Guardian Financial Partners, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$222.7B
Holdings
56
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CLOZSERIES PORTFOLIOS TR | 772,041 | $20.6B | 9.27% | |
| 2 | VOOVANGUARD INDEX FDS | 35,986 | $20.4B | 9.18% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 769,248 | $17.0B | 7.63% | |
| 4 | JSIJANUS DETROIT STR TR | 316,151 | $16.6B | 7.47% | |
| 5 | BRK-BBERKSHIRE HATHAWAY INC DEL | 20 | $14.6B | 6.55% | |
| 6 | SMTHALPS ETF TR | 444,754 | $11.5B | 5.16% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 405,424 | $9.9B | 4.45% | |
| 8 | VYMIVANGUARD WHITEHALL FDS | 107,829 | $8.6B | 3.88% | |
| 9 | VYMVANGUARD WHITEHALL FDS | 59,145 | $7.9B | 3.54% | |
| 10 | SCHDSCHWAB STRATEGIC TR | 284,751 | $7.5B | 3.39% | |
| 11 | FNDXSCHWAB STRATEGIC TR | 291,211 | $7.1B | 3.21% | |
| 12 | FNDFSCHWAB STRATEGIC TR | 168,573 | $6.7B | 3.03% | |
| 13 | JAAAJANUS DETROIT STR TR | 132,052 | $6.7B | 3.01% | |
| 14 | SCHESCHWAB STRATEGIC TR | 201,254 | $6.1B | 2.72% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 193,460 | $5.7B | 2.54% | |
| 16 | SCHZSCHWAB STRATEGIC TR | 228,321 | $5.3B | 2.38% | |
| 17 | FNDBSCHWAB STRATEGIC TR | 174,339 | $4.2B | 1.88% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,460 | $3.6B | 1.63% | |
| 19 | AAPLAPPLE INC | 16,526 | $3.4B | 1.52% | |
| 20 | QDPLPACER FDS TR | 67,715 | $2.7B | 1.20% | |
| 21 | SPYINEOS ETF TRUST | 52,401 | $2.6B | 1.18% | |
| 22 | SCHHSCHWAB STRATEGIC TR | 122,349 | $2.6B | 1.16% | |
| 23 | JEPIJ P MORGAN EXCHANGE TRADED F | 45,049 | $2.6B | 1.15% | |
| 24 | SCHASCHWAB STRATEGIC TR | 92,061 | $2.3B | 1.05% | |
| 25 | MSFTMICROSOFT CORP | 3,770 | $1.9B | 0.84% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 1,717 | $1.7B | 0.76% | |
| 27 | TAXXBONDBLOXX ETF TRUST | 32,089 | $1.6B | 0.74% | |
| 28 | NVDANVIDIA CORPORATION | 9,202 | $1.5B | 0.65% | |
| 29 | SCHCSCHWAB STRATEGIC TR | 33,857 | $1.4B | 0.65% | |
| 30 | IVVISHARES TR | 1,919 | $1.2B | 0.53% | |
| 31 | HDHOME DEPOT INC | 2,967 | $1.1B | 0.49% | |
| 32 | EIXEDISON INTL | 21,013 | $1.1B | 0.49% | |
| 33 | SCHOSCHWAB STRATEGIC TR | 43,743 | $1.1B | 0.48% | |
| 34 | FNDASCHWAB STRATEGIC TR | 36,861 | $1.1B | 0.47% | |
| 35 | MRVLMARVELL TECHNOLOGY INC | 13,618 | $1.1B | 0.47% | |
| 36 | FNDESCHWAB STRATEGIC TR | 31,420 | $1.0B | 0.47% | |
| 37 | VOVANGUARD INDEX FDS | 3,201 | $895.9M | 0.40% | |
| 38 | VEAVANGUARD TAX-MANAGED FDS | 14,876 | $848.1M | 0.38% | |
| 39 | ISRGINTUITIVE SURGICAL INC | 1,480 | $804.2M | 0.36% | |
| 40 | IVEISHARES TR | 3,981 | $778.0M | 0.35% | |
| 41 | IWMISHARES TR | 3,309 | $714.1M | 0.32% | |
| 42 | METAMETA PLATFORMS INC | 898 | $662.9M | 0.30% | |
| 43 | VWOVANGUARD INTL EQUITY INDEX F | 13,232 | $654.5M | 0.29% | |
| 44 | FNDCSCHWAB STRATEGIC TR | 15,175 | $638.1M | 0.29% | |
| 45 | GEVGE VERNOVA INC | 1,144 | $605.3M | 0.27% | |
| 46 | PGPROCTER AND GAMBLE CO | 3,371 | $537.1M | 0.24% | |
| 47 | RYROYAL BK CDA | 4,008 | $527.3M | 0.24% | |
| 48 | AMZNAMAZON COM INC | 1,842 | $404.1M | 0.18% | |
| 49 | TSLATESLA INC | 1,189 | $377.7M | 0.17% | |
| 50 | SCHPSCHWAB STRATEGIC TR | 14,117 | $376.6M | 0.17% | |
| 51 | JPMJPMORGAN CHASE & CO. | 1,242 | $360.2M | 0.16% | |
| 52 | LLYELI LILLY & CO | 459 | $357.9M | 0.16% | |
| 53 | VTIVANGUARD INDEX FDS | 1,139 | $346.1M | 0.16% | |
| 54 | SCHBSCHWAB STRATEGIC TR | 11,187 | $266.6M | 0.12% | |
| 55 | SCHISCHWAB STRATEGIC TR | 10,535 | $239.8M | 0.11% | |
| 56 | AVGOBROADCOM INC | 822 | $226.7M | 0.10% |