Guardian Financial Partners

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

  • Top 5 stock holdings are VOO, SCHF, CLOZ, IVOL, SCHX, and represent 45.36% of Guardian Financial Partners's stock portfolio.
  • Added to shares of these 10 stocks: CLOZ, SCHX, SCHZ, FNDX, SCHF, SCHG, SCHD, JEPI, VYMI, VYM.
  • Started 4 new stock positions in SCHP, RY, FNDC, SCHB.
  • Reduced shares in these 7 stocks: VOO, IVOL, FNDB, LRGF, JAAA, AOA, BUFF.
  • Sold out of its position in LRGF.
  • Guardian Financial Partners was a net buyer of stock by $7.5M.
  • Guardian Financial Partners has $122M in assets under management (AUM), dropping by 14.60%.
  • Central Index Key (CIK): 0001723514

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 44 positions in its portfolio as reported in the December 2023 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) 16.9 $21M -4% 47k 436.80
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 10.5 $13M +4% 347k 36.96
 View chart
Series Portfolios Tr Panagram Bbb B (CLOZ) 8.8 $11M +12% 406k 26.40
 View chart
Kraneshares Tr Quadrtc Int Rt (IVOL) 5.3 $6.5M -8% 312k 20.68
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.9 $4.7M +24% 84k 56.40
 View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 3.8 $4.7M +9% 139k 33.73
 View chart
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 3.8 $4.6M -9% 76k 61.10
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.7 $4.6M 184k 24.79
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.6 $4.4M +11% 66k 66.49
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $4.2M +12% 56k 76.13
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.4 $4.2M +12% 76k 54.98
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 3.3 $4.1M +12% 37k 111.63
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.9 $3.5M +35% 76k 46.62
 View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.9 $3.5M +21% 56k 61.94
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.5 $3.1M -6% 62k 50.30
 View chart
Apple (AAPL) 2.2 $2.7M +11% 14k 192.53
 View chart
Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 2.0 $2.4M -2% 60k 40.08
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $2.4M 6.7k 356.66
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $2.3M +27% 28k 82.96
 View chart
Microsoft Corporation (MSFT) 1.1 $1.3M +4% 3.6k 376.00
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.3M +19% 27k 47.24
 View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.0 $1.2M 31k 40.25
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.2M +41% 57k 20.71
 View chart
Costco Wholesale Corporation (COST) 0.9 $1.1M +5% 1.7k 660.11
 View chart
Home Depot (HD) 0.8 $1.0M 2.9k 346.61
 View chart
NVIDIA Corporation (NVDA) 0.8 $926k +75% 1.9k 495.19
 View chart
Edison International (EIX) 0.7 $847k 12k 71.49
 View chart
Marvell Technology (MRVL) 0.7 $802k +2% 13k 60.31
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $700k +57% 14k 48.45
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $591k +39% 17k 34.89
 View chart
Broadcom (AVGO) 0.4 $497k +81% 445.00 1117.04
 View chart
Intuitive Surgical Com New (ISRG) 0.4 $486k 1.4k 337.36
 View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $470k +32% 8.5k 55.35
 View chart
Amazon (AMZN) 0.4 $456k +8% 3.0k 151.94
 View chart
Procter & Gamble Company (PG) 0.4 $438k 3.0k 146.52
 View chart
Rbc Cad (RY) 0.3 $405k NEW 4.0k 101.13
 View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.3 $378k +40% 14k 27.14
 View chart
Eli Lilly & Co. (LLY) 0.3 $349k +19% 599.00 583.04
 View chart
BP Sponsored Adr (BP) 0.2 $276k +13% 7.8k 35.40
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $263k 1.1k 237.22
 View chart
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $219k -45% 3.2k 69.06
 View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $215k NEW 6.2k 34.86
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $204k NEW 3.9k 52.20
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $204k NEW 3.7k 55.67
 View chart

Past Filings by Guardian Financial Partners

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