Guardian Financial Partners, LLC: 13F holdings
CIK 17235142026Q2
| Positions | 69 |
|---|
| Reported value | $256.9m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 69 (+3 vs prior quarter) |
|---|
| Reported value | $256.9m (+8.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JSI JANUS DETROIT STR TR | 432,477 | $22.1m | 8.6% |
| CLOZ SERIES PORTFOLIOS TR | 770,855 | $20.4m | 7.9% |
| VOO VANGUARD INDEX FDS | 25,754 | $17.7m | 6.9% |
| SCHF SCHWAB STRATEGIC TR | 631,962 | $17.5m | 6.8% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 20 | $15.0m | 5.8% |
| SMTH ALPS ETF TR | 529,672 | $13.6m | 5.3% |
| SCHX SCHWAB STRATEGIC TR | 420,492 | $12.4m | 4.8% |
| FNDX SCHWAB STRATEGIC TR | 313,049 | $9.7m | 3.8% |
| VYMI VANGUARD WHITEHALL FDS | 88,106 | $8.7m | 3.4% |
| SCHD SCHWAB STRATEGIC TR | 272,355 | $8.6m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1723514")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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