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Disclosery

13F-HR filed by Guardian Financial Partners, LLC

Guardian Financial Partners, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-14, with 70 holding rows worth $237,150,818.

Accession
0001723514-26-000002
Filer
CIK 1723514
Filed
2026-01-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 70 entries on the cover page, a total value of $237,150,818 stated on the cover page (in dollars after the unit check, H1), rows summing to $237,150,818 with VALUE read as dollars as filed, 13F file number 028-21459. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SERIES PORTFOLIOS TR81752T528ELDRIDGE BBB B735,819$19,484,479dollars as filed
Vanguard S&P 500 ETF922908363COM29,116$18,259,764dollars as filed
JANUS DETROIT STR TR47103U746HEND SECU IN ETF326,735$17,009,822dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF706,530$16,984,980dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A20$15,096,000dollars as filed
ALPS ETF TR00162Q346SMITH CORE PLUS450,621$11,747,677dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS411,728$11,079,612dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS100,278$9,025,016dollars as filed
Vanguard High Dividend Yield ETF921946406SHS57,157$8,203,148dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L300,440$8,174,962dollars as filed
SCHD808524797COM283,878$7,786,773dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL157,183$7,106,252dollars as filed
BLUEROCK PVT REAL ESTATE FD09631P102COM422,713$6,340,695dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS193,253$6,303,928dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL121,226$6,131,598dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF184,556$6,044,213dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B207,200$4,842,254dollars as filed
Berkshire Hathaway Inc084670702COM7,582$3,811,092dollars as filed
SCHWAB STRATEGIC TR808524789FUNDAMENTAL US B142,508$3,786,430dollars as filed
Apple Inc037833100COM13,465$3,660,516dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI56,467$2,966,227dollars as filed
PACER FDS TR69374H436METAURUS CAP 40066,443$2,822,481dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS98,296$2,799,473dollars as filed
Schwab US REIT ETF808524847SHS129,268$2,700,409dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF45,250$2,590,131dollars as filed
Microsoft Corp594918104COM4,890$2,364,917dollars as filed
NVIDIA Corp67066G104COM12,462$2,324,206dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF36,160$1,646,349dollars as filed
Costco Wholesale Corporation22160K105COM1,761$1,518,785dollars as filed
MARVELL TECHNOLOGY INC573874104COM16,373$1,391,403dollars as filed
EDISON INTL COM281020107Stock21,803$1,308,641dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S40,754$1,284,155dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS34,252$1,235,109dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,618$1,108,351dollars as filed
Home Depot, Inc437076102COM2,989$1,028,544dollars as filed
Schwab Short Term US Treasury ETF808524862SHS42,103$1,026,039dollars as filed
iShares S&P 500 Value ETF464287408SHS4,647$985,484dollars as filed
iShares Russell 2000 ETF464287655SHS3,970$977,164dollars as filed
VTI922908769COM2,886$967,481dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,238$939,599dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS8,932$896,594dollars as filed
Intuitive Surgical,Inc.46120E602COM1,466$830,284dollars as filed
Broadcom Inc.11135F101COM2,311$799,748dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS11,672$729,180dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL16,336$727,767dollars as filed
Tesla Motors, Inc88160R101COM1,508$678,178dollars as filed
VWO922042858SHS11,541$620,427dollars as filed
Procter & Gamble Co742718109COM3,853$552,171dollars as filed
META PLATFORMS INC CL A30303M102COM796$525,576dollars as filed
JPMorgan Chase & Co46625H100COM1,416$456,120dollars as filed
Eli Lilly and Company532457108COM384$412,725dollars as filed
GE Vernova Inc.36828A101COM629$410,968dollars as filed
Amazon.com, Inc023135106COM1,766$407,628dollars as filed
SPDR GOLD TR78463V107GOLD SHS957$379,269dollars as filed
Schwab US TIPS ETF808524870SHS13,909$368,439dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,165$364,597dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,900$363,964dollars as filed
iShares S&P 500 Growth ETF464287309SHS2,719$335,192dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS2,262$297,647dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM5,000$290,600dollars as filed
Schwab U.S. Broad Market ETF808524102SHS11,061$290,127dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS2,395$272,344dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS656$270,777dollars as filed
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF09789C721ETF5,289$268,274dollars as filed
Schwab 5-10 Year Corporate Bond ETF808524698SHS10,263$235,740dollars as filed
Walt Disney Co254687106COM1,913$217,663dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS709$215,458dollars as filed
IShares Bitcoin Trust Registered46438F101SHS651$32,322dollars as filed
IShares Bitcoin Trust Registered46438F101SHS34,800$24,440dollars as filedcall
Tesla Motors, Inc88160R101COM1,600$12,440dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001723514-26-000002this filing2026-01-14acceptance time not in the bulk data set