§ 13F · FUND PROFILE
Guardian Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222.7T (13F)Positions · 56Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CLOZ | SERIES PORTFOLIOS TR | 736K | $19.5T | 8.2% | −5% |
| 2 | VOO | VANGUARD INDEX FDS | 29K | $18.3T | 7.7% | −16% |
| 3 | JSI | JANUS DETROIT STR TR | 327K | $17.0T | 7.2% | −1% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 707K | $17.0T | 7.2% | −6% |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 20 | $15.1T | 6.4% | ±0% |
| 6 | SMTH | ALPS ETF TR | 451K | $11.7T | 5.0% | −2% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 412K | $11.1T | 4.7% | +2% |
| 8 | VYMI | VANGUARD WHITEHALL FDS | 100K | $9.0T | 3.8% | −10% |
| 9 | VYM | VANGUARD WHITEHALL FDS | 57K | $8.2T | 3.5% | −8% |
| 10 | FNDX | SCHWAB STRATEGIC TR | 300K | $8.2T | 3.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUARDIAN SIGNAL
AC read
Guardian Financial Partners, LLC is a Other fund managing $222678.8 trillion in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed