Institutional Fund
Guardian Wealth Management, LLC
Chattanooga, TNCIK 20953732 filings on record
Portfolio Value
$329.62M
Q1 2026
Holdings
30
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+4.5%
from $315.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.4%
- Dimensional ETF Trust10.7%
- Dimensional ETF Trust7.3%
- Dimensional ETF Trust7.3%
- Dimensional ETF Trust7.1%
- Dimensional ETF Trust6.8%
- Other48.4%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 843.5K | $40.88M | 12.4% | −11.6K | Reduced |
| 2 | Dimensional ETF Trust | 497.3K | $35.26M | 10.7% | +19.4K | Added |
| 3 | Dimensional ETF Trust | 340.5K | $24.22M | 7.3% | +2.1K | Added |
| 4 | Dimensional ETF Trust | 905.3K | $24.06M | 7.3% | +31.9K | Added |
| 5 | Dimensional ETF Trust | 448.4K | $23.52M | 7.1% | +57.8K | Added |
| 6 | Dimensional ETF Trust | 357.1K | $22.30M | 6.8% | −4.7K | Reduced |
| 7 | Dimensional ETF Trust | 449.2K | $21.51M | 6.5% | +42.8K | Added |
| 8 | Dimensional ETF Trust | 403.6K | $17.04M | 5.2% | +36.3K | Added |
| 9 | Dimensional ETF Trust | 257.6K | $13.73M | 4.2% | −19.6K | Reduced |
| 10 | Dimensional ETF Trust | 331.7K | $12.92M | 3.9% | +2.7K | Added |
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