DOSSIER · 13F-HR · Q2 2026

Guardian Financial Partners, LLC

$257M in tracked AUM across 69 positions as of Q2 2026.

GF
CIK 0001723514 · last filed Jun 30, 2026
Total AUM
$257M
as of Q2 2026
Holdings
69
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Guardian Financial Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JSI
JANUS DETROIT STR TR
$22M432K8.6%
02
CLOZ
SERIES PORTFOLIOS TR
$20M771K7.9%
03
VOO
VANGUARD INDEX FDS
$18M26K6.9%
04
SCHF
SCHWAB STRATEGIC TR
$18M632K6.8%
05
BRK/A
BERKSHIRE HATHAWAY INC DEL
$15M205.8%
06
SMTH
ALPS ETF TR
$14M530K5.3%
07
SCHX
SCHWAB STRATEGIC TR
$12M420K4.8%
08
FNDX
SCHWAB STRATEGIC TR
$10M313K3.8%
09
VYMI
VANGUARD WHITEHALL FDS
$9M88K3.4%
10
SCHD
SCHWAB STRATEGIC TR
$9M272K3.4%

Filing history

2026Q2Jun 30
$257M 8.5%
69 positionsView →
2026Q1Mar 31
$237M 0.1%
67 positionsView →
2025Q4Dec 31
$237M 0.0%
70 positionsView →
2025Q3Sep 30
$237M 6.4%
63 positionsView →
2025Q2Jun 30
$223M 6.5%
56 positionsLocked
2025Q1Mar 31
$209M 24.2%
56 positionsLocked
2024Q4Dec 31
$168M 5.2%
49 positionsLocked
2024Q3Sep 30
$160M 6.1%
44 positionsLocked
2024Q2Jun 30
$151M 3.3%
45 positionsLocked
2024Q1Mar 31
$146M 19.7%
45 positionsLocked
2023Q4Dec 31
$122M 14.6%
44 positionsLocked
2023Q3Sep 30
$106M 209.5%
41 positionsLocked
Showing 12 of 19