§ 13F · FUND PROFILE
Guardian Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $237M (13F)Positions · 63Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$442K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JSI | JANUS DETROIT STR TR | 403K | $21M | 8.8% | +23% |
| 2 | CLOZ | SERIES PORTFOLIOS TR | 729K | $19M | 7.9% | −1% |
| 3 | VOO | VANGUARD INDEX FDS | 28K | $17M | 7.0% | −5% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 661K | $16M | 6.9% | −6% |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 20 | $14M | 6.1% | ±0% |
| 6 | SMTH | ALPS ETF TR | 496K | $13M | 5.4% | +10% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 424K | $11M | 4.6% | +3% |
| 8 | FNDX | SCHWAB STRATEGIC TR | 317K | $9M | 3.7% | +5% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 263K | $8M | 3.4% | −7% |
| 10 | VYMI | VANGUARD WHITEHALL FDS | 85K | $8M | 3.4% | −15% |
§ 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 $237 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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