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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 JSI, CLOZ, VOO, SCHF, BRK.A, and represent 36.47% of Guardian Financial Partners's stock portfolio.
Added to shares of these 10 stocks: JSI, SMTH, EIX, FNDX, JAAA, SGOV, SCHX, SCHG, SCHZ, ASML.
Started 2 new stock positions in XOM, ASML.
Reduced shares in these 10 stocks: VYMI, SCHF, VOO, VYM, FNDF, SCHD, TSLA, , IBIT, GOOGL.
Sold out of its positions in GOOGL, TAXX, DIS, META.
Guardian Financial Partners was a net seller of stock by $-304k.
Guardian Financial Partners has $238M in assets under management (AUM), dropping by -0.75%.
Central Index Key (CIK): 0001723514

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Positions held by Guardian Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 66 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Henderson Securi (JSI)	8.7	$21M	+23%	403k	51.55	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	7.9	$19M		729k	25.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.9	$17M	-5%	28k	597.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.9	$16M	-6%	661k	24.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	6.0	$14M		20.00	718140.00	View chart
Alps Etf Tr Smith Core Plus (SMTH)	5.4	$13M	+9%	496k	25.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.6	$11M	+3%	424k	25.64	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.7	$8.8M	+5%	317k	27.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.4	$8.1M	-7%	263k	30.68	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.4	$8.0M	-14%	85k	94.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$7.7M	-8%	52k	148.10	View chart
Bluerock Pvt Real Estate (BPRE)	3.0	$7.0M		423k	16.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.9	$7.0M	-8%	143k	48.93	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.7	$6.5M	+7%	130k	50.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.5	$6.0M		182k	32.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.5	$5.9M	+4%	203k	29.13	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$5.0M	+4%	217k	23.22	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	1.5	$3.7M	-5%	135k	27.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.7M		7.6k	479.20	View chart
Apple (AAPL)	1.4	$3.4M		14k	253.78	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$3.0M	+5%	104k	29.08	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.2	$2.7M		56k	49.37	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.1	$2.6M	-5%	122k	21.49	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	1.1	$2.6M	-3%	64k	40.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$2.6M		45k	56.68	View chart
Edison International (EIX)	0.9	$2.1M	+29%	28k	73.18	View chart
NVIDIA Corporation (NVDA)	0.8	$1.9M	-12%	11k	174.40	View chart
Microsoft Corporation (MSFT)	0.8	$1.8M		4.8k	370.15	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$1.8M	+4%	38k	46.74	View chart
Costco Wholesale Corporation (COST)	0.7	$1.8M		1.8k	996.70	View chart
Marvell Technology (MRVL)	0.7	$1.6M		16k	99.05	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.6	$1.4M	+5%	43k	32.43	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.6	$1.4M	+5%	36k	38.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.3M	+46%	13k	100.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$1.1M	+7%	45k	24.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$986k		4.0k	247.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$984k		4.7k	211.15	View chart
Home Depot (HD)	0.4	$984k		3.0k	328.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$927k		2.9k	320.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$918k	-13%	1.4k	653.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$901k	-33%	24k	38.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$885k	-4%	3.1k	287.20	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$789k	+4%	17k	46.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$677k	-9%	11k	64.08	View chart
Intuitive Surgical Com New (ISRG)	0.3	$676k		1.5k	460.99	View chart
Ge Vernova (GEV)	0.3	$639k	+16%	732.00	872.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$600k	-3%	11k	54.05	View chart
Tesla Motors (TSLA)	0.3	$600k	-48%	1.6k	371.75	View chart
Broadcom (AVGO)	0.2	$592k	-17%	1.9k	309.50	View chart
Procter & Gamble Company (PG)	0.2	$579k	+3%	4.0k	144.42	View chart
Eli Lilly & Co. (LLY)	0.2	$476k	+34%	518.00	919.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$447k	+20%	17k	26.61	View chart
JPMorgan Chase & Co. (JPM)	0.2	$418k		1.4k	294.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$408k	+11%	2.1k	191.92	View chart
Amazon (AMZN)	0.2	$370k		1.8k	208.27	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$338k	+41%	1.0k	337.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$308k		2.7k	113.13	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$300k		2.3k	132.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$297k	-28%	689.00	430.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$286k	+3%	11k	25.10	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$284k		2.4k	118.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$278k		5.0k	55.52	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$262k	+12%	12k	22.68	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$241k		656.00	367.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$225k	NEW	170.00	1320.83	View chart
Exxon Mobil Corporation (XOM)	0.1	$217k	NEW	1.3k	169.62	View chart

Past Filings by Guardian Financial Partners

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

Guardian Financial Partners 2026 Q1 filed April 15, 2026
Guardian Financial Partners 2025 Q4 filed Jan. 14, 2026
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

View all past filings

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