Titelia

Holdings of Guardian Wealth Management, LLC

26 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 78.3 % of the equity sleeve

Sector breakdown

  • Health care 0.5 %
  • Technology 0.2 %
  • Consumer staples 0.1 %
  • Consumer discretionary 0.1 %
  • Utilities 0.1 %
  • Unattributed 99.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US26259.6M $100.00 %

Positions

RankCompanySharesValueWeight
1DFA Dimensional US Marketwide Value ETF 843,51040.9M $
2Dimensional ETF Trust 497,28035.3M $
3Dimensional U S Small Cap ETF 340,53624.2M $
4Dimensional U S Targeted Value ETF 357,06922.3M $
5Dimensional ETF Trust 403,62517M $
6Dimensional International Value ETF 257,58713.7M $
7Dimensional ETF Trust 331,67212.9M $
8Dimensional Emerging Markets V 346,46212.4M $
9Dimensional ETF Trust 362,03112.3M $
10Dimensional International Smal 306,06112.2M $
11Dimensional International Smal 356,69512.2M $
12DFA Dimensional National Municipal Bond ETF 186,8849M $
13Vanguard Scottsdale Funds 151,6848.9M $
14VANGUARD ENERGY ETF VANGUARD ENERGY ETF 40,8607.1M $
15Ishares Gold Trust 67,7336M $
16VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 24,1105.4M $
17Vanguard World Fund 14,4573.9M $
18Danaher Corp 6,4061.2M $
19Dimensional ETF Trust 42,066994.9K $
20Microsoft Corp 765283.2K $
21Dimensional ETF Trust 6,803264.4K $
22Walmart Inc 2,088259.5K $
23Apple Inc 978248.2K $
24Global Payments Inc 3,632244.4K $
25Amazon.com Inc 1,098228.7K $
26Southern Co/The 2,130205.6K $