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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|