account_balance

Investment manager · 13F filer · SEC CIK 1723514

Guardian Financial Partners, LLC

Reported value$261Mas of Sep 30, 2026
Positions76 11 new, 4 sold out
Top 10 weight56.8%JSI alone is 9%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JSI Janus Detroit STR Tr 8.8% Added +6%
RCLO Advisor Managed Portfolios 8.1% New
VOO Vanguard Index FDS 6.6% Trimmed −5%
SCHF Schwab Strategic Tr 6.5% Held
Berkshire Hathaway Inc 5.7% Held
SMTH Alps ETF Tr 5.4% Added +9%
SCHX Schwab Strategic Tr 4.9% Held
FNDX Schwab Strategic Tr 3.7% Held
SCHD Schwab Strategic Tr 3.5% Added +3%
VYMI Vanguard Whitehall FDS 3.4% Held
VYM Vanguard Whitehall FDS 3.2% Held
JAAA Janus Detroit STR Tr 3.0% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • SCHZ −58%
  • MRVL −5%
  • VOO −5%
  • FNDB −4%
remove_circleSold out
  • CLOZ $20.4M
  • VRT $542K
  • SOXX $320K
  • SCHI $244K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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