Guardian Financial Partners, LLC

Institutional manager (13F) · CIK 1723514

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $232M

#	Issuer	Value	Shares
1	JANUS DETROIT STR TR	$21M	403,212
2	SERIES PORTFOLIOS TR	$19M	729,139
3	VANGUARD INDEX FDS	$17M	27,634
4	SCHWAB STRATEGIC TR	$16M	660,774
5	BERKSHIRE HATHAWAY INC DEL	$14M	20
6	ALPS ETF TR	$13M	495,650
7	SCHWAB STRATEGIC TR	$11M	424,237
8	SCHWAB STRATEGIC TR	$9M	316,570
9	SCHWAB STRATEGIC TR	$8M	263,004
10	VANGUARD WHITEHALL FDS	$8M	85,394
11	VANGUARD WHITEHALL FDS	$8M	52,285
12	BLUEROCK PVT REAL ESTATE FD	$7M	422,705
13	SCHWAB STRATEGIC TR	$7M	143,230
14	JANUS DETROIT STR TR	$7M	129,800
15	SCHWAB STRATEGIC TR	$6M	181,780
16	SCHWAB STRATEGIC TR	$6M	202,549
17	SCHWAB STRATEGIC TR	$5M	217,107
18	SCHWAB STRATEGIC TR	$4M	134,485
19	BERKSHIRE HATHAWAY INC DEL	$4M	7,622
20	APPLE INC	$3M	13,485
21	SCHWAB STRATEGIC TR	$3M	103,538
22	NEOS ETF TRUST	$3M	55,597
23	SCHWAB STRATEGIC TR	$3M	122,317
24	PACER FDS TR	$3M	64,101
25	J P MORGAN EXCHANGE TRADED F	$3M	45,068
26	EDISON INTL	$2M	28,179
27	NVIDIA CORPORATION	$2M	10,904
28	MICROSOFT CORP	$2M	4,840
29	SCHWAB STRATEGIC TR	$2M	37,709
30	COSTCO WHOLESALE CORPORATION	$2M	1,763
31	MARVELL TECHNOLOGY INC	$2M	16,377
32	SCHWAB STRATEGIC TR	$1M	43,089
33	SCHWAB STRATEGIC TR	$1M	36,017
34	ISHARES TR	$1M	13,098
35	SCHWAB STRATEGIC TR	$1M	45,281
36	ISHARES TR	$986k	3,976
37	ISHARES TR	$984k	4,662
38	HOME DEPOT INC	$984k	2,991
39	VANGUARD INDEX FDS	$927k	2,889
40	ISHARES TR	$918k	1,406
41	VANGUARD INDEX FDS	$885k	3,081
42	SCHWAB STRATEGIC TR	$789k	17,012
43	VANGUARD TAX-MANAGED FDS	$677k	10,566
44	INTUITIVE SURGICAL INC	$676k	1,466
45	GE VERNOVA INC	$639k	732
46	VANGUARD INTL EQUITY INDEX F	$600k	11,101
47	TESLA INC	$600k	1,613
48	BROADCOM INC	$592k	1,914
49	PROCTER & GAMBLE CO	$579k	4,007
50	ELI LILLY & CO	$476k	518

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.