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CIK: 0001723514
Total reported value
$256.9M
$256.9M
63 檔
35.7%
As reported in its official Q3 2025 Form 13F filing, Guardian Financial Partners, LLC's tracked investment portfolio stood at $256.9M with 63 total positions.
In Q3 2025, Guardian Financial Partners, LLC displayed an active expansion posture, initiating 8 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.96% | -0.09% | -3.66% | |
| 2 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 8.75% | +0.03% | +0.18% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.37% | -0.09% | -2.46% | |
| 4 | JSI | Jh Securitized Income ETF | ETF-Other | 7.28% | -0.15% | +4.38% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.36% | -0.23% | — | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 5.07% | -0.08% | +3.21% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.50% | +0.23% | -0.11% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.99% | -0.03% | +3.62% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.68% | +0.05% | +4.74% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.48% | -0.05% | +6.05% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.26% | +0.07% | +0.92% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.98% | -0.10% | -2.49% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.88% | -0.01% | +1.96% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.78% | -0.06% | -1.91% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.57% | +0.17% | -1.19% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.13% | -0.42% | -5.63% | |
| 17 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 1.83% | -0.04% | -3.48% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.67% | -0.03% | -5.88% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.04% | — | |
| 20 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.37% | +0.04% | +18.53% | |
| 21 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 1.26% | +0.07% | +5.17% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-Other | 1.16% | +0.02% | +3.98% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.16% | -0.04% | +6.45% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.11% | +0.14% | +2.58% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.03% | +29.87% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | -0.35% | +11.65% | |
| 27 | TAXX | Bblx Irm Tax-aware S Dur ETF | ETF-Other | 0.69% | — | -0.08% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.10% | +1.57% | |
| 29 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.65% | -0.03% | -0.55% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.01% | +0.37% | |
| 31 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.51% | +0.07% | +4.71% | |
| 32 | EIX | Edison International | Stock-Utilities | 0.50% | -0.11% | +1.92% | |
| 33 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.49% | -0.01% | +2.96% | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.47% | +1.38% | -3.03% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.04% | -16.00% | |
| 36 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.43% | -0.07% | -4.01% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.03% | +0.41% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | +0.43% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | — | +22.27% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.02% | +0.27% | |
| 41 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.29% | — | +3.38% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | -0.01% | -22.82% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.28% | -0.06% | -0.61% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | -0.03% | -14.43% | |
| 45 | RY | Royal Bank Of Canada | Stock-Financials | 0.25% | — | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.03% | +106.45% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.01% | +1.10% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.22% | +0.07% | -25.96% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | — | -2.02% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | -0.07% | +25.68% |
According to official SEC Form 13F filings, Guardian Financial Partners, LLC reported a total U.S. public equity portfolio value of $256.9M across 63 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, CLOZ, SCHF) accounted for 35.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
GEV
市值: $521.1K
Top Position Liquidated / Trimmed
BUFF
前期市值: $4.0M
During Q3 2025, Guardian Financial Partners, LLC's top holdings by market value included VOO (9.0%)、CLOZ (8.8%)、SCHF (7.4%). The largest single position, VOO, represented 9.0% of total portfolio value.
In Q3 2025, Guardian Financial Partners, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 32 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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