§ 13F · FUND PROFILE
Guardian Financial Partners, LLC.
AUM · $257M (13F)Positions · 69Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JSI | JANUS DETROIT STR TR | 432K | $22M | 8.6% | +7% |
| 2 | CLOZ | SERIES PORTFOLIOS TR | 771K | $20M | 7.9% | +6% |
| 3 | VOO | VANGUARD INDEX FDS | 26K | $18M | 6.9% | −7% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 632K | $18M | 6.8% | −4% |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 20 | $15M | 5.8% | ±0% |
| 6 | SMTH | ALPS ETF TR | 530K | $14M | 5.3% | +7% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 420K | $12M | 4.8% | −1% |
| 8 | FNDX | SCHWAB STRATEGIC TR | 313K | $10M | 3.8% | −1% |
| 9 | VYMI | VANGUARD WHITEHALL FDS | 88K | $9M | 3.4% | +3% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 272K | $9M | 3.4% | +4% |
§ 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 $257 million in assets. The fund runs a portfolio of 69 positions.
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