings including DFUV, DFUS, and DFAS. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $411,118,208 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

31

Est. Stock Holding Value:

$356,701,302

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Guardian Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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