Guardian Financial Partners, LLC — 13F holdings
Guardian Financial Partners, LLC reported 69 holdings worth $257M in its 13F filing for Q2 2026, filed July 15, 2026.
Largest positions
- JSI JANUS DETROIT STR TR — $22.1M (8.6%)
- CLOZ SERIES PORTFOLIOS TR — $20.4M (7.9%)
- VOO VANGUARD INDEX FDS — $17.7M (6.9%)
- SCHF SCHWAB STRATEGIC TR — $17.5M (6.8%)
- BRK.A BERKSHIRE HATHAWAY INC DEL — $15.0M (5.8%)
- SMTH ALPS ETF TR — $13.6M (5.3%)
- SCHX SCHWAB STRATEGIC TR — $12.4M (4.8%)
- FNDX SCHWAB STRATEGIC TR — $9.74M (3.8%)
- VYMI VANGUARD WHITEHALL FDS — $8.65M (3.4%)
- SCHD SCHWAB STRATEGIC TR — $8.64M (3.4%)