Guardian Financial Partners, LLC Portfolio Holdings

Guardian Financial Partners, LLC

  • $178 Million
  • Q4 2025

Guardian Financial Partners, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $178 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18M, Schwab Strategic Tr Intl Eqty with a value of $16.9M, Berkshire Hathaway Inc with a value of $15.1M, Schwab Strategic Tr Us Large C with a value of $10.9M, and Vanguard Whitehall Fds Intl Hi with a value of $8.78M.

Examining the 13F form we can see an decrease of $3.28M in the current position value, from $181M to 178M.

Below you can find more details about Guardian Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
ETFs: $137 Million
Financial Services: $19.4 Million
Technology: $10.8 Million
Consumer Cyclical: $2.75 Million
Consumer Defensive: $2.17 Million
Utilities: $1.28 Million
Healthcare: $1.19 Million
Communication Services: $1.01 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18 Million 10.1% of portfolio
29,116
Q4 2025 Reduced 16.01%
$0
$16.9 Million 9.5% of portfolio
706,530
Q4 2025 Reduced 5.83%
$453B
$15.1 Million 8.49% of portfolio
20
Q1 2025 New
$0
$10.9 Million 6.14% of portfolio
411,728
Q4 2025 Added 1.67%
$0
$8.78 Million 4.93% of portfolio
100,278
Q4 2025 Reduced 10.25%
$0
$8.06 Million 4.53% of portfolio
57,157
Q4 2025 Reduced 7.73%
$0
$7.98 Million 4.48% of portfolio
300,440
Q4 2025 Added 2.22%
$0
$7.73 Million 4.34% of portfolio
283,878
Q4 2025 Reduced 5.99%
$0
$7.04 Million 3.95% of portfolio
157,183
Q4 2025 Reduced 4.38%
$0
$6.23 Million 3.5% of portfolio
193,253
Q4 2025 Added 1.1%
$0
$6.24 Million 3.5% of portfolio
184,556
Q4 2025 Reduced 6.51%
$0
$6.14 Million 3.45% of portfolio
121,226
Q4 2025 Reduced 9.96%
$0
$4.85 Million 2.72% of portfolio
207,200
Q4 2025 Reduced 3.83%
$662B
$3.86 Million 2.17% of portfolio
7,582
Q4 2025 Added 1.64%
$0
$3.69 Million 2.07% of portfolio
142,508
Q4 2025 Reduced 15.31%
$4.3T
$3.6 Million 2.02% of portfolio
13,465
Q4 2025 Reduced 13.43%
$0
$2.74 Million 1.54% of portfolio
129,268
Q4 2025 Added 1.61%
$0
$2.7 Million 1.51% of portfolio
98,296
Q4 2025 Added 4.09%
$0
$2.57 Million 1.44% of portfolio
45,250
Q4 2025 Reduced 5.64%
$3.78T
$2.48 Million 1.39% of portfolio
4,890
Q4 2025 Reduced 0.12%
$465B
$2.33 Million 1.31% of portfolio
12,462
Q4 2025 Added 21.3%
$0
$1.63 Million 0.91% of portfolio
36,160
Q4 2025 Added 7.39%
$404B
$1.61 Million 0.9% of portfolio
1,761
Q4 2025 Added 0.97%
$73.7B
$1.42 Million 0.79% of portfolio
16,373
Q4 2025 Added 23.99%
$0
$1.28 Million 0.72% of portfolio
34,252
Q4 2025 Added 5.88%
$22.4B
$1.28 Million 0.72% of portfolio
21,803
Q4 2025 Added 1.8%
$0
$1.24 Million 0.69% of portfolio
40,754
Q4 2025 Added 5.59%
$0
$1.09 Million 0.61% of portfolio
1,618
Q4 2025 Added 0.37%
$367B
$1.07 Million 0.6% of portfolio
2,989
Q4 2025 Added 0.37%
$0
$1.03 Million 0.58% of portfolio
42,103
Q4 2025 Added 0.27%
$0
$974,000 0.55% of portfolio
4,647
Q4 2025 Added 16.23%
$0
$951,000 0.53% of portfolio
2,886
Q4 2025 Added 159.77%
$0
$942,000 0.53% of portfolio
3,970
Q4 2025 Added 19.65%
$0
$929,000 0.52% of portfolio
3,238
Q4 2025 Added 0.75%
$0
$897,000 0.5% of portfolio
8,932
Q4 2025 New
$193B
$801,000 0.45% of portfolio
1,466
Q4 2025 Reduced 0.34%
$139B
$791,000 0.44% of portfolio
2,311
Q4 2025 Added 36.18%
$0
$727,000 0.41% of portfolio
16,336
Q4 2025 Added 4.13%
$0
$715,000 0.4% of portfolio
11,672
Q4 2025 Added 1.66%
$0
$633,000 0.36% of portfolio
11,541
Q4 2025 Added 1.93%
$1.29T
$616,000 0.35% of portfolio
1,508
Q4 2025 Added 29.44%
$346B
$561,000 0.32% of portfolio
3,853
Q4 2025 Added 13.06%
$1.37T
$485,000 0.27% of portfolio
796
Q4 2025 Reduced 27.5%
$881B
$425,000 0.24% of portfolio
1,416
Q4 2025 Added 6.47%
$2.39T
$414,000 0.23% of portfolio
1,766
Q4 2025 Reduced 23.71%
$971B
$392,000 0.22% of portfolio
384
Q4 2025 Added 28.0%
$0
$372,000 0.21% of portfolio
13,909
Q4 2025 Added 0.48%
$0
$355,000 0.2% of portfolio
1,900
Q4 2025 New
$130B
$359,000 0.2% of portfolio
957
Q4 2025 Added 16.0%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $178 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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