Guardian Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$353,345
Net value change ($000)
-3,357 (-0.9%)
New positions
2
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFSD 3,752 16.1%
DFGX 2,166 8.3%
DFCF 1,170 6.4%
DFA INVT DIMENSIONS GROUP IN 828 NEW
IAU 676 12.8%
VDE 643 11.3%
DISV 585 4.8%
DFNM 565 5.9%
MSFT 236 NEW
DFIS 210 1.7%
Top Reduces (Value $000, Stocks/ETFs)
DFAS -2,972 -10.7%
DFUV -2,937 -6.5%
DFAT -2,313 -9.4%
DFGR -2,034 -7.7%
DFUS -1,237 -3.1%
DFAR -1,003 -100.0%
DFAE -690 -5.0%
DFEV -606 -4.4%
SO -205 -100.0%
DFAI -185 -1.3%
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