Guardian Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$329,625
Net value change ($000)
+14,199 (4.5%)
New positions
1
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFGX 2,961 14.4%
DFSD 2,019 10.4%
DFNM 1,809 25.3%
DFCF 1,408 9.0%
VDE 1,383 24.3%
DHR 1,215 NEW
VGSH 1,102 14.2%
DFUV 1,037 2.6%
DFGR 986 4.3%
DFAT 760 3.5%
Top Reduces (Value $000, Stocks/ETFs)
DUSB -460 -33.4%
IAU -273 -4.3%
DISV -241 -1.9%
DFUS -182 -0.5%
VHT -176 -4.3%
DFIV -100 -0.7%
MSFT -76 -21.2%
DFAE -61 -0.5%
DFAR -48 -4.6%
GPN -36 -12.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type