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Guardian Financial Partners

Latest statistics and disclosures from Guardian Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, CLOZ, SCHF, JSI, BRK.A, and represent 38.72% of Guardian Financial Partners's stock portfolio.
Added to shares of these 10 stocks: JSI, MSFT, SPYI, SCHD, JEPQ, VYM, SMTH, VYMI, GLD, APO.
Started 7 new stock positions in GLD, JEPQ, ISPY, CG, GOOGL, APO, DIS.
Reduced shares in these 10 stocks: VOO, SCHF, SCHZ, AAPL, IVV, VEA, GEV, FNDF, FNDB, SCHE.
Guardian Financial Partners was a net buyer of stock by $3.8M.
Guardian Financial Partners has $237M in assets under management (AUM), dropping by 6.45%.
Central Index Key (CIK): 0001723514

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Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.0	$21M	-3%	35k	612.38	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	8.8	$21M		773k	26.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.4	$18M	-2%	750k	23.28	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	7.3	$17M	+4%	330k	52.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	6.4	$15M		20.00	754200.00	View chart
Alps Etf Tr Smith Core Plus (SMTH)	5.1	$12M	+3%	459k	26.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.5	$11M		405k	26.34	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.0	$9.5M	+3%	112k	84.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.7	$8.7M	+4%	62k	140.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.5	$8.2M	+6%	302k	27.30	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.3	$7.7M		294k	26.30	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.0	$7.1M	-2%	164k	42.96	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.9	$6.8M		135k	50.78	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.8	$6.6M		197k	33.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$6.1M		191k	31.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$5.1M	-5%	216k	23.47	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	1.8	$4.3M	-3%	168k	25.74	View chart
Apple (AAPL)	1.7	$4.0M	-5%	16k	254.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$3.8M		7.5k	502.74	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.4	$3.2M	+18%	62k	52.30	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	1.3	$3.0M	+5%	71k	41.90	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.2	$2.7M	+3%	127k	21.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$2.7M	+6%	48k	57.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$2.6M	+2%	94k	27.90	View chart
Microsoft Corporation (MSFT)	1.1	$2.5M	+29%	4.9k	518.00	View chart
NVIDIA Corporation (NVDA)	0.8	$1.9M	+11%	10k	186.59	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.7	$1.6M		32k	50.98	View chart
Costco Wholesale Corporation (COST)	0.7	$1.6M		1.7k	925.56	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$1.5M		34k	45.51	View chart
Home Depot (HD)	0.5	$1.2M		3.0k	405.16	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.5	$1.2M	+4%	39k	31.16	View chart
Edison International (EIX)	0.5	$1.2M		21k	55.28	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$1.2M	+2%	32k	36.16	View chart
Marvell Technology (MRVL)	0.5	$1.1M	-3%	13k	84.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.1M	-15%	1.6k	669.50	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$1.0M	-4%	42k	24.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$944k		3.2k	293.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$826k		4.0k	206.52	View chart
Meta Platforms Cl A (META)	0.3	$807k	+22%	1.1k	734.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$803k		3.3k	242.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$698k	+3%	16k	44.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$688k	-22%	12k	59.92	View chart
Intuitive Surgical Com New (ISRG)	0.3	$658k		1.5k	447.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$613k	-14%	11k	54.18	View chart
Rbc Cad (RY)	0.2	$591k		4.0k	147.32	View chart
Broadcom (AVGO)	0.2	$560k	+106%	1.7k	329.93	View chart
Procter & Gamble Company (PG)	0.2	$524k		3.4k	153.66	View chart
Ge Vernova (GEV)	0.2	$521k	-25%	847.00	615.22	View chart
Tesla Motors (TSLA)	0.2	$518k	-2%	1.2k	444.72	View chart
Amazon (AMZN)	0.2	$508k	+25%	2.3k	219.57	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$460k	NEW	8.0k	57.52	View chart
JPMorgan Chase & Co. (JPM)	0.2	$419k	+7%	1.3k	315.35	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$373k		14k	26.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$365k	-2%	1.1k	328.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$293k	NEW	825.00	355.47	View chart
Apollo Global Mgmt (APO)	0.1	$293k	NEW	2.2k	133.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$287k		11k	25.71	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$280k	NEW	6.2k	45.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$276k	NEW	1.1k	243.10	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$237k	-2%	10k	23.08	View chart
Eli Lilly & Co. (LLY)	0.1	$229k	-34%	300.00	762.03	View chart
Carlyle Group (CG)	0.1	$208k	NEW	3.3k	62.70	View chart
Walt Disney Company (DIS)	0.1	$201k	NEW	1.8k	114.53	View chart

Past Filings by Guardian Financial Partners

SEC 13F filings are viewable for Guardian Financial Partners going back to 2021

Guardian Financial Partners 2025 Q3 filed Oct. 9, 2025
Guardian Financial Partners 2025 Q2 filed July 31, 2025
Guardian Financial Partners 2025 Q1 filed April 23, 2025
Guardian Financial Partners 2024 Q4 filed Jan. 15, 2025
Guardian Financial Partners 2024 Q3 filed Nov. 1, 2024
Guardian Financial Partners 2024 Q2 filed July 15, 2024
Guardian Financial Partners 2024 Q1 filed April 26, 2024
Guardian Financial Partners 2023 Q4 filed Jan. 9, 2024
Guardian Financial Partners 2023 Q3 filed Oct. 5, 2023
Guardian Financial Partners 2023 Q2 filed July 12, 2023
Guardian Financial Partners 2023 Q1 filed April 11, 2023
Guardian Financial Partners 2022 Q4 filed Jan. 18, 2023
Guardian Financial Partners 2022 Q3 filed Oct. 19, 2022
Guardian Financial Partners 2022 Q2 filed July 13, 2022
Guardian Financial Partners 2022 Q1 filed April 26, 2022
Guardian Financial Partners 2021 Q4 filed Jan. 19, 2022

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