Guardian Financial Partners, LLC
•CIK: 1723514•Filing: Q4 2025
**Guardian Financial Partners, LLC** manages $236M across a portfolio of 68 distinct positions. The fund exhibits a notable allocation to core equity indices and established value names, highlighted by the top holdings of CLOZ ($19.5M) and VOO ($18.3M). Further diversification is evident with significant weights assigned to JSI ($17.0M), SCHF ($17.0M), and BRK/A ($15.1M). This structure suggests a disciplined, multi-sector approach targeting stable, large-cap growth and value exposure.
Total AUM
$236.4M
+ $12.4K in options
QoQ Performance
-0.3%
Positions
37
+ 1 option
Top 10 Concentration
57.1%
Latest Filing
Q4 2025
Top Holdings Allocation
CLOZ
VOO
JSI
SCHF
BRK/A
CLOZ8.2%
VOO7.7%
JSI7.2%
SCHF7.2%
BRK/A6.4%
SMTH5.0%
SCHX4.7%
VYMI3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.9%
ETF8.2%
Financial8.2%
Technology4.2%
Consumer1.3%
Healthcare0.2%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑32 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023