Guardian Financial Partners

Guardian Financial Partners as of Sept. 30, 2025

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