ETF Holders

Guardian Wealth Management, Inc. ETF holdings

Peoria, IL

Reported $17.7M in 8 ETFs in its Form 13F for June 30, 2026.

ETF value
$17.7M
ETFs held
8
Change from prior quarter
-0.3%
With price moves
ETFs as a share of its 13F
8.7%
of $203.5M

Top 8 of 8 ETF holdings

TickerFundValueSharesChange
VCSHVanguard Short-Term Corporate Bond ETF$5.2M65,551+10,178 shares
VCITVanguard Intermediate-Term Corporate Bond ETF$4.9M58,682+8,278 shares
VBILVanguard 0-3 Month Treasury Bill ETF$4.1M54,508−22,247 shares
SCHDSchwab U.S. Dividend Equity ETF$1.2M38,380+235 shares
SCHBSchwab U.S. Broad Market ETF$1.1M36,953−7,220 shares
VBRVanguard Morningstar Small-Cap Value ETF$619K2,547+45 shares
VTVVanguard Morningstar Value ETF$376K1,724+4 shares
VOOVVanguard S&P 500 Value ETF$287K1,307+45 shares

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910205. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Guardian Wealth Management, Inc. own?

Guardian Wealth Management, Inc. reported 8 ETF positions worth $17.7M in its Form 13F for June 30, 2026. The largest was VCSH, at $5.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.