Guardian Financial Partners

Guardian Financial Partners as of March 31, 2026

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