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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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