Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Guardian Financial Partners, LLC (CIK 1723514) reported $236.9M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JSI ($20.8M, 8.77%), CLOZ ($18.7M, 7.90%), VOO ($16.5M, 6.97%), SCHF ($16.4M, 6.90%), BRK/A ($14.4M, 6.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JSI | JANUS DETROIT STR TR | $20.8M | 8.77% | 403,212 | Added |
| 2 | CLOZ | SERIES PORTFOLIOS TR | $18.7M | 7.90% | 729,139 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $16.5M | 6.97% | 27,634 | Trimmed |
| 4 | SCHF | SCHWAB STRATEGIC TR | $16.4M | 6.90% | 660,774 | Trimmed |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.4M | 6.06% | 20 | Hold |
| 6 | SMTH | ALPS ETF TR | $12.8M | 5.39% | 495,650 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $10.9M | 4.59% | 424,237 | Added |
| 8 | FNDX | SCHWAB STRATEGIC TR | $8.8M | 3.72% | 316,570 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $8.1M | 3.41% | 263,004 | Trimmed |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $8.0M | 3.40% | 85,394 | Trimmed |
| 11 | VYM | VANGUARD WHITEHALL FDS | $7.7M | 3.27% | 52,285 | Trimmed |
| 12 | BLUEROCK PVT REAL ESTATE FD | $7.0M | 2.96% | 422,705 | Trimmed | |
| 13 | FNDF | SCHWAB STRATEGIC TR | $7.0M | 2.96% | 143,230 | Trimmed |
| 14 | JAAA | JANUS DETROIT STR TR | $6.5M | 2.76% | 129,800 | Added |
| 15 | SCHE | SCHWAB STRATEGIC TR | $6.0M | 2.53% | 181,780 | Trimmed |
| 16 | SCHG | SCHWAB STRATEGIC TR | $5.9M | 2.49% | 202,549 | Added |
| 17 | SCHZ | SCHWAB STRATEGIC TR | $5.0M | 2.13% | 217,107 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.54% | 7,622 | Added |
| 19 | FNDB | SCHWAB STRATEGIC TR | $3.7M | 1.54% | 134,485 | Trimmed |
| 20 | AAPL | APPLE INC | $3.4M | 1.44% | 13,485 | Added |
| 21 | SCHA | SCHWAB STRATEGIC TR | $3.0M | 1.27% | 103,538 | Added |
| 22 | SPYI | NEOS ETF TRUST | $2.7M | 1.16% | 55,597 | Trimmed |
| 23 | SCHH | SCHWAB STRATEGIC TR | $2.6M | 1.11% | 122,317 | Trimmed |
| 24 | QDPL | PACER FDS TR | $2.6M | 1.09% | 64,101 | Trimmed |
| 25 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.08% | 45,068 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31