Guardian Financial Partners, LLC Portfolio Holdings by Sector

Guardian Financial Partners, LLC

$178 Million
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SCHF SCHX VYMI VYM FNDX SCHD FNDF 38 stocks	$135,690 77.43% of portfolio	24	14	6	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$18,966 10.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MRVL AVGO TSM 4 stocks	$4,730 2.7% of portfolio	4	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,601 2.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,481 1.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$1,607 0.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EIX 1 stocks	$1,280 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA TSLA 2 stocks	$1,270 0.72% of portfolio	2	-	1	-	1 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1,070 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts

Closed-End Fund - Equity \| ETFs VTI 1 stocks	$951 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$807 0.46% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$801 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$561 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$425 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$414 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$392 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$202 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts

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