Guardian Financial Partners

Guardian Financial Partners as of June 30, 2025

Portfolio Holdings for Guardian Financial Partners

Guardian Financial Partners holds 56 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Series Portfolios Tr Eldridge Bbb B (CLOZ) 9.3 $21M 772k 26.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.2 $20M 36k 568.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.6 $17M 769k 22.10
Janus Detroit Str Tr Henderson Securi (JSI) 7.5 $17M 316k 52.62
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.5 $15M 20.00 728800.00
Alps Etf Tr Smith Core Plus (SMTH) 5.2 $12M 445k 25.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.4 $9.9M 405k 24.44
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.9 $8.6M 108k 80.11
Vanguard Whitehall Fds High Div Yld (VYM) 3.5 $7.9M 59k 133.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $7.5M 285k 26.50
Schwab Strategic Tr Fundamental Us L (FNDX) 3.2 $7.1M 291k 24.54
Schwab Strategic Tr Fundamental Intl (FNDF) 3.0 $6.7M 169k 40.02
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.0 $6.7M 132k 50.75
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.7 $6.1M 201k 30.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $5.7M 194k 29.21
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $5.3M 228k 23.24
Schwab Strategic Tr Fundamental Us B (FNDB) 1.9 $4.2M 174k 23.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $3.6M 7.5k 485.77
Apple (AAPL) 1.5 $3.4M 17k 205.18
Pacer Fds Tr Metaurus Cap 400 (QDPL) 1.2 $2.7M 68k 39.46
Neos Etf Trust Neos S&p 500 Hi (SPYI) 1.2 $2.6M 52k 50.32
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $2.6M 122k 21.16
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $2.6M 45k 56.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $2.3M 92k 25.30
Microsoft Corporation (MSFT) 0.8 $1.9M 3.8k 497.41
Costco Wholesale Corporation (COST) 0.8 $1.7M 1.7k 989.71
Bondbloxx Etf Trust Ir M Taxaware (TAXX) 0.7 $1.6M 32k 51.05
NVIDIA Corporation (NVDA) 0.7 $1.5M 9.2k 157.99
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $1.4M 34k 42.59
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 1.9k 620.79
Home Depot (HD) 0.5 $1.1M 3.0k 366.62
Edison International (EIX) 0.5 $1.1M 21k 51.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $1.1M 44k 24.38
Schwab Strategic Tr Fundamental Us S (FNDA) 0.5 $1.1M 37k 28.65
Marvell Technology (MRVL) 0.5 $1.1M 14k 77.40
Schwab Strategic Tr Fundamental Emer (FNDE) 0.5 $1.0M 31k 33.01
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $896k 3.2k 279.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $848k 15k 57.01
Intuitive Surgical Com New (ISRG) 0.4 $804k 1.5k 543.41
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $778k 4.0k 195.44
Ishares Tr Russell 2000 Etf (IWM) 0.3 $714k 3.3k 215.81
Meta Platforms Cl A (META) 0.3 $663k 898.00 738.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $655k 13k 49.46
Schwab Strategic Tr Fundamental Intl (FNDC) 0.3 $638k 15k 42.05
Ge Vernova (GEV) 0.3 $605k 1.1k 529.15
Procter & Gamble Company (PG) 0.2 $537k 3.4k 159.34
Rbc Cad (RY) 0.2 $527k 4.0k 131.55
Amazon (AMZN) 0.2 $404k 1.8k 219.39
Tesla Motors (TSLA) 0.2 $378k 1.2k 317.66
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $377k 14k 26.68
JPMorgan Chase & Co. (JPM) 0.2 $360k 1.2k 290.01
Eli Lilly & Co. (LLY) 0.2 $358k 459.00 779.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $346k 1.1k 303.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $267k 11k 23.83
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $240k 11k 22.76
Broadcom (AVGO) 0.1 $227k 822.00 275.76