Guardian Financial Partners, LLC
CIK: 0001723514SEC EDGAR →
Portfolio Value
$237.2M
Holdings
68
As of
Q4 2025
New Positions
7
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SERIES PORTFOLIOS TR | 735,819 | $19.5M | 8.22% |
| 2 | VANGUARD INDEX FDS | 29,116 | $18.3M | 7.70% |
| 3 | JANUS DETROIT STR TR | 326,735 | $17.0M | 7.17% |
| 4 | SCHWAB STRATEGIC TR | 706,530 | $17.0M | 7.16% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 20 | $15.1M | 6.37% |
| 6 | ALPS ETF TR | 450,621 | $11.7M | 4.95% |
| 7 | SCHWAB STRATEGIC TR | 411,728 | $11.1M | 4.67% |
| 8 | VANGUARD WHITEHALL FDS | 100,278 | $9.0M | 3.81% |
| 9 | VANGUARD WHITEHALL FDS | 57,157 | $8.2M | 3.46% |
| 10 | SCHWAB STRATEGIC TR | 300,440 | $8.2M | 3.45% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $192.5M | 81.2% |
| Unknown | 3 | $19.3M | 8.1% |
| Technology | 7 | $17.1M | 7.2% |
| Consumer Cyclical | 3 | $2.1M | 0.9% |
| Consumer Defensive | 2 | $2.1M | 0.9% |
| Utilities | 2 | $1.7M | 0.7% |
| Healthcare | 2 | $1.2M | 0.5% |
| Communication Services | 3 | $1.1M | 0.5% |