Institutional Fund
Guardian Financial Partners, LLC
Orange, CACIK 17235145 filings on record
Portfolio Value
$236.88M
Q1 2026
Holdings
66
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.1%
from $237.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Janus Detroit Str Tr8.8%
- Series Portfolios Tr7.9%
- Vanguard Index Fds7.0%
- Schwab Strategic Tr6.9%
- Berkshire Hathaway Inc Del6.1%
- Alps ETF Tr5.4%
- Other58.0%
Portfolio Holdings
66 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit Str Tr | 403.2K | $20.79M | 8.8% | +76.5K | Added |
| 2 | Series Portfolios Tr | 729.1K | $18.70M | 7.9% | −6.7K | Reduced |
| 3 | Vanguard Index Fds | 27.6K | $16.51M | 7.0% | −1.5K | Reduced |
| 4 | Schwab Strategic Tr | 660.8K | $16.35M | 6.9% | −45.8K | Reduced |
| 5 | Berkshire Hathaway Inc Del | 20 | $14.36M | 6.1% | 0 | Held |
| 6 | Alps ETF Tr | 495.6K | $12.77M | 5.4% | +45.0K | Added |
| 7 | Schwab Strategic Tr | 424.2K | $10.88M | 4.6% | +12.5K | Added |
| 8 | Schwab Strategic Tr | 316.6K | $8.82M | 3.7% | +16.1K | Added |
| 9 | Schwab Strategic Tr | 263.0K | $8.07M | 3.4% | −20.9K | Reduced |
| 10 | Vanguard Whitehall Fds | 85.4K | $8.05M | 3.4% | −14.9K | Reduced |
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