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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 2026-03-31, filed 2026-04-15, with 67 holding rows worth $236,886,804.

Accession
0001723514-26-000003
Filer
CIK 1723514
Filed
2026-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 67 entries on the cover page, a total value of $236,886,804 stated on the cover page (in dollars after the unit check, H1), rows summing to $236,886,804 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
JANUS DETROIT STR TR47103U746HEND SECU IN ETF403,212$20,785,555dollars as filed
SERIES PORTFOLIOS TR81752T528ELDRIDGE BBB B729,139$18,702,408dollars as filed
Vanguard S&P 500 ETF922908363COM27,634$16,512,459dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF660,774$16,354,159dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A20$14,362,800dollars as filed
ALPS ETF TR00162Q346SMITH CORE PLUS495,650$12,765,470dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS424,237$10,877,432dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L316,570$8,816,461dollars as filed
SCHD808524797COM263,004$8,068,965dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS85,394$8,047,541dollars as filed
Vanguard High Dividend Yield ETF921946406SHS52,285$7,743,342dollars as filed
BLUEROCK PVT REAL ESTATE FD09631P102COM422,705$7,021,124dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL143,230$7,008,242dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL129,800$6,538,012dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF181,780$5,989,638dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS202,549$5,900,257dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B217,107$5,041,229dollars as filed
SCHWAB STRATEGIC TR808524789FUNDAMENTAL US B134,485$3,657,979dollars as filed
Berkshire Hathaway Inc084670702COM7,622$3,652,462dollars as filed
Apple Inc037833100COM13,485$3,422,271dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS103,538$3,010,890dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI55,597$2,744,827dollars as filed
Schwab US REIT ETF808524847SHS122,317$2,628,598dollars as filed
PACER FDS TR69374H436METAURUS CAP 40064,101$2,572,947dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF45,068$2,554,459dollars as filed
EDISON INTL COM281020107Stock28,179$2,062,125dollars as filed
NVIDIA Corp67066G104COM10,904$1,901,696dollars as filed
Microsoft Corp594918104COM4,840$1,791,525dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF37,709$1,762,530dollars as filed
Costco Wholesale Corporation22160K105COM1,763$1,757,181dollars as filed
MARVELL TECHNOLOGY INC573874104COM16,377$1,622,127dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S43,089$1,397,370dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS36,017$1,378,000dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS13,098$1,318,445dollars as filed
Schwab Short Term US Treasury ETF808524862SHS45,281$1,098,959dollars as filed
iShares Russell 2000 ETF464287655SHS3,976$985,958dollars as filed
iShares S&P 500 Value ETF464287408SHS4,662$984,387dollars as filed
Home Depot, Inc437076102COM2,991$983,557dollars as filed
VTI922908769COM2,889$926,811dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,406$918,402dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,081$884,849dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL17,012$788,675dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS10,566$677,053dollars as filed
Intuitive Surgical,Inc.46120E602COM1,466$675,811dollars as filed
GE Vernova Inc.36828A101COM732$638,996dollars as filed
VWO922042858SHS11,101$599,992dollars as filed
Tesla Motors, Inc88160R101COM1,613$599,633dollars as filed
Broadcom Inc.11135F101COM1,914$592,385dollars as filed
Procter & Gamble Co742718109COM4,007$578,699dollars as filed
Eli Lilly and Company532457108COM518$476,045dollars as filed
Schwab US TIPS ETF808524870SHS16,798$446,984dollars as filed
JPMorgan Chase & Co46625H100COM1,422$418,275dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,127$408,214dollars as filed
Amazon.com, Inc023135106COM1,775$369,679dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,000$337,950dollars as filed
iShares S&P 500 Growth ETF464287309SHS2,720$307,701dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS2,267$300,361dollars as filed
SPDR GOLD TR78463V107GOLD SHS689$296,470dollars as filed
Schwab U.S. Broad Market ETF808524102SHS11,402$286,188dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS2,398$283,986dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM5,000$277,600dollars as filed
Schwab 5-10 Year Corporate Bond ETF808524698SHS11,558$262,141dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS656$241,041dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK170$224,541dollars as filed
EXXON MOBIL CORP30231G102COM1,281$217,285dollars as filed
IShares Bitcoin Trust Registered46438F101SHS651$25,011dollars as filed
IShares Bitcoin Trust Registered46438F101SHS22,800$2,639dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001723514-26-000003this filing2026-04-15acceptance time not in the bulk data set