Guardian Financial Partners, LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$237.0B
Holdings
63
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 34,668 | $21.2B | 8.96% | |
| 2 | CLOZSERIES PORTFOLIOS TR | 773,421 | $20.7B | 8.75% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 750,308 | $17.5B | 7.37% | |
| 4 | JSIJANUS DETROIT STR TR | 329,985 | $17.2B | 7.28% | |
| 5 | BRK-BBERKSHIRE HATHAWAY INC DEL | 20 | $15.1B | 6.36% | |
| 6 | SMTHALPS ETF TR | 459,037 | $12.0B | 5.07% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 404,981 | $10.7B | 4.50% | |
| 8 | VYMIVANGUARD WHITEHALL FDS | 111,734 | $9.5B | 3.99% | |
| 9 | VYMVANGUARD WHITEHALL FDS | 61,948 | $8.7B | 3.68% | |
| 10 | SCHDSCHWAB STRATEGIC TR | 301,971 | $8.2B | 3.48% | |
| 11 | FNDXSCHWAB STRATEGIC TR | 293,902 | $7.7B | 3.26% | |
| 12 | FNDFSCHWAB STRATEGIC TR | 164,377 | $7.1B | 2.98% | |
| 13 | JAAAJANUS DETROIT STR TR | 134,635 | $6.8B | 2.88% | |
| 14 | SCHESCHWAB STRATEGIC TR | 197,412 | $6.6B | 2.78% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 191,153 | $6.1B | 2.57% | |
| 16 | SCHZSCHWAB STRATEGIC TR | 215,456 | $5.1B | 2.13% | |
| 17 | FNDBSCHWAB STRATEGIC TR | 168,271 | $4.3B | 1.83% | |
| 18 | AAPLAPPLE INC | 15,554 | $4.0B | 1.67% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,460 | $3.8B | 1.58% | |
| 20 | SPYINEOS ETF TRUST | 62,112 | $3.2B | 1.37% | |
| 21 | QDPLPACER FDS TR | 71,214 | $3.0B | 1.26% | |
| 22 | SCHHSCHWAB STRATEGIC TR | 127,222 | $2.7B | 1.16% | |
| 23 | JEPIJ P MORGAN EXCHANGE TRADED F | 47,956 | $2.7B | 1.16% | |
| 24 | SCHASCHWAB STRATEGIC TR | 94,438 | $2.6B | 1.11% | |
| 25 | MSFTMICROSOFT CORP | 4,896 | $2.5B | 1.07% | |
| 26 | NVDANVIDIA CORPORATION | 10,274 | $1.9B | 0.81% | |
| 27 | TAXXBONDBLOXX ETF TRUST | 32,064 | $1.6B | 0.69% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 1,744 | $1.6B | 0.68% | |
| 29 | SCHCSCHWAB STRATEGIC TR | 33,672 | $1.5B | 0.65% | |
| 30 | HDHOME DEPOT INC | 2,978 | $1.2B | 0.51% | |
| 31 | FNDASCHWAB STRATEGIC TR | 38,596 | $1.2B | 0.51% | |
| 32 | EIXEDISON INTL | 21,417 | $1.2B | 0.50% | |
| 33 | FNDESCHWAB STRATEGIC TR | 32,350 | $1.2B | 0.49% | |
| 34 | MRVLMARVELL TECHNOLOGY INC | 13,205 | $1.1B | 0.47% | |
| 35 | IVVISHARES TR | 1,612 | $1.1B | 0.46% | |
| 36 | SCHOSCHWAB STRATEGIC TR | 41,988 | $1.0B | 0.43% | |
| 37 | VOVANGUARD INDEX FDS | 3,214 | $944.0M | 0.40% | |
| 38 | IVEISHARES TR | 3,998 | $825.7M | 0.35% | |
| 39 | METAMETA PLATFORMS INC | 1,098 | $806.5M | 0.34% | |
| 40 | IWMISHARES TR | 3,318 | $802.9M | 0.34% | |
| 41 | FNDCSCHWAB STRATEGIC TR | 15,688 | $698.3M | 0.29% | |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 11,481 | $688.0M | 0.29% | |
| 43 | ISRGINTUITIVE SURGICAL INC | 1,471 | $657.9M | 0.28% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 11,322 | $613.4M | 0.26% | |
| 45 | RYROYAL BK CDA | 4,008 | $590.5M | 0.25% | |
| 46 | AVGOBROADCOM INC | 1,697 | $559.9M | 0.24% | |
| 47 | PGPROCTER AND GAMBLE CO | 3,408 | $523.7M | 0.22% | |
| 48 | GEVGE VERNOVA INC | 847 | $521.1M | 0.22% | |
| 49 | TSLATESLA INC | 1,165 | $518.1M | 0.22% | |
| 50 | AMZNAMAZON COM INC | 2,315 | $508.3M | 0.21% | |
| 51 | JEPQJ P MORGAN EXCHANGE TRADED F | 8,000 | $460.2M | 0.19% | |
| 52 | JPMJPMORGAN CHASE & CO. | 1,330 | $419.4M | 0.18% | |
| 53 | SCHPSCHWAB STRATEGIC TR | 13,842 | $373.0M | 0.16% | |
| 54 | VTIVANGUARD INDEX FDS | 1,111 | $364.5M | 0.15% | |
| 55 | GQ9SPDR GOLD TR | 825 | $293.3M | 0.12% | |
| 56 | APOAPOLLO GLOBAL MGMT INC | 2,200 | $293.2M | 0.12% | |
| 57 | SCHBSCHWAB STRATEGIC TR | 11,179 | $287.4M | 0.12% | |
| 58 | ISPYPROSHARES TR | 6,200 | $279.7M | 0.12% | |
| 59 | GOOGLALPHABET INC | 1,137 | $276.4M | 0.12% | |
| 60 | SCHISCHWAB STRATEGIC TR | 10,266 | $236.9M | 0.10% | |
| 61 | LLYELI LILLY & CO | 300 | $228.6M | 0.10% | |
| 62 | CGCARLYLE GROUP INC | 3,323 | $208.4M | 0.09% | |
| 63 | DISDISNEY WALT CO | 1,754 | $200.9M | 0.08% |