Guardian Financial Partners, LLC
Guardian Financial Partners, LLC reported 69 positions worth $256.9M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: JSI (8.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JSI | SH | $22.1M | 8.62% | 432,477 | — | — | |
| ▸ 2 | CLOZ | SH | $20.4M | 7.93% | 770,855 | — | — | |
| ▸ 3 | VOO | SH | $17.7M | 6.88% | 25,754 | — | — | |
| ▸ 4 | SCHF | SH | $17.5M | 6.81% | 631,962 | — | — | |
| ▸ 5 | BRK-A | SH | $15.0M | 5.83% | 20 | — | — | |
| ▸ 6 | SMTH | SH | $13.6M | 5.31% | 529,672 | — | — | |
| ▸ 7 | SCHX | SH | $12.4M | 4.82% | 420,492 | — | — | |
| ▸ 8 | FNDX | SH | $9.7M | 3.79% | 313,049 | — | — | |
| ▸ 9 | VYMI | SH | $8.7M | 3.37% | 88,106 | — | — | |
| ▸ 10 | SCHD | SH | $8.6M | 3.36% | 272,355 | — | — |
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Frequently Asked Questions
What stocks does Guardian Financial Partners, LLC hold as of Q2 2026?
Guardian Financial Partners, LLC reported 69 positions worth $256.9M in its Q2 2026 13F filing. Largest positions: JSI (8.6%), CLOZ (7.9%), VOO (6.9%), SCHF (6.8%) and BRK-A (5.8%).
What did Guardian Financial Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Guardian Financial Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.