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 Market Cap. of Under $50 Millions

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

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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