Guardian Financial Partners, LLC Portfolio Holdings by Sector

Guardian Financial Partners, LLC

$181 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SCHF SCHX VYMI VYM SCHD FNDX FNDF 32 stocks	$139,836 78.41% of portfolio	16	16	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$18,834 10.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,960 2.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MRVL AVGO 3 stocks	$3,585 2.01% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,535 1.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1,614 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1,206 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EIX 1 stocks	$1,183 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$1,082 0.61% of portfolio	2	-	1	-	0 Calls 0 Puts

Banks—Diversified \| Financial Services RY JPM 2 stocks	$1,009 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$657 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$523 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$518 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$508 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO CG 2 stocks	$501 0.28% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$364 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$228 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$200 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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