StockDriftsStockDriftsTop 50 Guardian Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JSI | JANUS DETROIT STR TR | 8.62% | 432.5K | $22.1M | +7.26%(+29.27K) | $52.02(-1.65%) | 2026-06-30 | |
| CLOZ | SERIES PORTFOLIOS TR | 7.93% | 770.9K | $20.4M | +5.72%(+41.72K) | $26.23(+0.46%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.88% | 25.8K | $17.7M | -6.80%(-1.88K) | $399.98(+78.18%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 6.81% | 632.0K | $17.5M | -4.36%(-28.81K) | $19.34(+48.14%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5.83% | 20 | $15.0M | +0.00%(+0) | $739681.00(+1.04%) | 2026-06-30 | |
| SMTH | ALPS ETF TR | 5.31% | 529.7K | $13.6M | +6.86%(+34.02K) | $25.84(-1.47%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 4.82% | 420.5K | $12.4M | -0.88%(-3.75K) | $19.59(+55.72%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.79% | 313.0K | $9.7M | -1.11%(-3.52K) | $21.17(+53.73%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.37% | 88.1K | $8.7M | +3.18%(+2.71K) | $65.86(+58.51%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.36% | 272.4K | $8.6M | +3.56%(+9.35K) | $25.55(+34.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.03% | +36.87% | — | — | +20.80% |
| Top 20 Holdings Unweighted | +11.33% | +37.99% | — | — | +18.24% |
Guardian Financial Partners, LLC reports $256.94M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are JSI (8.6%), CLOZ (7.9%) and VOO (6.9%). The top 20 holdings account for 79.71% of reported assets. Its disclosed equity book has returned +36.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Guardian Financial Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1723514). View Guardian Financial Partners, LLC’s 13F filings on SEC