Guardian Wealth Management, LLC
•CIK: 2095373•Filing: Q4 2025
**Guardian Wealth Management, LLC** manages $315M across a concentrated portfolio of 29 positions. The fund exhibits a significant allocation bias toward specific holdings, notably maintaining top positions in DFUV ($39.8M) and DFUS ($35.4M). Further concentration is evident with substantial weightings in DFAS ($23.6M), DFGR ($23.1M), and DFAT ($21.5M). This structure suggests a highly focused, conviction-driven investment approach within its mandate.
Total AUM
$315.4M
QoQ Performance
N/A
Positions
10
Top 10 Concentration
71.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUV
DFUS
DFAS
DFGR
DFAT
DFGX
DFSD
DFUV12.6%
DFUS11.2%
DFAS7.5%
DFGR7.3%
DFAT6.8%
DFGX6.5%
DFSD6.2%
DFCF5.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other99.6%
Technology0.2%
Consumer0.2%
Utilities0.1%