DOSSIER · 13F-HR · Q1 2026

Guardian Wealth Management, LLC

Guardian Wealth's family office based in Boston, MA — $330M in tracked AUM across 30 positions as of Q1 2026.

GW

Guardian Wealth·Boston, MA·Family Office

CIK 0002095373 · last filed Mar 31, 2026

Total AUM

$330M

▲ 13.0%

vs prior

Holdings

30

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

Top sector

Tech

4% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Guardian Wealth Management, LLC SEC 13F Filing

Portfolio Overview

Guardian Wealth Management, LLC reports a total portfolio value of $315.43 million as of the reporting period December 31, 2025, comprising 29 individual holdings. The portfolio is characterized by a high degree of concentration in fund-based investments, specifically Exchange Traded Funds (ETFs). The structure indicates a "core-satellite" approach where the vast majority of assets are alloc...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

DIMENSIONAL ETF TRUST

$41M844K12.4%

02

DIMENSIONAL ETF TRUST

$35M497K10.7%

03

DIMENSIONAL ETF TRUST

$24M341K7.3%

04

DIMENSIONAL ETF TRUST

$24M905K7.3%

05

DIMENSIONAL ETF TRUST

$24M448K7.1%

06

DIMENSIONAL ETF TRUST

$22M357K6.8%

07

DIMENSIONAL ETF TRUST

$22M449K6.5%

08

DIMENSIONAL ETF TRUST

$17M404K5.2%

09

DIMENSIONAL ETF TRUST

$14M258K4.2%

10

DIMENSIONAL ETF TRUST

$13M332K3.9%

Filing history

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