Guardian Financial Partners, LLC Portfolio Holdings

Guardian Financial Partners, LLC

  • $181 Million
  • Q3 2025

Guardian Financial Partners, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $181 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $21.2M, Schwab Strategic Tr Intl Eqty with a value of $17.5M, Berkshire Hathaway Inc with a value of $15.1M, Schwab Strategic Tr Us Large C with a value of $10.7M, and Vanguard Whitehall Fds Intl Hi with a value of $9.46M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $169M to 181M.

Below you can find more details about Guardian Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $140 Million
Financial Services: $20.3 Million
Technology: $10.1 Million
Consumer Cyclical: $2.23 Million
Consumer Defensive: $2.14 Million
Communication Services: $1.28 Million
Utilities: $1.18 Million
Healthcare: $885,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.2 Million 11.71% of portfolio
34,668
Q3 2025 Reduced 3.66%
$0
$17.5 Million 9.63% of portfolio
750,308
Q3 2025 Reduced 2.46%
$444B
$15.1 Million 8.32% of portfolio
20
Q1 2025 New
$0
$10.7 Million 5.88% of portfolio
404,981
Q3 2025 Reduced 0.11%
$0
$9.46 Million 5.22% of portfolio
111,734
Q3 2025 Added 3.62%
$0
$8.73 Million 4.82% of portfolio
61,948
Q3 2025 Added 4.74%
$0
$8.24 Million 4.55% of portfolio
301,971
Q3 2025 Added 6.05%
$0
$7.73 Million 4.26% of portfolio
293,902
Q3 2025 Added 0.92%
$0
$7.06 Million 3.89% of portfolio
164,377
Q3 2025 Reduced 2.49%
$0
$6.84 Million 3.77% of portfolio
134,635
Q3 2025 Added 1.96%
$0
$6.59 Million 3.63% of portfolio
197,412
Q3 2025 Reduced 1.91%
$0
$6.1 Million 3.36% of portfolio
191,153
Q3 2025 Reduced 1.19%
$0
$5.06 Million 2.79% of portfolio
215,456
Q3 2025 Reduced 5.63%
$0
$4.33 Million 2.39% of portfolio
168,271
Q3 2025 Reduced 3.48%
$4.21T
$3.96 Million 2.18% of portfolio
15,554
Q3 2025 Reduced 5.88%
$646B
$3.75 Million 2.07% of portfolio
7,460
Q2 2025 Added 1.95%
$0
$2.74 Million 1.51% of portfolio
47,956
Q3 2025 Added 6.45%
$0
$2.74 Million 1.51% of portfolio
127,222
Q3 2025 Added 3.98%
$0
$2.63 Million 1.45% of portfolio
94,438
Q3 2025 Added 2.58%
$3.85T
$2.54 Million 1.4% of portfolio
4,896
Q3 2025 Added 29.87%
$455B
$1.92 Million 1.06% of portfolio
10,274
Q3 2025 Added 11.65%
$414B
$1.61 Million 0.89% of portfolio
1,744
Q3 2025 Added 1.57%
$0
$1.53 Million 0.84% of portfolio
33,672
Q3 2025 Reduced 0.55%
$398B
$1.21 Million 0.67% of portfolio
2,978
Q3 2025 Added 0.37%
$0
$1.2 Million 0.66% of portfolio
38,596
Q3 2025 Added 4.71%
$22B
$1.18 Million 0.65% of portfolio
21,417
Q3 2025 Added 1.92%
$0
$1.17 Million 0.64% of portfolio
32,350
Q3 2025 Added 2.96%
$73.2B
$1.11 Million 0.61% of portfolio
13,205
Q3 2025 Reduced 3.03%
$0
$1.08 Million 0.59% of portfolio
1,612
Q3 2025 Reduced 16.0%
$0
$1.02 Million 0.56% of portfolio
41,988
Q3 2025 Reduced 4.01%
$0
$944,000 0.52% of portfolio
3,214
Q3 2025 Added 0.41%
$0
$825,000 0.45% of portfolio
3,998
Q3 2025 Added 0.43%
$1.61T
$806,000 0.44% of portfolio
1,098
Q3 2025 Added 22.27%
$0
$802,000 0.44% of portfolio
3,318
Q3 2025 Added 0.27%
$0
$687,000 0.38% of portfolio
11,481
Q3 2025 Reduced 22.82%
$0
$698,000 0.38% of portfolio
15,688
Q3 2025 Added 3.38%
$162B
$657,000 0.36% of portfolio
1,471
Q3 2025 Reduced 0.61%
$0
$613,000 0.34% of portfolio
11,322
Q3 2025 Reduced 14.43%
$204B
$590,000 0.33% of portfolio
4,008
Q4 2023 New
$141B
$559,000 0.31% of portfolio
1,697
Q3 2025 Added 106.45%
$1.41T
$518,000 0.29% of portfolio
1,165
Q3 2025 Reduced 2.02%
$360B
$523,000 0.29% of portfolio
3,408
Q3 2025 Added 1.1%
$2.21T
$508,000 0.28% of portfolio
2,315
Q3 2025 Added 25.68%
$0
$460,000 0.25% of portfolio
8,000
Q3 2025 New
$887B
$419,000 0.23% of portfolio
1,330
Q3 2025 Added 7.09%
$0
$373,000 0.21% of portfolio
13,842
Q3 2025 Reduced 1.95%
$0
$364,000 0.2% of portfolio
1,111
Q3 2025 Reduced 2.46%
$75.1B
$293,000 0.16% of portfolio
2,200
Q3 2025 New
$0
$287,000 0.16% of portfolio
11,179
Q3 2025 Reduced 0.07%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $181 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Guardian Financial Partners, LLC Portfolio

Follow Guardian Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email