Guardian Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$356,702
Net value change ($000)
+27,077 (8.2%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFUS 5,279 15.0%
DFUV 4,470 10.9%
DFAS 3,641 15.0%
DFGX 2,582 11.0%
DFGR 2,373 9.9%
DFAT 2,341 10.5%
DFSD 1,856 8.6%
DFAE 1,455 11.9%
DFEV 1,343 10.8%
DFCF 1,263 7.4%
Top Reduces (Value $000, Stocks/ETFs)
VDE -1,358 -19.2%
IAU -742 -12.3%
MSFT -283 -100.0%
DHR -99 -8.1%
VGSH -76 -0.9%
WMT -24 -9.3%
DISV -20 -0.2%
SO -1 -0.5%
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