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James Motte

Guardian Wealth Management, Llc

Assets Managed
$356.702M
Holdings
30
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
8.22%(2Q avg: 6.36%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Guardian Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 356.702M in assets, with a quarterly growth rate of 8.22% and a 2-quarter average growth rate of 6.36%. The portfolio is managed by James Motte, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -2.27%
12.72%
$45.347M
824,333 shares@ $55.02 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.5%
11.37%
$40.541M
494,759 shares@ $81.95 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -0.62%
7.82%
$27.863M
338,393 shares@ $82.35 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 0.8%
7.42%
$26.436M
912,517 shares@ $28.97 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 8.61%
7.32%
$26.099M
486,969 shares@ $53.6 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -1.27%
6.91%
$24.64M
352,499 shares@ $69.91 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 8.93%
6.55%
$23.363M
489,267 shares@ $47.76 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 7.44%
5.14%
$18.304M
433,642 shares@ $42.22 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.48%
3.89%
$13.847M
256,328 shares@ $54.03 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.9%
3.87%
$13.804M
334,641 shares@ $41.25 avg price

1-10 of 30