Guardian Financial Partners, LLC Top Holdings and 13F Report (2025) About Guardian Financial Partners, LLCInvestment ActivityGuardian Financial Partners, LLC has $222.68 million in total holdings as of June 30, 2025.Guardian Financial Partners, LLC owns shares of 56 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.92% of the portfolio was purchased this quarter.About 2.70% of the portfolio was sold this quarter.This quarter, Guardian Financial Partners, LLC has purchased 56 new stocks and bought additional shares in 44 stocks.Guardian Financial Partners, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Eldridge BBB-B CLO ETF $20,644,383Vanguard S&P 500 ETF $20,440,973Schwab International Equity ETF $17,000,377JANUS DETROIT STR TR $16,635,849Berkshire Hathaway $14,576,000 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $605,348 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 45,162 shares (about $1.10M)JANUS DETROIT STR TR 20,718 shares (about $1.09M)ALPS ETF TR 31,541 shares (about $815.33K)Schwab Fundamental U.S. Large Company ETF 31,129 shares (about $763.91K)Schwab International Equity ETF 30,265 shares (about $668.86K) Largest Sales this Quarter Amazon.com 3,444 shares (about $755.58K)Broadcom 1,401 shares (about $386.34K)NVIDIA 1,990 shares (about $314.40K)Vanguard S&P 500 ETF 357 shares (about $202.79K)Tesla 422 shares (about $134.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCLOZEldridge BBB-B CLO ETF$20,644,383$401,127 ▲2.0%772,0419.3%ETFVOOVanguard S&P 500 ETF$20,440,973$202,785 ▼-1.0%35,9869.2%ETFSCHFSchwab International Equity ETF$17,000,377$668,856 ▲4.1%769,2487.6%ETFJANUS DETROIT STR TR$16,635,849$1,090,180 ▲7.0%316,1517.5%HENDERSON SECURIBRK.ABerkshire Hathaway$14,576,0000.0%206.5%FinanceALPS ETF TR$11,496,886$815,335 ▲7.6%444,7545.2%SMITH CORE PLUSSCHXSchwab US Large-Cap ETF$9,908,564$1,103,759 ▲12.5%405,4244.4%ETFVYMIVanguard International High Dividend Yield ETF$8,638,150$313,389 ▲3.8%107,8293.9%ETFVYMVanguard High Dividend Yield ETF$7,884,574$315,543 ▲4.2%59,1453.5%ETFSCHDSchwab US Dividend Equity ETF$7,545,901$392,465 ▲5.5%284,7513.4%ETFFNDXSchwab Fundamental U.S. Large Company ETF$7,146,328$763,907 ▲12.0%291,2113.2%ETFFNDFSchwab Fundamental International Equity ETF$6,746,283$375,227 ▲5.9%168,5733.0%ETFJAAAJanus Henderson AAA CLO ETF$6,701,649$275,065 ▲4.3%132,0523.0%ETFSCHESchwab Emerging Markets Equity ETF$6,065,811$141,869 ▲2.4%201,2542.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,650,954$646,241 ▲12.9%193,4602.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$5,306,191$489,528 ▲10.2%228,3212.4%ETFFNDBSchwab Fundamental U.S. Broad Market ETF$4,180,653$37,553 ▼-0.9%174,3391.9%ETFBRK.BBerkshire Hathaway$3,623,844$69,465 ▲2.0%7,4601.6%FinanceAAPLApple$3,390,732$127,209 ▼-3.6%16,5261.5%Computer and TechnologyQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$2,672,024$132,901 ▲5.2%67,7151.2%ETFSPYINEOS S&P 500 High Income ETF$2,636,805$149,651 ▲6.0%52,4011.2%ETFSCHHSchwab U.S. REIT ETF$2,588,894$342,706 ▲15.3%122,3491.2%ETFJEPIJPMorgan Equity Premium Income ETF$2,561,030$140,419 ▲5.8%45,0491.2%ETFSCHASchwab US Small-Cap ETF$2,329,132$241,184 ▲11.6%92,0611.0%ETFMSFTMicrosoft$1,875,232$55,710 ▲3.1%3,7700.8%Computer and TechnologyCOSTCostco Wholesale$1,699,329$49,485 ▲3.0%1,7170.8%Retail/WholesaleBONDBLOXX ETF TRUST$1,638,132$143,501 ▲9.6%32,0890.7%IR M TAXAWARENVDANVIDIA$1,453,810$314,397 ▼-17.8%9,2020.7%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$1,441,968$136,245 ▲10.4%33,8570.6%ETFIVViShares Core S&P 500 ETF$1,191,293$3,725 ▲0.3%1,9190.5%ETFHDHome Depot$1,087,756$367 ▲0.0%2,9670.5%Retail/WholesaleEIXEdison International$1,084,265$293,757 ▲37.2%21,0130.5%UtilitiesSCHOSchwab Short-Term U.S. Treasury ETF$1,066,459$49,857 ▲4.9%43,7430.5%ETFFNDASchwab Fundamental U.S. Small Company ETF$1,056,066$145,599 ▲16.0%36,8610.5%ETFMRVLMarvell Technology$1,054,066$68,424 ▼-6.1%13,6180.5%Computer and TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$1,037,160$144,648 ▲16.2%31,4200.5%ETFVOVanguard Mid-Cap ETF$895,8520.0%3,2010.4%ETFVEAVanguard FTSE Developed Markets ETF$848,074$6,613 ▲0.8%14,8760.4%ETFISRGIntuitive Surgical$804,247$4,891 ▲0.6%1,4800.4%MedicalIVEiShares S&P 500 Value ETF$778,040$3,127 ▲0.4%3,9810.3%ETFIWMiShares Russell 2000 ETF$714,117$1,942 ▲0.3%3,3090.3%FinanceMETAMeta Platforms$662,893$124,016 ▲23.0%8980.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$654,471$1,830 ▲0.3%13,2320.3%ETFFNDCSchwab Fundamental International Small Equity ETF$638,114$84,984 ▲15.4%15,1750.3%ETFGE VERNOVA INC$605,348$605,348 ▲New Holding1,1440.3%COMPGProcter & Gamble$537,145$3,346 ▲0.6%3,3710.2%Consumer StaplesRYRoyal Bank Of Canada$527,2520.0%4,0080.2%FinanceAMZNAmazon.com$404,116$755,578 ▼-65.2%1,8420.2%Retail/WholesaleTSLATesla$377,698$134,053 ▼-26.2%1,1890.2%Auto/Tires/TrucksSCHPSchwab U.S. TIPS ETF$376,642$15,581 ▲4.3%14,1170.2%ETFJPMJPMorgan Chase & Co.$360,196$22,911 ▲6.8%1,2420.2%FinanceLLYEli Lilly and Company$357,944$155,967 ▲77.2%4590.2%MedicalVTIVanguard Total Stock Market ETF$346,077$27,954 ▲8.8%1,1390.2%ETFSCHBSchwab US Broad Market ETF$266,584$48 ▲0.0%11,1870.1%ETFSCHISchwab 5-10 Year Corporate Bond ETF$239,788$11,540 ▲5.1%10,5350.1%ETFAVGOBroadcom$226,675$386,340 ▼-63.0%8220.1%Computer and TechnologyBUFFInnovator Laddered Allocation Power Buffer ETF$0$3,997,067 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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