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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 36.07% of Guardian Financial Partners's stock portfolio.
Added to shares of these 10 stocks: JSI, CLOZ, SMTH, VO, VRT, JAAA, AMD, MU, MRVL, LRCX.
Started 7 new stock positions in GOOGL, LRCX, MU, PWR, SOXX, AMD, VRT.
Reduced shares in these 10 stocks: VOO, NVDA, IBIT, SCHF, SCHZ, SCHB, AAPL, FNDB, SCHE, .
Sold out of its positions in XOM, IBIT, SCHB, ASML.
Guardian Financial Partners was a net buyer of stock by $2.1M.
Guardian Financial Partners has $257M in assets under management (AUM), dropping by 8.07%.
Central Index Key (CIK): 0001723514

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Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hend Secu In Etf (JSI)	8.6	$22M	+7%	433k	51.21	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	7.9	$20M	+5%	771k	26.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.9	$18M	-6%	26k	686.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.8	$18M	-4%	632k	27.70	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	5.8	$15M		20.00	748850.00	View chart
Alps Etf Tr Smith Core Plus (SMTH)	5.3	$14M	+6%	530k	25.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.8	$12M		421k	29.43	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.8	$9.7M		313k	31.10	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.4	$8.7M	+3%	88k	98.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.4	$8.6M	+3%	272k	31.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$8.5M	+3%	54k	158.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.9	$7.4M	-2%	139k	52.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.7	$7.1M	+7%	140k	50.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.7	$6.8M		202k	33.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.5	$6.4M	-3%	175k	36.26	View chart
Bluerock Pvt Real Estate (BPRE)	2.2	$5.6M		427k	13.01	View chart
Marvell Technology (MRVL)	2.1	$5.3M	+8%	18k	297.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.7	$4.4M	-12%	190k	23.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.9M		7.7k	500.39	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	1.5	$3.8M	-6%	126k	30.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$3.6M	-2%	101k	36.13	View chart
Apple (AAPL)	1.4	$3.6M	-7%	13k	289.35	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.2	$3.1M	+4%	58k	53.09	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	1.2	$3.0M	+2%	66k	45.07	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.1	$2.9M		123k	23.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$2.7M	+5%	47k	56.48	View chart
Edison International (EIX)	0.8	$1.9M	-7%	26k	74.45	View chart
Microsoft Corporation (MSFT)	0.7	$1.9M	+3%	5.0k	373.01	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$1.8M		38k	48.12	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.7	$1.7M	+3%	45k	38.06	View chart
Costco Wholesale Corporation (COST)	0.6	$1.6M		1.7k	935.43	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.6	$1.5M	+2%	37k	39.68	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.5	$1.3M	-2%	13k	100.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.2M	+9%	3.2k	370.04	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M	-46%	5.8k	200.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.1M	-6%	3.7k	300.45	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.1M		4.7k	227.06	View chart
Home Depot (HD)	0.4	$1.1M		3.0k	352.68	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$998k	-8%	41k	24.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$908k	-13%	1.2k	749.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$873k	+251%	11k	80.57	View chart
Ge Vernova (GEV)	0.3	$868k		739.00	1174.93	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.3	$850k	+2%	18k	48.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$722k	-4%	10k	71.25	View chart
Broadcom (AVGO)	0.3	$707k	-2%	1.9k	377.83	View chart
Eli Lilly & Co. (LLY)	0.3	$666k	+7%	555.00	1199.49	View chart
Tesla Motors (TSLA)	0.2	$636k	-6%	1.5k	420.60	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$633k	+32%	1.3k	477.57	View chart
Procter & Gamble Company (PG)	0.2	$592k		4.0k	146.64	View chart
Intuitive Surgical Com New (ISRG)	0.2	$581k		1.5k	397.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$564k	-14%	9.4k	59.69	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$542k	NEW	1.6k	334.82	View chart
Advanced Micro Devices (AMD)	0.2	$496k	NEW	854.00	580.91	View chart
Micron Technology (MU)	0.2	$462k	NEW	400.00	1154.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$453k		2.1k	212.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$438k	-5%	1.3k	327.35	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$421k	-5%	16k	26.50	View chart
Lam Research Corp Com New (LRCX)	0.2	$395k	NEW	911.00	433.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$374k		2.7k	137.55	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$336k		2.3k	147.74	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$329k		2.4k	136.66	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$320k	NEW	500.00	640.76	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$307k		5.0k	61.46	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$282k	+388%	3.2k	87.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$254k		689.00	368.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$247k	NEW	691.00	357.34	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$244k	-6%	11k	22.64	View chart
Amazon (AMZN)	0.1	$242k	-42%	1.0k	238.34	View chart
Quanta Services (PWR)	0.1	$216k	NEW	300.00	720.04	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 Q2 filed July 15, 2026
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

View all past filings

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