Guardian Financial Partners, LLC Portfolio Holdings

Guardian Financial Partners, LLC

  • $169 Million
  • Q2 2025

Guardian Financial Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 Million distributed in 56 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 $20.4M, Schwab Strategic Tr Intl Eqty with a value of $17M, Berkshire Hathaway Inc with a value of $14.6M, Schwab Strategic Tr Us Large C with a value of $9.91M, and Vanguard Whitehall Fds Intl Hi with a value of $8.64M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $159M to 169M.

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

Portfolio value $169 Million
ETFs: $132 Million
Financial Services: $19.1 Million
Technology: $8 Million
Consumer Defensive: $2.24 Million
Consumer Cyclical: $1.87 Million
Healthcare: $1.16 Million
Utilities: $1.08 Million
Communication Services: $662,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Million 12.1% of portfolio
35,986
Q2 2025 Reduced 0.98%
$0
$17 Million 10.06% of portfolio
769,248
Q2 2025 Added 4.1%
$423B
$14.6 Million 8.62% of portfolio
20
Q1 2025 New
$0
$9.91 Million 5.86% of portfolio
405,424
Q2 2025 Added 12.54%
$0
$8.64 Million 5.11% of portfolio
107,829
Q2 2025 Added 3.76%
$0
$7.88 Million 4.67% of portfolio
59,145
Q2 2025 Added 4.17%
$0
$7.55 Million 4.46% of portfolio
284,751
Q2 2025 Added 5.49%
$0
$7.15 Million 4.23% of portfolio
291,211
Q2 2025 Added 11.97%
$0
$6.75 Million 3.99% of portfolio
168,573
Q2 2025 Added 5.89%
$0
$6.7 Million 3.97% of portfolio
132,052
Q2 2025 Added 4.28%
$0
$6.07 Million 3.59% of portfolio
201,254
Q2 2025 Added 2.39%
$0
$5.65 Million 3.34% of portfolio
193,460
Q2 2025 Added 12.91%
$0
$5.31 Million 3.14% of portfolio
228,321
Q2 2025 Added 10.16%
$0
$4.18 Million 2.47% of portfolio
174,339
Q2 2025 Reduced 0.89%
$621B
$3.62 Million 2.14% of portfolio
7,460
Q2 2025 Added 1.95%
$3.69T
$3.39 Million 2.01% of portfolio
16,526
Q2 2025 Reduced 3.62%
$0
$2.59 Million 1.53% of portfolio
122,349
Q2 2025 Added 15.26%
$0
$2.56 Million 1.52% of portfolio
45,049
Q2 2025 Added 5.8%
$0
$2.33 Million 1.38% of portfolio
92,061
Q2 2025 Added 11.55%
$3.95T
$1.88 Million 1.11% of portfolio
3,770
Q2 2025 Added 3.06%
$439B
$1.7 Million 1.01% of portfolio
1,717
Q2 2025 Added 3.0%
$456B
$1.45 Million 0.86% of portfolio
9,202
Q2 2025 Reduced 17.78%
$0
$1.44 Million 0.85% of portfolio
33,857
Q2 2025 Added 10.43%
$0
$1.19 Million 0.7% of portfolio
1,919
Q2 2025 Added 0.31%
$21.3B
$1.08 Million 0.64% of portfolio
21,013
Q2 2025 Added 37.16%
$405B
$1.09 Million 0.64% of portfolio
2,967
Q2 2025 Added 0.03%
$0
$1.07 Million 0.63% of portfolio
43,743
Q2 2025 Added 4.9%
$0
$1.06 Million 0.62% of portfolio
36,861
Q2 2025 Added 15.99%
$66.3B
$1.05 Million 0.62% of portfolio
13,618
Q2 2025 Reduced 6.1%
$0
$1.04 Million 0.61% of portfolio
31,420
Q2 2025 Added 16.21%
$0
$895,000 0.53% of portfolio
3,201
Q1 2025 New
$0
$848,000 0.5% of portfolio
14,876
Q2 2025 Added 0.79%
$169B
$804,000 0.48% of portfolio
1,480
Q2 2025 Added 0.61%
$0
$777,000 0.46% of portfolio
3,981
Q2 2025 Added 0.4%
$0
$714,000 0.42% of portfolio
3,309
Q2 2025 Added 0.27%
$1.78T
$662,000 0.39% of portfolio
898
Q2 2025 Added 23.01%
$0
$654,000 0.39% of portfolio
13,232
Q2 2025 Added 0.28%
$0
$638,000 0.38% of portfolio
15,175
Q2 2025 Added 15.36%
$368B
$537,000 0.32% of portfolio
3,371
Q2 2025 Added 0.63%
$188B
$527,000 0.31% of portfolio
4,008
Q4 2023 New
$2.26T
$404,000 0.24% of portfolio
1,842
Q2 2025 Reduced 65.15%
$0
$376,000 0.22% of portfolio
14,117
Q2 2025 Added 4.32%
$1.08T
$377,000 0.22% of portfolio
1,189
Q2 2025 Reduced 26.19%
$859B
$360,000 0.21% of portfolio
1,242
Q2 2025 Added 6.79%
$608B
$357,000 0.21% of portfolio
459
Q2 2025 Added 77.22%
$0
$346,000 0.2% of portfolio
1,139
Q2 2025 Added 8.79%
$0
$266,000 0.16% of portfolio
11,187
Q2 2025 Added 0.02%
$0
$239,000 0.14% of portfolio
10,535
Q2 2025 Added 5.06%
$127B
$226,000 0.13% of portfolio
822
Q2 2025 Reduced 63.02%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $169 Million
  • Prior Value $159 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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