Holders — by stockHoldings — by fund
Guardian Financial Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001723514
$256.9M
disclosed book value
69
positions
8.6%
largest position share
Positions, as of 2026-06-30
top 69 of 69 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JSIJANUS DETROIT STR TR | 432,477 | $22.1M | 8.6% |
| 2 | CLOZSERIES PORTFOLIOS TR | 770,855 | $20.4M | 7.9% |
| 3 | VOOVANGUARD INDEX FDS | 25,754 | $17.7M | 6.9% |
| 4 | SCHFSCHWAB STRATEGIC TR | 631,962 | $17.5M | 6.8% |
| 5 | BRK/ABERKSHIRE HATHAWAY INC DEL | 20 | $15.0M | 5.8% |
| 6 | SMTHALPS ETF TR | 529,672 | $13.6M | 5.3% |
| 7 | SCHXSCHWAB STRATEGIC TR | 420,492 | $12.4M | 4.8% |
| 8 | FNDXSCHWAB STRATEGIC TR | 313,049 | $9.7M | 3.8% |
| 9 | VYMIVANGUARD WHITEHALL FDS | 88,106 | $8.7M | 3.4% |
| 10 | SCHDSCHWAB STRATEGIC TR | 272,355 | $8.6M | 3.4% |
| 11 | VYMVANGUARD WHITEHALL FDS | 53,912 | $8.5M | 3.3% |
| 12 | FNDFSCHWAB STRATEGIC TR | 139,326 | $7.4M | 2.9% |
| 13 | JAAAJANUS DETROIT STR TR | 139,867 | $7.1M | 2.7% |
| 14 | SCHGSCHWAB STRATEGIC TR | 202,016 | $6.8M | 2.7% |
| 15 | SCHESCHWAB STRATEGIC TR | 175,255 | $6.4M | 2.5% |
| 16 | BPREBLUEROCK PVT REAL ESTATE FD | 427,239 | $5.6M | 2.2% |
| 17 | MRVLMARVELL TECHNOLOGY INC | 17,796 | $5.3M | 2.1% |
| 18 | SCHZSCHWAB STRATEGIC TR | 190,304 | $4.4M | 1.7% |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,722 | $3.9M | 1.5% |
| 20 | FNDBSCHWAB STRATEGIC TR | 126,188 | $3.8M | 1.5% |
| 21 | SCHASCHWAB STRATEGIC TR | 100,588 | $3.6M | 1.4% |
| 22 | AAPLAPPLE INC | 12,496 | $3.6M | 1.4% |
| 23 | SPYINEOS ETF TRUST | 58,047 | $3.1M | 1.2% |
| 24 | QDPLPACER FDS TR | 66,004 | $3.0M | 1.2% |
| 25 | SCHHSCHWAB STRATEGIC TR | 122,537 | $2.9M | 1.1% |
| 26 | JEPIJ P MORGAN EXCHANGE TRADED F | 47,385 | $2.7M | 1% |
| 27 | EIXEDISON INTL | 26,177 | $1.9M | 0.8% |
| 28 | MSFTMICROSOFT CORP | 5,017 | $1.9M | 0.7% |
| 29 | SCHCSCHWAB STRATEGIC TR | 37,741 | $1.8M | 0.7% |
| 30 | FNDASCHWAB STRATEGIC TR | 44,786 | $1.7M | 0.7% |
| 31 | COSTCOSTCO WHOLESALE CORPORATION | 1,747 | $1.6M | 0.6% |
| 32 | FNDESCHWAB STRATEGIC TR | 36,861 | $1.5M | 0.6% |
| 33 | SGOVISHARES TR | 12,798 | $1.3M | 0.5% |
| 34 | VTIVANGUARD INDEX FDS | 3,153 | $1.2M | 0.5% |
| 35 | NVDANVIDIA CORPORATION | 5,799 | $1.2M | 0.5% |
| 36 | IWMISHARES TR | 3,724 | $1.1M | 0.4% |
| 37 | IVEISHARES TR | 4,678 | $1.1M | 0.4% |
| 38 | HDHOME DEPOT INC | 2,992 | $1.1M | 0.4% |
| 39 | SCHOSCHWAB STRATEGIC TR | 41,331 | $997,732 | 0.4% |
| 40 | IVVISHARES TR | 1,212 | $907,807 | 0.4% |
| 41 | VOVANGUARD INDEX FDS | 10,840 | $873,412 | 0.3% |
| 42 | GEVGE VERNOVA INC | 739 | $868,276 | 0.3% |
| 43 | FNDCSCHWAB STRATEGIC TR | 17,497 | $849,637 | 0.3% |
| 44 | VEAVANGUARD TAX-MANAGED FDS | 10,133 | $721,946 | 0.3% |
| 45 | AVGOBROADCOM INC | 1,872 | $707,292 | 0.3% |
| 46 | LLYELI LILLY & CO | 555 | $665,716 | 0.3% |
| 47 | TSLATESLA INC | 1,511 | $635,527 | 0.2% |
| 48 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,325 | $632,780 | 0.2% |
| 49 | PGPROCTER & GAMBLE CO | 4,035 | $591,676 | 0.2% |
| 50 | ISRGINTUITIVE SURGICAL INC | 1,462 | $581,408 | 0.2% |
| 51 | VWOVANGUARD INTL EQUITY INDEX F | 9,446 | $563,826 | 0.2% |
| 52 | VRTVERTIV HOLDINGS CO | 1,620 | $542,410 | 0.2% |
| 53 | AMDADVANCED MICRO DEVICES INC | 854 | $496,097 | 0.2% |
| 54 | MUMICRON TECHNOLOGY INC | 400 | $461,716 | 0.2% |
| 55 | RSPINVESCO EXCHANGE TRADED FD T | 2,127 | $452,562 | 0.2% |
| 56 | JPMJPMORGAN CHASE & CO | 1,339 | $438,328 | 0.2% |
| 57 | SCHPSCHWAB STRATEGIC TR | 15,881 | $420,842 | 0.2% |
| 58 | LRCXLAM RESEARCH CORP | 911 | $394,871 | 0.2% |
| 59 | IVWISHARES TR | 2,721 | $374,275 | 0.1% |
| 60 | IJJISHARES TR | 2,272 | $335,656 | 0.1% |
| 61 | IJSISHARES TR | 2,404 | $328,527 | 0.1% |
| 62 | SOXXISHARES TR | 500 | $320,380 | 0.1% |
| 63 | JEPQJ P MORGAN EXCHANGE TRADED F | 5,000 | $307,300 | 0.1% |
| 64 | MGKVANGUARD WORLD FD | 3,204 | $281,664 | 0.1% |
| 65 | GLDSPDR GOLD TR | 689 | $253,814 | 0.1% |
| 66 | GOOGLALPHABET INC | 691 | $246,919 | 0.1% |
| 67 | SCHISCHWAB STRATEGIC TR | 10,781 | $244,072 | 0.1% |
| 68 | AMZNAMAZON COM INC | 1,015 | $241,915 | 0.1% |
| 69 | PWRQUANTA SVCS INC | 300 | $216,012 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.